On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is running out of steam (15:00), Nvidia (20:00), M&A activity (21:15), bank stocks (23:00), where the next 500 points in the S&P will be (26:00), and ‘Roaring Kitty’ driving GameStop higher (28:30).

More Links

Check out this tweet from The Kobeissi Letter
Trading down is trending up (Axios)
Chinese Regulators Tell Local Tech Firms to Buy Fewer Nvidia Chips (The Information)
Nvidia’s stock can soar 50% more as earnings power still isn’t priced in: HSBC (MarketWatch)
GameStop shares jump 40% as trader ‘Roaring Kitty’ who drove meme craze posts online again (CNBC)

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About the Show:

On The Tape is a weekly podcast with CNBC Fast Money’s Guy Adami, Dan Nathan and Danny Moses. They’re offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we’re here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market.

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Check out our show notes here

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Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads

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