Well, hot, damn there was one heck of a u-turn there that we saw on elle market um. You know, surprises, there's still some discounts to be had out there. This market, i'll tell you, it seems, like people are just sitting around with oodles and oodles of cash because they want to go shopping for deals uh, it's very interesting. So, let's uh, let's get a little bit of feel for what's going on.

Let's get the feels going on the market here, so take a look at this: the dow's getting burned. The s p 500 is going down, but folks tech and recovery stocks uh russell actually doing decently right now, which is crazy, because we expect that omicron's going to be insane in the next month here highly anticipate that happening, but a big old recovery. Here i mean amc kell, and not only do we have a return to the broader tech sector going up, which is a sign of risk. Uh thresholds going up when risk thresholds go up uh.

You combine that with a positive catalyst like the spider-man catalyst for amc boom, moon, great 20 rebound and we're coming off some pretty dang lows as well. I mean we bounced off 20, so hard uh. It was great teledoc trying to get back to a hundred here. You've got lemonade coming back over 46 here really floors at about 40.

and look at that roku run i'll. Tell you we bought this uh. I sent out alerts in in the course. I thought this one was just bottoming out at one nine in like the 190s uh 190 201, that kind of range there.

That was a juicy one. Uh went yolo at 18 on robin hood, so still waiting for more of a run here, but i'll take the six percent nice u-turn, though, especially since this morning we were down to like 1733 or something crazy, good, good, strong, uh recovery. You've got arc. Look at that got some arc yolos as well, going so i'll.

Take the five percent uh back to 96 here, which is nice redfin. Interestingly, coming back, despite this talk about rates going up and uh refinances kind of being done, i almost wonder if the market's just heavily priced in the real estate sector's pain in terms of mortgages, because we've seen the real estate sector just get obliterated over the past. Six months i mean look at that bleed on redfin, it's like the non-stop bleed on redfin and uh. You know i wonder now.

Has the market said we have now fully priced in the fact that rates are going to go up, that mortgages are going to be a little slower and, and is it time to get some love going back over here to uh to the to the real estate Place i mean look at uh: let's, let's do this, let's go to finance.google and let's compare some of these finance.google.com nasdaq, just turned red slightly again big deal all right. Let's see here, okay, it's not loading. So what i'd really like to do is compare them. Uh we'll try again hold on finance dot, google, okay, there we go okay, good! So let's compare some of these.

Let's compare redfin to united wholesale mortgage company to rocket mortgage to zillow and open door yeah! Okay! Let's look at the year-to-dates on these guys. Oh look at that blood. Oh my gosh. I mean this is like a kathy wood portfolio.

Here, oh sorry, that's mean um dang holy smokes. Real estate has gotten wrecked uh. I have not done this comparison before and that is ugly. Oh, my gosh.

Well, damn holy smokes look at this open door year to date, down 40 percent zillow's down 52 rocket mortgage down 22 united wholesale mortgage company down 49 and redfin down 39 omg uh. Somebody says: oh realty, that's a reit uh! They are yeah they're up 17, but they're, a reit we're talking more about the consumer, directed real estate and that's what you have here: consumer directed real estate and let's just do some forwards on some of these. So let's go. Let's look at redfin, i don't think redfin's forwards are that great, but for giggles: let's do it so redfin expecting solid growth really through 2025 somewhere, probably an average of like 22-ish percent.

It's really slower growth expected for 25 for some reason: uh eps uh, only 53 cents in 2025., so 41 divided by 0.53. That puts you about an what is that an 80 yeah 77 times earnings for 2025 there on redfin, it's a little pricey redfin going to be probably the priciest of the bunch. Let's try united wholesale mortgage company, but these are those are some bloody ones. Now i don't hold stock in any of these right now.

I know there's some people who aren't course, members that might come as a surprise, but i've been looking for a bottom in these. Oh, my gosh yeah united wholesale mortgage company is expecting 20 cents of earnings in 2025, that'll be its first profitable year. The valuations have been high on these guys, but then again, that's only that's 32 times forward. 20.

25.. That's not that bad! Because that's six bucks! Let's try rocket rocket and united wholesale. These are like your one and two lenders: these guys these guys go to each other's throats and fight each other all right. So what do we have here rocket is expecting three dollars uh.

Oh, that no, never mind! Oh okay! That's interesting, so i can rockets growth is a problem. We expect their growth to actually decline. 18 in 2021, 21 in 2022, only grow 3 percent in 2023 2 decline in 2024. Well, that's not that juicy well dang, i'm pretty sure united wholesale mortgage co was still growing at least nah actually kind of similar.

That's. What you've got here is you've got you've got expectations that wait a minute. These guys aren't even growing well that sucks redfin's growing. What about open door? Let's try that one! I think mortgage companies, you know better.com, they just laid off a bunch of people too.

Remember so open door, good, strong growth, probably through 2023 - but you know big slow down in 2024 and 2025 estimated and you might only be at like 31 cents of uh eps for open door. Let's throw open door down here again, oh and or four jeez uh. Okay, divide 14 23 divided by so this could be like 42 times, divided by 31 cents 45 times so anyway, these this is like the real estate. The consumer real estate sector has just been ugly.

It's been fugly for 2021, that's that's nasty! Oh yeah! Yeah! All right, let's see here, hmm all right. So what else we have here? Let's look at what what kind of losers do we still have left over here? So is riviere? Oh raven's, coming back from negative 14 that we had this morning, that was this. Was a nice drop, this was a healthy drop uh. Look.

I support rivian uh. I love what they're doing i'm very concerned about why they're spending five billion dollars on a factory in frickin georgia, when they haven't even figured out how to manufacture four freaking cars in the one plant that they don't even have at scale. Yet if you want the extended version of that rant make sure to go. Watch my rivian video, where you can get all of my thesis on qualms and uh headwinds for rivien, uh or don't somebody here says kev.

I thought you were gon na buy redfin uh yeah. I thought i was gon na buy back redfin too. I do like redfin out of all of them. Okay, what else? Hmm so more towards the bottom here big, ditch gosh! They have a hard time staying up.

Above one there's united wholesale mortgage company again six dollars, 49 cents, hmm starbucks down 4.22 backed holdings wow. You know what's crazy and i made a video bagging on them. People got so mad at me when this was meme stalking, but folks look at this it just it's pure momentum. This is the perfect momentum graph look at that.

It was nine dollars, eight dollars, 50 cents and all that over here, explosion to fifty dollars and uh. In a rotation right back to where it was now at eight dollars and 84 cents now that's what i'd be interested to look into. Let's, let's see here see i actually have their app and i think their app is beautiful. I hate that it took like six days for me to get my transfer done over there, we'll we'll look at that in just a second bkt.

I don't think we have a path to profitability for them they're, so new, we probably don't even have estimates for them. Yet no, we don't join uh yeah. Okay, when i click financial analysis, it says, hope. Oh it's not good! I'm kidding, it doesn't say that it doesn't say anything.

Oh i deleted the app i deleted it after i transferred a thousand dollars to them yeah. So i'm going to re-download that right now i'm going to get my thousand dollars back here we go all right. I will say, though, i think all their enthusiasm that they created uh through through this share price, going up probably attracted a lot of users to their business honestly uh. So i don't blame that.

You know i mean hey if you can spack and make money from from spacking, even though you had nothing really before that, or very little before that, find me um gosh great, oh yeah there. It is look at that hold on see. We pull it up. Um there we go look at that my 999 dollars in backed activate backed card.

Oh that sounds cool. I got a backed card i could use. I could deposit cash send cash buy crypto. I wonder if they have a uh wonder what they charge.

Ooh is. Is that true is bitcoin down at that level hold on a sec? Now i got ta look at coin market cap - oh 46, two, and how much would i have to pay here? They don't really tell you yeah. They don't really tell you what price you're buying it at, but it seems like they're giving you spot there here. It is here they tell you huh.

What's what's the fee on a thousand dollars, zero, hey wow! I wan na i'll calculate that later. If there's any kind of spread in it, i don't believe it anyway, so uh all right. Okay, a little bit of recent pain here on crypto 463. You know, interestingly, 463 is under our support and it's kind of been t yeah.

You see look at this. It's been playing this. This is the second time now it's playing this line here and it's been drawing down beneath it, we're still not spawning liquidations, though don't you confirm that? Well that i know i think it's zero dollars because of the spread as well. I just want to see how much the spread is, but short of me sitting here and actually doing the uh.

The calculation we're not gon na get it right now: okay, so btc, okay, total liquidations! Here we go. Let's get bc btc liquidations, let's go to the hour, chart ah phenomenal. Okay, let's go to 12 hours. When was this oh yeah december 3rd was our last time, but we haven't had anything since then.

That's what i'm talking about nothing in terms of liquidations! That's why we're not going down under 40k we're not getting the the margin calls yet yeah. That's when it's gon na look juicy back mobile won't be profitable until two to three years later, yeah, probably even longer than that. Honestly, all right, let's see here what else happened, pain well, we talked about rivien talked about bitcoin talked about backed, i need pain. The ban.

I think it's interesting. The base are going down. Goldman sachs wells fargo. I think it's because the market realizes they're, not the fed's not going to be able to raise rates as much as people were hoping all right.

What else here adobe so adobe was an interesting one, and it's one that i kind of i mean we are now extending past the october pain that we had, but we're still relatively elevated. I mean this this one, it's like ranked number 13 or something in the s. P. 500, phenomenal company went down to 255 in the midst of the recession, the coveted recession, it's literally double than that, more than double that the last real pain we had here was actually march, didn't even bottom in may bottomed in march, at 4, 15.

and uh you're. Just starting a trend down - hopefully you know not not to like diss adobe holders, because i think it's a great company, but hopefully this compresses kind of like like docusign, and we do end up getting like a 420 or 450 or something here. Then that's gon na be some juicy time to buy adobe, but at these levels i'm not jumping up and down. I'm not convinced that that the the selling is over, especially software.

Remember that software multiple compressions a big deal and a lot of hedges are playing into that narrative. That's why you're seeing upstart get quacked uh, i mean it. It's literally going back to our uh to our lines over here. These are the lines i had drawn for them by the way.

Just so you know, i've got 120, 108, 98 and 76.. These are the lines i have for upstart and we're almost back. I can't believe it if, if somebody would like, could you imagine that two months ago, literally two months ago, this stock was at four hundred and one dollars? If you would have put a hundred dollars, uh in you would have been left with thirty three dollars and 60 cents. That's like a rug pull! Oh! That's! So bad.

Could you imagine that? Oh - and i bet you most - retailers - retail buyers bought it on the way up over here. In fact, i can find i can see when people bought hold on one sec. Let me see vanda. We must log in.

I want to see when the retailers, when were the big retail, buys, let's see if we can find out retail flows up start mm-hmm, okay, okay, so i'm gon na go out to the one-year view. So most retail buys happened. Uh there was a surge in june, but the biggest surge of buying on upstart by retail happened around 8 10 8, 12 uh and 8 16.. That was when it was around 200.

That's not bad. We had a big retail surge around 240.. Another big retail surge at 331, huge retail surge of buying at 383, and guess what now we're getting now that the price is falling, you have retail people dumping it that's insane! Oh my gosh yeah, that's see, that's that is classic classic classic momentum. Here.

Let me see if i can show you uh. Let me do this. People want to buy crap on the way up when you don't catch a flying noise. All right here.

You go look at this folks. The purple line is retail buying. So you did get a good amount of retail buying there when it did its first surge see that line that likes that vertical black line right there. That's the price! Look at that vertical black line.

All the retail kids go freaking nuts purple purple lines of the buys look at the vertical black line. We basically get right here in the middle there, purple line goes to the moon, get a vertical line right here. Purple line goes to the moon vertical line. Right here, purple line goes to the moon.

Oh no, the stock is falling retail buyers. Purple lines are like get me out of here, paper head it literally over and over and over again the retail community proves buy high, sell low, it's funny. Oh gosh yeah. It's just it's a lesson to learn like you, don't associate with this kind of garbage.

You know it starts going to the moon. That's that's the risky time to buy uh. We say that. That's that's what we try to do here right.

We talk about this. All the time buy when it's painful, like you think this morning, bought end phase at well. I don't know whatever 180 or 179 or something like that, and some of the coins uh and some of whatever and uh it's like. Oh no everything's falling like that's when the pain is that those are the times you want to buy anyway.

Okay, so, let's see how we need a course member cruise. Yes, i'm for europe and we can't use weeble or buy certain stocks and options well, move out of europe. No that i, like europe, uh get to the mediterranean wow jimmy here donated 20 dollars to me to say after you started, sharing your thoughts on lucid and rivian. I started buying, puts and made 60 000 in the last 30 days.

Let's go, oh i'm so happy about that good for you not cheering at the people who lost money, but i did, i think, say: like 17 million times these things are going to fall. In fact, it was literally one of the catalysts in the watch. These december catalysts for the stock market video anyway, where were we but congrats? That's cool, oh yeah. Okay.

Somebody wants me to look at the financials for upstart. I'm only doing it because i want to not - because you asked let's see here: upstart okay, so upstart is expecting a lot of growth. This year, 46 growth next year 30. Thereafter, we only get numbers out to 2023 uh eps of cents, 130 divided by 2.72 cents, holy moly selling for 47 times 2023.

I mean it's only 2023.. You know if they got an eps of 4 in 2025, if they did maybe 32. That's not that bad. It's okay anyway, uh rivien's worst thing.

Now: oh starbucks, what's going on at starbucks, oh well, omicron, probably nespresso is going to move, but nespresso is owned by nissel. That's nestle nestle, not nestle! That's! I can never say right whatever. Who cares? I always thought it was. It was nestle right, yeah, nestle, nestle nespresso, i'm pretty sure nespressor whatever.

Here you go, um yeah yeah, because the e implies the e nestle nestle espresso nespresso yeah. It is so. I really wish that nespresso was its own company like that. Would be the kind of like cure egg in them right, but who owns keurig cure egg egg cure? Oh wow, i don't know it's spelled like that who spells it like that.

That's weird wiki keurig is owned by keurig, dr pepper, what some private company, whatever k-pop? I, the keurig stuff is brilliant, so is the espresso, but it's it's just not worth buying the big conglomerates for that. Okay, let's see here, are you buying hood in twilio and beyond me not beyond me, although beyond we'd started, u-turning twilio's will have heard of the software nightmare that we've been seeing beyond meat's been finally recovering a little bit like beyond me. Oh i'm gon na write that down on my as my bottoms, i have a list of bottoms and i think i could put beyond on this list because i do think just technically speaking looking at the chart here, i think that 62 to 65 was probably a Bottom for beyond and uh yeah, if we look at maybe some financials and beyond, it's probably not as bad as the software companies. Honestly, it's just it's meat is commoditized and plant-based meat.

I mean we used to call these things. Um soy, burgers and stuff until soy got like a a bad, a bad rap, and then nobody wanted soy stuff. That was when i was a kid it's like it wasn't like a big innovation. Oh my gosh, a veggie patty like who cares, but anyway so expecting eps of about two in 2025, so you're still paying 35 times 2025 earnings for this company and the growth is expected to slow so we'll see.

I'd probably give it an average of about 16 growth. Numbers are kind of lumpy, so we'll see. Oh, is that true, kdp keurig, dr pepper, are you serious? I thought it was private. Why didn't they say they were public? Oh my gosh.

Oh, that's, mind opening! I did not know that i'm gon na look them up keurig, dr pepper, really. Oh my gosh you're right, oh and they just reported earnings on that. Well, that was in october, okay, i i am very curious. I could have sworn they were private see.

Now. Here's a profitable company, but surprisingly the growth is low, so they're selling for 35 bucks and you've got an eps a 2 in 2025. But honestly, you already have an eps of almost how you got an eps right now like this year of a buck 60.. So i could just divide by now, just for giggles divided by 160., that's a 2021 eps of 22..

It's not that bad! The problem is, their growth is, is like probably looking at four percent over the next few years. I'm shocked they make a no they're gon na make over 12 billion dollars of revenue this year, their gross margins, 56 percent net income. Oh that net income's good though they're a little cash cow. They bring 18 to 19 to the bottom line.

On those keurig things holy smokes you spend 100 on k-cups. These people are bringing 18 to the bottom line. That's a good! That's a good business keurig, dr pepper! I just want to see if there's a dividend on it - two percent dividend year to date - 12, it's kind of a lagger honestly, oh, what happened? They must have done some kind of like reverse some sort of splint or something not reverse split. This would be a split all right.

Well that skews the chart. Okay anyway, let's go see what's happening into the close here, because my by the dip opportunity is waning. That's all i know uh and i want more dip so spy's kind of holding into the clothes amc's holding into the clothes. Oh, my roku is going to the moon baby.

Look at that volume coming in on roku. Let's go uh! I did also buy snap. I don't know if that one's doing as well as roku, not as well but i'll, take i'll. Take the one and a half percent uh so far chilling at that support line again, as it usually does.

Oh trade desk, almost back to over 90. i'll, tell you that one keeps hitting a floor of 85. docusign's rebounding again pound tier's over 19. Again pounty are running into the close a little bit here.

Aapl is falling a little bit into the clothes tesla tesla. Oh, that's not tesla hold on oh weeble, with the lag here come on come on man. What is this? Tesla? 935. That's still a deal uh.

It's still a deal on tesla, oh, so tempting so tempting to buy more cow, riving down 10.6. All right going to the close 28 seconds to go to the close folks and make sure to remember to take advantage of your coupon code for the amazing programs on building your wealth price goes up at the end of christmas folks, christmas is in eight days one Week from tomorrow, that's crazy. It's christmas time anyway, look at that soul guy on the left. How lonely nobody wants to be around him! He probably has coven pointing at himself.

Oh my gosh, please like they're at least having a party on the right man. Okay down down what is that, like a one man company anyway, the company uh dow jones down 1.48 s, p down 1.03 percent nasdaq's only down 0.07 telling me there's no alternative to growth and then one percent on the russell smalls the smalls are moving um. Okay, so let's see here, how did uh? How did things end over here? Well, uh still got a little leftover paint and some coins they're a little bit up from earlier, but still seeing a little bit of leftover crypto pain, uh. You did look at look at some of the genomics.

Oh wait. A second here. Are we seeing a genomic u-turn hold on a second yeah, let's clear, the table a little bit, because i'm just now noticing this for the first time, like all freaking year that this has happened? I have not seen this happen. Is this the beginning of a new trend? Is this the beginning of arcg, going to the freaking moon? Okay hold on a second here hold on a second invite: what 18 percent intelia up 12 t-doc up almost 12 crispr therapeutics holy crap, our taurus, is even up.

Oh, my gosh: these are some of the worst performing stocks that kathy's head omg rg had to be on fire today holy moly. Are these guys just like a dead bottom or? What's what's up with this arc g uh arcgi wait a second it's time for yolo calls on arcg too bad. I realized, after the close look at that, though oh you're, so at bottom you're at what are we at now, 64 65 or whatever you're paying? Oh, my gosh you're paying pre-vaccine prices. How weird is that folks, pre-vaccine prices? Oh my gosh? Oh, that could be another juicy basket.

So so the genomics basket. You know what i got ta do. I got ta make some m1 pies. We got.

Ta have a genomics basket. We got ta, have an advertising basket. Advertising's got to get stuff like uh snap, facebook, google, uh trade desk, adobe um. What am i missing? Uh you can include roku in that okay, so then you've got dang.

Those are those are some movers there hold on. Let me pull up some other arcg stocks archie. What what does fastly have to do with advertising? Aren't they a cdn? Am i missing? Maybe i'm missing something. Maybe fastly does something with advertising and i don't know.

Oh, there were a bunch of other advertising stocks that people keep shouting at me, uh that i don't know anything about uh, including m-a-c-q-u, don't know what that is: apps, maybe oh pins and twitter, yeah, yeah, pins and twitter. Going that pins, twitter, twitter blue could be good yeah, that was it mgni or whatever, and that pub m thing is that that's a there's a i don't think etsy. No, that would be more of the discretionary yeah, a lot of y'all yell about this pub m, and this other thing i'll, just i'll write them down. I got ta look into those pub m and what's this other thing and something else i don't know where the heck darn thing is yeah, whatever magnite yeah item.

What's the ticker, i'm just gon na write it down magnify all right, whatever okay. So, let's see here skip all right. I want to see just the holdings here - hmm, oh, that there is your software pie; okay, so tdoc exact, there's, italia, there's jin jinko! Whatever how did axa s do? I think they all just did well today. Ah, this one's kind of at bottom two, but i don't - i don't know what it did today.

It doesn't say. Well, let's just do this. What did it close for yesterday yesterday closed at about 76 and today closed at 80.? Okay? Well, that's decent four or five percent, or something like that. I don't know why we will just want to tell me mgni.

Thank you mgni, okay, so genomics advertising. Then i think you could also get a recovery stock once once uh once omicron peaks, so recovery pi and then you got ta have genomics advertising recovery. I don't know that you really need chips, consumer discretionary kind of got some of those picked already. Oh look at the drop towards the end here on some of these created tootsie roll all of a sudden down 7.4 into the clothes there, united wholesale, actually popped towards the end of the day, backed holdings even popped towards the end of the day.

A little bit. Hmm micro vest fell a little bit nvidia, oh nvidia, down under uh under 280. huh. How badly does square keep falling? Oh yeah.

I definitely need a crypto pie, but you can't really do that. Oh pacific biosciences: what's the ticker on that thing? Oh yeah square is still free falling. Oh look at that. It hit an all-time low today, pacific bio! Is that it? No! I don't know.

What's oh pack b, okay, pack b, oh there, we go! Oh wow! Oh oh wow wow that had a run uh uh in december. Oh, it went up from a three dollar stock to 19 wow, but yeah. I imagine today it did better. Oh yeah, a nice little pop today.

Look at that end of the day pop. I bet you people flo uh dove into uh. Arcg today would not be surprised if arcgi has lots of dollas amc. Is the ad play? Oh, i love it.

That's that's a brilliant, brilliant one. I like it. I like it. Oh, that's a good good point here with trade desks placement on pandora on spotify nice, nice yeah, i can't believe square went to 158.

That's insane servicenow uh! I have not done a deep dive on servicenow ever only briefly, and i still need to understand exactly what they do. New reddit ipo um. It wouldn't exactly be an advertising play. Would it i mean i guess it could be.

I mean what makes a difference from. I mean, i guess their sponsor posts. You've got it's kind of like twitter and that's an ad play i mean. Maybe it would be.

You know, maybe maybe that i'm gon na write it down with a little question mark, because i'm sure it's going to be the price is going to be ridiculous when it comes out, but that's interesting, spotify yeah, maybe anyway, all right. Well, this was fun. Can wall street bets go public? Yes, just them? Oh new gene editing breakthroughs for obesity! Really! Oh! I got ta check that out. Thank you for that.

The pre-market today made me feel, like i got all flying and rust, welcome, corey and fernando thanks for joining the membership uh christopher. That's very interesting claire. Thank you for that fat. Gene write that down fat gene sounds like one word yeah i wrote roku down.

I did write roku down all right folks, thanks so much for being here. Oh yes, square getting sued well, worst case scenario: they just go back to square big deal, the name's, fine, all right folks.