Hello and greetings: this is your stock doctor today, we'll take a look at the markets. We've got the dao futures up about a half percent, but the nasdaq futures are heading down. It's because of apple today, apple suggesting that their orders for their new iphone 13 are slowing down uh in conversations with their supplier, uh, not so great for tech, probably not so great for uh as a little catalyst for consumer spending as well. So it could be a little bit of a headwind for the good old amazon, etsy firm and the others.

Of course, we still expect this quarter to have been an absolutely ton of a selling season, so i'm optimistic for q4 earnings, but in the meantime we still have the craziness of december catalysts ahead of us specifically even including this uh, the latest on the budget negotiation Which uh we might within the next few hours know if uh, the house is going to introduce a stop gap measure and if the senate's gon na end up going for it a lot of things being tossed around in terms of excuses as to why congress is Being stupid, uh, you know some say republicans, don't want a vaccine mandate. Republicans say no we're fine with the extension. We just don't want to build back, better plan, there's so much mess going on now, which the buildback better plan was passed by the house last month. Uh, but we still don't have any semblance of hope that it'll actually pass uh the senate so congress.

This particular congress uh here the joe biden congress has has been - and this is not like trying to be like left or right or whatever it's just. It is missed like every deadline. Okay, maybe not every deadline, but it feels pretty bad everything you read about this congress is like oh yep. Here you go.

Another missed deadline for the 118th: oh well, uh anywho, let's uh, take a peek, see how uh pre-markets doing with individual stocks and try to get a theme for the day see where things are heading yeah aydah did have a little bit of a pop you're right. All right, so, as we uh open up, we've got moderna down about 3.65 moderna down uh, potentially uh. It's janet yellen she's, ready to retire. The word transitory and believes the omicron variant could be with us for some time hopes that the new variant will not stifle economic activity yeah.

Well, that's kind of how everyone feels anyway. Moderna lost a patent lawsuit, not so good for them to be able to protect their mrna technology, messenger rna technology - it's not ideal, so this stocks obviously had a little bit of downward pressure here in the last couple days down eleven percent yesterday down three point: six Percent today, uh in the pre-market here apple down almost a full three percent, and this was one of the reasons we saw. The s p and the indices honestly running uh, quite frankly, apple leading text and enthusiasm. So no surprise that if you're expecting less chip demand or less iphone demand that uh qualcomm is now down uh 2.11, even though apple wants to manufacture a lot of their own pieces, pretty sure i know the 12 still uses the uh qualcomm chips, the uh 5g Chips, i want to say the 13 does as well.

I'm not sure about that. I'm going to take a quick peek here. Let's do a quick little google on that one iphone 13 qualcomm chip, that's what we got! Uh tear downs, confirm qualcomm modems in the iphone 13 pro yeah iphone 13 pro has the qualcomm x60 modem same as in other flagship phones like the samsung galaxy. Yeah apple does make their own, but they're still using qualcomm.

At this point, so it makes sense that now you're seeing qualcomm pull back just a little bit. Okay, then we've got uh zoom down 1.9 redfin continuing its path down down to 37.5. What a disaster lucid's trying to knock on the door of 50 here amd pulling back a little bit. Finally, a little bit of a relaxation on the chips nvidia amd finally squares, changing their name to block, which is i i think uh i mean i think it's blatantly a uh, a crypto ploy but uh, i don't know rebranding the entire company from square to block It just seems quite odd yeah, i don't know, i don't know if that's worth it, it's like go focus on doing things.

That matter. I don't know if a full rebrand like that's necessarily worth it, but you know what you never know. You just never know what jack dorsey is up to. I know he's a big crypto buff and a big believer that uh inflation's gon na last for quite a while.

So uh you know. Maybe this is paying homage to that look at pounds here. 1932.. You know some of the prices are just nice much nicer than where they had been docusign 230..

I mean please give me some docusign under uh 200, again be very nice uh, not seeing massive pain like we saw yesterday, although remember folks. Yesterday the market was green and it ended up turning red uh substantially red i mean we were nicely green and then all of a sudden you had this massive sell-off. I mean it was. It was something else: uh robin hood up, just half of a percent.

After that crazy, lock up day yesterday, lockups yesterday were devastating for robinhood. I do expect to bounce back over the next two or three weeks. We'll see what happens. I think it also depends on the broader movements of the stock market, funware and d-wac, really moving again pre-market here, 12 to 13 percent uh.

Yesterday, we're we're jumping up on the news that they're raising another billion bucks. Somehow i i am honestly blown away. I think they need a billion dollars to actually develop the app that they don't have, but that's all right good for them. They can get it peloton sitting at 44, still below that 46 level, where you had uh one uh one company buy.

I want to say it was: was it a billion dollars? It was a lot. It was a lot of money that peloton was able to raise at 46 dollars that tattooed chef's actually coming up a little bit and dave and buster up 1.68. Why did it go to dave buster's yesterday? I don't know what happened but um yeah dave and buster's rocks it's that 30 bucks. You know that's that look at that.

It was that it actually hit 30. Even yesterday, bounced right off of 30.. I've been keeping an eye on that one backed holdings. Moving up, one percent kind of moves, a lot with the crypto universe, take a look at uh, cardano cardano, all of a sudden popping i don't take.

I haven't particularly looked at why maybe somebody in the comments knows: why did not get a cyber whistle? No, i was not quick enough uh aida and let's look at btc a little bit because we do have a little bit of a draw down. Yeah, look at that draw down again here at 56.3 on btc we're really channeled folks. Here you can see it a lot better. On the uh one hour, look at the channeling that we do here.

I mean we consistently channel back to this 56 level. I'm gon na bump the size of this a little bit here, because this is becoming pretty consistent, uh all right. So, let's see here um somebody's asking for a little bit more mic volume. I guess i could give a little bit a little bit more, like maybe a little ten percent little bump there.

I don't know. Let me know how that is for you. You can also turn up the volume. I know there's a limit to that all right.

Well, i could also stop mumbling, maybe when the coffee hits will stop mumbling. Ah, thank you. Oh yeah took the plunge, got your first video uploaded. Well, that's awesome course totally worth the money.

Ah, thank you for the five dollar donation to say the course is worth the money. It's just like. That's like a that's, doubly nice wow you're, paying me to compliment me that is so nice. Thank you all right.

So, let's see what else we got here. What do we have? Costco down? Uh 2.52 percent amazon coming up a little bit: uh visa disney these folks rebounding a little bit neo's having trouble just getting it up over 40 and and staying above 40. can't keep it up. Uh nvidia is is, is one that i continue to nibble on a little bit yeah.

It's not something. I've gone super heavy on yet, but i'm doing tiny little nibbles on it because, as we're trending down just dca-ing a little bit into nvidia and multiple other stocks as well, not worth going through all those right now, but uh point them out sort of. As i see them, i suppose look at sundial actually getting a little bit of a rebound here - 58 cents, but only a couple percent embraer another one. That's just been getting wrecked.

Remember brazil's got like 10 inflation, but the last month has not been great for embraer uh kind of a look at that. You went from 1940 october 15th to where you're sitting right now at 1340.. This is, i think, is a great industrial play. I really like it i will here.

Let me give you some projections on oops wrong button. Let's see if i can pull up some numbers for you all right, andre embraer or just erj all right. Let's see financial analysis on embraer. We have 24 billion market cap.

You are losing money in 2021, but you're expected to make a dollar 25 of eps next year. Folks, listen to that! We got to start writing down. Some value plays okay value, write that down just write down the word value and then write down e r j. Expecting a dollar 25 of earnings next year with 19 growth.

Folks, that's like a 13 times pe! That's crazy! Expecting three dollars! In 2023, a growth will probably slow in 2024 and five down to four and five percent, but you're still expecting uh earnings of between three and seven dollars per share. Folks, thirteen dollars divided by three that's uh 13, divided by three that's 4.33, is a as a forward. P e ratio. It's crazy another one, that's kind of like this is uh corsair.

Let's take a look at corsair for a moment. Okay, corsair i'll answer these questions. In a second crsr, so corsair with uh, the 10 growth expected this year next year, going down to six and a half, then maybe 10 percent in 2023. So a little me me like a little all over the place, right, uh margins of about seven to nine percent, not great smaller enterprise value market cap on this thing around two billion dollars, but folks uh this this thing's looking at uh earnings of uh this year, 1.33, that brings you to 21 divided by 1.33.

That's uh! That's like a 16 p e, both pretty low, so erj erj is actually better uh than corsair. We thought corsair was good, but erj. There's there's some value in that one holy moly. I don't know.

What's another one, send me another one uh in the meantime, did you buy a cyber quad for the kids man that be like taking money and throwing it out the window? You should spend it on stocks, but yeah. I did my autistic five-year-old loves her hair and i catch him playing for that by the dip song. Oh thank you. Thank you thanks for saying that that's super cool notice, the six minute mile progresses ahead.

Oh yeah, you must be. You must be following me on instagram, seeing how that six mile progress is going yeah uh. I think we need to reevaluate the challenge to five minutes nice. Someone here says they're all in on the airlines: yikes: oh yeah, absolutely brazilian inflation could affect erj 100 uh dropbox.

Let's see dbx see what we got on dbx cfr, another media company - hey all right. Let's see here, let's look at dropbox and then we'll see what you're talking about okay, so dropbox we're looking at a market cap of about nine three eps of about 150 10 to 12 percent growth, so a little bit slower. It's got nice margins, though you know they're bringing 26 percent to the bottom line, while growing somewhere between eight to 12 percent. It's okay not really expecting that bottom line to improve substantially but yeah.

You know, potentially in terms of value it. It does look uh somewhat cheap, but you know just because it's cheap doesn't mean it's great, so it's always something to keep in mind. Uh, let's see here. What was this other one? People were talking about f v, i c and f.

Oh, it's going to be another spec, another disaster uh roy to what do we have here? So this is trading okay, so we've had multiple halts on this thing. Uh, oh okay, shares up 26 following late wednesday press release. Video platform rumble will go public via spac. Really rumble a rumble all right, let's see here rumble this is this - is rumble um cool kind of feels, a little youtube-ish, but a little yeah a little bit more sorted by category huh interesting.

I wonder how they actually trend like minus, probably the last 24 hours, but do people actually use rumble? Does anybody here use rumble? I mean you're all on youtube, but uh past five years? Why does rumble have these weird spikes hold on? Let's try! Oh because there was a movie, no video, i don't think that's gon na help platform nobody's gon na google. That i don't know i don't know. I guess i could. I could.

Let me see if i could pull up analytics really quick on the thing. It will take me a second. I i honestly don't know anything about rumble, uh and i'll. Tell you spax and momentum.

I mean folks what was what happened yesterday to pretty much every single momentum play and yet for some reason people are still infatuated with these momentum plays it's because when they go up 40 percent or whatever in a day, it's like. Oh, my gosh, it's just what it's going up. It must be a good investment uh. So rumble.

Let's see, let me go out three years: rumble.com, okay! So it's some growth kind of see that here you've gone from a website rank of somewhere around 11 to 14 000 here in 2020, to really actually taken off a little bit here towards the beginning of 2021, but flatlining a little bit right here in 2021. So be interesting to see i i would look. I would try to understand why. Why did how did they pull this off this surge here and uh? You know why.

Why is that not continuing right now? That's probably what i'd be trying to understand uh at least be something i'd be done. You're looking to understand, okay, let's see here all right, let's hop back in over here. So how are we doing here? Okay, okay, then, looking at the downside - oh matterport, five percent - to the downside here - that's not good, c3ai, 3.93 etsy down 2.3 yeah, not a surprise after apple's draw down there that you're, seeing some pain here, a cloudflare 161 starting to get some some discounts here on Some good companies yeah a little still a little pricey there on cyber security, but it's going to be a pretty hot topic for a while fun wear d-wack snowflake. These are the runners today.

Look it's uh toast. What's uh kathy wood bought some toast yesterday, good old toasty amc coming back about 1.4 shift tech up a little bit here. Let's see here, proterra disney disney coming up slightly tesla coming up about half percent neo. Now we got about 11 minutes to go before the market opens docusign, ah kind of mixed there.

I wonder how the indices are overall, pull them up. Really quick, oh and let's look at bond deals as well. Let's see, what's going on here all right! Oh, a firm's down three-quarters of a percent okie-dokie, so indices s p's flat. That's a little bit of a pull down nasdaq's down about a third and dials up about 0.3, a little softer there.

Oh yeah, okay! There we go bonds, uh, wow! Look at this! The 10-year at 1.41, that headline seems to be old, given that this is 1.41, but that's all right uh. It's really incredible. That yields, especially the the 10-year, are falling the way they are because if jerome powell is coming out suggesting, oh no, we got to combat inflation. You know a lot of folks were expecting yields to go up.

I don't know inflation's more serious, but no. The market was more interested in jerome just doing something which is really interesting, because this should continue to push down mortgage rates. I made a video on that yesterday watch my real estate, video but uh. Let's see if we can do a quick google on this one.

Now bouncing around a little bit so we'll see how they evolve, but it wouldn't surprise me for the trend to actually head down uh with uh with the latest move in the tenure, so we'll keep an eye on that. Okay, let's see here rumble is where the patriots went when they were purged during the change of the admin. Ah, is that true, somebody here says: ignore the market until 10 a.m. Well, yeah, then, maybe we'll actually know what direction this thing's gon na actually go with.

Let's see spax may as well have theta on them at this point and no kidding literally the longer one exists, the more it continues to lose value. Yep, that's a really good way. To put it, you want to be it's kind of like a call option. You want to be in and out uh do you have data on which vaccine between fires or modernity has a higher number of covenant? Infections, no that'd be interesting to look up.

I received an ad on facebook. I don't know i'd have to you, know kyle. Why? Don't you send an email to kevin, kevin.com and uh put in um? What's it called uh attention, justin and we'll get to the bottom of that all righty? So let's talk here about morgan, stanley and neo. Let's take a look at this okay, let's see here neo.

What's the news with neo um morgan stanley neo is undervalued. Well, that's a nice note by morgan stanley, janet yellen, says money. Market system failed the test and remain a risk wow. If she thinks that about money markets, i wonder how she feels about stable coins.

Okay. Well, i can't get into that darn motley or um morgan stanley article, but it's all right all righty a firm, just went positive, see the pre market is, is hilarious, uh, so so volatile so we'll see we've got. We got seven minutes to see which direction we're going to end up opening this morning. Curious all right.

Let's see what else do we have? Let's check out some of our headlines today, all right today we have china warns of pandora's box. Hmm wta warns. Wta was the wta world trade organization, a women's tennis association? Oh i wasn't i was. I wasn't expecting that one hong kong permanent retirement outflows hit highest since 2014..

Um jobless claims, oh tomorrow, by the way jobs data tomorrow, jobs - data - that's gon na - be interesting. So tomorrow, we'll have to do uh. An earlier live set your calendar for 5 30 pacific time for jobs; data. That's 8, 30 eastern we're expecting i want to say it was about 565 000.

Probably the most important part, though, is going to be what that month over month, wage pressure is looking like we're going to see that wage inflation continue or not that'll, be very important. Biden and saki speak on covet soon spy will remain red. Probably oh yeah shelly. That's crazy.

I know all right, uh, hmm jp morgan, says by the dip. Some talk about abortion. S p 500 has worst two day rut since october of 2020. That was right before the election.

That's when you had some real drama. That was when it was fun by time i like buying when there's pain. The only downside of buying when there's pain is sometimes stocks continue to trend down, and you got ta have the cojones to stay strong, but that's all right. That's why, when things are going crazy, you take some, you take some tendees all right, let's listen into jimmy chill here and see what he's up with up to what he's done and frank is one of the smartest people ever built service now into where he then Uh, you know he came to donahoe and then gave it to mcdermott.

He understand one of the largest companies in america. No, i know, listen he's one of those guys that you support completely out of cod at the office right. I like that yeah. I like people who don't believe in having a life other than work, because you know often on your tombstone.

He worked harder right, no you're harder than others all right. This is boring all righty, let's see here. What's the nanda prasha today, so i mean same thing. So far, matterport three and a half percent apple, three percent etsy 2.6 pinterest 2.3 rivian at 113..

This guy's, all these are the reds. Today a firm keeps going back and forth between positive and negative, so does uh. Well, cloudflare has been slightly negative, faraday futures, okay, let's go to the top d-wack and fun are the ones that are running peloton, win, win resorts, look at win under 80 again and toast i'm gon na look at the financials on toast, because i i remember when This was 50 and i made a video saying they were just ridiculously overvalued. I had a lot of people that were mad at me, they're like kevin.

I just bought it for 62., i'm buying dip, i'm getting a good deal at 57, i'm like e and now but okay, let's see toast, let's look at their financials, okay financials on toast three minutes to go by the way before the open financials on toast. You are losing money for 2021 2022, 17.8 billion market cap 2023, 2024. No, no path to profitability come on folks, it'll, probably be profitable by 2025.. That appears to be the trajectory and they do have nice growth, though 37 to 40 40, 40 to 37 40.

Somewhere around there, that's not bad good growth, but that's what you're paying for in toast. Hmm. It's expensive, though, pay for a money losing company. Those are just super, not hot right now, but uh.

There are some that that have the potential of uh pulling an icy u-turn based on temporary pressures, but it depends we'll see. We shall see how the malkit divorce today three minutes to go until the open, how's our spy, doing all right so leading into the open. This guy's kind of flat kind of bored out of money to buy the dip out of dip money. That's not good! C3 ai! Almost down five percent, this one's just been getting smoked.

I mean look at c3 ai over over time. Here i mean this was acting as a strong support for like three months and then it just collapsed. Ugh the burn, the burn, any thoughts on ups stock - hmm well, if you're an employee at ups - and you can get a five percent discount, i'm a fan of buying the discounted stocks. I don't, i think, it's a great company and i think it's going to continue to grow uh, it's not something that i want to be too concentrated in, but uh i probably i probably would take advantage of the discount.

I don't own any logistics companies, but i think they're, a great company see i'm gon na try to pull up their financials really quickly. So we got the opening here. So ups is they're. Looking at 11.59 of earnings, that's selling for about 16.7 times earnings, it's not bad uh growth, potentially slowing next year, though down to three to four percent.

I don't know about that. That might be. It might be pessimistic all right - let's listen in court's up 130 year to date, and i'm sticking with it for my travel truck sticking with ford, we're definitely going to watch the transports at large today. There's the opening bell and the cnbc real-time exchange, the big board.

Harbor capital advisors celebrating the launch of the harvard disruptive innovation etf at the nasdaq from singapore. It's grab a ride, hailing and delivery provider celebrating its listing via spec. So we get some solid breath. This morning we mentioned ford jim yesterday.

It was gm raising their guide. I thought the chairman alrighty: let's take a look, what we got here, so the spy is uh playing a little bit of a dancing game here right at the open, yeah trade desk, not sure which way it wants to go kind of starting in the middle. Here mp, materials heading down, amazon, unsure, tesla tesla seems to be wanting to run up unity. 1.24.

Nice green move here, d-wack moving down, x-bang ooh x-bang's got a nice little pop here and so does neo. It's just a volatile ones. Let's see here, yeah neo's, coming back a little bit. Amc game stop trying to move so a little bit of that momentum play trying to come back, not a lot of green, though i mean once you take out dwack snowflake, fun x-bang, maybe upstart up two percent you're really looking at companies that are up what point.

Eight percent, or something like that - i mean these - are little little rebounds off the floor that we saw yesterday yeah. Let's look at the downside losers here: canoe trying to head back under 10, look at etsy, oh etsy, nice rotation, down good thing. I trimmed a bit at 280. um, but this will be juicy to buy again soon.

I'm very optimistic about etsy long term apple is actually holding on to 160.. Look at that apple's rotating back up geez can't keep that one down: uh matterport down 3.41, but still over um. What's it called still over 160, which is incredible square where's, square's, 190., folks square at 190 or 189. This is where we were may look at that.

We just fully came back to may pricing and started exceeding it to the downside, yikes tattooed chef down about 0.9 corsair 1.2 clove hood probably still have a lock up selling going on. I think the pain for hood is probably going to continue for at least another week, uh that could be sideways or slightly down. Tesla tesla's now down a quarter. Yeah wow, okay, can't be good for the spy.

Let's see, what's going on with the spy, no spy's. Actually going up, it's just tesla going down x-spin's the one running right now x, being a crowd strike, they're running roblox seems to be running yep roblox, x-bang cloudflare. These guys are moving up today. Visa trade desk nvidia's moving up again can't keep nvidia down end phase up one and a half percent: hmm etsy's recovering yeah.

Look at that recovery, a firm yeah! Let's see what a firm's doing. Oh yeah, look at that a firm went positive again. This is such an interesting market. It's just you! You get these these red days, everything adjusts down and people come back in to to buy the dip.

I mean, don't get me wrong. I think this is the kind of market that uh. You know. If we get the right pricing, i want to be fully invested in and there are some companies that have come down nicely.

I mean good good, good discounts disney being one of them, but not just disney. I mean look at paypal. Look at uh look at square, should i say block now. That's weird! That's going to take me.

Oh yeah, i'm going to start calling it square block round peg and square block. That's it! Somebody else needs to make a company called round peg now and then they can acquire each other. Oh man cloud flare good, four percent up here after uh crashing to like 160. There was all the way up at 220 within a matter of days, came right down to about 160.

back to 170 right now, autodesk coming back a little bit. Oh, this is a pretty chill morning, not a lot of drama here. I think the biggest drama honestly is is apple. That's your drama.

Today, even matterport's recovering wow. Look at that. Matterport was down five percent at one point here in pre-market. Where is it click it? There we go yeah matterport's rising again can't keep that one down! Hmm pound here, tattooed chef, nvidia's, a percent redfin paypal, all right, yeah.

Let's look at so far so far i bought a little bit of sofa yesterday, uh down a little bit more today, the next uh but know this, and this is why i've kept my nibbles, relatively small know that sofi, in my opinion, has a very strong support At 14.71, that's going to be a little bit more of that sort of all-in territory. In fact, let's, let's look at pricing a little bit, so i'm going to write down, buy, buy kind of targets. Buy targets so 1471 is is really a nice heavy target for sofi. I, like that one, a lot etsy etsy.

We really got to be under 225. In my opinion, uh 225. square square and paypal are, i think, in a good spot right now, but uh the thing is they keep going down. So this is where you're on fintech and financials you're kind of waiting for a bottom.

So i'm just gon na say: wait for reversal call it the wait for the rev. Here we go wait for the rev paypal, dizz and square hmmm. Robin hood will be a reversal play as well, but i think it's very good in the 24 range. It's like 23.80 right now, so i'm going to put 24 on the hood huge, like 85 lock up yesterday, let's see here, disney's up or tesla up one and a half percent, my goodness it's another one! You can't keep down a firm firms at 118..

It's look. I bought it yesterday at 116.. I i can't say it's a bad deal at uh 118, so you know i'll say sub 120 on a firm, so that means uh. So far, 1471 that'd be big.

Uh at sea that'd be nice under 225 hood 24. A firm 120 i, like these prices, paypal disney square waiting for that reversal. Nvidia, i think, on any dip. I'm gon na write that down any dip any dip.

I'd probably go nvidia trade desk, maybe a tiny little nibble into tesla ooh redfin. Coming back a little bit back from the depths of 37.87, my goodness, when i buy more hut right now, it really depends what i think about bitcoin btc really drives the price of hut and um be interesting to see if we're gon na end up seeing another Drawdown on btc down to 54 or we're gon na go back up once again over 58, but it's been very difficult to get back to 60.. This rally is transitory, yeah, probably amd. Let's take a peek here, a quick reminder.

I know you probably already know this, but pricing did go up for the programs on building your wealth after black friday. There is a cyber monday coupon code, though, that you can take advantage of through cyber monday week. I won't be here on monday, i'm going on vacation on friday, i'll still be here friday, but uh. I won't be doing an open or close on monday and then i'll be back on tuesday, but you can use and take advantage of the cyber monday code through friday, and that way when i leave on vacation, we're done so take a look at that.

Your lifetime access, which is kind of cool pay once not like a subscription model. Oh look at lemonade, oh my goodness lemonade, seven percent to 48.. Oh wow! Let me see if there's news on lemonade that looks like a news. One gold by the way down to 1765 forever is interested in that.

Let's take a look what's going on with lemonade lemonade, okay, news on lemonade, uh! Nothing! No news on lemonade hit a 52-week low at 47.84, and now it just appears to be running a little bit: okay, cloudflare up 4.6 percent roblox a little bit of a nice rally coming back roblox back up really on on roblox, i'm not going to put them Into any dip, i'm going to put roblox in the sub honestly sub 100 that that might be harsh but uh. Oh and then uh lucid on the evs. I'm gon na write down for evs uh, wait for ev pain, evs always go through the cycle of pain. When people are hating batteries and how difficult it is to manufacture them and blah blah blah all the fun that comes out about evs, we all know we're all going to be basically 100 ev, soon um, but yeah anyway, yeah roblox, nice pushback, very, very nice.

Oh and vitae is up four percent today, crowd strike coming up, probably because clown flare is running or maybe vice versa. Ow matterport is up again almost three percent, and so is trade desk, weed maps, honest paypal and redfin coming up about two and a half percent good watch for a reversal there, because those are great companies, probably a little more excited about paypal. Let me see paypal here, yeah, look at paypal, oh my goodness, one 179. Is it the lowest we've seen paypal since whoa september of 2020 and october of 2020 right before the election? Oh my gosh! Oh, i probably have to go paypal shopping.

It's too good! It's too good, uh, nvidia 1.69 nice target coming up a little corsair is coming up a little google half percent robinhood positive. I think robin hood is going to be the and i know a lot of people hate on robin hood, but i don't know i'll i'll make i'll make a dedicated video on robin hood. I've got a. I got, ta get a thesis on that one peloton! Seven percent today why thoughts on quantum scape, so i like quantum scape, but i wouldn't invest in them until i had a little bit more proof of product because uh, if, if they can't, if they can't pull it off uh what they're trying to accomplish, then, then I mean they could literally go bankrupt.

I think there's a very high risk. If i was in quantum scape, i would keep it very, very, very small, small, tiny little allocation, teeny allocation - you know apple - fell as much as four percent apparently this morning, and so it does look like it's recovering. Yeah. Look at that fell down to 157.

I mean, but then again is that really a deal, not really i mean zoom out on this right. I mean that's just like a day in the life that little fluctuation right there, you know apple i've. I bought apple when we were channeling over here, but as soon as we broke out of the channel, i have not been adding to apple at all, oh uh, which reminds me if you are in the stocks in psychology money group, you do get all of my Buy sell notifications, so if i buy or sell something it's not a guarantee. You're gon na make money uh it just kind of gives you an idea of oh okay, kevin's buying, kevin's selling, you know where's kevin's head at.

Is he buying the dip? Is he waiting? Uh, just sort of gives you that instant feedback. Sometimes it's neat, because people are like. Oh, i wasn't even looking at the market and and you sit at the staring at the market all day, long and you're like oh. This just fell to a new low and i'm like i bought the dip too uh.

Some some people say that they like it as kind of like oh somebody's, watching i'm not always watching all day every day but uh. But i do look a lot. It's probably an unhealthy amount. Look at c3ai, though i mean this.

This has to be bad news. Uh it's down 11. There has to be news on c3 ai. Let me see here.

Um, oh, is draftkings. Finally running that's exciting. There are so many bag holders on on draftkings and i feel so bad for them. I'm not i'm not in draftkings, but i i mean you know what i'm going to write down.

Wait for a reversal on draftkings dkng, i'm going to put that under my weight for reversal tab uh, so draftking's price target got reduced by needham from 122 to 103 and piper sandler dropped them from 78 to 44.. Oh and bank of america downgraded them and wed bush downgraded them. They just got a triple downgrade holy moly, or is that a quadruple downgrade? I don't know what it is, but they just got massively downgraded. So that's a bad day for c3ai, oh yeah, yeah! That's another one.

I mean look at this folks. This is just intense, which is also really shocking, because it's somewhat i'm not extremely well-versed in this one, but it's somewhat of a snowflake style company and snowflake, just crushed it on earnings. You know they had a 10 earnings, beat okay etsy's, actually recovering a little bit. Nice drop over here.

Look at that. We had 307 on etsy, but again i i personally probably 225 is where i'd be, adding to etsy otherwise i'll i'll spread to other positions. Uh. Okay, where's uh, where's trafficking, so lucid's lucid's holding above 50., very, very strong, hold above 50.

square's still going down all right. Let me look at the top a little bit. Okay, wow express out of nowhere 20 on express hold on a second here. There's another momentum play for you just be careful on the momentum moves.

We saw what happened yesterday. Momentum moves got creamed, what's the ticker for express. Why can't i find this express? Oh there, it is exp, don't sue me either. Well, thank you appreciate that.

That's nice! You say: okay express, call, okay, express reports, 47 net sales, growth in q3 misses consensus, but that's sales growth, apparently really pumping them up here. All right, lemonade, seven percent! That's a that's a nice reversal on lemonade! In a day. It's not bad! Still at 48. dave and buster's popping off 30., i knew it pop off 30..

It always pops off 30. dang it so close um. It's i mean it's at 3163. It's not like it's that far off embraer is running nicely.

You know you do have that inflationary risk from brazil, but still valuation-wise if there was going to be a foreign company i'd buy, which i have not bought in brayer. But i'd consider that i think it's a very good company. I consider them hands down over boeing people. Ask me all the time about boeing and i'm like nah, no thanks, but that's just me, okay, so here's draftking, so it's not moving as much as i thought it might be.

Based on the excitement and the commentary here. Let me go dkng, that's nice, though, that is a nice curve and let's pull out look at that went down to 30 dollars, we're at 32 right now, 30 dollars brings you to august of 2020. Oh my gosh, it's incredible! So somebody here asks i've been heavily involved in the market for the past three years. Consider yourself an experienced trader.

Is it more geared towards newcomers? It depends what you're really looking to get out of it uh you know it because it it takes. In my opinion, it goes from zero to advanced. It goes goes through everything. So, if you're more experienced, you know maybe some of the early psychology lectures who knows they could change your perspective or uh.

Some of it could could start slow because it does take you from zero up right, uh, but so what some people do is they skip around uh to some of the more advanced content or they they? They want to talk about a thesis, so they post a thesis and we talk about individual different plays or stocks, but um uh yeah. I you know. Ultimately, it depends what you're looking for it depends if you're looking for a group of investors to to hang out with and share ideas with uh if you're, just looking for for trades uh what you're looking for it depends all right, so go ev 11. This was heading back under 10..

It's recovering now. I wonder how are our indices holding up? Let's see if we got any news, let's see: cnbc, hmm, okay, everything just went green everything. Look at this. We literally have the down now uh 3x.

What we were in the pre-market, so the dow was shot up, the s p was flat at zero and that shot up, and now the nasdaq is up half percent, and that was down 0.3. So the indices honestly are doing very, very well. Okay, somebody's suggesting that btc is finally moving. I mean if you look at the indices, it implies enthusiasm coming back, yeah, you're right we're.

Finally, back over 57 yeah. Look at that nice little push over here, good tesla's actually down, though tesla a firm square hood. These guys down fractionally, not a lot fractionally down palantir. Finally, heading back to 20..

Here's your spy! It's almost up a percent! You can't keep this market down, it's so crazy! Well, you want to buy the dip. You better buy corsair's even coming up. One percent matterport two invidious: almost two roblox chilling out a little bit so is lemonade all right. Let's see what other headlines we have how about bonds, no unchanged on the 10-year 1.43.

Let's try here. Opec plus agrees with january production hike. Wow, that's interesting! I think a lot of people were expecting opec to uh, try to spite joe biden and cut production. So the fact they agreed to a production, height, hike kind of implies that they don't really care about joe biden's 50 million barrels, which i mean is, is a drop in the bucket 50 million barrels.

I don't think, gets you through a day. Look at that yolo army gets hit by volatility as speculative stocks. Whip saw yeah the momentum stocks got burned a lot yesterday like hardcore and they've, been on this sad downtrend, hmm. So as a result, oil's down okay, what about financial times? No, no options? And after hours, coinbase acquiring a cyber security firm, really i'll.

Take a look at that in one sec. All right, let me see if i can find that i mean not a bad idea for them. The i mean they're. The last thing you want is a cyber breach at a crypto company.

Let's see hmm, i don't see that i believe you, but i don't see it yet. No uh yeah at least not in the term not being reported. Yet there hmm yeah. We didn't see any news on a lemonade.

Amc is running nicely. Obviously we know that snowflake reported and they beat earnings by 10, which explains their move here. Wind resorts back over 80 now norwegian cruise lines does look like the uh. The recovery stocks are recover.

Well, recovering a bit carnival cruise lines, still very tempting, and so is dave and busters. I mean look at some of these prices here. 1721 dangerous. Some folks believe that these could be value traps and these companies will end up suffering under massive debt loads, where's snapchat.

We that ran like six percent yesterday and then all of a sudden evaporated snapchat's still down. That's crazy. It eradicated a good green day yesterday and just gave up on it a firm and hood now positive, slightly a lot of this back and forth. Volatility's dropping lucid under 50..

Here we go. Finally, a little bit of a lucid drop up start coming back down a little more upstart i'd, consider upstart if it came down all the way down to under 100. Again, i know that sounds crazy because it's you know, especially since it was 400, but that was the trader stock that just ran for like three months straight and you could not bet against that one. Your view on visa, i'm performing paypal today, um.

Well, i'm i generally, i wouldn't compare like the the day gains, but i think visa is a great company, a lot of growth, very high margin. I'll tell you really quick what the margin is for visa uh it and it's it's really surprising the valuation for visa - and you know they're not going down. You know they're gon na be sticking around for a while, but uh. Let's look at some of them! Well i'll tell you some of the numbers, so the growth rate for visa - and this is quite impressive - is expected to be between 14 and 17 for a company with a 427 billion dollar market cap.

That's impressive, 14 to 17 growth, their net margin. Folks, you won't believe this. Okay, their net margin is 53 next year, they're expecting to have an eps of seven dollars. So if you do 196 divided by seven, it's 28, you know a little pricey but uh.

It's come down a lot. Uh you're you're, paying for some sweet margin, good margin, protection, uh. It's sold off a good chunk here recently. Look at this.

I mean visa you're, paying somewhere on november of 2020 levels here, and even that was depressed. You know you could be looking at may of 2020 for the numbers that you're really paying here for visa, so uh some potential wants to add. Well, i i kind of throw visa in that same bucket with disney and paypal where, if you end up getting a reversal which who knows maybe that's today, that's that's potentially a nice one to add yeah. I think it's uh at these levels - potentially don't sue me bro, but a little bit on the safer side than trying to buy some things that are just barely off their tops right like tesla or nvidia.

Now, don't get me wrong. I still think those are phenomenal. Companies you got ta have in your portfolio, but i do think the other ones are a little bit safer on that note. Where's sofi well so far, behaving right now so far is ah so fast up a little bit good point: eight nine percent and neo barely moving again.

Despite that morgan stanley upgrade you just can't get neo to move quite sad, yeah vera. Worse here i could see visa or mastercard, making some strategic acquisitions in fintech couldn't agree more. Do i think we'll have an afternoon sell-off. You know this is there's so much money sloshing around this, this market um, what we, what we really need, is to get through the next two weeks, yeah and and then i think we could potentially go back into this end of the year rally mode.

I really believe that the the next two weeks are a crap storm. What's going to happen with jobs, what's going to happen with inflation, what's going to happen with the amok omicron, what's going to happen with the buildback better plan, what's going to happen with the debt ceiling and the budget deficit, i'll tell you what'll happen: okay, here's here's! My prediction: you ready for this, give me my prediction right now: okay, my prediction is lucid crashes; okay, robin hood moons, maybe not as high as it previously went. Congress punts until feb the jobs report's fine and the inflation within the jobs report is fine. I think the cpi for november is still going to be uh, elevated, probably over 5.8 percent, and that's going to lead the federal reserve to modestly accelerate the taper.

Maybe they'll bring us down instead of 15 bill 30 bill. That's my prediction: i'm going to write this down prediction by year end and the debt ceiling will also get punted till feb and then, of course, you'll have volatility for profit, taking and loss taking, but that'll subside in january. So this is. This is what my crystal ball says.

The crystal ball says lucid crashes, robin hood, moons congress punts all their obligations until february, which means no build back better or higher taxes until february uh. If, if even then, the jobs and cpi reports will be nominal, the fed will do a slightly increased taper uh and a lot more wait and see and we're going to get through and then, of course, we're going to have more volatility between now and the end Of the year, that'll start subsiding by the end of the year and into january as profit taking and loss taking ends, and then we go into january, and maybe we get this end of the year like santa claus rally and new year's rally, whether that's in january Now, whatever that's that's, what my uh crystal ball mean says: uh well, congress has actually not kicked it down the road, yet they're they're negotiating right now. I think the house just released uh the attempt to punt the budget until february uh. The senate is still up in the air on that, but uh yeah, so stay tuned, uh, oh well! So why hood? Okay long story short? They had these massive lockups they're relative to the other brokerages, like so far, coinbase they're, extremely undervalued relative to the other brokerages.

You have you have to put them in the same asset class, right, uh and so i'll i'll do a thesis video on them, but um. Let's just say i got some calls, so i'm putting my money where my mouth is but anyway and i could be wrong, but anyway uh tesla 1.2, and what else do we have here? How are indices doing looks like everything's, mostly trending, up cnbc yeah. All the indices are still trending up. Oh there we go.

The house, has a house just struck a deal, but again it's gon na be up to the senate. I mean the house striking a deal to punt is no surprise, but it's it's gon na be uh. It's gon na be on the senate, so the indices are up dave and buster's up snowflake. Okay.

This is pretty much. The same. Embryo lemonade pulled back a bit cloud flare, okay. This is pretty consistent all right, so there we go, went through my crystal ball and that's what my crystal ball says.

I hope you enjoy my crystal ball. If you want to see how i'm trading, based on my crystal ball, check out the stocks of psychology of money group link down below or any of the programs, quite frankly stocks, psychology money comes with a with the buy sell alerts, but yeah look at tesla continue The spark line on tesla continues to move down a bit here. It can be a little buy opportunity. I i don't love the idea of buying tesla over a thousand, but i would definitely watch that if, if elon's doing some dumping, it could be a little opportunity, especially since we went green here and then all of a sudden, we started getting some more volume uh To the downside, so could be some elon sell orders here and he doesn't sell in big spikes either.

He sells in like little chunks to purposefully not create a big volume, uh pop all right. That about does it for me thanks so much for being here. Folks, we'll see you in the next one appreciate you check out the programs down below use that cyber monday coupon does expire tomorrow, it's a little bit more expensive than black friday, but it's still a good deal and then the pricing will really go up all right.