Countdown to Big Tech Earnings, and Will X Mark the Spot for Twitter? 7/24/23

1

Introduction

00:00 • 2min

2

Microsoft's Rally Is Broadening Out

01:59 • 2min

3

The Role of Mega Cap Tech in the Market

03:36 • 2min

4

Microsoft's Most Vulnerable Stock in Tech Land

05:16 • 2min

5

The Importance of the Fed Meeting

07:28 • 2min

6

Microsoft and Alphabet's Bonds Lagging the Stocks

09:04 • 2min

7

The Risk Reward of Bonds

10:56 • 2min

8

The Magnificent Seven: A Pessimist's Perspective

13:12 • 2min

9

The Markets: The Complexity of Financial Markets

14:51 • 2min

10

World Pool Shares Lower After Falling Short of Revenue Estimates in Q2

16:33 • 2min

11

Whirlpool's Housing Lead Recovery

18:12 • 2min

12

Raymond James Upgrades Home Builder to Outperforming Earnings Beat

20:12 • 2min

13

The Future of Home Builders

22:17 • 2min

14

Alibaba: The Emerging Market Specialist on the Desk

24:07 • 2min

15

How to Buy K-Web

25:53 • 2min

16

The Fast Money Podcast: Not Buying the Hot Cyclical Trade

27:37 • 2min

17

The Recessionary Fear Is Still Out There

29:29 • 2min

18

The Risks of Overvaluing Big Cap Tech

31:26 • 2min

19

The Fed's Role in the Market

33:04 • 2min

20

The Bear Case and the S&P 500

34:38 • 2min

21

The Value of AI Stocks

36:10 • 2min

22

The Best Day in Years: Elon Musk's Twitter Rebrand

37:46 • 2min

23

Tesla Stocks Surging Nearly 11%

39:30 • 2min

24

Twitter's X: A Global Marketplace for Ideas, Goods, Services and Opportunities

41:23 • 2min

25

The Aspiration of Twitter

43:05 • 2min

26

Fastman: The Final Trade

44:37 • 2min