THIS IS THE BEST DAY OF MY LIFE!! | STOCK MARKET TALK

Look at that move all time highs. You know, after, and people start, people, I know some guys that started shorting a little bit on the 16th because it looked like it pushed above that 526 and failed. And then all of a sudden a day after it went above and instead of covering their shorts, like, no, this market sucks, I'm gonna keep shorting it. And PS40 is later, they're hating life. So it's all about adjusting on how things look and whether your trade changes. And then if you get also blindsided by something, don't just think you're gonna be able to trade your way out of it. You're better off just taking the loss, readjusting and see what the market wants to do. I gotta say, this meta move has been quite fantastic. I made it my largest single stock holding a couple months ago on this last rally. Now I didn't necessarily see this, but this mute model has been in the front. So just for disclosure, right? I finally closed my meta position today into the pop about about a half hour ago. So we have over 100 bucks a year. I've been talking for a while, Mike. It's been a good day for us. Up 100 bucks a share on it. Time to register. But let me show you something though on this, because again, like you guys definitely took some pain and you went back and forth with it. But if you look, just say technically on September 2nd, after the Red Dog reversal that happened on September 1st, I was probably the first signal for active traders that were looking to get paid in September on meta to get back involved. So just talking about time frames, I know you guys have been in a for six months or a year or whatever the hell it's been. And I'm sure you've gone back and forth. But for guys who don't do that in an IRA or Roth IRA that trade a proper count, this sequence really gave you a signal that it started. If you want to learn something on August 31st, when it went below 5.67 and closed decent, and then poked its head above 5.93 and had a little fall through right to those three days were finding like, hey, maybe this is an active sequence of this upside that you could be with and massage. And if you did it there, yes, you didn't know today it was coming but you didn't have to. You never know what's going to happen. But if you're on the right side of the actual technical sequence move, you could be pleasantly surprised. So guys in meta who might have reduced a little bit because of the candle on Friday, you definitely didn't need to get out of all of it. And for those who got short saying, hey, this is a double top at 686, just be careful. Because look at the size that I move. That just crush people. Give her a take. Give her a take since the first stock I bought. Once I had a portfolio of more than one stock meta has been one of my largest top five, top 10 holdings the entire time. OK, well, I wouldn't really brag about that. Exactly. That is literally what I'm saying. It's been the same spot since August. 795 all the way down. I'm just saying that's great. Listen, that's again, it's an education on time frame. It's been. So it's been a lot of pain on this name for a long time for decades. Not for decades for years. Not decades. Not for a year. For word. Yeah. So just on that hold, just wait on that whole subject matter. So I know a lot of people that hate Amazon because of the way it's traded also. And I just said on Friday, I bought some options on Friday. So I'm like, you know what? Look at what meta is doing. Look at how forgiving Google was a little bit. I know we all hate Amazon from 287. It has go to the 200 days. So it can't be just on the do not touch list. It needs to be on hey, now it goes from the C-list to the B-list. And now today, I would think it has to move up that list a little because finally, Amazon's back above all the moving averages. So if you wanted a reason actively kind of like that day, just showed you on meta to be in it. Who knows if it's going back to the 287 all-time highs? But it's above 255. I posted the charts this morning. I was in some. And today was your day to add. And now, if it doesn't work, at least you got involved kind of for the right reason. Technically. So for me, I did trade it today in my trading account with options, right? Had a nice day with it. But for my long term, I was like, this is a good place to take profits here and buy back on a dip back towards 700. Today I was in my kind of my career. I know you're talking back on meta. Yeah, definitely. Yeah, this is very stretch now from where it was to here. But I'm just saying, just because it's stretch, you might want to pull back. But if you're shorting it, some people short it on Friday. Yeah, you know, you can't just, you know, there's a good thing you can write down. Say just because I'm selling some doesn't mean it's a short. You write that down and people not saying you just, anyone listening could see themselves a lot of money moving forward. Meta, meta is the only. I still own Amazon and I still love it. It's to your point owning it was one thing. Trading it lately, it's been a very tough trading name. Every time it pops the next day it gaps down and hurts you. From an investment standpoint, meta has been a big relief on it today. Ooh, nice. All right. Is that a stock trader talk? Was that the deep voice coming through? Let me hear what he has to say. No, I was just saying I picked up bleeps on Amazon today. Oh, good, good, good. There was a lot of options going off on Friday. So I did say to people too, I'm like, listen, if you don't want to trade Amazon, you want to treat like an investment gone by the 270 calls for November 20th or go to December and just let it happen. Because if you're in the camp that despise and accused, you're going to be cold time highs, you better believe Amazon's going to happen. So damn fast, you're going to miss it. If you don't want to do it day by day. So buying leaps makes a lot of sense, especially for a guy like yourself who has a whole type of portfolio approach versus worrying about monthly moves to get paid on. Who'd we lose? Nobody. He just didn't have a response. He didn't care. Well, no, no, no. I was just let him finish. I went into the 300s for January 28th. Interesting. It's not a very stock type of striker buy. I mean, I'm just like, look, I think Bezos is going to continue annoying the stock probably. So you probably still have that as a headwind for price action. But I just think like, I mean, Amazon's trading at a 20 trailing P, with AWS growing faster than ever. I think today's news about Muse was, I think pretty attractive from a strategic positioning standpoint. If they're blocking meta from accessing. I think Muse here on Muse, you have somebody saying it's vulnerable to the hijacked on max here, S and FYI, and they would never use it. Go ahead, sorry, I didn't want to trouble you, but that's breaking news here. No, I just think, I think the fact they're blocking Muse from accessing Amazon shopping data is a pretty clear indication that they are intending to capitalize on the e-commerce sign of a Gen to AI. And they will win if they do that. They will win. No one can compete with them on the e-commerce side of a Gen to AI. If they really do want to compete, and I think there's a genuine opportunity there for them. Dr. Talk, why? But why do you pick that? And quickly, I got one question. Sorry, what are your thoughts though? If they have an authentic product with Amazon shopping, that'll cannibalize their advertising business. I think, bro, I think it wants it up further. I think digital advertising is in for reckoning in the next two years. Not just from Amazon, I think from everybody. Like, I was talking to this weekend, I shared, I don't want to jump in here now and just take the mics. I know you guys, the first half of the conversation. I'm gonna say for you guys, but, I shared that post that was viral over the weekend that Elon responded to from that software engineer. I talked to a couple of buddies. I know a couple of guys that are high level software engineers at the Mag 7 firms, and I was talking to them about digital advertising. And I had some crazy conversations over the weekend with these guys. Then one of them thinks that like he could see the digital advertising business as a whole be cut in half over the next decade, because AI doesn't read ads. If we're headed for a future where the majority of browsing on the internet is done by AI agents, what, like you can't sell to an AI agent. We might be headed for an embedded workflow type of dynamic where almost all ads that are received by humans are gonna be received through whatever AI platform they're using. So, I mean, I haven't really fleshed this out on what it could look like, but I had very deep conversations with them about this, and I kind of agree with the general principle. Dude, I agree with you. I'm actually a little concerned with that. I'm so surprised that names like Pubmatic and Magnet have been doing well. I mean, Magnet, you have like the CTV angle, but which makes sense for humans to be watching TV, but yeah, I'm just really confused how a lot of these advertising stocks have actually been doing a lot of these. Well, do you think we actually get to do it? Like a lot of other disrupted, or like a lot of other places that are gonna be disrupted by AI, same thing with ads. It's like in the first half, it's an accelerant, right? Like AI's been really good for these ad companies in these early stages, but when you get to a point where enterprises, if thousands of agents deployed on the web, everyone has a personal agent. I mean, we're already getting pretty close now, right? News has given you a taste of what happens when you have a relatively cheap, relatively capable model that is relatively intuitive. It's given you a taste of what that looks like for the average consumer. We're not far away from everyone just having a personal AI assistant and never needing to open their internet browser ever again. We're not far away from that. I mean, you technically could can make that happen today if it wasn't for the adoption curve, right? There's obviously, there's always some complacency and inertia for the consumer, but I mean, with today's technology, let's say you don't talk about AI advanced at all, just with today's products we're already capable of doing that. So, I'm kind of on that. Yeah, go for it. Just go for it. You guys know that. Well, I'm agreeing also because I'm trying to set up a trip right now with five dads and our sons as seniors in high school. They're all 18 and we're just, we just put Baja Mar. We're deciding on literally on the gender of the weekend. And within 30 seconds, one guy came back and he asked AI, what three restaurants should we book? What times are the best and what else is the best thing to do and within literally a minute, you know, a one-page of the best restaurants and why and what time and what things you should be doing with an 18-year-old and literally. So, you have no more travel age and you have, you're not looking for ads, you're not looking for best deals. Like, it gave you the best situation possible for whatever your criteria is. So, and this is, you know, 2026 and September 21st. Imagine in six months from now, you know, oh, I want to go to, you know, I want to go to wherever it is that you boom, you know, it's just, yeah, like you said, it's going, you're not going to be scouring the web, looking for, you know, what the best situation is, you know, by putting in a keyword, you're going to be asking whoever your AI agent is and it's going to do it for you, however it does it. So, I guess the question is how does it do it and you guys are probably better at figuring that out than I am. Well, it's, I look, it's already there. There was a, there was a AI model that was being talked about a lot or maybe an assistant at future proof called Instinct and a few of us were able to get an early invitation. And this thing is just message base. There's no app, there's no platform, you literally do it through iMessage. And I've got friends that were able to like, change multiple hotel rooms in France and compare pricing and everything and it was literally just done in the background and sent to them. So it's going to be interesting how many layers are gone in terms of digital advertising as we go forward, you know, as AI gets better and better at this. Yeah, you know what? I'm not smart of to know exactly you're going to be the winners, but usually the marketing knows. So again, you still could use technical analysis and see like what's acting best, what reacts best. Cause like sometimes you get some news and it doesn't react well. The smart money knows that news means nothing but sometimes you get news and you look at something like even met up 80 points after a week and a half move. Some people thinks it means something. So at this point, yeah, it's good to, if you could be forward looking before that all transpires and boom and develop a big position, something you're gonna, that's how you develop your wealth perverse cash flow. You know, what I do with my guys for a living is I help them isolate moves one to three days, one to three weeks, one to three months. But it's those guys who really are forward looking who, you know, like you do stock trade or talk sometimes or a lot where you'll take the time to research and I don't even know if you're gonna have that much time anymore to do those kind of things cause it's gonna be so fast. That's how flexible you need to be from neutral to positive or from neutral to negative to neutral positive to better go after this, you know, before the move happens in three days cause then you fall into another slumber. But yeah, it's definitely interesting times across the board on what's transpiring here. And you have to be real careful getting, falling in love with a narrative in the theme because the narrative in the theme seems to be evolving very quickly. I will say these shoppots are gonna throw some ads in here. I mean, maybe we're just getting to a different ads or world here, but I mean, it might be less of an industry going forward, but I, you know, I imagine you'd be doing large businesses for you. Well, one other thing on the whole ad thing, like, you know, we're talking about these, you know, max seven names, it's a part of their business but it's not their business. Like ads is not Amazon's business, it's not Google's business, it's not Apple's business. Like it's a part of their business cause they make money cause everyone goes through them, but if it's gonna affect, it's the one who have no other businesses with, you know, they just rely on that. They're the ones who are gonna go out of business. So you don't wanna be too cute in trying to figure out who's really gonna be the most affected because these businesses are blend lately. It's not just one trick pony's, that's why they do so well. Well, that's why you have stocks like the trade desk and things like that that are at 52 week lows because they're very narrow, that's their focus, right? It's not gonna impact meta or Amazon or anything like that cause they've got so many revenue streams. And I think the other thing you have to remember