{"id":55633,"date":"2023-02-08T04:23:00","date_gmt":"2023-02-08T09:23:00","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=55633"},"modified":"2023-02-08T04:23:00","modified_gmt":"2023-02-08T09:23:00","slug":"dhunplugged-641-church-of-whats-hot","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2023\/02\/08\/dhunplugged-641-church-of-whats-hot\/","title":{"rendered":"DHUnplugged #641: Church of What\u2019s Hot"},"content":{"rendered":"<p>Superbowl mania &#8211; what we think (not that anyone cares)<img loading=\"lazy\" decoding=\"async\" class=\"alignright\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2023\/02\/dh_641_banner.jpg\" width=\"421\" height=\"229\" \/><\/p>\n<p>China balloons, market bubbles and plenty of frothy convo.<\/p>\n<p>An update on the Weekly Stock pick&#8217;s game and the current Closest to the Pin<\/p>\n<p>PLUS we are now on <strong><a href=\"https:\/\/open.spotify.com\/show\/30bQIjH9Gw4es27XYrYKJL\">Spotify<\/a> and <a href=\"https:\/\/music.amazon.com\/podcasts\/79261e60-0492-43c0-b1a2-708ebeb4bd7e\/DH-Unplugged\">Amazon Music\/Podcasts<\/a><\/strong>!<\/p>\n<hr \/>\n<p><span id=\"more-19997\"><\/span><\/p>\n<div class=\"su-spoiler su-spoiler-style-fancy su-spoiler-icon-plus-circle su-spoiler-closed\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\">\n<div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Click HERE for Show Notes and Links<\/div>\n<div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n<p style=\"text-align: center;\"><span style=\"color: #ff0000;\"><strong>DHUnplugged is now streaming live &#8211; with listener chat. Click on link on the right sidebar.<\/strong><\/span><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>Love the Show? <\/b>Then how about a Donation?<\/h4>\n<div align=\"center\">\n<form action=\"https:\/\/www.paypal.com\/cgi-bin\/webscr\" method=\"post\" target=\"_blank\"><input name=\"cmd\" type=\"hidden\" value=\"_s-xclick\" \/><br \/>\n<input name=\"hosted_button_id\" type=\"hidden\" value=\"2YUNUFNG66LVU\" \/><br \/>\n<input title=\"PayPal - The safer, easier way to pay online!\" alt=\"Donate\" name=\"submit\" src=\"https:\/\/www.paypal.com\/en_US\/i\/btn\/btn_donateCC_LG.gif\" type=\"image\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.paypal.com\/en_US\/i\/scr\/pixel.gif\" alt=\"\" width=\"1\" height=\"1\" border=\"0\" \/><\/form>\n<\/div>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<p><span class=\"ILfuVd NA6bn\"><span class=\"hgKElc\"><strong>Warm Up<\/strong><br \/>\n&#8211; Superbowl teams are set &#8211; Eagles and Kansas City (spread +1.5 KC)<br \/>\n&#8211; Markets have a very amateurish feel to them &#8211; crypto patterns of intraday rush and bust<br \/>\n&#8212; Meme Stocks moving again<br \/>\n&#8211; Seems that the Church of Whats Hot Now &#8211; back in Biz (AI names)<br \/>\n&#8212; Latest Google, Baidu and Microsoft all announced AI integration today (catnip for traders)<br \/>\n&#8211; There is a Sushi Terrorist on the loose<br \/>\n&#8211; Hustle Bros are latching on and sucking your wallets<br \/>\n&#8211; A new FED word to watch<br \/>\n<\/span><\/span><\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; Blowout Jobs report &#8211; what in tar-nation?<br \/>\n&#8211; Another fraud uncovered &#8211; India<br \/>\n&#8211; State of the Union Speech &#8211; going after the wealthy&#8230;<br \/>\n&#8211; Powell speaks &#8211; Whipsaw<\/p>\n<p><strong>Golf Fitting this week..<\/strong><br \/>\n&#8211; Pretty interesting technology<br \/>\n&#8211; Callaway Paradym X<\/p>\n<p><strong>MARKETS!<\/strong><br \/>\n&#8211; The S&amp;P 500 index rose 1.6% last week with the communication services and technology sectors leading a broad climb amid better-than-expected quarterly results from some companies and a slower pace of rate increases from the Federal Open Market Committee.<br \/>\n&#8211; The market benchmark ended the week at 4,136.48, up from last Friday&#8217;s closing level of 4,070.56. The index is now up 7.7% for the year to date but down 8.1% from a year ago.<br \/>\n&#8211; This feels like an attempt to move off bottom like everyone in the pool from March\/April 2020. (But this is a different time)<\/p>\n<p>Fed Speak<br \/>\n&#8211; There was irrational exuberance<br \/>\n&#8211; Transitory inflation<br \/>\n&#8211; Green shoots<br \/>\n&#8211; quantitative easing<br \/>\n&#8211; not thinking about thinking about thinking about&#8230;<br \/>\n&#8211; Average inflation targeting<br \/>\n&#8211; balance outlook<br \/>\n&#8211; And Now, introducing the work &#8211; <strong>disinflation<\/strong>&#8230; Powell used dozens of times in last speeches&#8230;<\/p>\n<p><span class=\"css-901oao css-16my406 r-poiln3 r-bcqeeo r-qvutc0\"><strong>Earnings Update<\/strong><br \/>\n&#8211; The slowdown in YoY revenue growth&#8230; Tesla: slowest since 2020 Amazon: 3rd slowest in company history Microsoft: slowest since 2017 Netflix: slowest in company history Google: 3rd slowest in company history Facebook: 2nd slowest in company history Apple: slowest since 2016<br \/>\n&#8211; BP on Tuesday reported a record profit of $28 billion for 2022 while boosting its dividend in a sign of confidence as it sharply raised overall spending plans and scaled back ambitions to reduce oil and gas output by 2030.<br \/>\n<\/span><\/p>\n<p><strong>MEME Stocks Moving again<\/strong><br \/>\n&#8211; BBBY (looking at potential bankruptcy) up 100%\u00a0 today.<br \/>\n&#8211; AI Stocks on the move<br \/>\n&#8211; KOSS, GME, AMC all rocking&#8230;.<\/p>\n<p><strong><em>\u00a0<\/em><\/strong><strong>Fed decision\u00a0 and Employment Report?<\/strong><br \/>\n&#8212; Odds rise after the the BLS employment report<br \/>\n&#8211; 500k + new hires (estimates were for +250k)<br \/>\n&#8211; labor participation rate rising<br \/>\n&#8211; 3.4% unemployment rate (lowest since 1969)<br \/>\n&#8211; USD jumps, Rates turn higher<br \/>\n&#8211; Thoughts?<\/p>\n<p><strong>State of the Union Speech<\/strong><br \/>\n&#8211; CNBC reports President Biden will call for quadrupling the tax on stock buybacks and a &#8216;billionaire minimum tax&#8217; in his State of the Union speech tonight<\/p>\n<p><strong>Earnings\u00a0 and corporate<\/strong><br \/>\n-Amazon, Google, Apple -all had questionable earnings reports<br \/>\n&#8211; Apple showed worst revenue groth in years and years &#8211; stock came off then buyers stepped in for some reason<br \/>\n&#8211; Amazon was down as AWS missed<br \/>\n&#8211; Google (Alphabet) just bad all the way around.<br \/>\n&#8211; FORD &#8211; ugly outlook, loss and not at all what GM looked like.<br \/>\n&#8211; Dell slashing 6,000 jobs (5% of workforce)<br \/>\n&#8212;-!!! Company up initially on the news, then falls 3% during session<br \/>\n&#8212;&#8212; ALERT, Job cuts may no longer be seen as a good thing (Investors were rewarding companies)<br \/>\n&#8211; HP cutting 6,000 jobs<br \/>\n&#8211; Chipotle &#8211; Misses on earnings (top and bottom) &#8211; guidance soft (slowing growth\/comps)<br \/>\n&#8211; Zoom cutting salaries for execs by 20%<\/p>\n<p><strong>India<\/strong><br \/>\n&#8211; New discussion<br \/>\n&#8211; Hindenburg Research (Short sellers) wrote report of biggest scam and fraud in corporate history about Adani<br \/>\n&#8212; Accused company of stock manipulation, unsustainable use and tax havens<br \/>\n&#8211; Adani is India conglomerate whose founder was 2\/3 richest person in Asia<br \/>\n&#8211; Gautam Adani (founder) and India&#8217;s Prime Minister Narendra Modi are from the same state.<br \/>\n&#8211; 50-60% drop in the company values (all associated<br \/>\n&#8211; Getting so bad, Parliament was shut down for a couple of days<br \/>\n&#8211; $110 Billion in losses since the Hinderburge Report<br \/>\n&#8212; Also of interest is the question about: How did Hindenburg play this as difficult to get direct exposure to companies in Indian market<\/p>\n<p><strong>Call for TikTok Ban<\/strong><br \/>\n&#8211; Governor Abbot (TX) looking to ban on devices conducting state business<br \/>\n&#8211; Other states have been making similar statements<br \/>\n&#8211; Funny part: every time we hear about ban on\u00a0 TikTok, knee jerk reaction is to bid up SNAP (makes no sense)<\/p>\n<p><strong>AI names still kicking<\/strong><br \/>\n&#8211; ANY mention of AI is brewing up a storm<br \/>\n&#8211; Change of name, align with CHATGPT or another name &#8211; zoom<br \/>\n&#8211; Going to be some great shorting opportunities<\/p>\n<p><strong>AND AI &#8230;<\/strong><br \/>\n&#8211; Isaac Herzog, the president of Israel, became the first world leader to publicly use ChatGPT on Wednesday after delivering a speech partly composed by the AI, the Jerusalem Post reported.<br \/>\n&#8211; It is like children with a new toy<br \/>\n&#8211; According to Sky News, the AI-written section began: &#8220;I am truly proud to be the president of a country that is home to such a vibrant and innovative hi-tech industry.&#8221;<br \/>\n&#8211; Combine this with Deep Fakes &#8211; it will be all over<\/p>\n<p><span style=\"color: #000000;\">Powell Speaks<\/span><br \/>\n&#8211; Today&#8217;s market action was interesting&#8230; Powell opens his mouth and markets scream higher.<br \/>\n&#8211; I listened &#8211; nothing at all was said to make that happen, on fact, seemed pretty dour and no stray from his previous discussions<br \/>\n&#8211; Once he finished (he talked about the potential need for a long grind with higher rates), markets turned down hard.. 400 point swing on DJIA, 1.6% on S&amp;P 500<br \/>\n&#8211; Listen! People! You are not paying attention!<\/p>\n<p><strong>Hustle Bros<\/strong><br \/>\n&#8211; Newest pitch: ChatGPT coaching and help<br \/>\n&#8211; Showing you how to create automated newsletters, write non fiction books, invest in real estate<br \/>\n&#8211; Make MILLIONS (essentially sitting on your ass) &#8211; No Brainer &#8211; guaranteed!<br \/>\n&#8211; &#8221; You no longer need to develop the skill as long as you have AI&#8221;<\/p>\n<p><strong>MUSK<\/strong><br \/>\n&#8211; Found not-liable of the famous &#8220;420 secured Tweet&#8221;<br \/>\n&#8212; With that out of the way, watch how aggressive he will get -as that seemed like a pretty serious violation<br \/>\n&#8211; Now complaining that the last couple of months has been tough on him<br \/>\n&#8211; Twitter now trending toward breakeven, rescued it from bankruptcy, while also fulfilling his roles at other companies<br \/>\n&#8211; &#8220;Wouldn&#8217;t wish that pain on anyone,&#8221; he wrote. &#8220;Twitter still has challenges, but it is now trending to breakeven if we keep at it. Public support is much appreciated!&#8221;<br \/>\n&#8212;- Who pays $44 billion for a company that was on the brink of bankruptcy &#8211; seems like poor financial management?<br \/>\n&#8211; TESLA &#8211; raised prices on Model Y after Biden admin tweaked the tax credit availability (stock up)<br \/>\n&#8212;&#8211; TESLA dropped prices a couple weeks ago &#8211; stock up (so doesn&#8217;t matter, as long as there is news)<\/p>\n<p><strong>Drug Companies &#8211; CLIFF<\/strong><br \/>\n&#8211; Pharmaceutical companies that made billions from the pandemic over the past two years selling vaccines and treatments are now up against a steep COVID cliff and investor pressure to spend their windfalls wisely.<br \/>\n&#8211; Western drugmakers including Pfizer Inc, BioNTech SE, Moderna Inc, Gilead Sciences Inc , AstraZeneca Plc and Merck &amp; Co are estimated to have brought in about $100 billion in revenue from COVID vaccines and treatments in 2022.<br \/>\n&#8211; Company and analyst estimates suggest sales from COVID vaccines could fall by nearly two-thirds this year due to built up product inventories around the world including in the countries that pay the most.<br \/>\n&#8211; Strategists are now desirous of these companies to use their gains for consolidation \/ M&amp;A<\/p>\n<p><strong>And this&#8230;<\/strong><br \/>\n&#8211; Sushi Terrorist<br \/>\n&#8211; A teenager, dubbed a \u2018sushi terrorist\u2019, caused the stock value of a Japanese restaurant to plunge after he was filmed licking the top of a communal soy sauce bottle and contaminating a piece of food on a conveyor belt.<br \/>\n&#8211; He also licks the rim of a teacup before placing it back on a shelf and touched a piece of sushi after licking his finger.<br \/>\n&#8211; Meanwhile &#8211; everyone seems okay eating a piece of RAW FISH or<\/p>\n<p><strong>Flat Earther<\/strong><br \/>\n&#8211; Flat Earthers seem to beleive that Photoshop and CGI is used by NASA to prove earth is a sphere<br \/>\n&#8211; Claims that $52 million a day is given to cover up the flat earth reality while there are startving kids in Africa<br \/>\n&#8212;- What is going on?<\/p>\n<p>Crypto<br \/>\n&#8211; Binance, the world&#8217;s largest cryptocurrency exchange, will suspend U.S. dollar deposits and withdrawals, the company said Monday<br \/>\n&#8211; &#8220;We are temporarily suspending USD bank transfers as of February 8th,&#8221; a Binance spokesperson told CNBC. &#8220;Affected customers are being notified directly.&#8221; The company said &#8220;0.01% of our monthly active users leverage USD bank transfers&#8221; and added that &#8220;we are working hard to restart service as soon as possible.&#8221;<br \/>\n&#8211; The start of something???<\/p>\n<\/p>\n<hr \/>\n<p><strong>420 Stocks &#8230;<br \/>\n<\/strong><\/p>\n<h3 style=\"text-align: center;\"><a href=\"http:\/\/bit.ly\/DHPotStocks\" target=\"_blank\" rel=\"noopener noreferrer\">CLICK for list of &#8220;Pot Stocks&#8221;<\/a><\/h3>\n<p>Stocks to watch: CGC, STZ, TLRY, CRON, MJ, NBEV<\/p>\n<\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>Love the Show? <\/b>Then how about a Donation?<\/h4>\n<div align=\"center\">\n<form action=\"https:\/\/www.paypal.com\/cgi-bin\/webscr\" method=\"post\" target=\"_blank\"><input name=\"cmd\" type=\"hidden\" value=\"_s-xclick\" \/><br \/>\n<input name=\"hosted_button_id\" type=\"hidden\" value=\"2YUNUFNG66LVU\" \/><br \/>\n<input title=\"PayPal - The safer, easier way to pay online!\" alt=\"Donate\" name=\"submit\" src=\"https:\/\/www.paypal.com\/en_US\/i\/btn\/btn_donateCC_LG.gif\" type=\"image\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.paypal.com\/en_US\/i\/scr\/pixel.gif\" alt=\"\" width=\"1\" height=\"1\" border=\"0\" \/><\/form>\n<\/div>\n<hr \/>\n<h3 style=\"text-align: center;\"><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter\" src=\"https:\/\/www.dhunplugged.com\/wp-content\/uploads\/2013\/08\/dh_CTP.jpg\" alt=\"dh_CTP\" width=\"602\" height=\"122\" \/><\/strong><br \/>\n<a href=\"https:\/\/www.dhunplugged.com\/CTP\/salesforce-inc\/\"><strong>ANNOUNCING A NEW CTP<br \/>\nSALESFORCE (CRM)<\/strong><\/a><\/h3>\n<p style=\"text-align: center;\"><strong>Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo) &#8211;<br \/>\nPLUS a one-of-a-kind DHUnplugged CTP Winner&#8217;s certificate..<br \/>\n<\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/tradingview.go2cloud.org\/aff_c?offer_id=2&amp;aff_id=2430&amp;source=DHCTP\"><strong>CLICK HERE FOR MORE CHARTS ON TRADING VIEW<\/strong><\/a><\/p>\n<hr \/>\n<p><strong>CRYPTO LIMERICKS<\/strong><\/p>\n<p>JCD Score ()<\/p>\n<p><strong>FED LIMERICKS<\/strong><\/p>\n<p>JCD Score ()<\/p>\n<\/div>\n<\/div>\n<hr \/>\n<p style=\"text-align: center;\">See this week\u2019s stock picks <a href=\"https:\/\/www.dhunplugged.com\/stock-page\/\"><strong>HERE<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<hr \/>\n","protected":false},"excerpt":{"rendered":"<p>Superbowl mania &#8211; what we think (not that anyone cares)<\/p>\n<p>China balloons, market bubbles and plenty of frothy convo.<\/p>\n<p>An update on the Weekly Stock pick&#8217;s game and the current Closest to the Pin<\/p>\n<p>PLUS we are now on <strong><a href=\"https:\/\/open.spotify.com\/show\/30bQIjH9Gw4es27XYrYKJL\">Spotify<\/a> and <a href=\"https:\/\/music.amazon.com\/podcasts\/79261e60-0492-43c0-b1a2-708ebeb4bd7e\/DH-Unplugged\">Amazon Music\/Podcasts<\/a><\/strong>!<\/p>\n<hr \/>\n<p>Click HERE for Show Notes and Links<\/p>\n<p style=\"text-align: center;\"><strong>DHUnplugged is now streaming live &#8211; with listener chat. Click on link on the right sidebar.<\/strong><\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>Love the Show? <\/b>Then how about a Donation?<\/h4>\n<p><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<p><strong>Warm Up<\/strong><br \/>\n&#8211; Superbowl teams are set &#8211; Eagles and Kansas City (spread +1.5 KC)<br \/>\n&#8211; Markets have a very amateurish feel to them &#8211; crypto patterns of intraday rush and bust<br \/>\n&#8212; Meme Stocks moving again<br \/>\n&#8211; Seems that the Church of Whats Hot Now &#8211; back in Biz (AI names)<br \/>\n&#8212; Latest Google, Baidu and Microsoft all announced AI integration today (catnip for traders)<br \/>\n&#8211; There is a Sushi Terrorist on the loose<br \/>\n&#8211; Hustle Bros are latching on and sucking your wallets<br \/>\n&#8211; A new FED word to watch\n<\/p>\n<p><strong>Market Update<\/strong><br \/>\n&#8211; Blowout Jobs report &#8211; what in tar-nation?<br \/>\n&#8211; Another fraud uncovered &#8211; India<br \/>\n&#8211; State of the Union Speech &#8211; going after the wealthy&#8230;<br \/>\n&#8211; Powell speaks &#8211; Whipsaw<\/p>\n<p><strong>Golf Fitting this week..<\/strong><br \/>\n&#8211; Pretty interesting technology<br \/>\n&#8211; Callaway Paradym X<\/p>\n<p><strong>MARKETS!<\/strong><br \/>\n&#8211; The S&amp;P 500 index rose 1.6% last week with the communication services and technology sectors leading a broad climb amid better-than-expected quarterly results from some companies and a slower pace of rate increases from the Federal Open Market Committee.<br \/>\n&#8211; The market benchmark ended the week at 4,136.48, up from last Friday&#8217;s closing level of 4,070.56. The index is now up 7.7% for the year to date but down 8.1% from a year ago.<br \/>\n&#8211; This feels like an attempt to move off bottom like everyone in the pool from March\/April 2020. (But this is a different time)<\/p>\n<p>Fed Speak<br \/>\n&#8211; There was irrational exuberance<br \/>\n&#8211; Transitory inflation<br \/>\n&#8211; Green shoots<br \/>\n&#8211; quantitative easing<br \/>\n&#8211; not thinking about thinking about thinking about&#8230;<br \/>\n&#8211; Average inflation targeting<br \/>\n&#8211; balance outlook<br \/>\n&#8211; And Now, introducing the work &#8211; <strong>disinflation<\/strong>&#8230; Powell used dozens of times in last speeches&#8230;<\/p>\n<p><strong>Earnings Update<\/strong><br \/>\n&#8211; The slowdown in YoY revenue growth&#8230; Tesla: slowest since 2020 Amazon: 3rd slowest in company history Microsoft: slowest since 2017 Netflix: slowest in company history Google: 3rd slowest in company history Facebook: 2nd slowest in company history Apple: slowest since 2016<br \/>\n&#8211; BP on Tuesday reported a record profit of $28 billion for 2022 while boosting its dividend in a sign of confidence as it sharply raised overall spending plans and scaled back ambitions to reduce oil and gas output by 2030.\n<\/p>\n<p><strong>MEME Stocks Moving again<\/strong><br \/>\n&#8211; BBBY (looking at potential bankruptcy) up 100%\u00a0 today.<br \/>\n&#8211; AI Stocks on the move<br \/>\n&#8211; KOSS, GME, AMC all rocking&#8230;.<\/p>\n<p><strong><em>\u00a0<\/em><\/strong><strong>Fed decision\u00a0 and Employment Report?<\/strong><br \/>\n&#8212; Odds rise after the the BLS employment report<br \/>\n&#8211; 500k + new hires (estimates were for +250k)<br \/>\n&#8211; labor participation rate rising<br \/>\n&#8211; 3.4% unemployment rate (lowest since 1969)<br \/>\n&#8211; USD jumps, Rates turn higher<br \/>\n&#8211; Thoughts?<\/p>\n<p><strong>State of the Union Speech<\/strong><br \/>\n&#8211; CNBC reports President Biden will call for quadrupling the tax on stock buybacks and a &#8216;billionaire minimum tax&#8217; in his State of the Union speech tonight<\/p>\n<p><strong>Earnings\u00a0 and corporate<\/strong><br \/>\n-Amazon, Google, Apple -all had questionable earnings reports<br \/>\n&#8211; Apple showed worst revenue groth in years and years &#8211; stock came off then buyers stepped in for some reason<br \/>\n&#8211; Amazon was down as AWS missed<br \/>\n&#8211; Google (Alphabet) just bad all the way around.<br \/>\n&#8211; FORD &#8211; ugly outlook, loss and not at all what GM looked like.<br \/>\n&#8211; Dell slashing 6,000 jobs (5% of workforce)<br \/>\n&#8212;-!!! Company up initially on the news, then falls 3% during session<br \/>\n&#8212;&#8212; ALERT, Job cuts may no longer be seen as a good thing (Investors were rewarding companies)<br \/>\n&#8211; HP cutting 6,000 jobs<br \/>\n&#8211; Chipotle &#8211; Misses on earnings (top and bottom) &#8211; guidance soft (slowing growth\/comps)<br \/>\n&#8211; Zoom cutting salaries for execs by 20%<\/p>\n<p><strong>India<\/strong><br \/>\n&#8211; New discussion<br \/>\n&#8211; Hindenburg Research (Short sellers) wrote report of biggest scam and fraud in corporate history about Adani<br \/>\n&#8212; Accused company of stock manipulation, unsustainable use and tax havens<br \/>\n&#8211; Adani is India conglomerate whose founder was 2\/3 richest person in Asia<br \/>\n&#8211; Gautam Adani (founder) and India&#8217;s Prime Minister Narendra Modi are from the same state.<br \/>\n&#8211; 50-60% drop in the company values (all associated<br \/>\n&#8211; Getting so bad, Parliament was shut down for a couple of days<br \/>\n&#8211; $110 Billion in losses since the Hinderburge Report<br \/>\n&#8212; Also of interest is the question about: How did Hindenburg play this as difficult to get direct exposure to companies in Indian market<\/p>\n<p><strong>Call for TikTok Ban<\/strong><br \/>\n&#8211; Governor Abbot (TX) looking to ban on devices conducting state business<br \/>\n&#8211; Other states have been making similar statements<br \/>\n&#8211; Funny part: every time we hear about ban on\u00a0 TikTok, knee jerk reaction is to bid up SNAP (makes no sense)<\/p>\n<p><strong>AI names still kicking<\/strong><br \/>\n&#8211; ANY mention of AI is brewing up a storm<br \/>\n&#8211; Change of name, align with CHATGPT or another name &#8211; zoom<br \/>\n&#8211; Going to be some great shorting opportunities<\/p>\n<p><strong>AND AI &#8230;<\/strong><br \/>\n&#8211; Isaac Herzog, the president of Israel, became the first world leader to publicly use ChatGPT on Wednesday after delivering a speech partly composed by the AI, the Jerusalem Post reported.<br \/>\n&#8211; It is like children with a new toy<br \/>\n&#8211; According to Sky News, the AI-written section began: &#8220;I am truly proud to be the president of a country that is home to such a vibrant and innovative hi-tech industry.&#8221;<br \/>\n&#8211; Combine this with Deep Fakes &#8211; it will be all over<\/p>\n<p>Powell Speaks<br \/>\n&#8211; Today&#8217;s market action was interesting&#8230; Powell opens his mouth and markets scream higher.<br \/>\n&#8211; I listened &#8211; nothing at all was said to make that happen, on fact, seemed pretty dour and no stray from his previous discussions<br \/>\n&#8211; Once he finished (he talked about the potential need for a long grind with higher rates), markets turned down hard.. 400 point swing on DJIA, 1.6% on S&amp;P 500<br \/>\n&#8211; Listen! People! You are not paying attention!<\/p>\n<p><strong>Hustle Bros<\/strong><br \/>\n&#8211; Newest pitch: ChatGPT coaching and help<br \/>\n&#8211; Showing you how to create automated newsletters, write non fiction books, invest in real estate<br \/>\n&#8211; Make MILLIONS (essentially sitting on your ass) &#8211; No Brainer &#8211; guaranteed!<br \/>\n&#8211; &#8221; You no longer need to develop the skill as long as you have AI&#8221;<\/p>\n<p><strong>MUSK<\/strong><br \/>\n&#8211; Found not-liable of the famous &#8220;420 secured Tweet&#8221;<br \/>\n&#8212; With that out of the way, watch how aggressive he will get -as that seemed like a pretty serious violation<br \/>\n&#8211; Now complaining that the last couple of months has been tough on him<br \/>\n&#8211; Twitter now trending toward breakeven, rescued it from bankruptcy, while also fulfilling his roles at other companies<br \/>\n&#8211; &#8220;Wouldn&#8217;t wish that pain on anyone,&#8221; he wrote. &#8220;Twitter still has challenges, but it is now trending to breakeven if we keep at it. Public support is much appreciated!&#8221;<br \/>\n&#8212;- Who pays $44 billion for a company that was on the brink of bankruptcy &#8211; seems like poor financial management?<br \/>\n&#8211; TESLA &#8211; raised prices on Model Y after Biden admin tweaked the tax credit availability (stock up)<br \/>\n&#8212;&#8211; TESLA dropped prices a couple weeks ago &#8211; stock up (so doesn&#8217;t matter, as long as there is news)<\/p>\n<p><strong>Drug Companies &#8211; CLIFF<\/strong><br \/>\n&#8211; Pharmaceutical companies that made billions from the pandemic over the past two years selling vaccines and treatments are now up against a steep COVID cliff and investor pressure to spend their windfalls wisely.<br \/>\n&#8211; Western drugmakers including Pfizer Inc, BioNTech SE, Moderna Inc, Gilead Sciences Inc , AstraZeneca Plc and Merck &amp; Co are estimated to have brought in about $100 billion in revenue from COVID vaccines and treatments in 2022.<br \/>\n&#8211; Company and analyst estimates suggest sales from COVID vaccines could fall by nearly two-thirds this year due to built up product inventories around the world including in the countries that pay the most.<br \/>\n&#8211; Strategists are now desirous of these companies to use their gains for consolidation \/ M&amp;A<\/p>\n<p><strong>And this&#8230;<\/strong><br \/>\n&#8211; Sushi Terrorist<br \/>\n&#8211; A teenager, dubbed a \u2018sushi terrorist\u2019, caused the stock value of a Japanese restaurant to plunge after he was filmed licking the top of a communal soy sauce bottle and contaminating a piece of food on a conveyor belt.<br \/>\n&#8211; He also licks the rim of a teacup before placing it back on a shelf and touched a piece of sushi after licking his finger.<br \/>\n&#8211; Meanwhile &#8211; everyone seems okay eating a piece of RAW FISH or<\/p>\n<p><strong>Flat Earther<\/strong><br \/>\n&#8211; Flat Earthers seem to beleive that Photoshop and CGI is used by NASA to prove earth is a sphere<br \/>\n&#8211; Claims that $52 million a day is given to cover up the flat earth reality while there are startving kids in Africa<br \/>\n&#8212;- What is going on?<\/p>\n<p>Crypto<br \/>\n&#8211; Binance, the world&#8217;s largest cryptocurrency exchange, will suspend U.S. dollar deposits and withdrawals, the company said Monday<br \/>\n&#8211; &#8220;We are temporarily suspending USD bank transfers as of February 8th,&#8221; a Binance spokesperson told CNBC. &#8220;Affected customers are being notified directly.&#8221; The company said &#8220;0.01% of our monthly active users leverage USD bank transfers&#8221; and added that &#8220;we are working hard to restart service as soon as possible.&#8221;<br \/>\n&#8211; The start of something???<\/p>\n<\/p>\n<hr \/>\n<p><strong>420 Stocks &#8230;<br \/>\n<\/strong><\/p>\n<h3 style=\"text-align: center;\"><a href=\"http:\/\/bit.ly\/DHPotStocks\" target=\"_blank\" rel=\"noopener noreferrer\">CLICK for list of &#8220;Pot Stocks&#8221;<\/a><\/h3>\n<p>Stocks to watch: CGC, STZ, TLRY, CRON, MJ, NBEV<\/p>\n<\/p>\n<hr \/>\n<h4 style=\"text-align: center;\"><b>Love the Show? <\/b>Then how about a Donation?<\/h4>\n<p><\/p>\n<hr \/>\n<h3 style=\"text-align: center;\"><strong><\/strong><br \/>\n<a href=\"https:\/\/www.dhunplugged.com\/CTP\/salesforce-inc\/\"><strong>ANNOUNCING A NEW CTP<br \/>\nSALESFORCE (CRM)<\/strong><\/a><\/h3>\n<p style=\"text-align: center;\"><strong>Winners will be getting great stuff like the new DHUnplugged Shirts (Designed by Jimbo) &#8211;<br \/>\nPLUS a one-of-a-kind DHUnplugged CTP Winner&#8217;s certificate..<br \/>\n<\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/tradingview.go2cloud.org\/aff_c?offer_id=2&amp;aff_id=2430&amp;source=DHCTP\"><strong>CLICK HERE FOR MORE CHARTS ON TRADING VIEW<\/strong><\/a><\/p>\n<hr \/>\n<p><strong>CRYPTO LIMERICKS<\/strong><\/p>\n<p>JCD Score ()<\/p>\n<p><strong>FED LIMERICKS<\/strong><\/p>\n<p>JCD Score ()<\/p>\n<hr \/>\n<p style=\"text-align: center;\">See this week\u2019s stock picks <a href=\"https:\/\/www.dhunplugged.com\/stock-page\/\"><strong>HERE<\/strong><\/a><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/THErealDVORAK\"><strong>Follow John C. Dvorak on Twitter<\/strong><\/a><\/p>\n<p style=\"text-align: center;\"><a href=\"http:\/\/twitter.com\/andrewhorowitz\"><strong>Follow Andrew Horowitz on Twitter<\/strong><\/a><\/p>\n<hr \/>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[272,12,28],"tags":[271],"class_list":["post-55633","post","type-post","status-publish","format-standard","hentry","category-dh-unplugged-media","category-markets","category-media","tag-dh-unplugged","et-doesnt-have-format-content","et_post_format-et-post-format-standard"],"acf":[],"_links":{"self":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55633","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/comments?post=55633"}],"version-history":[{"count":0,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/posts\/55633\/revisions"}],"wp:attachment":[{"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/media?parent=55633"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/categories?post=55633"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/thedisciplinedinvestor.com\/blog\/wp-json\/wp\/v2\/tags?post=55633"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}