Episode Transcript
[SPEAKER_00]: What's the future trading tip of the week?
[SPEAKER_01]: I don't care.
[SPEAKER_01]: Number one, Mondays and Fridays are the biggest days for trading.
[SPEAKER_01]: So a Monday and Fridays, I want you to use your big target.
[SPEAKER_01]: So ES40 NASDAQ 2020 and up for 40 and up.
[SPEAKER_01]: But on the days for you, those you who don't listen to the Wednesday Thursday, use your short target.
[SPEAKER_01]: Um, a lot of times we get in a battle of shit we do the Big Target or [SPEAKER_01]: short but do both.
[SPEAKER_01]: Mondays and Fridays are usually the book end days of the market.
[SPEAKER_01]: Today was a great example of the market was on fire.
[SPEAKER_01]: Today would have been a great day to use a big target.
[SPEAKER_01]: Tuesdays and Wednesdays for those of you who have the skillset to do so, I will go for a short target.
[SPEAKER_01]: Maybe four ticks, maybe 10, maybe 16 getting it out.
[SPEAKER_01]: So that way you have your income generating trades on Monday and Fridays, but then you can start to ask and percentage gains on [SPEAKER_01]: And take advantage of the market.
[SPEAKER_01]: So for those of you who are trying to speed up your journey or you're in a more advanced trader And you see a move that's too good to turn down get in and out of the market on Tuesdays and Wednesdays which were a target and lift a fighter another day I said man, a whole lot of game, a whole lot of game right there.
[SPEAKER_00]: So [SPEAKER_00]: Man, we're going to get into it.
[SPEAKER_00]: We're not going to play no games because it's a lot going on in the world.
[SPEAKER_00]: And to people need the information.
[SPEAKER_00]: So I want to go to something that, you know, as right up there as far as an importance level, if you was in the EY University class, last Thursday, put some fire in the chat.
[SPEAKER_02]: Yeah.
[SPEAKER_00]: I know you have to talk about a company, right?
[SPEAKER_00]: And then there was some news that broke on that.
[SPEAKER_00]: So talk about that.
[SPEAKER_00]: We're going to give them some window and TV universities just to try to just give it away.
[SPEAKER_02]: Yeah, yeah, so one of the things we've been studying obviously is the AI revolution.
[SPEAKER_02]: We said that the AI revolution will be monetized.
[SPEAKER_02]: So we've been breaking this down like to a fundamental matter where it's like, Yeah, we know the big players.
[SPEAKER_02]: We know the N videos of the world and we know the broad comms of the world and we know the AMDs.
[SPEAKER_02]: But those systems don't work without some of these precursors, and so we've been doing very granular.
[SPEAKER_02]: We started with the memory sector when we were talking about micron, and we talked about Western digital, and we talked about C gap, and we talked about connectivity, and when we talked about rural calm.
[SPEAKER_02]: And we started to look even deeper, and I started thinking about how we can treat [SPEAKER_02]: AI and really artificial intelligence from a power standpoint or from a connected standpoint like a human body right so if I'm looking at what companies the heart of this right that would be easy you would tell me in video and if I looked at broad calm as like the connectivity that would be like the veins and the arteries of this right.
[SPEAKER_02]: But in order for the heart to work, it needs to have blood flow, right, and it needs to have valves.
[SPEAKER_02]: And so I started to look like what would be the valves, and then I found a company co-fabranet.
[SPEAKER_02]: Right, and so if you think about it, if Fabranet is almost like that valve that allows the connectivity to run fast, and I'm like, all right, this is great.
[SPEAKER_02]: And so we talked about that.
[SPEAKER_02]: We actually talked about that, and a stock club a couple of weeks ago, and I told people to research on it.
[SPEAKER_02]: Then we dug a little bit deeper, and I was like, okay, we've got that.
[SPEAKER_02]: Let's go back to this memory thing, because as I'm watching a video pull back and I'm watching Brockcom, go down and I'm watching Microsoft, I'm noticing that this memory sector's not moving at the same length.
[SPEAKER_02]: So obviously we've seen Mike crying, appreciate not even pulled back, but it was up over 200% but Western Digital was up 260% people kept putting in the chat.
[SPEAKER_02]: Like, you know, this is company, this company tried this company, I'm like, okay, great.
[SPEAKER_02]: So I'm studying Western Digital and part of the research I see they have a spin-off.
[SPEAKER_02]: It said, there's a spin-off here.
[SPEAKER_02]: And it's called Sandis, and I'm like, I've heard this name before.
[SPEAKER_02]: Yeah, if you're in recording and you're doing photos or you're in music and you're using a file, a hard drive, right, you know Sandis.
[SPEAKER_02]: And then I look at February, they actually spun off and started to be publicly traded.
[SPEAKER_02]: And then I started looking at the chart on my, oh, man, this is something.
[SPEAKER_02]: Then I started to understand this, okay?
[SPEAKER_02]: Western Digital said, okay, we have the hard drive, right?
[SPEAKER_02]: And we have the flash drive.
[SPEAKER_02]: These are two different businesses that we can actually reap the benefit from.
[SPEAKER_02]: And so that actually went public in February.
[SPEAKER_02]: It's been going crazy.
[SPEAKER_02]: But I started to think about why?
[SPEAKER_02]: Why is this chart moving this way?
[SPEAKER_02]: I started studying even more.
[SPEAKER_02]: And then you realize, yes, memories important.
[SPEAKER_02]: Oh, [SPEAKER_02]: Samsung says something two weeks ago, that was even more important to hear.
[SPEAKER_02]: They said, we don't even have enough to fulfill the orders.
[SPEAKER_02]: And so if we don't have enough, it goes back to this, how do we get this going at the immediate time?
[SPEAKER_02]: Like we need this.
[SPEAKER_02]: We can talk about energy and we need it immediately, right?
[SPEAKER_02]: We don't have time.
[SPEAKER_02]: We don't have 10 years away.
[SPEAKER_02]: How do we get a [SPEAKER_02]: Standis.
[SPEAKER_02]: Yeah.
[SPEAKER_02]: All right.
[SPEAKER_02]: And so if you look at Sandis, it was great.
[SPEAKER_02]: I was talking about this in Dubai.
[SPEAKER_02]: We were having dinners and I was talking about this.
[SPEAKER_02]: Even some of the people in the tech world didn't even know what was publicly traded.
[SPEAKER_02]: I'm like, now there's something here to something here.
[SPEAKER_02]: Thursday in the class, we went over it.
[SPEAKER_02]: I said, these are the reasons why breaking it down.
[SPEAKER_02]: Friday, we saw it tick up.
[SPEAKER_02]: I said, oh, just as perfect before clothes, I got to get into this position.
[SPEAKER_02]: Today, we watched Sandis open up at 220.
[SPEAKER_02]: Mm-hmm.
[UNKNOWN]: Okay.
[SPEAKER_02]: After the bell, huge announcement.
[SPEAKER_02]: Guess what just guy added to the S&P 500?
[SPEAKER_01]: This amazing company is doing well, even before they went public.
[SPEAKER_02]: So now this company is now part of the S&P 500, which you know means that it could be now be added inside.
[SPEAKER_02]: Index funds and added to the investment portfolios of a bunch of people.
[SPEAKER_02]: But a company that just went public, technically went public in February of this year.
[SPEAKER_02]: But it's part of the AI ecosystem, like the polls and us, like we always talk about the levers and the polls and the shovels.
[SPEAKER_02]: These are those companies now.
[SPEAKER_02]: And so that body analogy, when I was talking about it after the class, I'm like, I should really just draw a diagram for it.
[SPEAKER_02]: And so I started thinking, all right, well, here's the hard, here are the veins, here are the valves, [SPEAKER_02]: Who's going to be the brain of this?
[SPEAKER_02]: You could say that, you know, M-A-M-D, or it could be brain and heart, start to think of it in terms of the body and how it runs and how it functions.
[SPEAKER_02]: And if anything goes wrong, right?
[SPEAKER_02]: Then it won't function out as high as form.
[SPEAKER_02]: These are the type of things we got to look for, which is why we thought Celeste Cura early in the year would be great in this performance outstanding, which is why we thought memory, like if we have a brain, we need memory, right?
[SPEAKER_02]: Like your brain is broken down into different components [SPEAKER_02]: you have to start thinking in that way.
[SPEAKER_02]: And so these companies that are going to be essential and crucial if AI development is going to continue and flourish, which with all science points that it will, you've got to take advantage of them.
[SPEAKER_02]: So shout out to everybody that was in class and took advantage of it.
[SPEAKER_02]: I know we're probably up like 70% in like 24 hours of 48 hours.
[SPEAKER_02]: These are the type of moments when you see opportunities, especially when we pull back last week, got up to 28 and I saw it down at 186,
