Timeline:

0:00:00: News, Dell. NVIDIA, Apple, Walgreens, SoFi.
0:02:25: Walgreens, their business, a trade
0:13:46: Slow day. Market can be insane.
0:14:25: Fake pictures. Over-priced stocks. TSLA.
0:19:40: AI. Fake info. Replicating loop of bullshit. We don’t have to know so much.
0:27:00: Society changes. Our planet.
0:31:30: Consumer confidence.
0:31:40: Sentiment.
0:36:30: Powell. Oil.
0:38:25: Trades. Portfolios. Walgreens, Coinbase, Foot Locker, JPMorgan. Lenar, LoveSac, SunPower. Watch list review.
0:42:34: Akamai, Allstate, APD, Broadcom, Boeing, Barclays, etc.
0:47:45: eBay, I'm a little worried about eBay. Amazon and AI.
0:55:22: Chat GDP, Expedia, Travelocity. Fed Ex, Ford, Google.
1:05:00: Halliburton, oil, energy.
1:08:15: Honeywell, Hewlett Packard, IBM, International Paper, etc.
1:12:30: Moderna, Micron, Netflix, Paramount, Pfizer, etc.
1:14:10: RH, RIG, SIG, SoFi, SunPower, T, Target, T-Mobile, Tesla, WSM, Yeti, etc.
1:19:28: Barclays.
1:33:25: BXMT.
1:37:00: Income portfolio, INTC, T.
1:55:00: Yeti.