Netflix is mentioned as a non-AI related company that is falling behind in performance.
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8% MORTGAGE RATES ARE COMING! (Get Ready)
Sep 29, 2026
The creator discusses the rising US 30-year Treasury yield, predicting 8% mortgage rates soon. They analyze the weaker-than-expected jobs report, suggesting it might deter the Federal Reserve from aggressive rate hikes. The focus then shifts to Micron's upcoming earnings report, noting its historical volatility and its position in the memory chip space, while also highlighting a broad market disconnect where AI stocks remain elevated while many S&P 500 stocks trade below their 200-day moving average.
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Walmart is mentioned as a non-AI related company that is falling behind in performance.
McDonald's is mentioned as a non-AI related company that is falling behind in performance.
NBIS hit highs of nearly $247, described as a big runner.
Bloom Energy was a quick mover, running up 13% today.
Ricky Gutierrez shorted Oracle after it became overbought and experienced a reversal, making a $4,600 profit.
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Tracked calls opened from this post
ORCLsell opened Sep 29, 2026
+2.41%