we start off with one |
3.92 |
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2.47 |
3.84 |
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100. see lots of red there with adobe |
4.88 |
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math and say man wait a second maybe |
3.84 |
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in 2022 but i'll submit this now's the |
4.959 |
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seen 20 to 35 percent peak to trough |
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the last five or six years you might be |
3.76 |
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DATE
the last five or six years
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september 7th all-time high of 157 and a |
4.481 |
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nvidia's down 18 in a month you have to |
4.64 |
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ask yourself could you see a 25 to 30 |
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one hand and the way that they generally |
4.081 |
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even two-year rates really shouldn't go |
4.48 |
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those is zero so the economy is slowing |
3.841 |
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ahead and that's one reason why they |
3.519 |
Jump to 192.72 |
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look at retail was down 2.3 percent i |
3.679 |
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semiconductors a 4.4 move we basically |
4.881 |
Jump to 242.239 |
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about november 10th levels but again |
3.36 |
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nasdaq 100 down four percent relative to |
5.201 |
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the s p in the last 12 sessions that's |
3.599 |
Jump to 255.92 |
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seven stocks so i'm also adding in uh |
5.201 |
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tesla and nvidia on top of the big five |
5.6 |
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that's 29 of the s p and we've talked |
4.96 |
Jump to 266.4 |
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almost took three trillion dollars in |
5.04 |
Jump to 299.28 |
MONEY
three trillion dollars
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30 |
4.159 |
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increase in just two months okay it's |
5.039 |
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was trading at like 30 times earnings |
4.08 |
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2 on 4 sales growth that's value i don't |
6.16 |
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you think that amazon is only up three |
4.24 |
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percent of the year and apple's up 30 |
6.16 |
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microsoft's up 40 and google is up 60 |
6.48 |
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long as i've been doing this in 25 years |
3.681 |
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two percent up to two percent you know |
3.6 |
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know an apple it's five and a half |
3.519 |
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percent from its 52-week high uh |
4.48 |
Jump to 508.4 |
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alphabet is is off four percent |
4.161 |
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microsoft is off seven percent these |
4.639 |
Jump to 512.88 |
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all time and or 52-week highs guy what |
4.4 |
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18 to 25 and and you people will be like |
4.161 |
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anywhere from 30 to 100 billion dollars |
4.24 |
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MONEY
30 to 100 billion dollars
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and you've seen moves anywhere from 35 |
4.8 |
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to 60 percent to the downside so i think |
4.0 |
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i mentioned 157 and a quarter and when |
4.56 |
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nvidia gets down 25 percent down 18 |
4.24 |
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seen the fed in the past go from zero to |
5.199 |
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60 on rates and overstep their bounds |
3.92 |
Jump to 584.24 |
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analog from 2018. 2018 |
3.6 |
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where we're coming from uh that a five |
3.919 |
Jump to 593.36 |
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to ten percent correction any of these |
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Jump to 595.519 |
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zero and therefore these stocks should |
4.88 |
Jump to 607.12 |
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at zero should be in other words at |
3.36 |
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we're at three next year and three and |
3.6 |
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twenty three and two and twenty four um |
4.24 |
Jump to 621.44 |
CARDINAL
twenty three and two and twenty four
|
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seven stocks being 29 of the s p no |
4.961 |
Jump to 639.839 |
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longer just talking about the nasdaq 100 |
4.479 |
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don't think that you know 18 to 25 on a |
7.64 |
Jump to 650.48 |
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