 what's up guys happy Wednesdays how's everybody doing hopefully some of you guys got into those Nvidia and TSM play with us for the earnings today got some big ER Cisco got a video had Target and Lowe's this morning Baidu as well TJ max IQ Billy Billy now you would think are down in I'm not even sure how to say that some interesting after hours to so we're gonna look at both take a look at the market bubble over first TJ max doing really well up like 6.5% target got smashed pretty hard today on good earnings so probably gonna look for buying up to me that Dollar Tree I mean Dollar General Kroger's both came down with target and video dropped a little bit prior to earnings so a lot of our puts was making money Apple had a nice move today so very interesting stuff Tesla coming back to 1050 plus a lot of interesting things Activision coming back down a little bit further today on that power move from yesterday so we're gonna look for some opportunities there tomorrow so good stuff take a look at the ours what's up what's going on yo my boy young bow driving back to campus with the new whip what's going on Fiat world how you guys doing Activision bottom wear I feel you let's find it TV I gonna spend this Nvidia and and TSM money on a fancy dinner what are we eating yo let's go go man we're pretty fortunate man we got in pretty early early than usual right in terms of that earnings play and things just happen to both go in a direction wildly you know TSM was up 50% on the contract to gamble and and you know the other one the Nvidia that was up like a hundred percent over a hundred percent on the put side just because things started to move down you know prior to that earnings slightly to our direction but I'm still holding you know I'm holding a 2 to 1 ratio on both of them I'm interested to see where that earnings go and oh my gosh man if we get anywhere near 245 on Nvidia that would pay can you imagine can you guys imagine that oh god any hype just thinking about it so let's see we got some earnings coming out right now SONOS sales Q4 sales EPS is negative seven cents revenue at 359 miss 360s whoa whoa hello stock buyback we like stock buyback is bullish damn Sean where have you been brother yeah we've been doing I guess you guys might not been you might not be in the ER thing with us the challenge you got a bunch of puts I think we got I know originally I wanted to get the 245 I don't remember exactly what I got I'm pretty sure I got the 245 1230 so they were up 114 percent as you can see here and the calendars up 46 percent if you got the spreads is up a little bit less so that that's on our challenge thread so you can see it here too the challenge here you can see that here as well so anyways let's go back to seeing this SONO for your revenue looking at 1.92 to 2 billion as opposed to 1.86 so guidance is still pretty strong they're announcing a hundred million dollar stock we purchased program and they said they picked up the previous one as well they finished the previous one it's not a big ye I guess you know it's not like they're purchasing back 10% of their stock they only purchased it on your 50 mil market cap is 4.3 mils is not that big you know but it's generally a bullish move maybe I'll take a look into that later on oh let's see what's going on with Cisco Cisco getting beat up some act around thoughts on SDC I don't know what to tell you man smile the rec club you know I feel like everybody is trying to get into that game I feel like braces are like a big it was like a big thing and it's still a big thing like overseeing Asia but I don't know how big of a thing it is in America but I feel like there's a lot of like private company get into that as well so smile the rec club has got competition man a lot of competition and they've been I I like I want to see them come around I want to see them make comeback you know I want to see this company be come really really successful but it they've been struggling for a year so it's very very hard for SDC to come back around honestly but yeah they can definitely get sure squeeze though anytime that's definitely possibility so if you're already in it you have some shares I say just keep some shares in case you get sure squeeze but that's like wish that calm as well though you know first as a supposed competitors to smile the rec I mean I can't think of them right away I don't want to do any searches and then get tagged with a bunch of YouTube videos but smile the rec club it's like braces right so so like you know Invisalign is obviously the biggest one most successful not there smile the rec club is probably like second so there's like you know hello trend she just Google dental brace and then there's like a new one that's been popping up a lot on YouTube as well so oh Candid Candid's been pretty popular on YouTube it's been like I think that they're trying to trend that on tiktok as well and I think there's like more so just put some out there so Cisco systems Q1 earnings per share is 82 cents as opposed to 80 cents estimate sales is 12.9 billion as opposed to 12.98 billion estimate this is a 7.89 percent increase compared to the same period last year and 8 percent increase in sales compared to last year so so estimate and earnings isn't that bad 8 percent increase compared to last year stock price increase a lot more than 8 percent last year stock price was trading on $40 price of COVID stock price was trading around $49 you know say 49 times 1.08 world puts around 52 92 kind of where is that right now right the company tends to correct itself every once in a while things do that they said they see Q2 earnings per share around the same price 80 to 82 cents as opposed to 82 cents sales growth near 4.5 to 6.5 percent year over year and then for your 22 sales growth looking at 3.38 to 3.45 as opposed to 3.42 estimate sales grow at 5 to 7 percent year over year so $52 a pretty pretty fair range and even on the 50 would be could be like an interesting opportunity so we'll see what this goes going through real quick see if I'm missing anything stock buybacks or anything yeah so they are doing some stock buyback as well so they got a lot of money left over stock buybacks 7.7 billion left over for stock buyback so I think that's a buying opportunity as they keep buying back their stock is going to help them increase their revenue and is actually going to help them increase their margins as well so EPS is going to look better and better so I think they're going to be pretty in line with that so look for Cisco to BTD by the depth ASYS and tech systems thermal processing wafer polishing okay interesting company oh damn when and video when and tech systems earnings per share is five cents as opposed to 10 cents sales is 24.3 mil as opposed to 26 mil it says compared to last year this is 135% increase in EPS and 61% increase in sales compared to last year and then for next quarter Q1 they expect to make from 24 to 27 mil as opposed to 27.6 estimate so that's a little bit behind a little bit behind the analyst estimate there so stock dropped about 18% because of that this is a special acquisition stock haven't really seen this company so 2020 company was training around 780 seems like a low-key company they're having pretty good growth you know you know stock price appreciated almost 100% right so hit about $16 almost so stock price almost appreciated almost 100% and it's coming back down to to kind of meet the meet the terms of the revenue and and a decrease you know guidance here so I maybe maybe if it comes back to last year's price of like around six seven dollars we can see some buying opportunity there probably some support around the eight eight nine dollar range right here so that could be some opportunities there as well hmm yeah very interesting wafers and stuff so it could definitely be interesting company to buy the dip on not that familiar with them though says even the tangible book value is around five dollars so not trading that far away from sales keep a close eye on that keep a close eye on that ma xn also reported as well max on solar let's see what's going on with this a lot of solar companies can get erect so q3 eps dollar 62 as opposed to dollar 40 lost a little bit money then more money man expected sales is 220 mil as opposed to 27 this is a 27% increase compared to losses of superior last year and six percent increase in sales compared to last year so not doing that crazy what's last year's price last year was trading around this price to around $20 to $17 oh man remember this crazy run last year I mean not last year early this year up to 56 dollars man people were saying you know solar was the future and everybody's hella bullish on solar infrastructure plan and all that stuff but now a lot of solar companies came back down pretty hard because earnings pretty ugly in it chat the savage what's up what's up super chazzy is it no that super chazzy just chat yeah a lot of things did run like crazy in February though that's true they see Q4 sales being pretty weak too so probably look for further dip maybe if it gets to like low 7 13s and 14s educational company down a lot meh Cisco let's just go Victoria secrets V SEO also reported as well down only they're actually just flip-flopping Victoria secrets Q3 eps 81 cents beat estimate of 71 cents sales is 1.44 billion miss 1.46 they see Q4 sales flat to up to 3% from the same quarter last year earnings per share between 2.35 to 2.65 as opposed to 2.80 and stock is starting to run up a little bit after hours so pretty close to the IPO price a while back or the split price very interesting that body works also reported as well up a few dollars after hours the fact and body works I don't know why I didn't even know they have a stock that's so where the hell what this company was trading around $20 pre-covid and that was almost $80 it's almost coming back to the all-time highs from 2015 where are they selling the bath and bath and body works lately what they selling cracks lately it's going on must be all the hot girls working at bath and body works that's probably why BBW so that should they're pretty good me see Q3 eps 66 cents as opposed to 59 cents sales is 1.68 billion as opposed to 1.59 wait this is actually 41% decrease from last year and 44% decrease in sales compared to last year wait what it's actually a back quarter compared to last year but they say Q4 is looking pretty good Q4 is looking between two times the 225 range as opposed to 1.90 yeah you know what Christmas season is generally pretty good season for them though because I do remember like going to the mall sometime oh that's true you're right it did used to be LB brands which got splint of BB that makes sense that makes sense now yes we do love candles bath and body work ourselves and create candles all right so let's see what's going on with Nvidia they did come out estimate they did beat what's going on guys it's going on professor glass so you know it's not surprising that that video is going to be we know for sure they were going to be let's see what they said earnings per share is $1.17 as opposed to $1.10 cents sales of 7.10 bill 7.10 bill 7.1 bill as opposed to 6.83 estimate this is a 60% increase compared to the same period last year and and sales is a 50% increase compared to the same period last year but the stock price stock price has increased almost three foes now right last year is trading around 135 right now is trading on 302 so 135 times 2 is like 270 right the stock prices already went up a lot a lot and guidance is pretty good for Q4 looking at 7.4 billion plus or minus 2 percent as opposed to 6.86 so that's a pretty strong guidance there so they say AMD is following up a little bit on the move up Intel as well so hopefully you know hopefully we see on TSM follow-up as well too if things does they really bullish but let's look let's look a little bit deeper so a video announced record revenue of 7.1 billion 50% data center revenue 2.9 4 bill up 55% from a year earlier gaming revenue still going up so you know the data center is actually giving them more money than gaming at this point graphic cards at this point almost I mean well the growth is getting pretty close to graphic cards at this point so graphic cards only up 42% and the growth in the data center is up 55% so data center is starting to to be their thing quantum computing today they reported record revenue for the third quarter ended in October 31st so compared to last quarter they're up 9% and EPS up 13% from the previous quarter so you can say that you know they had a nice 13% growth compared to three months ago the third quarter was outstanding with record revenue the man for NVIDIA AI is surging driven by hyper scale and cloud scale out you know adaption by more than 25,000 companies NVIDIA's RTX has reinvented computer graphics with ray tracing and AI and it's ideal upgrade for a large growing market of gamers creators as well as designers and professional building home stations our GTC event series showcased the expanding universe of NVIDIA's accelerated computing last week's event was our most successful yet highlighting diverse applications including supply chain logistics cyber security natural language processing quantum computing research robotics you know self-driving cars climate science and digital biology nuts army verse yeah I saw NVIDIA is so good at that using like these like cool terms man like army verse like Ben 10 army verse was a major theme at GTC we show what is possible when we can jump into virtual worlds army verse will be used from collaborated design customer service avatars video conferencing to digital twins of factories processing plants even the tire cities army verse brings together NVIDIA's expertise in AI simulation graphic computing infrastructure and this is the tip of the iceberg of what is to come he says wow nuts and they pay a little dividend as well who cares about dividend at this point right just a growth company same I want NVIDIA to pull back to 240s and buy some shares to give a man an entry come on let a man get in come on so Q4 outlook revenues expected to be 7.4 billion plus or minus 2% gross margin expected to be 65 and 67% plus or minus 50 basis and video is coming out today I haven't had shares of NVIDIA since they split bro who knew they were gonna run so much let's go TSM let's go so highlights at last week's GTC NVIDIA announced the following 65 new and updated software development kits tools for NVIDIA's lot language models Nemo Megatron look at that Megatron man I'm telling you they like they just like oh let's let's find out cool things from cartoons and stuff and let's steal it that's it bluefield DPU NVIDIA Riva custom voice army verse avatars platform for generating interactive AI avatars army verse replicator synthetic data generation engine that produces physically simulated synthetic data for training deep neural networks quantum to a 400 gbs and for band end-to-end network platform what's that for that's gonna be pretty crazy super centers NVIDIA drive NVIDIA Jetson the world's smallest most powerful and energy efficient AI supercomputers for robotics automated you know autonomous machines medical device and more NVIDIA holo scan gaming enhanced g-force now and you know the crazy thing is like like MV is trying to trying to get into NVIDIA right they're trying to steal into like they're trying to steal NVIDIA's like graphic car scheme and like because you know how NVIDIA has RTX 3080 class gaming or whatever AMD's got so smart they they came up with like the six thousand series right because AMD's numbers used to be only three digits it used to be like 580 or whatever 560 now they they like make it like 5600 or something or like 6000 or something and they do that so that when they put them sides to side on a shelf you know you see like AMD 5000 and something serious versus RTX like NVIDIA RTX 3000 series if you look at the numbers like oh every as a human as a human that like as any any human that doesn't know anything about like graphic cars you're gonna look at these two numbers side by side and they almost cost the same to you can be like I think I'm gonna go with the more thousands you know like everybody knows the higher the number the stronger it is you know like it's just basic like basic but video is like I don't care who cares man like I'm doing so many other things you still my you know you can you can marry my ex-wife I got like 10 girlfriends yo that's what NVIDIA saying I don't care then I'm in the same league no more young it's crazy pretty good earnings is the stock still moving it's pretty flat it's not moving much might even give us some games tomorrow racks on racks on racks for earlier damn I'm low key kind of sad I was looking for that big drop on NVIDIA but I mean I guess either direction we'd be good either direction we good hopefully TSM moves back up to like you know 125s oh yeah oh yeah for sure for sure man the metaverse is just such a strong hype right now and and then video is literally at the forefront of it it's okay TSM will eventually catch up it's only a matter of time it's just the whole China fear that's like holding them back the China foot it is matchy it's like if you actually sit there and you think about it you know like there they have so much graphic art demand they'll probably if even if they were to stop taking sales right now they probably have sales up to like 2025 that's true that's true you can say that about like a bunch of China stocks like Baidu yeah Baba that's true that's true the stock market is all about supplying demands right now so you know there's a lot of hype which built a lot of demand and that's what drives up the stock price because it reduces the supply so market has just following the basic laws of supplying the man you know of course naturally it used to be like oh you know you want to look into the stock you're buying to now people just like who cares yo right market and close and balance with 650 mils of sell side yes retail sales are all time how high but consumer sentiment hit all time low wow this is the data here we tell sales up a lot but consumer sentiment is all time low here even lower than COVID levels which means that retail sales might actually not be at all time highs retail sale actually might just be up because of inflation that's another way to look at it in terms of perspective but I think that might be an odd way to look at it I'm not sure if a lot of people are thinking of it like that so let me see so the commerce department reported us retail sales grew 1.7% October ahead of analysts estimates of 1.5% growth the stronger than expected spending numbers came on the same month the consumer index price jumped 6.2% highest growth since 1990s meanwhile the University of Michigan said that consumer sentiment index fell to 66.8 in November it's lowest level in decades consumers are concerned about the negative impact of inflation could have on their future spending and savings tweeted the chart below highlighting the divergence between retail sales and consumer sentiment adding that he believes the retail sales numbers are more are a more important economic indicator watch what they do not watch what they say okay buddy okay buddy why is important core inflation which excludes volatile food and energy for ice was up 6.2% in October sharpest increase in 31 years wow so they say the inflation numbers has already excluded food and energy price which has also increased a lot too so you know we're talking about like if we were to include the food and energy price that's probably 10% plus easily in terms of inflation that means your dollar is losing value very very fast few oil prices were up 13.2% month over month 59% compared to a year ago use car price again was a major inflation driving October as well use cars and truck price increased by 2.5% October and up 26.3% over the 12 months imagine use car appreciating 26% from a year ago the same time one in four Americans said that the reduced their living standards because of price increase well half the Americans family expected net reduction in real income over the next year the labor department reported that US wages grew 4.9% year over year in October unfortunately it also said real wages are adjusting for inflation went down 0.5% so so they said that you know wages did grow a little bit more but just not much the S&P 500 is now up more than 110% from its lows generally billion billions of dollars for wealth for American millionaires and billionaires the average American is clearly deeply concerned about the economic outlook but while the Americans with the most spending power may just be spending more than ever so in other words they're saying the rich gets richer and the poor gets poorer kind of sad you catch up on catch up when you guys the same yeah they're eating everybody's lunch I'm honestly I don't even think they have to eat Intel's lunch because at the end of the day it could be anybody like the sector growth and could just be as big as well so you know yeah and video is just crazy that's true no one wants to take the bus in the pandemic their we tails could be down if you factor in PPI and CPI on the net based inflation is rising high rate compared to inflation factors agree agree so you know in other words you could actually say that like if you think that it you know we tell sales is down right because the reason we tell sale is important or consumer like sentiment is important is because it measures like you know economic outlooks and and levels what that really means is that we're in a depression or recession you know it's like we're you know we're going downhill like consumers aren't spending so but then they say consumers are spending because the retail sales is up so it's kind of you know it's like that's why it's so conflicting here at the data and and it's a little bit scary because and and the outlook you know the whole the whole take is that the zingers take at least is actually saying that you know the the retail sales is up because the rich are spending but the poor aren't spending so that means that like our economy is actually not doing that good because everybody knows the economy doesn't really get fueled by rich people you know like just because rich people are spending they're not spending in a way that is gonna fuel the economy's growth because and what I mean by that is that like you know like like for example right if a rich person is spending money they're dropping big money right they'll buy yacht they'll buy like an airplane you know they'll buy like these big luxury products right and and sure you know jobs will be created for for some of those luxury products that they buy you know it'll like contribute back into that cycle a little bit but but like whereas like you know and and like if they say they spent like you know who knows millions of dollars on yacht right it and that yacht could pay for like I don't know 10 workers wage or whatever that takes to build in stuff whereas if a bunch of consumers spend like a million dollars they're paying for hundreds if not thousands of workers wages so that's like it's a cycle you know it helps that cycle and that money coming back into the economy paying for people and stuff like that so so that you know that kind of like in a way you know contributes to economic activity and it helps the economy more and more that's why I think is better like you know when you have like the regular people spending as opposed to the rich spending money so that's where where the big difference makes up for it so it's kind of that's why it's kind of scary to see this the consumer sentiment being so low at these levels right now we're actually as low as almost 2012 levels here and I'm curious to see where that goes man very very scary I see the so I see you post this for the savings so I imagine I have the truck for that that's probably dead right now the PNS so consumer has ran out of money bro they ran out of money I talked a little bit about this last year too with like Clem and and I said like so a lot of this savings consumers had 35 you know 35 percent I think a lot of it were just old people that got the stimulus money and they didn't know how to withdraw it and stuff and then they came back down you know they came back down a little bit in early 20 in late 2020 and then they gave another stimulus check in March 2021 this was still up but keep in mind these data is a little delay as well right so I think these are just more people that didn't know how to withdraw the money and stuff but as you can see now the savings rate is a black back to 7.6 percent which means like all the money that was saved up has been used up by now and people are it's gonna start hitting people's pocket and and this is not like one of those charts where it's gonna be like yeah let's bounce back up you know now this is one of those charts where when it comes down it's a death spiral like when people's savings can get burned it's gonna get burned it's gonna come down like this it's just gonna come back down it's gonna be a death spiral because they're not gonna suddenly find more money you know especially if economy isn't doing good they're not gonna suddenly like find more and more money to you know to blow that's just not gonna be the case unless unless another stimulus comes you know but if it isn't then it's just gonna keep coming down down could potentially come back to 2% levels you know which would be the lows of 2005 so pretty pretty crazy there pretty pretty interesting puts up zig-zag yes we did go over in video for a little bit ouch sorry to hear that we'll take a look at lows in a little bit our friends who don't follow the financial market and they're talking about inflation too what does this tell you I mean do you really want to hear the answer bro do you really want to hear the answer about that man I was actually just talking about that this weekend too man I was um I was at the gym this weekend I was at the gym this weekend I think I told you guys a Monday maybe I'm not sure that one of the caveman's one of the one of the gym bros right one of the super caveman gym bros and and I was like I was like I've been telling him to invest in the market for like a few years you know and then like the other day he told me he you know he told me he's like he just like took out money from his savings account and he put and he put money in the stock market the first stock he bought was the WAC and he bought it like a hundred five dollars I laugh I laugh in my head so hard but I didn't want to laugh in his face though you know because he's a barley guy oh what's up Hawaiian beefy hey what's up Jim bro I was just talking about him just kidding not how I'd be but um and then he told me the next thing he want to invest it was Shiba coin he want to get into crypto well he said he want to get crypto I was like what coin you're gonna invest into he's like Shiba I was like yeah yeah man why not bro why not you know everybody getting rich why not you bro you know you're really rich in muscles you're really rich in and and and and biceps and all that stuff why not get rich in your pocket so yeah so but but like if you guys been here long enough on if you've been here like in a year so I've said this before like any time that somebody unexpected calls you and ask you about the stock market it usually signals that the top is in and this has happened multiple times like you know whether it was like last year's or or like you know we usually get like many crashes because of it whether it was last year or whether it was like years before like any time a random person that you don't really care about ask you about the market like sometime you can have an old co-worker that really don't give a shit about anymore but they just call you out of nowhere because people only call you when they really want something from you right honestly at the end of the day like that's really the only reason most who will call people because they want something from you so if you have like an old co-worker that calls you and be like hey what's up how you doing you know what do you been up to what do you been up to so I heard you're in the crypto market I heard you're in the stock market what do you think is a good stock or crypto to invest into you know when they start giving you these calls man that's how you know market is gonna be getting sus actually speaking of that I that that has been happened a little bit more you know like I had this other friend that that was heading me up like earlier this week too I was asking about that the crypto market and stuff so it's time to get a little bit wary because things could be coming close to the top but who knows who knows man like the metaverse thing hype is very strong right now a lot of good hype right now but this this data here is a little bit scary so to answer that that question that you know fiat world is talking about he's talking about the top is in but but you know what I could actually also make the argument too that how the top isn't in I can make the argument how like how like the stock market could go a little bit further and and that argument would would be that inflation argument in the fact that let's say what was that inflation number here let me pull that up again so let's say we were talking about the core inflation rate core inflation up 6.2% let's say it's 0.1 like 1% so if you put let's say if you put $100,000 for sake of easy math right let's say let's say $100,000 you put $100,000 in your bank account you put in a certificate positive for five years you put it in the CD for for five years right or you invest in bonds you know you invest in bonds right for five years right bonds you could potentially get like 1.7% to 510 years or CD you're fighting the 1% or less right for three years so let's say you put in a CD for three years certificate of deposit in the bank your savings account you put $100,000 in there you're getting back a thousand per year right compounded so you get a little bit more year-to-year but you get about a thousand return on your hundred K investment or your hundred K savings right but but that buying power let's say a hundred K could potentially buy you like you know like I don't know two cars two cars or like or let's say if you're buying like a basic sedan right a hundred K could potentially buy you like I don't know force of dance right let's say force of dance right let's say like for for like Toyota Corolla's or whatever some basic cars right in 2021 they could buy you four of those but at the rate of inflation that is going at 6.2% or even 10 to 25% for like you know food and like cars and stuff that the hundred K actually only has a buying power of like 90 something K now so since you lost that that few thousand dollars since you lost six thousand dollars buying power and you gained a thousand dollars in savings you actually you're actually losing five thousand dollars just putting money in the bank you're actually losing money by putting money in the bank so what do you do in this case what do you do now that you everybody is talking about inflation everybody and their mother is scaring each other about inflation and and you're losing money you know and we talked about this like multiple times in the past I addressed this you know very passionately because the food price was going insane like Popeyes right like if you go to Popeyes on the regular basis and you bought like a Popeyes bucket previously you used to be able to get a Popeyes bucket for like I think like 13 dollars now $16 right so previously if you had you know $13 you could get a bucket now you have to pay $16 to get a bucket that's a $3 increase you know $3 increase is not $3 increase $3 increase is like a 30% increase it's a huge increase man you know that's a huge increase on the dollar that means before if you had $20 you should be able to buy a bucket you know you should be able to buy a bucket used to be able to buy a sigh and a drink now with $20 you can barely buy a bucket and a drink so that's inflation there you just lost a sigh you used to be able to get a sigh of mashed potatoes to dip your your your fried chicken with now you can't even get mashed potato now you got to choose between drink or mashed potato what is your decision man which way so it's kind of like that that's that's that's how like inflation is starting to go crazy or even like even like if you buy Chinese food man for lunch right you supposed to get like you know chicken broccoli or whatever for like 550 or something like that now is like I think like now is like 950 man used to be able to get chicken broccoli for 550 so that means if you had like less than if you had like $10 you get chicken broccoli it'll come with a soda you know or whatever if you get a lunch special for 550 right or compound compound chicken whatever whatever man whatever you know whatever general household chicken whatever you get at the Chinese takeout place right you supposed to get a 550 $6 even so if you have $10 you could have gotten you could have gotten that and then you could have gotten some some drinks you know who knows you could have gotten some some like I don't know what else we guys get at Chinese takeout place I don't know man let's say let's say you know let's say you had $20 you could potentially get like at least three three meals right out of that $20 for the week now if you had $20 you'd be lucky to get two meals out of that foot long as subway is like $10 now foot long as subway is like $10 I remember foot long as somebody used to be five bucks yo yeah that's right that's right I didn't look at subways earlier this year and I was like what a scam man why the hell would I want to spend $10 at subways for their trash ass foot long you know like I rather go to a bodega man because subways their their their sandwich is trash bro like five dollars I could tolerate it because five dollars like five dollars I get a bunch of salad you know and like I'll throw on my foot long you know and then I'll get that sauce right and they'll make up for their their their like one piece of meat that they'll throw on your foot long but now $10 bro no amount of no amount of lettuce and sauce on that foot long is gonna make up for that one slice of meat that they put on there bro no way like no no way they're gonna make up for that but at five dollars I could justify that you know I could justify getting some more greens I could justify getting that bomb ass sauce that Chipotle sauce that they have that you know just don't on there but at ten dollars man I rather go to bodega where they actually pack the sandwich and I'm just getting me smacked on top of me yo no cookies with that combo as well mango with sticky rice what is this that's not super new fast food price has doubled from 1999 to 2015 it's insane minimum wage was stuck since 90s I don't know how a place like dollar store exists you have to cut quality all the way that's true man that's true oh you know what though actually I think fast food prices are one of the only few few things that hasn't really caught up to inflation yet because because like a lot of these on fast food companies actually rolling out the apps and they're doing extreme promos so like Madonna has like the dollar nugget still which is pretty cheap I mean even though the nuggets definitely gotten 25% smaller though so there's some inflation there because the nugget is 25% smaller and now it's crappier as well whereas like whereas before Madonna's nugget used to be like a 50-50 you know depending on the Madonna you go to it was a 50-50 chance of being good right now is like consistently trash 75% of the time but you know some of the other stuff is still like pretty reasonably priced I guess if you use the app if you use if you have the Madonna app it's still pretty cheap 7-11 still has like a dollar hot dogs I think so that's still like a reasonable price just because they're rolling out the apps and all that stuff and the same thing with like Burger King and stuff but but most of the prices has gone up along the fast food back sector though with the exception of these companies that are rolling out with the mobile app and they're trying to attract more customers like Wendy's Wendy's consistently throw give out like give out like free like fries and stuff make gang bang I don't really get anything from Madonna's like I think the only thing I I like have consistently gotten there from time to time like maybe like two three times a month would be like McFrappy that would be like my only like dumb craving for Madonna's other than that I really don't care for anything they have it's just like it's kind of me me Jersey Mike's well their frappe is a dollar bro can't resist the deal man ever since they had the the frappe for a dollar for the last two months I couldn't resist it's a lot of calories down Jersey Mike's on the subways all day that's true I remember Jersey Mike's starting to come around the East Coast the last few years it's actually pretty good but there I mean they don't pack it that well either though but they definitely packed it a little bit more for sure they feel the cheesesteak is not bad yo we remember we remember when Jared got caught for it like like you know child stuff what a new I think that was like hold the client of like um subways you gotta show me a picture man what is this thing that you're talking about mango sticky rice what is mango sticky rice oh oh oh you know what I have seen this I wasn't I was I had this see this at the at this um Thai place I went to a few months ago I thought that was odd I was looking at I was like I was like what mango with sticky rice I didn't get it though I thought it was kind of odd was that condensed milk they got a banana leaf too but I don't know man I I it's it doesn't sound right it doesn't sound right to me man I like I like mango I like mango and shave ice mango shave ice is the bomb crying tiger now if you like mango and sticky rice go with mango and shave ice that's the way all right all right I'll give it a shot one it's like eight dollars man I can't justify it but I'll try I'll try it you know watch I look up crying tiger and it's like some some like some sus stuff man gonna get a band oh should we check out some earnings from this morning for you guys let's check out some earnings from this morning real quick before I log out tiger king too oh my god tiger king wait what's tiger king to gonna be about okay this I can get with this I can get with duck soy sauce oyster sauce sugar ribeye steak lime juice fish sauce sugar cilantro green onions rice popper I could get with this that looks good that looks good that looks good you know surprised I never tried that that's true then Netflix just came out with that new movie look at Billy Billy earnings from this morning miss on the revenue wow Billy Billy stock is up to 80 dollars now still up a lot why is IQ down so much IQ dropped another dollars today to seven bucks 28 at some point Taylor's favorite stock revenue 1.2 b estimate that's true that is good as well but that's iffy though you got to find a good restaurant it's like hit or miss sometimes they're losing more money than last year to a net loss sales had a small growth but net loss had a big increase yeah there's an interesting character yeah yeah yeah nice but I do also drop a lot today 170s to 160s kind of crushed the the Chinese sector a little bit they said their their AI sector grew 73 percent year-over-year but markets like we don't like China stocks so came back down actually doing really good compared to last year they Apollo L4 did a lot of test miles to self-driving so by do is a big self-driving company as well revenue small increase 30% but not seeing crazy growth only 12% year-over-year two-year basis the stock is actually still up so in comparison 2020 levels they're still up a little bit so pretty reasonable compared to the small growth that they're seeing check out Lowe's somebody asked about that earlier and video moving to 308 after hours saw him when he was touring before his TV show hands down one of the funniest show apps have ever been to oh yeah then he get canceled at some point because of like something he did with like the LGBTQ community or some something like that and like they canceled him or something but man I remember like when I was younger growing up he used to have one of the funniest kids on on Comedy Central is the best that what happened he can't be canceled that's true those had a pretty good earnings gave up some of the gains from 255 coming back to 245 and a little support here could be a potential double bottom and a move back up here too so if that 245 level holds that could be a double bottom and move back up let me see what the earnings really look like though total sales with their quarter was 22.9 compared to 22.3 comparable sales increase 2.2 percent comparable sales up nearly 34% on a two-year basis that we purchased a bunch of shares oh the company now plans to be purchased approximately 3 billion in shares in a fourth quarter bringing the expected total share we purchased for the year to be up to 12 billion hold up 3 billion what's the market cap 169 less than 1% so on a two-year basis the company is up almost 100% but they said their comparable sale is only grown like 33% so prior to COVID companies trading around $125 right now is almost at like 245 to 50 so that's a hundred percent increase but you know as you can see like stock price has increased a lot more than that so I'm not I'm not really crazy about lows and home people at the moment just because not not sure where the direction of those things are going I mean the only thing that that's very bullish for them is to share we purchase program that's really good thing I haven't seen his recent Netflix stand-up talking about our be nickel man talking about beyond me what is that even like beyond me interesting stuff that got me thinking a little bit let me go back to the target earnings per share three dollars and three cents as opposed to 83 estimate sales is 25.29 billion as opposed to 24.78 estimate 8.6% increase compared to last year's 11% increase in sales compared to last year stock price has also appreciated a lot for this company as well $166 that was trading around last year now it almost hit like you know 270s so head that top coming back down could be an inverse head and shoulders here if it comes back to 240s that would set up the inverse head and shoulders could be another move up for dawn they said Q they target I remember reading about target this morning they said they expect the supply chain and inflationary pressure to hit them pretty bad because you know they deal with like a lot of like basic goods as well but they do anticipate a really really good strong holiday season they said so that could be the bullish move for target it's a it's a part of the white girl index stock so you know people like this company and there's a lot of demand more hybrid than it is for lows so I would say I'm a little bit biased here for target at over lows so same day delivery order pickup drive up and ship grew nearly 60% this year on top of 200 last year so it's continued to grow and they're doing very well and apparently it's been around since last year but I didn't know that more than 95% of targets third quarter sales were fulfilled by its stores digital sale grew 29% following growth of 155% last year so they're they're like they're like interesting man they're doing a lot of interesting tech stuff like I wish I wish lows would throw some money and and improve their you know online stuff but they don't targets consistently doing that they're also doing some share buy back as well average price of 246 and they said they still have 14 billion dollar left of share buy back company is at 130 mil 130 bill market cap so a lot more share buy back left so they said that the the only bearish thing is that the ceo says that they are going to see supply chain challenges as they go into 2022 shoe carnival also reported pretty bullish pretty strong quarter shoe sales are up bro everybody buying shoes 215% increase compared to last year and 29% increase in sales compared to the same period last year very bullish strong guidance up up up company was also trading around $20 last year so you know stock price is seemed like 100 increase but this is a little bit more justified in terms of EPS as well though they're making retarded margins there but that's pretty much it for today guys I'm gonna end it here I'm running a little bit over time already appreciate you guys stopping by I'm hanging out if you guys do want to see a ticket chart out let me know now I will take one ticket requests whoever types in first otherwise we're just gonna end it here do we have anything going on for tomorrow AMAT so if I guess and since NVIDIA hasn't dropped I think we're gonna be pretty bullish on AMAT tomorrow honestly Airbnb goddamn Hawaiian beefy so Airbnb had strong earnings ran back up came back down a little bit moved up a little bit more yo NVIDIA's NVIDIA's earnings call must be bomb man I could see Airbnb coming back to this level here around 185 for another stronger move up I mean they have pretty good recovery ready I think I think it's like getting pretty close to the top you know I think it could also be a good short as well because as we have seen a lot of the reopening trades have been getting shorted you know man like like if you think about it what was the Dow like the airline industry they're getting crushed right the bookings.com get crushed at you know bookings.com gave up all the gains right so a lot of the travel industry we opening industry has given up a lot of the gains they could see a dead cat bounce soon but a lot of them are giving up the gains and Airbnb is one of the few that is somewhat part of that industry but has not given up that gain yet so I will say I'm a little bit bearish on them there is a you know there is some indecision here and and we could potentially see them coming back to 186 levels from this 200 level that they're at right now but if you're bullish you could expect them to bounce there and move back a little bit higher but as of now I want to say we're leaning a little bit more to the bearish side I'm sorry I think I think Delta variants is starting to become an issue around the world and Europe as well it's starting to spike back again we're getting to the winter season flu season all that stuff so you're seeing a lot of these takers coming back down a little bit so I feel like Airbnb should be one of those I'm surprised it hasn't given up that gain yet you know I want to say everything is bearish bro I wouldn't say that I mean I think Facebook is still on a pretty strong uptrend you know Facebook could probably still pretty strong uptrend there every every every other word that they should say in the videos things should be like um so we're doing this and that I'll be verse metaverse bam let's go but yeah good luck with the Airbnb trade Hawaiian beef take care man have a good night guys peace