August 5th The Tom O'Brien Show on TFNN - 2026

[music] The following is a presentation of TFN. [music] The Tom O'Brien Show is produced every business day. Tom takes your phone calls toll-free at 1877-927-6648 internationally at 727-8737618. >> Let's go to my man George in Newport. George, what's going on, brother? >> Hello, Tom. Good afternoon. How are you? >> I'm doing great. Yourself? >> Yeah, great. I've been following you for the last few years, [music] listening to your show. >> Oh, thank you very much. I appreciate it, Judge. >> All the hard work you've [music] done for us over the years. Well, I really appreciate you calling and saying hi. >> My pleasure, Tom. Welcome to your show. >> Thank you, man. Have a great one, a safe one. Appreciate it, man. >> Now, Tom O'Brien. [music] >> Good afternoon, folks. Tommy O'Brien coming to you live from TFN. We kick things off. Markets make a new all-time high this morning. We pull back a bit. Gold soaring higher. We'll jump over that in a moment. Google, they're losing some of their top AI talent. How's that for a sell-off to the tune of 20 bucks? You're down by 4.3%. But all the tech stocks right now, we jump around before the indices. You got Amazon off by 2.1% right now. Just covered Google. Microsoft seems like they're making all their AI money from Open AI. Talk about that as well. And how about gold? Up 167 bucks. We just hit 4328. But we kick it off with the indices. You got an S&P right now. That's an all-time high right on the open of 7820. And then we sell off a bit. We're still positive by four points right now. trading at 7770. NASDAQ 100 as I mentioned tech stocks now we hit 30,74 you back off a bit we're down by 310% the Dow man leading the way right now Dow up by 7/10% as I mentioned in the top of the hour update how's 10,000 points for you since April 1st 10,000 points in the Dow right acceleration over 20% acceleration off those lows and even if you're taking the highs back in February we're now talking about almost 10% above those highs came into the year in the Dow at about 48 8,000 475. There's your 50,000 hat for the first time. And we're sitting right near 55,000. Update that hat, folks. 55,000 right now. 54637. Not quite at 55 yet. Not quite. We jump over to yields. You got the 10ear right now. A little bit of volatility, but we got a 10-year yield right now of 4.62. Okay. 4.62. The dollar continues to be weak, folks. Okay. You know, you back it up to I got to back it up a little bit further. Yeah, there's Wednesday. I was going to say you back it up to Fed day. Dollar cannot find a sustained bid in whatsoever, right? We're down almost two full points from that Fed decision when it starts ripping lower. Now, that is also when you had some dollar yen intervention and that's part of it. You know, you got the that's part of it. Okay, it's not all of it, but that's part of the reason you've seen the dollar weaken. The yen has strengthened tremendously. We're sitting at 15769. Little bit of calmness the last couple of days after quite a wild wild ride on the dollar yen. And I saved the best for last, right? Up 4% up $167 4318. But that's not the best part. Best part's the equities, folks. Look at this run, okay? And look at the way you're breaking away from it. Look at this break. That's how you do it, man. All right. And look at the volume. Today's only Wednesday to check my math there. And we're at 62 million on the GDX. It's going to be a big week, folks, of volume. Okay, that's a weekly. You take a look at the daily. How's that for you, right? We're going to do the most volume we've probably done since coming up to these highs, June 18th. So, you're pushing six, seven weeks, the most volume, you accelerate higher. That's what we've been waiting for, folks. Okay? A sign of strength. This is a sign of strength. Doesn't mean it's guaranteed to go higher, but on a probability business, that's what you like to see. It's what you like to see breaking out of a channel. It's what you like to see breaking out of a nice consolidation area. And that consolidation area is right here, folks. Okay. Now, you got highs back in October of 8509. We're sitting right now at 8350 on the equities. You jump over to the metal. Okay. You got gold volumewise right now. Yeah. Only 400,000 contracts on the week, but look at the daily. We're finally going to do 200,000 contracts, folks. Okay, look at this action and we'll see where we go. It's as in the volume's still going right now. We got a day out here of May 26th. What we do 250 and then you got the lows out here on March 23rd and that's when the war was raging, right? Things that was that was almost a worst case scenario there on the war and we're right back into that right now. But that's a nice volume strike spike and look at how you're breaking away from this little consolidation, right? They say no such thing as coincidences, folks. And there's no such thing as a sure sure thing in the market either. Okay, but this area that we just consolidated in, it's a perfect technical test of where you had strength last October, folks. Perfect. Okay, it's an art, not a science. You're right in this area and we're breaking higher right now. Okay, it is happening. We got dollar weakness. You got gold strength. Gold up by 4%. Silver up by 3.6%. And some of the silver stocks are rocking. Look at Heckler up by 9%. Okay, you jump over to copper. Copper makes an all-time high. Priced in US dollars. Okay, we're talking about everything priced in US dollars. As a gold bull right now, folks, this matters. Okay, the trend is your friend until it's not. And right now, that trend, yeah, we got dollar weakness, right? Happening again today. Okay, the yields haven't moved dramatically. And you got the dollar moving, man. Look at this move even from yesterday from 100. We're down 30 pennies just like that. And no real move on yields. So that's the context. You got copper at alltime highs. Okay. And check out the copper stock. Southern copper. They give it up slightly up 1.6. Freeport up 3.6. They had big days yesterday too. Yeah. Look at Freeport up 20% in the week. Southern Copper. Yeah, quite a move. Jump around some other ones. Harmony up 7.4% right now. We got Vista up 8.6%. That's a highly speculative one, but I like it, folks. Getting a nice little run right now. Okay, up 8.6% on Vista. You know, we had a question about Kin Ross, and we got a nice move today for Ken Ross, up 9%. We own a few that I just talked about, folks, in the gold report. Okay, we don't own this one. But I like how that's breaking too. You know, it's you can't deny it. Now, what I was, you know, yesterday's action in this though gave me a little bit of pause because I've been watching this equity. We had this equity in the last year for a trade in the gold report and we made some nice money on it and it was for the longest time. Okay, this run right up until about here. Okay, look at the way this thing was just driving higher with strength, right? That's how you want to see a market drive higher. Okay? And then what happens? What happens, folks? This is such a great example of of volume and strength. So, the move is legit. The move is legit. You get a slight pullback and then look at this. Look at this. What are we doing? We were just going higher on nothing, man. Nothing. Right now, the whole market was doing this, okay? And then kaboom, right? Everything goes bust. Okay? Remember what these charts look like, folks. This may be the best, you know, advice I can give you. And it doesn't work out every time. And markets are extraordinary at drifting higher on lighter volume. Okay. So, yeah, when this happened, right, I'm kicking myself cuz we had a nice trade in this equity. I got to remember where it was, but of course, we didn't get out the highs. Okay, I wasn't holding this thing as you went vapor thin, but look at the pullback eventually. That doesn't always happen, right? But look where we are. We're right back into that strength. We get a nice test. We got lows out here in October of 2201. And what do we get to? 2237 229 2239 and just like that we're up $212 today. So I like it and you're going to get some volume. There's your weekly and the daily as well. But overall metals across the board GDX up by 7.4%. We're coming right back folks. We'll take a look at SpaceX down after their earnings. Come right back. 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S&Ps right now trading up four points. We're trading at 7769. And you jump back to this market, folks. And quite a market. We got an S&P right now 7820. And we jump over the heat map, the Dow, and how about Nvidia, man? Up 5%. But we're going to jump around. Dow's got quite a number. Okay. Some of the equities out here. Thankfully for the Dow, not the most expensive price, right? As in a price weighted index. You got Google down by 4%, Amazon off 2.2, Microsoft off 410%, and Apple in the red as well. But on the flip side of that, yeah, you got Goldman Sachs right up 1.6%, $1,000 equity, UNH up 1.8%, JP Morgan in the green as well. Caterpillar up 1.6, Boeing up 1.4. Let's jump over to IBM up by 1% today. So, they got Clobberon earnings. We're going to go to SpaceX in a moment, folks. We get clobbered on earnings and look at how you claw it back but no volume. That's not what you want to see. Yeah, just trailing off a bit. You want to see a little bit more strength. IBM making a bid up by 1%. Salesforce up by 7/10%. All right. And SpaceX down by 12.6%. So, and yeah, we're going to talk about how this triggers off the unlocking. All right, $101 billion worth of stock becomes available. If insiders decide to sell that, the market has to find $100 billion of equity investment at current prices. 911.5 million shares become unlocked. Yeah. Nine stage structure. Let's see if this links to the to the structure. This is July 1. Does it give us an easy one? Yeah, it sure does. Here we go. Perfect. Let's just assume the performance goals are not met. Okay. because it does not look like they're going to be met. As of right now, you get 5.3 billion shares unlocked regardless as of December 8th. That's 120 days, folks. 5.3 billion shares. Now, the market's no fool. Okay? The market is well aware of this. There's some very smart investors in this equity, okay? But there is a certain amount of bias when everything is so entangled, right? The Wall Street banks, everything. But part of the reason for this sell-off, okay, from 170 down to 100 is the fact the market knows. And you know, I find myself, listen, I was hooting and hollering out here, okay, about this unlocking period through the month of July because not enough people, not enough retail traders for sure, okay? They don't understand what's going on. There's only 367 million shares that are traded right now, folks. We would kill kill there's 13 billion shares total. Okay, the 5 billion shares that are going to get unlocked by the end of the year. Those shares are not the insiders. Okay, Elon and his massive whole that happens in something like June of 2027. So Elon's locked in and he wouldn't have been selling anyway, right? Can you imagine Elon sells within the first 10 months? He doesn't the the the stock would crater. it would create rightfully so. Right. But that is the unlocking period that you get and it begins right now tomorrow folks. Yeah. [snorts] So 911 million shares. Yeah. And they say it's 639 million I guess right now. Thinker Swim has it 367 million is the float. Musk owns 7.8 8 billion shares, 60% of the stock and he is tied up as I said. [snorts] Normally insiders are restricted from selling shares for 6 months, but they didn't go for that one this time. Can't wait to see how it happens. You might get some extreme volatility. Don't get over your skis. I say it often in this market and I should. you went into the close yesterday at 125, you know, you're down to 110, you're as high as 130, and that's pretty calm compared to what we've done in this equity. And no matter how bullish you are, folks, okay, and there's a lot of money in this equity in this equity market right now, as in we got, you know, S&P is at alltime highs, Dow is at all-time highs. Gold's doing fairly well right now. NASDAQ 30,000 right now. We size 31,000. Nvidia, okay, now up 4.7%. One thing that SpaceX did say last night in their earnings call is that they're all in on Nvidia. So, Nvidia is the best. We're all in. I can actually even show you when right there. Yeah. Conference call began at 4:30 and Elon and I was listening to it say, "Yep, that's it. We're exclusive to Nvidia. They're they're it. They're the best. That's who we're going with." Nvidia's like, "I'll take that. I'll take that to the tune. We'll trade up to 2222 the next day. Now, the flip side of that, AMD with their numbers, yeah, down by 6.1%. Continuing to consolidate near the highs, almost 100 bucks off those highs, but just kind of in a nice consolidation area here. And look where we are though, right? We're right at the 1 to 1.618 expansion on this thing. Okay, an A to B, C to D up to the 1 to 1.618. You get well above there, but then you give it back slightly. You jump over to Apple right now. Still above its long-term channel. All right, check that out, man. Still sitting above that channel. Up by onetenth% today. All right, we jump over to Google. So, check this one out, man. Human capital. Has human capital ever been so important as it is right now? Now, yeah, probably has. Okay, in terms of if you own the human capital, in terms of the intelligence, the genius, uh, inventing electricity, right? Whatever it is, but inventing AI, it's pretty up there. And you're seeing the battle over human capital play out and the moves in these equities when you see this play out, pretty fant remarkable. So, yeah, Google AI veterans depart during a quote unquote seismic leadership shift. Google is losing prominent AI veterans, including Jeff Dean. And so this is, let's see, here's Mr. Jeff Dean. You'll never guess what he's going to do. He's going to go start up his own company. Man, why not? Can you imagine if you I mean, the reason why not is cuz these companies like Google may pay you a billion dollars just to be their employee at this point when the market capitalization will drop substantially on the day the market finds out that you're leaving. And it's not only him leaving, okay? He's departing to to launch a startup and he's taking several high-profile employees with him. They want equity, folks. They want equity. They want their own startup. The head of Google Deep Mind is moving to a chairman role at the lab. In the new structure, you have this gentleman right here. I gotta get his name because I can't. Demi Habibis. probably blew that one away. But yes, he will be running now. This gentleman will assume dual title of chairman of Deep Mind and chief scientist of Alphabet and he's going to report right to the CEO. But a huge shuffle when you got these big players at Deep Mind, man, and they're going to start their own startup. You know, some of the valuations in these companies and you know, can you fault them when you have the gentleman, what's his name, Ilia, that leaves Open AI, right? And he starts a competing AI company. And I think that company's already valued at like 3540 billion. He just started it like a year ago. But it's worth it cuz people will put money when you have that type of human intelligence in this market right now. But Google off by 4.2% on that news. We'll come back and take a look at Meta, folks. Meta just got a little pop to the upside. We'll come right back. Many trading newsletters attempt to focus on a narrow set of equities or commodities. While this works [music] for some, it often times misses many opportunities that possess huge gain potential. But how is an independent trader supposed to scan the [music] entire market looking for these hidden opportunities? One simple answer, [music] the opening call newsletter. 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You have to practice, sure, but you also need excellent instruction from experts. At TFN, you'll get advice and guidance from the authority in technical market analysis. And it's not just dry, tedious [music] text, either. TFN airs live financial content streamed live on tfnn.com and tfn's YouTube channel with Tiger [music] TV live every market day from 8:30 a.m. to 400 p.m. Eastern [music] for free. Each host is an experienced trader and gives their take on the [music] market while taking calls and questions live from around the world. From the moment the market opens until the closing bell sounds, Tiger TV [music] has eight different shows with expert hosts to help you make the right moves with your money. Watch online at tfnn.com or on TFN's YouTube channel [music] and become the investor you were born to be. TFN, educating investors. This portion of the Tom O'Brien Show is brought to you by Directions daily leveraged and inverse ETFs. Whether you're a bull or a bear, you choose the direction. Visit direction.com. Investing in the funds involves significant risk and should only be utilized by investors who understand the impact of leverage and actively monitor their portfolio. They are not designed to track the underlying index or security for more than a day. Before investing, carefully consider a fund's investment objective, risks, charges, and expenses contained in the perspectus available at direction.com. Read carefully. ALPS Distributors, Inc. [music] Welcome back, folks. You got Meta Shares just in the last one. I was coming on the the program, folks, at 3:00. So, the news hits that Meta, they unveil their new coding agents, their first AI coding agent to take on Yeah. the big dogs, Anthropic and Open AAI, they're rolling out their first coding agent called Muse Code as they ramp up the investments. And yeah, they're going to start offering what? Compute, right? Basically AI services third party developers can access Muse code via pay as you go option. Similar API pricing as Muse Spark 1.1 release. Not familiar, but they charge. 125 per million tokens in input, 425 per million tokens of output. I'm not up to date in terms of where that pricing falls for a million tokens. It's a terminal coding agent like many other coding agents. You can install it with one command and then use it to take on complete software engineering tasks across a wide variety of use cases. planning changes, writing code, validating results, and yeah, they got the cost in there. And yeah, the data is going to be a big part, right? Meta is also starting to accept requests for zero data retention in which the company would not retain developer data to improve models and other uses. That's going to be a bigger part of all of this going forward, right? Is is who controls that, right? people start using their models and all of a sudden they're just using everything that you do against you and then boom, they take you out. That's it. You're done. Why does the model need you anymore if you're using the model to do everything and then they just take your data to train the what they're doing and and teach you out at your own game? So, medicates a little bit of a pop on that news, but we trade lower today with the rest of the equities, tech equities. Jump over some of the memory stocks. You got Micron up 2.5% right now. Sandis down by 2.7. I believe they have their numbers after the bell for Sandis. See if we can get some volume. Not bad. Only Wednesday. You've done almost 40 million shares right now. Well, we'll see what they say after the bell. And Sandis down 2.8%. Yeah, SpaceX off by about 12.7% right now. And folks, if you are trading SpaceX, especially around earnings, okay, single stock ETFs direction, they have liftoff, which is the two times bully SpaceX ETF, okay? Single stock ETF gives you two times leverage. They are a sponsor, folks. But I would promote them anyway. They're great products and as traders, active traders. Okay? Now, remember that the long-term performance may not match the underlying. If you hold leveraged ETFs, right? We talk about it often. you get momentum in one way or the other. You get a stalled market. It impacts how those leveraged ETFs do compared to their benchmark on a longer term basis, but on a daily basis, they do a very good job of hitting that two times or whatever the benchmark is or the the leverage that they have. And yeah, you know, if you're thinking about trading SpaceX in the earnings for like a very short-term trade, I encourage you to check out Liftoff. Now, trading SpaceX, folks, you better be aware of the risks when you're trading two times the exposure of an equity that is jumping around like hot hot pajamas. Yeah, a liftoff down by 26.3% today as SpaceX pulls back to 109. Remember IPO price 135, debut trading price 150, and we're sitting at 109. And the unlocking period starts tomorrow. Pretty sure the Wall Street banks were probably hoping to have a little bit more room to the upside as the unlocking started, right? They didn't want the unlockings to start with SpaceX down at 100. The other side of that argument, folks, okay, and believe me, I've been out here hollering, is that this could be a situation as sell the rumor, buy the news, right? The news is out there. We know it. That's it. There's going to be a lot of shares that can be sold. Okay? All of those insiders that have all those shares, they are not holding all of their money in SpaceX. They're not holding all of their money in SpaceX, folks. They're going to diversify, rightfully so. They have vast wealth. Even if they're selling off at a discount, they are going to diversify. Now, that doesn't mean all those shares are going to get sold, okay? But these are investors. Some of them have been working for that company for 20 years, right? Some of them haven't. Some of them participated in much more recent ventures, whether it's even Twitter, right? I'm not sure who falls for the insider versus outsider versus the 5.5 billion shares getting unlocked by the end of the year versus the 13 billion, right? But a lot of that's Elon on the back end of June of next year. But yeah, SpaceX down by 12.3%. Decent numbers, but the market's worried about spend period. All right, you look at this market giving it up a bit. NASDAQ off by half a percent right now. And you're going to have some volume today, right? You get above this, you give it up. Yesterday 604,000. Today we're at about 500,000 right now. We jump over the ETF structure. You got the cues. Oh, look at that. No volume today. Nothing. Nothing on this pullback. Now, we had a lot of pre-market action, which is why you had a lot of volume in the futures. Yeah. And you jump over to crude. Market loves this, man. We got a we got a deal. That's the headline. All right. That is the headline. You jump over. Iran says agreement on Humu's shipping reach with Oman. They've reached an agreement on a proposed route for shipping through the straight. a potential step toward a reopening of the the critical waterway for energy supplies. That's one way to put it. We'll see if it holds. And where is it going to be? Right in the middle. Yeah, they've been discussing for several days. And hey, you know, crude holding up remarkably well. 75 bucks. the market with the straight been shut down for so long with with all of this pressure on prices all-time highs just like that shakes it off but what's happening with gold today folks all right up 160 bucks I like that move what's happening with the dollar right now okay the recent weakness in the last week down two full points 9971 right now cuz you look it's just not all the yen right look at the move today on a daily basis okay continuing the move lower 9971. That's not the yen today, right? So, the yen's part of it as in the yen strengthened, the dollar weaknessed. That was part of the scenario, but the dollar's weak right now. And on a longerterm basis, that's a good thing for gold. And the equities like it as well. Up 7.4% for the GDX and and doing it with some volume. And that's a sign of strength, folks. We've been waiting for it. It's here. All right. All right, we jump over to Amazon. Right, we talked about these channels. You got to be quick sometimes, folks. It's an art, not a science. And it looks like the pressure was going to be a little bit lower to the south, right? And if you draw that linear regression, you almost hit it up. Sometimes it's the top, sometimes it's the bottom. If it was a science, it would be solved. Okay, but yeah, Amazon continues to back off. Down 2.1% right now. And look at that. How nice it is, right? Just a general area. You ring that bell near 290 and we're trading right now down 2.1%. S&P is flat. We're coming right back, folks. [music] If you're looking for potential trading setups in the stock market, then Rocket Equities and Options Report is a newsletter you should try. Tommy O'Brien delivers options and equity trades when the markets present them using a combination of fundamentals and technicals. Sign up for Rocket Equities and Options Report today with a 30-day money back guarantee, so you have nothing to risk. For all the details and to start your subscription today, visit the front page of tfn.com. tfnN, educating investors. For traders who crave risk, directions daily leveraged and [music] inverse ETFs provide opportunities to magnify short-term perspectives with up to three times a daily leverage. Utilize bull and bare funds [music] for both sides of the trade and trade through rapidly changing markets. These are highly leveraged ETFs with daily resetting designed for short-term trading, not long-term investing. Whether you're a bull or a bear, you choose the direction for up-to-date pricing and performance. Go to direction.com. [music] Investing in the funds involves significant risk and should only be utilized by investors who understand the impact of leverage [music] and actively monitor their portfolio. They are not designed to track the underlying index or security for more than a day. Before investing, carefully consider a fund's investment objective, risks, charges, and expenses contained in the perspectus available at direction.com. Read carefully. ALPS Distributors Inc. The reality is that navigating financial markets [music] can be risky. Markets can be chaotic and difficult to understand. Having the latest [music] market advice can help you turn this chaos into a key for creating winning trades. [music] At TFN, we understand that it can be hard to find reliable market news. That's why each of our market experts offers their very own market [music] newsletter. A must-have tool for every trader out there striving [music] to find an edge in today's markets. TFN newsletters cover every aspect of the markets [music] so you can analyze the market before you trade. Try any of [music] our great newsletters risk-free with our 30-day money back guarantee. [music] Just visit the newsletters tab on the front page of tfn.com. TFN, educating investors. TFN has launched the Tiger Zen hosted at Discord. TFN has been educating traders [music] for more than 20 years with live programming hosted by a variety of professional traders during market hours. The Tigers Den available to all Tigers and Tigresses for just $1 for the year. There's no cash or added [music] costs when you join our community of traders. Sign up today and become a part [music] of this educational community of traders. Just visit the front page of tfn.com. This program is brought to you by Vista Gold. Traded on the NYSE American and TSX under the symbol VGZ. >> I'm Orion. [music] >> Welcome back, folks. And we got a VIX. Excuse me. Look at this VIX. Right. The market is not moving right now, folks, since about 12:30. Look at the Look at this range, right? as we're just waiting. We got a potential deal. Irran, the straight's going to open. Crude pushing 75 bucks right now at 7522. We have an S&P that's just stuck basically at all-time highs. Okay. Yeah, you made them this morning, but outside of that run. And we got a fix right now that's making a run for 15 bucks. 1549 down 6% right now. Remarkable total reversal. What was going on this morning? All right. This morning on the open, this market was telecasting. There was some fear in a possible pullback and you had it happen and in a heartbeat though even the NASDAQ right since noon. All right. And yeah, some great conversations in the tiger stand talking to seco. Is that what this company is still called? What is it? TGB Tor. Is this Did this used to be TCO? TGB? Yeah, TCO. There it is. That's how I know it. TGB changed their name. Ah, just last month. Huh? They going for a rebranding here. They're up by 6% today. So, they got their numbers after the bell, huh? Look at this move. That's how you break away from a consolidation, man. Look at that. I like that. We're right at the June highs. June 2nd 835. We're at 828 right now. You did about 6.5 and 8 million then. And we're already at 7 million today. Take a look at the weekly. There's that bar on the weekly. You did 33 million at the weekly on those highs. We're at 20 million right now. We got two trading days left. So, they get their numbers after the bell. All right, we take a look at Microsoft. That's quite a weekly, right, for Microsoft. How's that for you? We take a look at the daily now on a weekly. Actually, before we jump away, right, look at the volume and we have a lot of volume already, folks. Now, last week you did 280. We're at 141. pretty staggering when you think that, you know, any other comparison would be going to blow away the volume that we did. But we're benchmarking against the acceleration last week, which was 278. We're coming in at 141. And yeah, it turns out that all the money that Microsoft's making right now, where are we? That's not it. Here it is. Mostly come from OpenAI. Are you kidding me? They're not making anything else. $24 billion in sales from OpenAI during the year in June. Open AAI accounted more than half of Microsoft's actual AI sales. The disclosure suggests that OpenAI's share of Microsoft business is about 70% of its actual AI sales during the recent fiscal year. [snorts] Yeah. So 24 out of 37 billion is coming right from them. What if they change? That would be dynamic. That is a tremendous amount of revenue that is coming off that one client. Open AI pays Microsoft for computing power, cost associated with building AI models and a share of their revenue. Not bad. And yeah, they've tried to diversify back in anthropic developing its own model, but there are some inherent risks [clears throat] when you're that dependent off one customer. Microsoft has only disclosed its total AI business twice. Once for the quarter ending in December 24 when it was doing 13 billion in sales over a year and in March when it said it was on track to produce more than 37 billion. But you take the 24 out of there and yeah, yeah, you put it against total revenue, not not as large of a number, but Microsoft and their valuation and everyone's valuation right now is not getting judged off the total revenue when their expenses that they're spending, the expenses that they have, they have to show growth for those expenses. And those expenses have to show growth for the money they're spending on AI. Jump over to Walmart. Just can't find a bid recently up today, but not breaking out of that trend just yet. Take a look at this weekly. That's a tough looking weekly. Some decent volume on last week's balance. 118 million. We'll see how this week comes in. Walmart barely in the green right now. Jump over to Disney shares. Yeah, decent numbers for Disney and you're going to get a nice weekly number. We're already at 45 million shares. You got two trading days left in the week. Disney up 3.7%. There's your daily. Yeah, you're going to break higher with volume as well. The experience division for Disney includes parks and cruises revenue. How about up 10% year-over-year? I mean, that's a nuts andbolts business of you're talking about parks and cruises revenue up 10% running parks and cruises. Remarkable. Park attendance in the US up 3%. per capita spending up 4%. [snorts] [sighs and gasps] Revenue up 11% when you look at the entertainment streaming business. Yeah, big numbers, man. And in terms of topline, 25.25 billion. Quite a number, man. And they make 206 a share. There it is right there. 206 a share. All right, we got 11 minutes to go as we get the S&P turns slightly to the red. NASDAQ off about 160 right now. Russell off by 16. Jump around. What else we got going on this market right now? What do we got? Yeah, how about this one? Right. And boy, cyber security, AI security, major hedge fund, hedge funds targeted in wave of attempted cyber attacks. They target Wall Street. Point 72 informed investors that had been attacked, though the heads funge initial indications were that no client information was stolen. Still reviewing the incident, but the fact they had to let them know, it must have been quite an attack. Attackers attempted to infiltrate the information systems and two others, Millennium, Sigma, and Citadel, as well as Private Equity. They brought it all right at the same time. Right? It makes sense. You hit them all at the same time. You hit the first one, they're going to learn from it. You hit them all. Yeah. Law firms, other professional companies, and Yeah. Why not hedge funds, man? They go after him. And look at Nvidia. Nvidia is going to have some volume today, man. I mean, we're going to do the most volume we've done probably since the lows back here in June. You're going to get some good volume on the close, I imagine. 130 million shares for Nvidia, up by 4%. Adding 200 billion in market cap today alone. Almost 25 billion shares for that equity. Quite a number. Jump over to Uber on their numbers. Yeah, disappointing numbers down 5.1%. They were in line, but the market was expecting more and not coming in line right now. It's a tough one with markets where they're at. One more segment, folks. We'll come right back. [music] [music] Many trading newsletters attempt to focus on a narrow set of equities or commodities. While this [music] works for some, it often times misses many opportunities that possess huge gain potential. But how is an independent trader supposed to scan the entire [music] market looking for these hidden opportunities? One simple answer, the opening call newsletter. 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Having the latest market advice can help you turn this chaos into a key for creating winning trades. [music] At TFN, we understand that it can be hard to find reliable market news. That's [music] why each of our market experts offers their very own market newsletter. A must-have tool [music] for every trader out there striving to find an edge in today's markets. TFN [music] newsletters cover every aspect of the markets so you can analyze the market before you trade. Try any of [music] our great newsletters risk-free with our 30-day money back guarantee. [music] Just visit the newsletters tab on the front page of tfn.com. TFN, [music] educating investors. Don't forget you can listen to TFN live on your mobile device 24 hours per day. Go to tfn.com and hit watch tiger TV. That's tfn.com and hit watch tiger TV. [music] Welcome back folks. And as you see we got a little bit of a mixed bag. This is the S&P 500 we're looking at here. Nvidia, man, 5.33 trillion. Quite a number. You got Broadcom back above 2 trillion. Google 4.4, right? We got Lily in the green by almost 5%. Let's jump over to Eli Liy. What's going on here? Look at this volume on a weekly basis. Look at that, man. You're already doing 12 million. Oh, they got their numbers. Okay. Up 5% right now for Lily. 1169. Hey, you got to like that volume, man. Trading higher with volume on a daily and a weekly basis. Let's see what we're coming into for the highs here. Yeah, that was the big piece of strength here, June 22nd. And hey, if you could ever get above it, and you just might. 19 million shares the week of June 22nd and we're at 12 million with two trading days left. Man, you take out that high and you do it with volume and we got an alltime high at 1249 hanging out there. But you're up by 53 bucks today. Up 5% for Ny Lily. See Novo. Up by 510%. Jump around to some of the other gold equities today. Yeah, look at this run, man. Look at this run. Bareric up by 8% right now. Pneumont up by 7%. Chin Harmony 7% right now. Big numbers. We've been waiting for a sign of strength, folks. You've been listening to TFN long enough. All right, this could be it. It looks like it. Nothing's guaranteed life, right? But this looks like it, man. Nice sign of strength from gold breaking higher now. On a weekly basis, we need more volume. But on a daily basis, how's that for sticking out, man? We got buyers in that market, folks. Gold up by nearly 156 bucks. We're above 4,300. Yeah. And you're at prices we haven't seen since about June 18th, 6 weeks. and you're doing it with more volume than we've seen going back to May 26th. Folks, thanks so much for tuning in, spending your afternoon with me. Couldn't appreciate it more. Enjoy that time tonight, folks. Time, our greatest commodity, our greatest. Enjoy that time. Have a great evening. We'll see you tomorrow, folks. Have a great night. Thanks. build.