About this episode
Silver, Gold and Crypto (oh my)
Hang on – Wild ride here
Superbowl, Olympics- Wait until you hear about the CAPex spending!
Shakeup in Dietville
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Interactive Brokers
Warm-Up
- Silver, Gold and Crypto (oh my)
- Need a stock for CTP
- Hang on - Wild ride here
- Superbowl, Olympics- Wait until you hear about the CAPex spending!
- Shakeup in Dietville
Markets
- Massive moved during the week -
- Bitcoin clipped $60k before rebounding
- DJIA tops 50,000 for the first time
- Wait until you hear about the CAPex spending!
- CAT == 1,100 points on the DJIA in 2026
Superbowl and Superbowl ads
- Game review
- Any ad stick out?
- $10M per ad this year
- Half Time with Bad Bunny?
- Anthropic busting on OpenAi
Last Week!
- Massive moved - quick calc showed that about $1T was wiped from market caps in the sell-off, particularly in tech names.
- HOWEVER - Friday alone is estimated to have added $1.5T to market cap
AI Ripping Through
- Plenty of names getting cooked over AI annou
