Meet Bard Alphabets’ new IR moderator

Google CEO and team said “AI” over 150 times. Benchmark!

Podcast Available on

Spotify | Apple | Google Podcasts | AmazonFollow me on Substack Notes

Recommended by

Doomberg Adam Taggart Herb Greenberg

Mentored by @BillCara

Substack Featured 2X

Premium Service Preview

“Honesty in a sea of deception is of great value” - Ralph (Pledged)“I like your in-depth analyses of the markets as well as pointing out what might lurk underneath that could rise up to bite us” - Sorell (Pledged)—“Your Wrap on the markets every day keeps me focused and grounded” - Lj (Pledged)—"I want to learn how to read the market for longer term trades as opposed to what Wall Street wants me to do” G.M (Pledged)—"I like your objective view on the markets” Ron P (Pledged)—"Good info. Succinct and relevant. Very good calls this month.” Andy J. (Pledged)

I want to thank the 2000+ Subscribers who support the Substack!

* I plan to turn on premium when we surpass 3000+ total subs

* Pledging requires a credit card but it is not charged until Premium goes live

* What will premium include? (at minimum)

* Watchlist(s) (Bullish, Bearish, Price levels, if then scenarios)

* Webcasts covering charts of all above

* Additional Premium only content viewable in daily show notes for Premium subscribers

* Complimentary PDF copy of the upcoming book "The Maverick Investor's Handbook" by Bill Cara, one of my mentors. (a $20 value but priceless learnings).*This book is geared toward longer time frame investors, Baby Boomers retiring who want to manage their own 401k/wealth, and younger investors trying to avoid the #YOLO gambling

* Over time you will develop ability to analyze the markets and become more comfortable making your own decisions and controlling your own wealth

I want in! How?Instructions:

* Subscribe by clicking “Subscribe” or this link.

* Once you are a subscriber, you should see buttons that say “Pledge your support”

Show Notes

Summary of the day

If you produce $10m top line for the business but if they can replace you with AI that can produce 5m top line at zero costs in sales marketing while boosting enterprise value, you will be cut.

Anyone who bought $GOOGL Jan 18 fwd is sweating

Regardless if what happens to the stock $MSFT, Satya Nadella is a real ceo. I dont think msft will go out of business. Fyi. He went to grade school with Adobe $ADBE ceo Shantanu Narayen. They run great great cultures. I know as my employer was acquired by adobe and i had the pleasure of meeting both during a c suite client event. The global role i served under adobe was the best times of my w2 career

BUT GOOGL and MSFT and AMD are selling off after hours. $SMH $SOX are not looking good.

Breadth

* 876 new highs

* 129 new lows

* 37% advancing 57% declining

* 31% below 50 day ma

* 34% below the 200 day ma

Stuck out

$SPY volume low again! Everyone is waiting on earnings and The Fed!

Volume 55,826,647 vs Avg. Volume 77,671,870

Strong

10 yr yield still above 4%

GM up 7.8%

Weak

What to watch

Fed Rate Decision and dot plot Wed 2pm. If Jerome confirms we will get a rate cut 6 times in 2024 at minimum, everything will rally for a little while. Until they realize wtf? Why is my mom letting me have ice cream before dinner and date that person she hates so much.

Watch mag 7

Watch yields

Economic data

https://www.marketwatch.com/economy-politics/calendar

Financial Freedom is not free, but the treasure is worth the pursuit.

This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit nyugrad.substack.com/subscribe

Podcast EP 129 Say "AI AI AI AI AI" 150 times (Jan 30) 12:49 Share

Not Your Advisor

Shownotes Transcript

Podcast EP 129 Say "AI AI AI AI AI" 150 times (Jan 30)