Hello Friends!
On this episode of The Stock Show we talk
How Much Is Common Sense Worth? (00:36)
Brian Niccol is using wizardry known as customer service to break the stock out.
These are the key innovations: condiment bars are back, more free refills, ceramic mugs, cleaning up the mess that is online ordering to make it a better in store experience
God knows the MBAs couldn’t figure that one out.
The DeepSeek Massacre (3:00)
It’s the first Nvidia 200 day test of the entire rally. It still holds up over 110 or so
The thinking is with AI advancements, AI requires less training power so power producers like Vistra VST sold off aggressively. It’s worth watching this 170ish area
The Fed came and went with little fanfare (8:35)
Nobody knows what the policies are going to end up looking like so we’re all just watching things like the US Dollar Index waiting for some clarity.
Nowadays everybody wanna talk like they’ve got something to say, but nothing comes out when you move your lips just a bunch of AI tariff gibberish, motherfuckers act like they forgot about rates.
Look at the 10 year US Treasury Yield catch a bid off that key 4.5% area on the tariff headlines
Top Gainers And Losers (12:35)
It appears the pharma companies are allowing us all eat and live like shit. AKRO showed signs it can reverse liver scarring
Dan notes an emerging concern in Deckers DECK
Earnings on deck (17:15)
Palantir PLTR…awesome run but there are some sellers here above 80
GOOG is basically the META clone of this week.
Remember the good old days 3 months ago when Microstrategy was leading bitcoin higher? Well, this thing is underperforming bitcoin now
Picks of the week (22:30)
Dan “wins” with FUTU while Aaron brought shame upon his organization and family with Bloom Energy
This week Dan rides the lower rates train, going with Michigan’s own Rocket Mortgage RKT
Aaron goes with GOOG
Conspiracy of the week - the crowd is right? (26:00)
Shoutout Ryan Detrick. Carson Group Chief Market Strategist with the great visual of the January Barometer when the S&P 500 is up over 2% in January…not a great track record for the bears
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