Relative Strength Amid Market Volatility
Investing with the Boys | Episode #14
Follow the Hosts | @StockSavvyShay@LogicalThesis@sam_badawi
Special Guest: @stocktalkweekly
Available on YouTube & Spotify — see link in reply👇
1:43 Stock Talk Weekly's Market Perspective $SPY $QQQ
10:50 2nd Order Impacts of a Stock Market Crash $TLT
20:05 Notable Themes in a Tough Macro | Biotech and Latin America $ARQT $CIB
28:12 Sticking to Long Term Winners and Relative Strength $ERJ $PPTA $DLTR
38:05 Best of Breed | $PLTR $NET $SNOW $CRWD $RBRK
45:35 Does Valuation Matter? | $NVDA
55:46 Wrap Ups
In this episode, we are joined by Stock Talk Weekly who is a friend to the crew, but also an impressive investor and trader. He shares his perspective on the market, and we discuss relative strength opportunities during this market volatility.
HOLY MOLY -- THE $SMH SECTOR IS GETTING WHACKED IN 2025😳
These chip stocks are now trading at a 20x median earnings multiple -- just above $SPY at 19x.
$ARM, $NVDA, $AMAT, $ASML, $TSM, $LRCX, $AMD, $KLAC, $AVGO, $MRVL, $ADI, $ON, $TXN, $INTC, $CDNS, $SWKS, $SNPS, $QCOM, $ALAB
Was this the Bottom for Tesla?: Episode #10 of The Gigacast
1:15 Tesla Q1 Delivery numbers (Farzad's take)
4:50 Sawyer's take on Q1 Sales data
7:50 Rivian and other EV sales
11:45 Omar's take on Q1 Sales data
15:25 Tesla Company Update??
16:40 Tesla's best Car: Cybertruck
30:05 Sawyer's New Tesla Model Y
31:55 Elon Musk Leaving DOGE?
44:05 Elon Musk's xAI buy Elon Musk's X
53:35 The Future of Musk Industries
58:05 FARZAD STOP BANGING THE TABLE
CHALLENGE
58:50 Final Takes
LIBERATION DAY
Investing with the Boys | Episode #12
Follow the Hosts | @StockSavvyShay@LogicalThesis@sam_badawi
Available on YouTube & Spotify — see link in reply👇
1:48 IWTB Thoughts on Tariffs & the Market | $SPY, $QQQ, $ARKK
19:20 Can Things Get Worse? | Is This Dip Buyable?
29:29 Hedging Strategies | $SQQQ and Options
39:15 Earnings Season: Next Shoe to Drop? | Catalyst for a Bounce or Breakdown
48:30 Cybersecurity: A Safe Haven in Software? | $CRWD, $RBRK
54:20 Biotech Capitulation | What's Happening with $XBI
Why Tesla Is Built For What’s Next
Investing with the Boys | Episode #11
Follow the Hosts | @StockSavvyShay@LogicalThesis@sam_badawi
Available on YouTube & Spotify — see link in reply👇
00:20 Market Sentiment | Is a Bear Market on the Horizon?
03:37 Auto Tariffs & $TSLA | Could This Be the Catalyst Autonomy Needed?
15:27 Robotics & $AMZN | Who’s the Real Winner in Automation?
22:01 Crypto Resilience | Is This the Ultimate Risk-On Indicator?
25:26 Portfolio Strategy | How We’re Positioning Into End of Q1
38:18 AI Hardware Shakeup | The IT Budget Is Changing — Fast
Is Space the New Frontier?
Investing with the Boys | Episode #10
Follow the Hosts | @StockSavvyShay@LogicalThesis@sam_badawi
Available on YouTube & Spotify — see link in reply👇
00:19 – $SPY $QQQ $ARKK $IWM | FOMC Signals a Possible Bottom?
20:25 – $ASTS $RKLB | Speculative Hype or Long-Term Moonshots?
40:35 – $ARQT $SPRY $RGNX | Biotech Names Quietly Leading in a Tough Tape
46:25 – $GENK | Would Peter Lynch Be Ordering In?
53:43 – $NVDA GTC | Will the AI Leader Set the Tone Once Again?
Is the Market Signaling a Bottom?
Host | @StockSavvyShay@LogicalThesis@sam_badawi
Available on YouTube & Spotify — see link in reply👇
00:13 What Have We Been Focused on in Markets Lately?
16:35 Capitulation on the Horizon – Markets Bottom on Bad News?
22:10 AMZN Going to 120?
32:30 Cybersecurity | $RBRK, $CRWD, $S
41:30 Falling Knives | $TTD, $MGNI, $MDB
Navigating the Market Rollercoaster
Investing with the Boys | Episode #8
Host | @StockSavvyShay@LogicalThesis@sam_badawi
Available on YouTube & Spotify — see link in reply👇
00:30 Navigating Volatile Markets | Time to get Defensive
13:50 $CLPT | Emerging Leader in Neuro Intervention
21:00 $ARQT & Small Cap Conviction | Arcutis Disrupts the Dermatology Market
37:41 Crypto and $HOOD | Can Robinhood Thrive in a Crypto Bear Market
52:30 Adtech Late Cycle | Recession Proof?
Market Pullback: Buying Opportunity or Warning Sign?
Investing with the Boys | Episode #7
Host | @StockSavvyShay@LogicalThesis@sam_badawi
00:50 Markets | What’s Causing the Dip?
14:58 Macro | Are There Bigger Concerns?
23:35 $RKLB | Buying the Dip or Avoiding the Burn?
36:00 $AXON | The $NVDA of Public Safety?
46:00 $ARQT | Is Arcutis a Hidden Gem in Dermatology?
51:00 $MGNI | Undervalued or Value Trap?
Links to YouTube and Spotify 👇
ELON MUSK HAS TAKEN ON ANOTHER ROLE ... THE CHIEF COST CUTTING OFFICER OF THE 🇺🇸
Here's how it impacts the long term of Tesla, X, SpaceX and more
Episode #4 of the Gigacast starring @SawyerMerritt@farzyness@wholemars@WOLF_Financial