

The “Big Short” Reunion Kicks Off on Fast Money, and Counting Down to Big Tech Earnings 7/22/24
Jul 22, 2024
Porter Collins, Vincent Daniel, and Danny Moses share market insights and top picks for the year. The discussion includes upcoming tech earnings, Google's cloud business, cybersecurity stock decline, and investment trade ideas. They also touch on AI impact, sector analysis, and shorting Tesla.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 4min
Focus on Google's Cloud Business and AI Impact
03:41 • 16min
Discussion on Cybersecurity Stock Decline and 'Big Short' Week Preview
19:53 • 2min
Analyzing the decline in CrowdStrike shares and its implications
21:29 • 3min
Insights on Market Trades, McDonald's Stock, and Credit Card Rewards
24:26 • 2min
Stock Market Performance and Sector Analysis
26:18 • 12min
Reviewing Past Market Calls and Pair Trades
38:37 • 2min
Shorting Tesla, Upstart AI, Gold Investments, Nuclear Energy, Sports Gambling, and Exclusive Interview Preview
40:17 • 5min
Discussion on Investment Trade Ideas and Stock Picks
44:58 • 3min