Michael Batnick
👤 SpeakerAppearances Over Time
Podcast Appearances
Again, dude, this was like literally at the end of March.
It was four shows ago.
The stock was 320.
It's 650.
So I understand what's happened with the earning stuff.
This is starting to make me a little bit nervous.
Yeah, this is, you know.
A relatively sleepy industry.
You know, JP Morgan is not inventing AI stuff.
Yeah, listening to the MAG7 reports last week, which I did listen to all of them except for Microsoft, just the top line and bottom line, but especially the top line growth.
We have a chart later in the show.
It's astounding.
It doesn't make sense.
Dude, they looked like shit.
They looked like shit.
Look at the chart of mags.
At the end of March, these things were kind of in free fall.
They looked really bad.
Nobody wanted anything worse than that.
It's still not great, but unbelievable stuff.