Hello friends! Aaron and Dan are back for yet another episode of The Stock Show
Other Audio Links: Spotify. Apple
What a show we have for you today including
:50 - It's game show time as we tour recent destruction in the markets
Automated Salad SG has been halved since the election
Defense has sold off to prior support
The housewives of the deep state love obscenely priced home decor. RH down 25% in a month
Ski trips MTN closing in on 5 year lows
UNH down 30% since the November high
7:10 - Skyhigh valuations and the shift to 'cheap'
12:15 - Disruption headlines, Microsoft's Quantum Chip, Google Co-Scientist
17:20 - ByBit biggest Crypto hack in history $1.4B
BTW Bitcoin did not go down last week, kind of impressive
20:05 - Look ahead to Nvidia earnings
Keep it simple stupid - above the gap ~143 good, below bad
24:50 - Picks of the week
Review: PONY AI had a helluva week. Our picks did not
This week we’re going defensive. Aaron has AEP as it tries to break a 5 year range
And Dan goes with Pepsi
27:45 - Conspiracy of the week
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