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@AviNMash and @AnthonyOhayon are joined by @ReillyMcAdams and @LukeDonay to discuss the macro environment with China, Russia, Uranium and a whole lot more.
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Pounding The Table A podcast by Avi Mash, Joey Solitro and Anthony Ohayon about The Stock Market, The Art of Options Trading. Each week we take a look at the news and interpret the impact on the financial markets. Support this podcast: https://anchor.fm/poundingthetable/support
Welcome to pounded the table podcast, where we talk news and the stock and crypto world and how it affects the market. This is purely for entertainment and in no way, investment advice
ladies and gentlemen, welcome back to season three, episode six. Oh, pounding the table. Some crazy moves in the market today. And some crazy moves in the NFL that in the homes no longer can throw to Tyree kill. He was trained in Miami dolphins and my Viking has just got Zadara Smith.
We are here to talk stocks, . We got Riley McAdams and Luke Denay alongside my usual ghost. Mr. Macro himself, Anthony Ohioan. The Dow has been plunging over 400 points today, the S and P drops 1.2% with the NASDAQ falling. 1.3. We're seeing increased sanctions.
Russia NATO. Sending more troops game stops got NFT marketplace. Governor DeSantis is going to allow crypto for taxes. Russia stock market is going to partially reopen on Thursday here.
Before we get started, though, I want to give a quick shout out to our sponsors over at StockTwits. Join millions of investors to talk about stocks, crypto, and a whole lot more. It's where we got to get a pulse of the market.
When we first wake. First thing we do is have a coffee. And then of course we check stock to see what is going on and trending amongst other things. So they go and download StockTwits in the app store.
Talk to traders and investors. See what they're saying in real time about your favorite stocks and crypto Tony let's run through these stock twits trending tickers of the week. Starting off with QQQ. What was going on? Yeah, I would say that five times fast StockTwits trending tickets of the week.
But yeah, I liked going there a lot just to see what's moving and what people are talking about. Cause usually that's, what's got news that's what's really moving. So QQQ is definitely the one that's been getting hit the most since the beginning of the year. Right? Like I think that it had it's second to worst, if not worse, strop to the start of the year of all time, this year 2022, which is not, there was not in my bingo cards honestly, but you know, that happened and you can see that QQQ was over 20% down.
So that brought it in. air quotes, you know, bear market territory. But from that low, we bounced really hard. Like I, you know, there was a chart on Twitter where people were discussing where they brought in my go-to the biggest volume shelf, you know, that was as a support, which is just how many trades and, at what price they went through in a certain bracket of that stock price.
So like, let's say it's a range of like a hundred to one 10 or. So, you know, it was around that three 15 to 3 21 level. And that was like the first strong volume shelf on the way down. That could be a support that was like a very prominent volume shelf. And we broke out after the election right there. So that was where I was thinking, like, it could be a nice bounce spot and we did bounce right off of there.
And what's pretty crazy is I started noticing too, that you could start using such further. starts to your charts, like your indicators. So your view ops, you can go all the way back to IPO. And it's like very interesting to see because sometimes, you know, when the market gets really bad, like it's been, you have to go very far back to see where all that actual average volume ends up being from and where people can start trying to think about a possible.
Obviously QQQ, I think is going to be talking about this entire year, ? Like everything going on with the fed and all over the world is going to impact tech stocks more than mostly everything else. So Ether is definitely trending up too. I'm hyped about that, you know, maybe that's just because eight is also trending up, which we talked about last podcast with you, the labs acquiring.
crypto punks in the media, which was just like such a massive thing. They took over larval lab essentially. And just now they are this huge conglomerate in crypto. That's getting funding, , like we talked about last week as well from all the different VCs. So, uh, Abe is their token that came out and that was a lot of.
Talked about for eight over the last week on Finchwood and crypto Twitter. So definitely a reason why those have been running and eith also broke over three Ks, so excited for all those happenings in the crypto sphere, we had Adobe trending as well, that beat on earnings. Nike as well, beat on earnings, Tesla was getting some bullish momentum as well, getting a lot of flows. they had a lot of news coming out and I think honestly, Elan's masterplan park twice.
That's coming out. It's gonna be very exciting. Can't wait to see that. I'm pretty sure that'll have a really nice impact on the stock just because who's not excited to hear about what Elan is going to do for the next 10 years. Master plan is because he's got no, it's just like, Elan's like white paper.
Like if Ilan were to tell you what he's about to do for the next 10 years, that's it. And so. When he did his master plan, part two is like 10 years ago. Most of it like, you know, pretty close to now. And I wrote a bunch of blogs on it. I was just like, I need to go get those. I'm pretty sure his master plan part three.
Yeah. And master plan part two was all the stuff that Elon did in the last 10 years. And so I met Dan was crushing his objectives, right? Like he's very much. In the finals, job's not finished vibes. He is not finished. He's literally like, here's my next plan for the next 10 years. So I don't know, but it's going to be hotter than Kanye his new album.
you know, what's crazy about Twitter is like, you can have people DMU, just something that looks so stupid and just like fake and maybe scammy. But this guy had the DME, something about GameStop, like a long time ago.
And it was pretty much like a 30 paragraph plus with like embedded hyperlinks and everything. Just a bunch of like DD on pretty much everything game stops about to go do. And MTS coin game. Like all these things that they have down the line and like even discussing how the squeeze was created in part to allow for cash in order for this, like, it was just nuts.
And it was like one of the most eleventy things I've ever seen and for my non physics people, the 11 D dimension does not, we're not sure it exists, so it's definitely 11 D so that guy, Ryan Colin, or. I honestly don't know, but it was really in the sag. It might be. So you said a few weeks back on the episode, you said, I think it was back in February that we're, we're pretty much for lack of better terminology. F U C K E D. So we were in trouble. We kind of had this slow burn more. You know, last February when like the growth top blew off and like, I remember I was potting at the end, like there's going to be a crash that puts hair on your chest and all those things. I remember that like word for I'll never forget that sense. It's like, it was very prudent at the time.
One thing about it was the type of job it was and then the type of flush it led into. So it was kind of crazy. I think we mentioned this a few times, like the analogy between arc, like growth in General's chart and NASDAQ in 2001, but like, there's always like, you know, their history rhymes does not repeat though.
And there's definitely a big difference to how companies were in 2001 versus now, like if you look at the actual companies under. And the valuations and the malt compared to thousand it's leagues, better, like it much, much better. And it's not even like a comparison in terms of like how legit the companies were that pumped so much.
But the stocks were trending in the same way. So when you look at that and you say, well, based on that exact chart, right? You had the NASDAQ dropped 70% from peak to trough and, you know, arc. And then you see this 44% run that comes in the, two months after followed by another 44% drop.
And so that was the chart that I kept on looking. And I'm just like wondering, like, it helped me figure out where the bottom was more recently,
As much as whatever's going on in the world's conditions and in the macros and all this, whatever you can see where like prices deciding. Okay. That's enough. And so those are the things that like you can't ignore. Right? You can have your thesis, you can play Michael burry on.
The truth is it's like price will rule everything around you at the end of the day, you see these companies that are now looking like they're making these like super strong super conviction bottoms.
And so the only reason why it's like, and I said this since November, like you can go to pod 48. I think it is. And it's like bare market. Like fed dropped the bomb at all hours. Literally. I think it's like minute 25 or whatever. I don't know. But the point is I was like, fed fuck does. There's nothing.
That's going to get better until the fed on fucks us. And so the only reason that like I'm like feeling not necessarily bullish, but not bearish, right. Is because fed was the thing that ruined. Fed did something. That's all, that's it that's it like, it doesn't matter whether you said it should have been more, should have been less, whatever they did something that is a change period.
So what, right. Yeah. What, so when do we shift to midterms? Right? Like midterms are coming up here and obviously the news Russia right now and focus on that, you know, it was covered before and then it's going to turn into midterms. And so I imagine that the Democrats in power. I want the turn, whatever spigots to have that, to look good, that the final few months heading into the elections, I have no idea how that's going to honestly play ABI because I mean, how long has this Russia Ukraine thing going to happen for, even though it's like, you know, it doesn't seem like it's getting worse on the pulse of the media, but it doesn't seem like it's necessarily actually getting better.
You can think of that two ways. Can they get worse? Sure. But like fed is doing something granted, they should've done stuff a while ago. They're doing something now, which was, you know, better, late than never, but never late is better. Drake. That's fine. But I think, yeah, I think that the midterms will be just like probably another sub diffusion.
Camouflage for what? Something like a fed needs to raise or something needs to happen. Like it will be used as a card. I'm sure. Like people will play into it, but I think Powell is going to actually continue to do these narratives. I think the biggest fear too, is everyone's like really worried still about this quantitative tightening and that's exactly what it said November 24th.
And he tried to walk it back and now they're like, we don't know. I would like a more certain timeline by the fed, but I think that all that matters is inflation went like 8%. Like I think the fact that they started raising is just a big change in narrative for people saying, well, the fed is doing nothing.
Well, okay. Now the fed has done at least one thing. And so it changes the game, even though it's not like the token, right? Like it's just the symbol of what's to come. And the market prices thing in the future. So like in, in people's heads, like. We're living in a squid games. Yeah. I just feel like that's sometimes what the market's pals is playing around, like looking down at us.
He's like, what should I do here today? Uh, Tony, you were venturing into futures . You were treated in pigs, haystacks needles, whatever it was. Before that what's going on. Is this the new, the new Tony? Not no longer NFC, no longer stock guy. Tony's a future guy. Yeah. Well, I mean, what's nice.
Yeah. Honestly, I give a shout out to the young gun I here for, for pushing me on. If you you've been telling me Raleigh, you've been telling me to do a futures for like a year now. And the only reason I never did was just because I knew that the second I started, my sleep would just be gone forever. But features are awesome.
Cause it's already what I do during the day. Like it's stocks and it's like predicting the commodity and they're like all the same things that you do for trading stocks. It's just like, I like the set up, like the structure of futures. It's something that you can do after hours.
It's horrendous for my sleep because , even as I'm potting right now, I'm like trading futures, but such. Coming back. Yeah. Futures are pretty much stocks obvi like they're really like, it's the same thing. It's in the same. They're just better. Instead of trading some, some growth name that doesn't have any revenue you going to be trading like hogs and cattle.
I find that fun. I don't know. I think that there's more optionality to it. I guess you could say. And I think that the big guys know the same hours or is it. They're extended hours for the most part, you'd be trading on like, we could be trading gold right now, like me and Tony and it's pretty liquid right now.
You can pretty much get in and out whatever you want, however much you want. But for the most part, it's, it's the bigger guys. It's the guys who have been trading for the last 20, 30 years that are kind of ruling these markets. And I mean, you can't be stupid playing in these markets. I'll just tell you that, but who's going to tokenize a commodity.
Uh, it might be, I think, I think FTX is actually working on that. FDX is doing a great job of like tokenizing stocks and other countries. It's not in the U S yet but it's, it will be, I mean, obviously eventually it will be here. So that'll be interesting because you'll be able to do everything that you do.
With like Sox through proxy, synthetics, and crypto. So I, I wonder like, you know how, like when Sr came out, it really started tanking Ark because of the like correlative short. So what if the perps that are synthetically long? Cause like massive squeezes to everything that's underneath. I don't know. I don't know how that's gonna play, basically you can have it, like you buy one token of Tesla versus one share, and it's just like a synthetic position. It's like the same thing, but it's just synthetic. But just like with that, you can do a lot more things you can't do with securities. Like, like in crypto you can do five X library of your 25 X spot leverage, or 50 or a hundred.
And that's what a lot of crypto does. So a lot of different brokerages. these DGN websites, you can do like heavy leverage. So I wonder if that's going to really change. Let's turn it over to our resident oil tycoon. Looped in is in the building with our little man Riley, Mick Adams, the young gunna to touch on oil. , for the first time, since 2001 actually had a negative correlation to the markets. Luca. Now you touched on this a little bit on, on your, , daily recaps run with the money podcast, which everyone should listen to by the way, but what was going on there?
I Yeah. So I don't really know about oil tycoon, but it's definitely one of the things I'm keeping my eye on, you know? So you look at what oil is doing compared to the broader market and really speaking broadly more, what energy is doing compared to the broader. And what you're seeing is the energy index is actually for the first time since oh one negatively correlated to the broader market.
So really all that means is that the energy index is climbing. Meanwhile, your S and P 500 and your technology index also is moving to the downside. So just going through some metrics here, you have XLE, which is the energy is one of the energy indexes. You take a look at. And it's up pretty much 39% year to date.
Really, if you want the exact number 38 and a half percent at the close today, but you take a look at the S and P 500 and it is down roughly 6% year. The date, the exact number on that is 6.5, 6%. And we haven't really seen this sentence, all one. And really you're probably asking, well, why in the world do I care?
The energy index and energy names are moving up. Meanwhile, the broader market is moving to the downside. You know, why is that a factor I might want to keep my eye on it really? When it comes down to is that this pattern has proceeded recessions. Typically when looking back at historical data on the markets and that's really what it comes down to.
So the next question. Is okay. If this is the case, if this is the pattern we're getting, energy is moving to the upside, the broader market's moving to the downside. What is really going to normalize all of this? And what the really thought is amongst analyst, is that okay? What we're willing to see is a recessionary.
Situation its recessionary type event in which the broader markets see even more downside, but also simultaneously energy finally starts to come down and they eventually get back to the point where you don't have this negative correlation. We flip back to positive correlation and then the markets recover.
Um, so that's really all this. About is just another one of those data points in which the re recession callers, the fear mongers out there right now are using to push really their case that a recession is oncoming. And also, I just want to know speaking about this recession talk, and I think we need to talk about it because if you get on Twitter or any social media platform, Right.
Now, all you're hearing about is either oil and energy move to the upside, or of course, your famous tenure, the two year curve when it comes to yields. And everyone's saying, well, if this inverts, which it's close to inverting, it's currently sitting at 0.2, one 9%. They're like, if this thing converts, you know, we're going to have a recession, yada, yada yada.
And yes, the data shows basically you have after inversion or recession, You need to pay attention to the data here, because the average time it takes for a recession after inversion or what we've seen is 21 months. So there's been a 21 month lag every single time on average that we've had an inverted.
To recession. So you have 21 months in between the version of recession in which the market, by the way, on average is up 7.7%. That's the average S and P 500 return between inversion and recession. So I think that's a very important note. People seem to think that if this 10, the two year curve goes negative, that's the end of the world that day, that month, whatever I disagree.
I think the fear is way overshot and that's really the most opinion I'm going to stay on the shell is I just think there's way too much fear, especially when it comes to not only this inversion between or negative correlation between energy and the broader market, but also this inversion on the 10 year, the two year curve.
But that's what the data shows and the data is telling me that the fears bit overdone, but I know. Riley has done a crap ton of research when it comes to oil and biofuels. So I'm willing to hand it over to him and see what he has to say. Oil's staying above a hundred at this point, bounced off the psychological a hundred dollar level and you know, it's staying above and for me, I'm a contrarian at heart, so I'm not really into buying the oil companies. But on the other hand, I'm buying the biofuel companies, the renewables, the solar companies, stuff like that.
That is going to be in the high demand after people realize. I don't want to buy any more oil. There's no point of buying it at $120, whatever it is, gas prices are going to go to the roof. You know, there's no point in doing that. For other hand, you have companies like Delta who are signing deals already with biofuel companies like Divo, just to make sure that they have the biofuels at a cheaper price in the future.
And another one of the companies that I'm looking at is darling ingredients, which to me is probably a diamond in the rough here because. No one talks about it yet. It is the biggest producer of biodiesel. And if you don't know, diesel is essentially what runs our entire economy, because everything that we need runs on diesel.
And yet as the gas price of oil prices continue to rise. Diesel prices are going to continue to rise as well. And it's going to be the highest price, essentially gas that you could buy. So knowing this, you have Darlene and greedy. Who's going to make 750 million gallons in 2022. And about 1.2, 1.3 billion gallons of biodiesel in 2023.
And it's looking like it's going to double every year after that for the foreseeable future. So Dolan green is definitely the name to wash, but overall just biofuels in general and solar names. Sunrun. Uh, first solar or whatever you name it. I would not be, you know, I would not be surprised to see a big run towards the end of the year in renewables.
I am absolutely positioned for it. I don't know about you guys, but I'm not buying Oxy or, uh, any of these, uh, you know, oil companies that everyone seems to be foam rolling into Exxon mobile, whatever it is. I'm not buying it, quick question on that. So the ticker symbols, Dar uh, I forgot the name of the company was here, but for the bio-diesel we've talked to some, uh, electric trucking company.
Is that a fear that, these vehicles that would need this bio diesel will start to go away in the next 10 years uh, I think it could fade towards the end of the decade, but, uh, for the most part, I mean, I think these, these, the equipment. All these companies have bought are millions of dollars, hundreds of thousands of dollars.
And they're not just going to throw them away. They're going to use them until they possibly break down whatever it might be. And you're just going to continue to use them. And so being able to have all these biodiesels are very important and the other one is vote. They make zero emissions by. So essentially it's as good as being electric and they cater to the airlines.
And so they inked a deal with Delta this past week. They already had one for about 10 million gallons per year, and they upped it to 75 million, which is a big deal. , but at the same time, like these, these airlines, they're not going to get rid of the a hundred million dollar planes that they just bought over the last, you know, two, three years.
Those are going to be around for the next decade. And then they're going to continue to buy them from Boeing for that ex you know, 15, 20 years. The commercial airlines, they, they're not going to be able to be electric for a long time. The, the, our technology is just not going to be at that level to go, you know, across the ocean, you know, 2000, 3000 miles on a.
But they're able to, with the biofield and the biofield that GMO MIGS is zero emissions, which is incredible. So, I mean, it's, , it's basically the best possible alternative to regular fuel. And so they don't need to change the engines, nothing like that. They can just continue to build the planes that they already are building now and just put.
Fuel into these engines and it will be fine. Zero emissions. That's the beauty of it. Darling ingredients. Their biodiesel has about 85% better, uh, emissions than regular diesel. And that should be able to increase as they continue to build on their IP. And so these two companies, they're basically going to continue with this trajectory of, you know, the renewables being the future of energy.
And I believe that probably in the next decade or two, that we should be. Almost completely on the renewable side, depending on what technology comes about. And I think we might get into this later is, you know, uranium and all these nuclear energy stocks or ETFs for that matter, you know, they're going to be getting bid up because nuclear energy is coming and that's going to be what definitely bridges us between, you know, the regular, , fossil fuels and high emissions to zero emissions, clean energy.
And just the future in general. So, you know, that's, that's what I'm looking forward to. That's why I'm keeping an eye on oil. I hope oil continues to rise because my renewable companies are going to continue to get. You've been on fire. He did, , make a lot of big calls on China, which we'll talk to him just a second.
Tony. I know you're a huge stock guy, crypto guy.
And if T guy now futures guy, you are literally like the Renaissance man of apps. Like how do you keep track of all of these balances? before, uh, I just would pretty much just keep it in my head. I'd be like, ah, now I bought this at some point or I'd like book, I honestly bookmarked.
And just like everything I bought from like all these different resources or defy sites or whatever platforms, but what's really cool is I saw this company chatting on a space and I was like, wow, this is pretty sick. I might need to use this and ended up talking with them. And it ended up being very, very cool.
And now I use it every day because for people, I think who listened to the show, I'm pretty sure that you were probably invested in multiple asset classes. And I know you probably maybe know about mint.com, which is like, And I've been using that, but it just like does not let me sync to the accounts that are in the depths of the internet or my trading cards, like Pokemon cards and stuff, or real estate and everything.
So it's like a lot harder to do, but our good friends at asset dash have that problem solved now, which is really cool. Like it it supports cryptos. It's Scott NFTs, DFI stocks. And like, literally, like if you're doing. Any type of investing, you're probably doing multiple types of it. It's just a cool place to put it all in one in one screen and like one platform that can just like track how you're doing, because I like to think of myself as an asset rotator.
So like, I'll go into different asset classes that, you know, what I believe to be opportune times. So it was pretty helpful that way, you know, like, are you actually up or are you just moving your money between a bunch of classes and just like, hoping that you'll hit it. And one as the rotation head so helps a lot and they were also voted number one on product hunt.
It's got some, uh, some hype already, but yeah, just like something cool that I actually found useful to use. And, they connect with like literally everything, Robin hood Coinbase. Yeah. A hundred, a hundred plus different things.
And like that, that's like, that's the thing. There's no way I can connect meta mask or there's no way I could connect flow or like fricking salon of Phantom wallet in my mint.com to zero chance. Uh, yeah, I'm pounding the table and asset dash. . Riley, Mick Adams back in the building. We're here to talk a little bit of China. I know you love your orange chicken, but what's going on with all the major moves up. You think there's two episodes ago, you made it pretty crazy call on some of these China moves. So we brought you back to talk a little bit.
What's going on now? Yeah. So China, I, everyone wants them now. Not here to gloat, but yeah, I mean the last podcast I ever. I've talked about them. I've said that, you know, we're, we're nearing the capitulation move. I said probably another five, 10% lower on a, I believe last Sunday. And then all of a sudden.
You know, you got Monday down, another five, 10%, Tuesday down another five, 10%. And then Wednesday, we got major news. As I kind of expected. I, I believe I said the Chinese state is going to end up doing something, which they did, they did in a big way. So China, essentially, they pledged to keep the capital market stable.
They vowed to support overseas stock listings. And they said the dialogue with the U S ATRs is very good. Uh, and then they promise to handle risks for property developers and clarified regulation of big tech will end soon. I mean, that's, you can't beat that. You just can't. I mean, that, that signals the bottom to me for, for all these Chinese names.
I mean, that was the fear. Everyone said, oh, they're going to be delisted Jack. MA's going to be dead. All this stuff. No, it's just not going to happen. And the Chinese state already just came out and said that it's not going to. I mean, I don't know what else you need to be able to have the assurances that is going to be safe to buy these Chinese names.
Clearly, everyone on Wednesday believed it too. As they all, everyone pretty much bought full mode into it after, and that was institutional buying Riley. That was like heavy handover fish. That was not like mom and pops like Baba and Baidu. And like, I'll do it in order to move this company as the way those removed not only was like, that was a lot of.
Everybody was inputs. Right? So like the natural market itself was so offsides that dealers mm. Is like, they just slammed, slammed. They had to buy, buy, buy, and like, and fix their shit. Cause they were so, so, so head to the. They were short so hard on those names like this out of the entire market, the most.
And what's crazy now, Riley is this has happened for like three or four years. Like the fear of delisting Chinese names are the only reason why they haven't been able to grow in multiple evaluation. And so like, honestly, if all goes well and like you've already seen some go, well, right? Like you talked about PDD, Baidu, Bob, like these names are already like, okay, I'm down.
Like let's figure out something. So we don't all fuck. And that's exactly what that's going to happen. And I think like you saw that with like the Chinese bark, like Hong Kong, HSI is up 10% the other day, right? Like really three days after your, , , , slot on the podcast. So I think that it opens a door for us to like, look at these objectives now and say, well, honestly, like pin duo, duo I've always liked that name, but it was a China name.
And it was just a bad name because of that. And that was literally like, as. Because of that risk, you could not be like, that's a really good company. Let me actually properly assess its valuation. And like, think about the company longterm. You just couldn't because the next day it could be zero. And so now those companies who were first to do with it, if you, if you think about that, like whichever companies get at first I'm buying, whatever company comes up that day and says like, we're, we're like, we're good with the U S like if it's P that's why PDD has been ripping.
If PDD comes out and says who'll, we've complied. They're cool. We're cool. No chance of. Thing is going to get a very different valuation question. What happens? Uh, what happens if China goes and invades tab? Which seems to think, I think it would've already happened by now that that's my opinion. I think it would have already happened.
The perfect time would have been as soon as Russia invaded Ukraine to do the same thing. Cause then, then what would you do? But everyone's trying to look at both ways. It's the, it's the perfect thing. And the U S was smart by sending the destroyer through the channel there to basically signal that.
Absolutely no way you cannot be doing. And China took that and they accepted it. And that's why days later weeks later they're like, all right, we're, we're good. Now we're trying to call them the equities market because they didn't, China did not want, they saw exactly what happened with what Russia was doing.
All the Russian stocks, Yandex falling, 80%. They, they, I mean, basically Bibles and like, it was going to be a year index and they realized we can't have this. This is going to destroy our economy. So we can't invade Taiwan. I said this on the last pot, there's no way that they're going to invade Taiwan. It would be an idiotic move.
And I think the Chinese state is smarter than what Puente is that. And that's, that was the big thing. And so I think at this point, there's no fears for me, at least on a Taiwan aspect. And there's nothing on the delisting. Just a couple of days. , after that Wednesday announcement, I think Baba, JD and PDD also came out and they said, we want to work as closely as we possibly can with us auditors.
They want to make sure that they stay listed. That is huge. That to me, signals that in a long time. These names should get back to the multiples that they deserve. And I think I set it on the last part too. I said that this could be a generational buying opportunity. And that was when Baba was at 70, $80.
A share. Neil was $14 a share J D whatever. It was probably 60 50 K Webb was what? 25 30 almost at back at 45, just the low to high moves. Bob was up 70% Neo up 75. JD up 70% PDD of 120%. This was last week. Lowe's at last week. K web and ETF. 60%. Yeah. That's nice, man. Right. That's ridiculous. Like I saw those moves and I thought the same thing when I saw the K web, I was just like, whoa, and entire ETF move that much.
And then like, I go under it and I looked at the underlying names and I'm like, holy shit, Bob was moved fully shit by these moving. Th those are like, you know, those happen once every 10 or 20 years of that kind of like across the board, I'm not talking like individual company, but that's a brilliant going to continue to run though.
I mean, I think so, like, I think it depends. It depends on if they actually follow through and how quickly they follow it through because the hype will die and they'll settle back because like, until it's done, it's not done. It's not going to keep selling off into infinity down below, because I literally saw the news from Hindu duo, like today or yesterday of them being like, we're already starting.
So I was just like, okay, well, if they're already starting, I don't know how long it takes. Let's call it three months, like the weighted on the quarter. And then like, they're not going to sell them now. They just bought them. So they're gonna hold them. Yeah. I mean, think about what the earnings reports going forward are going to be.
Now everyone's going to see the fundamentals and be like, There's really no fear on the delisting. The multiple should be much higher. And so I think on the next earnings, probably than the next three or four, we're going to see some big buying on those earnings. And I think by ahead of them, whatever, whatever it might be.
But I think for the most part, pullbacks are going to be way too crowded on these names that there really won't be that large adepts I think I don't see that, like in the general market Riley, like things it's hard for things to go. And now, and I was just thinking too, like if you go down towards like the end of the month, right.
And you have like this quarterly rebalancing, and I was talking about this before, like I remember in college, I did this like BlackRock portfolio allocation where it's like 70% bonds or 30% bonds setting for some stocks or 80% stocks, 20% bonds. And like, you know, the rereading and everything. I'm just like curious to see how this actually ends up flowing because you know, you can check and see where on par they are.
Valuations of like the average bond portfolio and the average, like, I guess, across index stock portfolio. So that's gonna be interesting because there's gonna be a lot of action in the next, like cute, like the rest of this week and next week a lot. So we'll see. But I don't think that they'll sell these China names for awhile.
And I think that, especially knowing that, just seeing the action, like seeing Pinto duo, just say, okay, we're going to start doing this. The risk is to the upside of them getting it done. It's not to them. Like never getting it at all, you know, like. Risk to assess, just thinking if you're short that name and it comes out, boom we're in like DUS for completely solidified.
You're going to get squeezed to shit, absolutely squeezed. So it's going to be hard to just short those names and people will all kind of see that risk in my opinion, because that easy trade of shorting, those names has done for like China names. In my opinion, not to say can't dip, they can definitely dip.
They can dip quite a bit, but like the point is in three to six months, if these companies come in and they are all good with the U S and they list, and like you can't say I won't invest in China because of delisting. Very different action in those names for the rest of the time. I be indicator coming in real strong, you know.
Got you guys. Remember you made me edit out. When I said Putin, I thought I was going to invade, I think Taiwan in the fall, right around the election time making the call. Wow. Put it on record.
You owe me orange chicken for the rest of my. Uh, we can do that because it won't last very long. Um, anyways, . Speaking of invasions, let's talk nukes. Let's talk uranium. Only one that we could discuss this with is our resident uranium oncologist looped in a hurt on your recap, you were talking about Boris Johnson and nukes.
Can anyone seen a picture of that guy? You never want to see Boris Johnson and nukes in the same sentence. Yeah. So, you know, throughout the past few weeks, nuclear energy has been the topic, as you said, you heard me talk about it on the recap of the day, just a few days ago, actually, but really since this. Russia Ukraine conflict started due to really the majority of Europe's reliance on a specifically Russian oil for energy.
A lot of the smartest people on planet earth governments have been saying, look, Europe needs to find different sources of energy. Alongside that you've had a lot of the clean energy activists come out and say, look, nuclear energy is actually a great source of energy specifically, if you want to make the globe even cleaner.
So the focus has been nuclear energy. So how do we get to Boris Johnson? Boris Johnson came out just all, not too long ago, just a few days ago actually, and said that the UK is going to be making bigger bets on nuclear power. He actually noted that he wants to get the UK to 25% electrical capacity from nuclear power.
So in essence, he just wants to be producing 25% of the UK electricity via nuclear, , which is a pretty big move actually in a lot of investors have been betting on this, but I also want to talk about. All the people coming in behind this and kind of what boiled up to this. You had Elon Musk riding on Twitter literally last week.
I believe it was that in essence, nuclear is critical to national security. So he's now actually pushing for nuclear energy. You also have. Venture capitalist, Mark Anderson. He is calling for quote 1000 new state-of-the-art nuclear power plants. So a lot of, , big time, not only government officials, but also investors and the smartest people around are saying, look, nuclear energy is the move.
And then you look at the investments behind this. So just last year, 2020. You look at what for instance venture investors are doing. And they actually pushed a record $3.4 billion in two nuclear startups, which is more in one year than every other year throughout the past decade combined, which I think that's a huge note to focus on there.
And not only that, but in the past decade there has been. 10 deals at per year and last year there was 28. So in 2021, you had 28 deals. You had $3.4 billion in venture capital and moving into nuclear startups. Now we have governments, specifically Boris Johnson in the UK pushing for nuclear.
And you also have Elon Musk and Mark Anderson and so many. Calling on nuclear, basically nuclear power to be, um, really used much more, be pretty much bolstered, not only throughout the United States, but globally now shifting into what this means when it comes to investments in the market. There's actually a few names that I think actually, uh, our boy here, Mr.
Riley McAdams has talked about quite a bit. You have healing on energy, right? Is a big time specifically when it comes to what fusion and that took her symbol is U R N M. So go check that out. But if you take a look at this company, Helion actually raised more than $570 million from investors, um, which includes YC president, Sam Altman, and also includes Facebook.
Co-founder Dustin. Most of its and deals. Midriff capital. Um, so this is definitely an interesting name. The take a look at, I don't know if Riley has a comment on Helion because I know he's actually done quite a bit of research on this. Uh, yeah, so he actually is not public, but, uh, they, uh, are looking to probably go public in the next two years.
On the other hand, they work on fusion. And right now vision is the only thing that works. But fusion, if work, if it actually can work in the future, probably five to 10 years from now, uh, actually will be the number one source of energy. But in the meantime, vision is what everyone is going to be using for the foreseeable future.
And in order for that to work, you need uranium. You need a special form of. And so in order to basically have exposure to this basically massive shift to a new, renewable energy source, you have to be buying the ETF, U R N M or U R a M. And so I have a position in URS. But I mean, this is, this is where you can kind of look towards the next 50 years in energy.
If you're buying fossil fuels, now you might be able to make a decent buck for five, 10 years, whatever it might be. But if you're really looking for a long-term position in energy, it's going to be uranium. It's not going to be a company it's going to be uranium. And when Helion does go public eventually, then that could be a very good company to compliment your uranium position.
So basically in order to have. A good idea on, you know, basically just nuclear energy in general, you have to look up and actually understand both fusion and fission. But for me, I do, I find this very fascinating, but you know, I think that this will be the future of energy. And I think that this is another, you know, generational opportunity, just like I said, China was last week.
You know, I think that we're also looking at uranium to be a very, very good long-term, opportunity.
All right, Riley, we missed a lot of the earnings this week. Uh, we got Neo here. Tomorrow's the one I'm going to ask you about cause you've been crushing it with China names. So what, what's your thoughts here on, on the. Yeah. Well, I was talking about it a little bit earlier with China and you know, these, these names now feel a lot more safe for the average investor.
So I think that we're going into these earnings and people are going to be very, very bullish and, uh, you know, with oil prices rising, everyone knows that. And I think that. We're going to see probably a big demand with the new cars, the 85 and 87 for a Neo there. We're going to look for the pre-orders on that and potentially deliveries.
I also want to see, you know, a European expansion getting a little bit better than what it was. I think they're, they're starting off a little slow, but I think that we could start to see a lot more deliveries over in Europe. Um, but no, I mean, I'm looking forward to see what they can do here. The, the category of the revenue here is just financial.
So the a hundred and 180 200% CAGR on the revenue, which is incredible. I mean, I think that this company's one of the most undervalued, and I think that everyone was looking at them saying, oh, they're going to be delisted, you know, two weeks ago. And now all of a sudden. They're not going to be delisted.
Everyone knows that. So I think a lot of people that were a little shy and didn't want to buy a meal, you know, the last year or two years, whatever it might be. You know, I think that they're going to be looking to take a position in this slot and earnings might just be the catalyst to get people, to, to throw some money at it.
I've heard enough of Neo. I had that stock at $2 and sold it at like $4. And I'm kicking myself here. Want to get up to like 45? , 65 actually to be exact. Wow. All right. Now I'm really kicking myself. So we're going to have to end the show here, Tony. Uh, why don't we wrap this thing up? I'm kicking myself here for Neo, give us some thoughts here for the week ahead as always. Yes, sir. Ravi. Well, I definitely think the market's ran into. Um, I mean, you know, it's not one of those things where it's like easy to decide where it's going to go. Now, I just found that the speeding was super strong. I will say though, it's pretty clear that that double bottom level on E S like that, you know, 41 64, 1 50 range, like that double bottom area, if you just go look on any chart for the S and P 500 or spy or whatever, same with QQQ, all those bottoms are the definitive lows.
Like if we break those, obviously it's going to get very, very, very bearish. You know, the way that I'm thinking now is the Fed's doing stuff. As long as things start to subside in terms of inflation and like hopefully Ukraine and Russia can quality differences and China doesn't move on Taiwan and things can calm down a bit.
Then we could actually, you know, get out of this in a decent way, in terms of like the fed, doing their tightening. Hopefully they just do passive QT. Well, I think that the 2.5% target for raising rates may not necessarily need to be happening either as fast as they are saying or at all. So I think that they're also going to make sure to play it by ear.
They don't want a 2018 repeat after. Pretty much just raising right now to get us out of this 2018 repeats. So the way that I'm thinking of it is like, you know, what's running like on Monday I saw cyber security rang at the end of the day, right? Like it's a very much so a follow-up price market. So I saw cyber running.
Y you know, it was just running and they were big buys. So followed the money, price, rules, everything around me. And I think that's definitely the key things to definitely go up and down a lot. You can see volatility right now in every option, super high price. So that's why I've been doing spreads and.
You know, shares and leaps versus just like weeklies at all, but, uh, definitely play to your strengths in this market. And I'd like to say, expect the unexpected because as Riley and I have been talking. It's like what's usually happening is it's kind of like happening opposite. So I would say definitely kind of figure out the way that you're looking at the market.
Like, are we in a bear where it's like, every pop is being sold or every dips being bought and until whatever paradigm we're in right now changes play that. And then once it changes, play that. So once again, just to remind you once more time. Is that price rules, everything around me. And next week, we'll be here to talk about some more.
So see you guys later on pounding the table. One last thing, , just a quick reminder market madness.co go. Fill out your brackets. It's entirely free. You can win StockTwits money. , they're giving away 10,000 plus many other prizes. So go fill out a bracket and continue to pound that table.
Folks. We'll be back next week.