Ah, welcome back to another market closing live stream. We got a lot to talk about today. We got apps corsair chipotle and face lift and trivago xpl logistics crown holdings. Oh my gosh.

We got a lot. We've even got yum in china. We've got a lot of earnings today, it's crazy. You know i was looking at some of the implied volatilities for these.

These uh uh, these earnings holy smokes. The expectation the market is just expecting this crazy swing. The problem is sometimes when the market expects a crazy swing, you don't end up getting it and then these stocks don't end up doing anything uh. I don't know kind of crazy, we'll see what happens.

Joe biden did finally mention tesla. I feel like this is the first time in his career that he's thrown tesla bone just by acknowledging that tesla even remotely exists, which is quite wild. There is uh talk that earnings beats, are slowing down uh in this sort of pandemic recovery, post-pandemic recovery. We generally have eps beats over estimates of two and a half percent, but now uh we beat by about six percent, which is the lowest s.

P 500 beat so far with 276 firms. Having reported we're at the lowest earnings beat yet in the pandemic, which kind of makes sense, it's kind of just like the the end of these insanely large earnings, uh growth or earnings beats. Another thing that was quite interesting was the we had a treasury auction today and uh a lot of demand with uh with the ten years sitting at about two percent. So this there's talk that uh - maybe maybe as soon as the ten years at two percent you're, going to get a lot of people coming in to basically dip by the treasuries thinking that yields won't go far above two percent yeah right now, the 10-year sitting at 1.956, so uh, it's it's knocking on the door of that uh that two percent okay, so we talked about peak earnings talked about this morning.

We talked about gold talked about china and uh. We talked about which earnings we've got coming up today and that two percent yield okay good now, uh, oh and tesla being acknowledged right. Okay, now, let's hop on over to see what's going on in stick land uh. It actually looks like we might like elevate into the close today, rather than fall into the close to that i don't i don't know if that'll hold, but at least that's what i saw the last 10 minutes was it looked like we were starting to rise.

A little bit yeah nope, never mind getting rejected at the line again, never mind same old, same old. Well, we'll see what happens. Who knows he could still turn more green here into the close yeah, okay. So just the typical kind of volatility towards the end of the day, we'll see what happens uh, i'm i'm personally, i'm expecting with like a 60 chance of being right.

60. 70, something like that uh! I i think we'll have some kind of rotation to the downside. I don't know if we're going to end up falling any more than what we saw earlier, though uh even just about an hour ago, so i don't know how substantially of a rotation down into close we'll get. You know for us to really go back to where we opened or at some of the low points of the day.

I have to have quite a bit of a little swing there on the one minute candles and we'll see what happens. Piton. Look at this that volume declining heavily but that price holding that could be signaling a potential breakout to come chag after yesterday's crushing earnings killing it harley davidson this morning. Look at this look at all this volume coming in to buy harley and then just a total relaxation here, uh towards the end of the day game.

Stop so we're getting some risk assets moving again right, gamestop amc typically deemed to be your risk assets. Hey look! They're my 2100 shares people. Keep asking me kevin. Do you still have your amc shares? I'm like what'd, i tell you, what did i tell you, i'm not leaving my youtube channel and i'm not breaking my promise.

I may have had to change directions on the rest of my portfolio because cha pal rug pulled us, but i'd be stupid not to, in my opinion, uh, i'm not calling anybody else, who's not selling stupid. I'm just saying like if i see an expected value change, then you know it's: it's not a good idea to leave your head stuck in the sand. Oh, i don't think we ever did a thumbnail for this one by the way hold on. Oh, actually, i don't think i prepped this live stream at all.

We were just having too much fun talking in the uh course. Member live strap and oh wait. We got ta get the uh, we got, ta get the mug in it. There we go.

Oh man, i got ta get the water spots off that mug, oh well. Ah so oh man velodyne right down to four dollars again. I knew i should have shorted it. We were talking about that this morning, but i actually i tried to shore peloton and it wouldn't.

Let me it said, no shares available to borrow, so i don't know that i could have actually gotten them on here: interactive brokers, uh i've got some money over there and i can usually short over there uh, which is kind of cool. Oh we'll see what happens there? Oh yeah members mode you're right i'll! Do that too? Okay! So what else t-doc seven seven-ish percent trying to come up towards the end of the day here, uh verifying lightroom classic and get out of town? Why are you trying to verify lightning get out of here? I don't we don't need to verify lightroom. That's all right. Give me one second here, let's get this fixed, oh yeah, a few things here that are old, my bad okay.

This was weird. I was just putting in the little coupon code, that's v-day into the description there we go. I just updated it, but rather than writing v day, i accidentally wrote vlad man that guy lives rent free in our minds. That was such a such a rough day.

Birthday too, oh well, all right! So, let's see what we got here. We have 18 minutes to go to the close. Let's see what bloomberg tells us go biden breaks the silence on tesla yeah. Finally, still controls future super majority of shares at peloton, yeah larry, fink, meek's, big oil.

No, it's not much has really changed this morning, which is okay. The big change, in my opinion, is going to be uh. Well, of course, the bitfinex cryptocurrency recovery, but i think they recovered like 3.6 billion dollars or something like this from a 2016 hack which is really kind of incredible. Think about it.

Uh, in my opinion, another reiterating use case for uh cryptocurrency, specifically a blockchain tech, love, blockchain, check tech. Oh robin hood, rising a little bit into the clothes so uh. Oh there we go spy trying to pop above the line here a little bit so not getting that end of the day. Sell-Off.

That's okay. Sometimes it comes. Sometimes it doesn't yeah. No, no! It's trying to start a couple times here, but no you've got uh.

Now the ones that are going to work and matterport it's up about six percent, so the ones that are going to report today, let's take a peek at those we have apps reporting. Today, oh nice little run here into the clothes, so you've got apps you've got corsair. Oh look at this little run right, leading into uh your your earnings run here uh. So a lot of enthusiasm coming in maybe maybe they leaked some info earnings - are usually pretty dang closely about guarded, but uh.

You know, you never know never know. Did you cover hyundai and the kia battery recall? No, i haven't seen that. Do we really have any clue how end phase is affected by the shortages uh? Oh gosh yeah? No, i i would never bet on uh. Well i mean i can't say never because i have in the past, but i hate betting on earnings.

The only thing i would bet on in earnings is that it's either going to go up a lot or down a lot. I would make that bet which you can do straddles. We were just talking about those in the course remember, live, and we we threw some in so tdoc kind of rising a bit into the clues gm two percent, no right relatively quiet day. You know gm was was down like five percent this morning.

After that morgan stanley, downgrade tesla it's over here, hey tesla's at 1.69, still got those stairs by the way you can see that right here, 899.89 just pennies under 900., oh amazon just moved about two percent as well yeah amazon's kind of been pushing into the close As well, some bullishness here we'll see if uh we'll see if earnings ends up uh messing any of this up, probably not i mean we don't really have massive companies reporting, but some of these do affect the consumer. Uh corsair chipotle end phase lyft. You know these are gon na, be some tells for for the consumer, so i'm excited to see what happens with those all right. Let me go see what the suits are saying.

All right, everybody, everybody's, so happy biden, mentioned tesla yeah baba was killing it this morning. Let me see what it's doing now: b-a-v-a baba. Where are you it's pretty much the same spot? It was at this morning honestly with like five and a half percent. It's like it hasn't moved, but it's it's held, which is nice, that's nice.

All right is the fed cooking without gas. Ignoring energy is a big risk. Rising gasoline futures are leading core cpi, as energy costs are passed along to producers and consumers. The patterns suggest inflation is poised to surge once again, if not in january, due for release on thursday, then in the months to come, removing the cost of food and energy from the fed's metric for inflation has always been somewhat open to debate.

Soaring energy costs of late have made that an even more important part of the conversation and the fed can no longer afford to ignore it. Yeah i mean, if you want to see inflation just go outside and like the gas stations are just like ripping people off right now, and i know it's like the cost of the inputs are going up so but my gosh, that excuse doesn't work for a lot Of industries, a lot of industries - it's just the companies - are just raising their prices. It's quite wild. Elon replied on twitter.

No way. Oh, i wan na see hold on now. Now we got ta. Look, oh man elon.

What are you up to? Oh yeah? Some of you also really liked my uh crypto white paper on twitter. You could check that out by going to twitter all right where's his reply - uh, oh just smiley, face with with sunglasses yeah, okay. Well, i mean everyone's kind of happy about that. It doesn't really mean anything i think it's just.

Finally, some acknowledgement for for elon uh anyway, matt report is up 6.3 right now, going into the close and corsair is had a little bit of a pop there going into the clothes we'll see what happens harley davidson. Okay, all right tdoc how about ark? How's ark been doing hood facebook, facebook, i mean every single day. They hit a lower level seriously yeah yeah. Look at that facebook again uh.

I mean today hit a low of 216. if it's it's at about 220 right now, but it just keeps trending down. So does paypal honestly paypal again, another low, it's so weird paypal and i ate it on that one. But i sold puts on paypal uh when it had already fallen a lot uh.

It was like yeah yeah. It was down from three 310 down to like 240 right here somewhere right around this first first support line, and it's just like yup nope, don't care yeah the sole puts hard on that one, but that's okay! You can't win every option. Sometimes you take the l. Uh, that's okay! It's normal! If you're trading you win some, you lose some and at the end, hopefully you end up with more chips than you started with uh and then and then, when you're ready to leave the casino.

They take all your chips anyway, whether you're up or down anyway, are almost flat on the day. Now i found it, i thought it was running a little bit this morning. I see, i think, t no, no, it didn't really go anywhere today. It must have been yesterday, so it ran to like 75 bucks at some point here yeah.

I think yesterday, yeah yesterday had a green day. That's what it was. I'm also surprised, by the way that google is as flat as it is uh. You know had some lower points today, but still flat on google, okay spy struggling again can't really move off.

This 450 line i've kind of been betting that it would fall uh under this, this 450 line - and it did right here it fell uh. I just thought it would fall a little bit more than that classic, oh well. So, let's see because we always get rejected off that line all right, yeah we'll look at btc2, let's go ahead and get up ftx. If you haven't checked out their mobile app yet or their uh websites check them out, go to met kevin.com ftx, all right.

Let's grab that goog's a great company by the way yeah. I can't. I don't think anybody can really go wrong with the goog, but that ain't financial of us either. Oh yeah, look at that move here on the one minute chart a nice rally here.

This is very nice because look at this, we were really bleeding down from some of the highs that we had here and we bled down to about 42 7, and we were getting these lower low patterns as well, and it looks like once as soon as we Broke uh right around here: 43. 3. 43. 4.

We really took off nicely again on btc, so very nice. Let me go ahead and average this out a little, let's smooth it out and go to like 15 minutes. Here there we go very nice, okay, so we'll i'll leave it on one minute. We'll come back to this.

That's a good way to close the day and test about one and a quarter percent qq about one percent, stable, eight minutes to go spy where's the institutional selling piton reported this morning, inflation to the moon. That's the only thing going to the moon right now. That's sad, it's so good trust me. I'd prefer to just be all in the market, like usual, not have to worry about inflation, not have to worry about jerome powell.

It's it's exhausting they're! Oh that's all! I can say all right. Eight minutes to go for apps. Corsair chipotle end phase and lift can't wait to get rugged tomorrow. Yeah um, i think you mean thursday morning.

That's that's when the real rug pull would come, hey you know, but the cpi data could just come in right at expectations and markets might do nothing. You know that's what happened last time. We were expecting a seven percent print and uh we got it. We literally got a perfect uh.

Perfect seven percent hit yeah. The other camera is dead. I even have another angle. Let me see what happens if i do.

Oh yeah see, but i never use this one. I don't like the lighting as much in this one anyway, all right. So now what let's go: troll troll the web show the interweb wall street journal. Let's go troll softbank plans ipo for arm dear uh, uh that'll be interesting, really you're gon na ipo into this market.

The softbank usually makes pretty good moves should be really interesting. When are you gon na buy dwack all right? Let's see here yeah this was cool. We talked about the seizing coveted relief funds. Drive up nurse pay - hmm! Well, i imagine at this point it's quite worth them getting paid more.

It's been such a tough two years for the health care industry see you know it's boring day when it's which house plants are best in bathrooms. That's on wall street journal's front page. I like the journal all right. Oh yep, let's try the financial times, then this is a quiet close here.

Yeah big news here on this 3.6 billion macron, says: putin promises not to escalate ukraine crisis. You know, that's not saying much. It's like! Oh! As long as they don't attack us first, we will not escalate and then oh before you know what someone from ukraine attacked russia and it was all a false flag. What now russia's invading sorry, i jaded! Well, i told you we would not attack unless, unless they attacked first, they attack first, it's terrible uh, you know.

Hopefully nothing happens. We don't need more drama right now. Oh yes, all right! What is this unhedged? The message from rising real rates, all right, all right? What we got here good morning, no one wrote in to tell us that monday selection is wildly speculative short bets were pure insanity. Let's see okay um just trying to see if this is anything interesting.

No, it's more about negative, yielding debt market measures of inflation expectation have fallen. Oh these are the breakevens yeah. Well, i've seen this flattening. I usually look at the five.

This is the one i usually look at see. This one doesn't actually show so much of a falling the 30 year. Does i never look at the 30-year? That's actually interesting see that little chillaxing over here, but yeah. This is what we were talking about this morning in the stream that this is your breakeven chart and it's the 30 10 and five uh your treasury break evens, and they can be used as sort of a proxy for determining how worried markets are about inflation.

And you know my concern is you, you can't say that high inflation is priced in while break-evens are flat or slightly falling, because it's kind of the market telling you we're not pricing in inflation, and so this is why, every time i see these these comments or Or people making videos? No it's all priced in. It's all priced in where please show me where it's priced in because it ain't how far from inversion uh. I don't know if they have that in this particular article, but i can i can uh. I can always grab it really quick, let's see, it'd be convenient if they did nope all right i'll go get it really quick.

10-2! Oh we're pumping out the clothes. Oh yeah! We are oh, the spice pumping a little bit. No, no institutional sell-off. Today.

Okay, no problem that'll be that could be entertaining for for options going into the close in three minutes. So 10-2 10-year two-year spread lime, shot, yeah corsair reports today, yeah pretty stable, stable at where the flattest point of of the yield curve. So i'll put it up on screen, really quick, so shout out to bloomberg for l charting but uh right here you can see the uh. Oh there you go been relatively stable here in february, and that's this is why you have not seen more of a market sell-off in february that we've been kind of flat because the yield curve's flat.

You know when we got this. That was big pain right here. When we got this, that was big pain in the market, now we're flat, we get another one of those that would be. That would be where the fear steps in, and maybe we get the inversion of the yield curve and all the insanity.

So anyway, oh no pricing on options is very skewy right now. There's no doubt about that. This is because the movements are so extreme, so extreme, all right, so yeah. Let's let me look at the sold put on square.

We got about a minute to go. Let's see here option if i wanted to sell a put, let's go off of this: let's see if i sold a put at the money almost at the money, wow you're, getting 12 bucks for april. That's crazy! That's like two months and you're getting 12 percent yeah! It's just the market's price, the market's hedging, so much the market's pricing and risk and fear all right, 25 seconds to the close tenure is not above the two-year note. No, i don't know if it's gon na be able to hold it above that line.

I think it's gon na hold the line yeah. It did have a little bit of push into the clothes here, though. No nothing, nothing, no dramatic kind of moves here, relaxed, let's get the bell and let's get to earnings. Okay, there, it is dow, is actually a nice green day.

Honestly, it's green across the board. It's 106 on the dow 0.84 on the s p, nasdaq 1.28, not bad russell 163, not bad at all. That's a good day leading into the madness that we're expecting uh coming up oops all right. Let's uh, let's go get some news.

So how are we gon na? Do those apps there we go all right, so apps, corsair chipotle! Those are some of our big ones. I'm gon na get these ready right now. All right, i got apps up now. We've got cmg, let's listen into sarah here for a moment.

Sometimes lately would cause a sort of panic or selling, at least in technology, but you saw a tech rally. A lot of the cyclical groups, a lot of the reopening, plays all did well today. What does that tell you yeah? I think it's really positive to see how well the markets are recovering so quickly here, and i think realistically, it's just showing that all the volatility we've had over the last month or so is nothing more than a run-of-the-mill correction that we tend to see once every 12 months, i do think we'll probably continue to see some of your longer duration assets, like your tech, firm's reprice, as interest rates do continue to rise, so we're really making sure that our investors are looking at good opportunities as we look forward this year and yeah. How are you calling this a run-of-the-mill correction, okay, whatever, where it's not just goods that we're buying? It's now going to be things like leisure hospitality, travel, it's that services sector.

I think we're really wanting to look at here. I think airlines, for example, can be a really good way of playing that so just looking for some of those opportunities, as things are shifting means take advantage of those deals as they're still happening, joe. Usually, when we're talking about the 10-year yield, you pump that book girl positive context when it comes to the tech, trade, and yet today we did see that surge into the clothes. I'm wondering what you make of some of these individual moves, because we still have weakness.

Um, particularly in facebook and as for alphabet, we're pretty much back to the pre-earnings levels. So it's basically a race that big giant pop that it had true yeah and - and i feel better seeing the price action today, because today wasn't so much about the mega caps. There there was a strong tone to apple and to microsoft, but overall melissa. It seems as though the welcome mat is out in some unique places within the capital market structure that it was in previews.

The welcome mat is out two days before the cpi report come on. Man come on, man obviously had been the weakest link of the major indexes they're performing strong. I read a positive note today from goldman sachs on europe wow. When was the last time, you read a positive note on investing in europe, so the welcome mat is out in other places, and i like that, maybe 2022 doesn't have to be all about the mega caps.

Uh that'll be interesting for the indices. Okay, uh. We are now waiting for xbo logistics, lift end phase, corsair, chipotle and digital turbine. I got them all up economy, which you know there were concerns in the last few weeks that that the fed was going to take us into recession by hiking interest rates.

At a time where stimulus fiscal stimulus is wearing off, is this the signal 90 seconds about that story? Yeah, i think it's it's. The market is reading it as a very compressed slowdown. First quarter gdp. If you look at the tracking models, doesn't look good, but nobody thinks that really matters.

It's kind of a little bit of a give back to a very strong nominal growth. Last quarter, and at least the parts of the economy that you know can operate. Apps is falling right now. I don't actually see earnings yet, but it is falling right now about six percent in the after hours.

My constraint, that applies to a lot of stuff in the business to business world in terms of industrials and things like that. Yes, if they're working uh just fine, i don't think we're talking about off to the races for earnings, because there could be a little bit of slippage between how the economy does and how corporate earnings does, because there has been uh just a massive. You know build up toward record profit margins uh to this point so yeah. I think the market right now is pretty happy with rates going up when the economy seems like uh, it can still have some good traction for now.

All right come on. Earnings should be out in the next 30 seconds here that can actually be effective in fighting inflation, with with higher rates that that seems to be the all clear at this point, at least when you take a look at what moved today in in the face of A 10-year treasury yield of 196. yeah, and i i completely agree with that. I think seeing all this positivity just means a lot of this has probably already been priced in the markets have really digested this news right and that's literally what i was saying.

A few minutes ago, this stuff is not priced in, but that's. Okay, all right, i mean look at the break even chart and tell me it's priced in okay, lyft lyft comes out with uh, less active riders than expected, but more revenue revenue at 969.9 versus 940 estimated, despite having only 18.7 million riders versus the estimate of 20. Mil that implies, inflation. We've got adjusted net of 32 mil versus the expected 33 mil.

It's actually not that i mean that doesn't seem horrible, uh, end phase reports, a beat uh end face, beats uh and it's guidance is a a big beat on guide holy smokes. That's a big beat on guide uh, a guiding between guiding a mid point of 430 we're expecting 409 million. So that's very nice! That's a good beat on end phase and phase revenue for last quarter coming in at 4, 12 versus the 402 very good. It's funny.

I was at breakfast this morning and, like i think, end face is gon na beat, but you never know i don't like speculating on it. Uh digi apps beats uh eps comes in at 49 cents versus 43, expected 3.75 million in rev versus the 353. That's pretty decent as well, so we got an a beat on apps here, which should be the opposite of the movement that we just saw in the market where we're starting to go down. Like six percent, we've got to beat on a nice lift on forecast by end phase uh killing it.

So, let's see how these things are actually moving. Apps is, ah it's only about 1.4, which is worst case scenario if you're doing straddles end phase about seven percent. Okay, seven percent to the upside: that's good uh! It's all right! You know i was hoping for more hoping for more on end phase uh, it's rising right now, a little bit so who knows if it'll hold on uh under that anyway, but it's about nine percent right now, bobbing around 154. Here it's crazy because end phase was at like 114 uh, not that long ago, oh there we go nice little boost there on end face so we'll see what happens and phase up about nine percent here.

So let's see what other earnings are. So we talked about lyft. I want to see if lyft race i mean, i'm pretty sure, lift race prices. I mean i've seen the prices just go ridiculous.

On some of these yeah fiscal year guide for apps 1.63. That's good digital turbine, uh, yep. Okay, then, we've got what else still waiting for corsair and chipotle. Those are going to be big ones.

N phase sees margin in line with expectations. Good, i don't see no corsair yet okay, ah, and face only about a seven percent move, not not as much as really hoping for here less less volatility. Today, okay and i'm gon na see what apps is doing. Apps is doing like nothing.

It's like 1.4, like nothing: okay, still waiting on chipotle and expo logistics, so chipotle is listed for so that's in about a minute and coarse air is expected. It just says after so we actually don't know when when that one's going to come out, chipotle is the next big one in about one minute, somebody's saying: how is seven percent, not a good news, uh? Well, because if you do a straddle on it, you want to get a big move. You want to get over ten percent to the up or to the downside. Seven percent is fine uh, if you own it or you just have calls on it or bullish options, but if you're doing a straddle, seven percent's probably equal to zero.

So it depends on what kind of move you're making we were taught. We were talking uh, straddles and examples in the course member live. So that's why i'm bringing it up still waiting for xpo and chipotle should be at about 30 seconds and corsair does not have a time. Piton was this morning.

Things could be muted in pre-cpi mode. I completely agree, i i couldn't agree more. I think it's you're kind of just like the market's going to be kind of boring. The next probably tomorrow as well, i mean it might.

Even i mean i, i honestly think, it'd just stay flat until cpi come on chipotle you're up here we go. Let's go for here we go. Let's go for a big beat come on. Oh it's, an okay beat uh eps comes in at 558 versus 528.

It is a bead on eps digital sales, up 3.6 comp sales up 15.2 slightly beating the estimate of 14.8 uh sales came in at two bill. I mean this is barely a b like this. These just are nominal beats across the board. Uh now how's the stock moving on that yeah apps is doing nothing and end phase, barely holding on to that seven percent and yeah chipotle's literally doing nothing.

One point: three: five percent, two percent-ish, that's too funny. Okay, here we go, chipotle is now rising a little bit. Now it's going up like four percent, something like that anyway. So, let's see here, oh there we go now it's at about four and a half percent on chipotle.

Let me see what else chipotle says. Chipotle says comps in mid to high single digits uh chain warns. Omicron variant will hit next quarter sales. Surprise, it's actually not going down on on that kind of sort of negative forecast.

Where's the forecast, though i don't think they've, provided a forecast yet see it's accelerating unit growth to be in the eight percent eight to ten percent per year. It's up, six percent uh uh corsair, is still not out lift. Is i mean we already covered nothing there. Xpo comes out for what it's worth at 4 15, which is about three minutes.

No guidance equals bad forecast, pretty much pretty much chipotle's up about five percent right now and no it's get it's getting rejected off. Of that six lift is up about or sorry he's down about. Three apps is down about four okay uh. So, finally, a little bit of a larger move to either direction if you're doing straddles is what's preferred.

End phase is already losing that seven percent - it's down at 6.6 right now, tough market to really uh really mess with. Let's see here, sheeb solana, these guys down just a little bit no btc was moving earlier. Let's take a quick peek, a look at btc yeah a little bit of a fall here i mean not much. This is just on the one minute candle but sitting right now at 44 on btc uh.

I want to see if ea xbo has anything for us over the next uh two minutes and just under 44 now on btc, and i saw that charles, i thought that was shady. I read that this morning, i'm like that's shady okay, so hmm. Well then, uh one more minute for xpo, and let's look one more time here at some of these yeah see, envase has given up that seven percent. This thing's gon na end up opening up like three percent.

It's gon na be like super nominal. It's like any time you get these runs. They just create these opportunities for people to take profits again, it's like so unforgiving and then look at that apps at 1.44. It's like they don't want to move at all.

They don't want to give you anything apps and phase. What's the other one, there's lift lift, also only moving about two percent, like the smallest vol. The smallest moves we've seen in weeks on earnings is today uh. It's too funny uh.

What was the other one? Uh xpo? Oh, oh chipotle, five percent, okay, so that one's moving up a little bit uh a good day at the casino corsair is not yet out. Let me see here i will check again and fizz and chipotle margin was 8.1 percent access to 500 million in untapped credit facility. Oh corsair's out corsair comes in with uh, oh 35 cents on eps the estimate was 25.. You've got net revenue of 510 mil versus 495..

That's a beat and adjusted ebitda 39.5 mil versus 37.6 adjusted net year over year down 35 percent year over year. It's not a lot, then a big year last year, yeah eps coming at 25 cents versus 43 cents. A year over year you know, what's up with that year over year, wasn't good but uh they did beat, they did beat on eps and they beat on rev. So that's corsair and we have xbox.

Do we want to go to chipotle? Oh yeah xpo just came out. Uh xbo comes out with a net of 122 mil eps 1.04 uh forecast. Let's see uh, let's see q4, it was a b q4 eps comes in at 134 versus 97, expected 97 cents, so 134 versus 97 cents expected you've got adjusted ebitda of a midpoint of about 1.38 billion expected for 2022 and the forecast was 1.36. So that's a slight beat, so the forecast beat a little bit uh they beat in the last quarter and their forecast for next year is actually quite high.

Five, that's a midpoint of about 525 versus 472.. Oh very nice xbox killed it. They should do really well. In after hours, then let me see expia no up four percent, it's so weird yeah.

The only downside, if you do i see this here so no strangles just straddles strangles, could work um, because if you did straddles and you sold them, you don't you don't want to be left with the naked calls unless you want to unless you're really a gambler. But yeah you're, always gon na have that volatility crush you're gon na have volatility crush and a day of theta decay, and that's why you need to see moves usually in excess of about 10, if you're going to do them just just to like make up to Make like a little bit of money uh, because otherwise you just get crushed on both sides. You know so you're really making a bat on a big move to either direction. Hey look: there's high tide up today; okay, so how do things end lift at about 3.3 and fizz? Oh, oh end phase running a little bit nice.

Oh my gosh, nice yeah. Look at that end phase just got rejected off 160. wow uh end phase nice move on end face. Oh corsair is moving too there you go now we're getting some moves.

Chipotle there you go now. It's moving! That's good! It's just slower moves. That's so weird! It's like the first five minutes after earnings were somewhat boring and now you're actually starting to get some of these moves noise. How about tesla, how's tesla, no yolo, all right awesome! Well! That could be good if you get a nice little 10 move here on uh on end phase and chipotle, six and a half.

If you got a straddle, that's good uh, apps uh, oh apps! I don't even think he's on the watch list. I have to keep typing it in that's, not 4.68, we'll see if that worsens uh anyway, good good, good, good. That's really good! For especially uh end phase is such an amazing company. I freaking love them, but anyway, i also have end face on my roof and i bought more enface.

Now you got a big end phase battery chipotle is now up seven percent. Oh good move, move move. I like this now what's gon na. The only thing that could make this better or worse now is is uh.

Those earnings calls we're gon na have to check those out in about 40 minutes. Those earnings, usually start wall street, decided to actually read earnings reports after amazon. I know no kidding right, yeah, that amazon uh, what was it yeah? It's like it's like they're, taking five minutes to digest after reacting instantly like they did with amazon, because amazon comes in and takes a big profit on rivian. This is like, but wait a minute.

That's it's down! 40 percent, like you're, not still going to have that profit, so you have to back that out. Uh. You know that takes a minute. That's a good way to throw off your computers, though yeah yeah, that's cool, all right! Where's that face nice.

Look at it run! Yes, oh that's, awesome, 164., nice good good and leave it to end phase to to prop up the trade that is awesome uh. Hopefully it stays into the morning. This is awesome. Yes, all right! Well, we'll see what happens uh tomorrow.

What kind of day are we gon na get tomorrow leading into thursday, and that is going to be part one of our setup, because we'll have another cpi report in march before we get the fed meeting march 16th, that's gon na be freakish anyway, all right! Folks, thanks so much for being here, appreciate y'all check out ftx via the link down below check out those crypto trading options and we'll see you in the future.