REPLAYroom_100003

Jul 28, 2026, 05:16:17 PM → Jul 28, 2026, 05:44:52 PM · 26m 30s captured · 355 events

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Per-fragment HLS playlists concatenated at request time with#EXT-X-DISCONTINUITYseams; events come from live_eventswith their original per-fragment capture_tsmapped onto the concat clock. Useful for low-latency / in-flight shows; the canonical view is the truthful record once a show ends.

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0:0026:30

355 of 355

0:00deepgram · final+8.3s"The reason why I don't like this kind of"

0:03deepgram · final+10s"action on s t k h"

0:07deepgram · final+8.3s"or the action on STFS"

0:09deepgram · final+11s"is with without kind of organic volume"

0:14deepgram · final+9.4s"and bid support, you know, like, if it's not the main mover,"

0:18deepgram · final+9.3s"it's really dangerous. So"

0:21deepgram · final+8.9s"and considering we're at the end of the month,"

0:25deepgram · final+10s"Not to say you can't make money on it, but I just don't like"

0:29deepgram · final+9.3s"the method of making money on it, if if that makes sense."

0:32deepgram · final+9.0s"I don't know what kind of good analogy I could use. You could"

0:35deepgram · final+6.6s"imagine"

0:37deepgram · final+8.3s"you know, you're at the gun range and"

0:39deepgram · final+8.8s"your buddy is holding gun at its face."

0:42deepgram · final+9.2s"And you're like, wait. Wait. Don't hold the gun at your face."

0:46deepgram · final+8.3s"But the guy is like, well, it looks nice. And"

0:48deepgram · final+9.7s"it's just like, I I don't really wanna deal with this problem. So"

0:53deepgram · final+8.2s"I have two choices here. I can kind of help"

0:56deepgram · final+8.3s"the person move the the gun away from their face or"

0:59deepgram · final+6.1s"leave."

0:59deepgram · final+10s"And so what I'm gonna do is just do levels, but,"

1:04deepgram · final+8.2s"think everyone by now kind of understands the risk"

1:07deepgram · final+10s"So let's"

1:11deepgram · final+10s"let's put it on the and also, by the way, we're also watching WLDS for later."

1:11haiku · watchlist+12sWLDS (we're also watching WLDS for later)

1:11haiku · correction+21s

1:16deepgram · final+9.1s"A potential maybe curl."

1:20deepgram · final+7.5s"Let's do the levels on this one."

1:26deepgram · final+10s"Fourteen fourteen nineteen. I did"

1:29deepgram · final+7.9s"see 17 resumption randomly."

1:31deepgram · final+9.4s"And zero, which means zero basically means there's no"

1:35deepgram · final+8.3s"like, the the resumption is too high."

1:38deepgram · final+10.0s"And then it'll it kind of equalize and come back."

1:42deepgram · final+11s"So but basically, what I'm seeing here is"

1:46deepgram · final+8.8s"a major major level, 19."

1:49deepgram · final+9.5s"And, ten seventy seven."

1:53deepgram · final+9.6s"Now these are high volume candles on the daily chart, monthly chart."

1:57deepgram · final+10s"They're about 24,000,000 shares and"

2:01deepgram · final+7.5s"about 9,800,000 shares."

2:04deepgram · final+8.4s"You know, the decent big levels."

2:06deepgram · final+11s"And one of those levels, would expect to"

2:11deepgram · final+7.8s"to work."

2:16deepgram · final+11s"So upon resumption, if the resumption is, let's say, 7 or $6.50,"

2:21deepgram · final+11s"we're kind of in this, you know, area between"

2:26deepgram · final+8.1s"$4.71 and ten seventy seven."

2:29deepgram · final+10s"And so the question is, can we find maybe another level"

2:33deepgram · final+9.1s"that is important somewhere in between?"

2:39deepgram · final+8.7s"And I think the answer is yes. We can."

2:42deepgram · final+10s"You know what Obama would say? Yes, we can. Yes, yes."

2:47deepgram · final+7.3s"So we can."

2:48deepgram · final+9.1s"And it's gonna be"

2:51deepgram · final+7.7s"870."

2:53deepgram · final+8.8s"And so that's a yearly candle"

2:56deepgram · final+7.7s"with not a lot of volume"

2:59deepgram · final+8.3s"Actually, the volume is"

3:01deepgram · final+7.7s"only 740,000."

3:04deepgram · final+8.2s"That's kind of weird. You have"

3:08deepgram · final+10s"you have this year, 15 almost 16,000,000 shares. You have last year,"

3:13deepgram · final+10s"63,000,000 have 2,024, less than a million."

3:18deepgram · final+9.5s"You have 2,023 with 3,500,000. So"

3:22deepgram · final+8.6s"you know, is $8.70 really gonna be a big level"

3:26deepgram · final+9.2s"with less than a million shares? I I don't know. But"

3:29deepgram · final+8.1s"the answer is it is a real level"

3:31deepgram · final+7.5s"So"

3:33deepgram · final+8.5s"I'm gonna keep it there."

3:36deepgram · final+9.1s"And I think that's gonna be"

3:39deepgram · final+11s"I'm not gonna put anything above 20 probably. I mean, you you could you could put something right here,"

3:44deepgram · final+6.2s"25."

3:44deepgram · final+10s"65. But putting a level too high can kind of make you feel like"

3:49deepgram · final+8.4s"there's a reason to hold"

3:52deepgram · final+8.6s"meanwhile, that there"

3:55deepgram · final+8.7s"meanwhile, there's not, really. So"

3:58deepgram · final+11s"for support, you know, we did break out of this level here from"

4:02deepgram · final+7.4s"couple days ago, $2.60."

4:05deepgram · final+10s"And then the 200 EMA"

4:09deepgram · final+7.8s"is showing"

4:11deepgram · final+11s"18 Well,"

4:17deepgram · final+7.6s"that depends, actually."

4:19deepgram · final+8.6s"The 200 EMA on warrior chart"

4:22deepgram · final+6.5s"is"

4:24deepgram · final+8.2s"eighteen forty two."

4:26deepgram · final+8.9s"But the 200 EMA on thinkorswim is showing"

4:29deepgram · final+7.6s"five sixty four."

4:31deepgram · final+7.5s"So"

4:33deepgram · final+8.7s"we don't know which one's gonna be correct."

4:36deepgram · final+8.1s"We're gonna put both of them there."

4:41deepgram · final+8.5s"Eighteen forty two."

4:44deepgram · final+9.1s"And so now when you look at the chart, we have"

4:48deepgram · final+8.2s"our levels here."

4:50deepgram · final+11s"Fourteen seventy one, fifteen sixty four, eight seventy, and ten seventy seven."

4:59deepgram · final+9.1s"Resumption showing five fifty right now."

5:02deepgram · final+8.9s"That would be right around the 200 EMA on thinkorswim."

5:06deepgram · final+10s"Now something was interesting on s"

5:10deepgram · final+7.7s"STFS."

5:10haiku · watchlist+8.6sSTFS (STFS mentioned)

5:10haiku · correction+17s

5:12deepgram · final+7.9s"The"

5:14deepgram · final+8.9s"now I don't normally use"

5:17deepgram · final+10s"So I have the six forty nine there. Right? You're like, well, what's that $6.49?"

5:22deepgram · final+8.3s"Well,"

5:24deepgram · final+9.1s"I was doing the levels kind of quickly earlier,"

5:27deepgram · final+8.8s"I had this window a little bit small."

5:30deepgram · final+9.7s"And so I only saw, like, $6.50 here."

5:34deepgram · final+8.1s"And that's the 200 MA"

5:36deepgram · final+7.9s"not the EMA."

5:38deepgram · final+9.7s"So, you know, there's a difference. There's we don't really use MA"

5:42deepgram · final+8.6s"but actually, the stock"

5:45deepgram · final+9.8s"stopped right at the 2 the 200 MA."

5:50deepgram · final+9.4s"Not EMA."

5:53deepgram · final+8.6s"So I found that kind of weird."

5:56deepgram · final+7.1s"But"

5:57deepgram · final+7.7s"that's what it did. So"

6:00deepgram · final+10s"I think, you know, there's"

6:04deepgram · final+10.0s"I have that number there just in case as a backup, but"

6:08deepgram · final+8.5s"I generally never use the"

6:11deepgram · final+8.0s"regular MA."

6:13deepgram · final+7.7s"In this case, it did work."

6:33deepgram · final+9.5s"Now if you do well on on any of these stocks, you know, you should"

6:37deepgram · final+11s"I would ask you to just keep your p and l to yourself. Probably, that's"

6:42deepgram · final+7.3s"the better thing to do so you don't give"

6:44deepgram · final+10s"people FOMO who didn't, you know, get in"

6:47deepgram · final+7.8s"earlier on low volume"

6:49deepgram · final+9.0s"It's just, I think, the respectful thing to do. I I just"

6:53deepgram · final+7.3s"doesn't really help anybody. So"

6:55deepgram · final+8.4s"because we all know that this is a difficult, very"

6:57deepgram · final+9.5s"sorry, very difficult price action. So"

7:02deepgram · final+11s"the people who are making money are the ones actually"

7:06deepgram · final+11s"gambling in the beginning. They're saying, well, let me buy immediately before any volume"

7:11deepgram · final+9.0s"or any indication that anything's gonna happen."

7:14deepgram · final+7.9s"And then sometimes,"

7:16deepgram · final+9.1s"you get lucky. You know? So"

7:20deepgram · final+10s"the alternative can happen. They can also hold down too right when they get in, but"

7:24deepgram · final+7.6s"they never say anything when that happens."

7:26deepgram · final+7.4s"It is quiet."

7:37deepgram · final+8.8s"Now I like providing commentary on a normal day."

7:40deepgram · final+11s"But when you have the halts, they can go further than what you think."

7:45deepgram · final+9.2s"And then so technical analysis kind of matters, kind of doesn't matter."

7:49deepgram · final+10s"And you have to wait quite a"

7:52deepgram · final+8.4s"So I'm wasting a lot of time here sitting"

7:54deepgram · final+7.9s"every five minutes blah blah blah. So"

7:56deepgram · final+9.6s"yeah."

8:00deepgram · final+7.0s"I think, you know,"

8:01deepgram · final+9.5s"let's go look at some other charts in the meantime."

8:05deepgram · final+10s"W WLDS, you know, this is kind of on the back burner for later, maybe 3PM."

8:05haiku · watchlist+11sWLDS (WLDS, you know, this is kind of on the back burner for later, maybe 3PM)

8:05haiku · correction+20s

8:10deepgram · final+10s"03:30 before the market close. It hasn't performed well at all, but"

8:14deepgram · final+7.8s"you know, it's not going down."

8:17deepgram · final+8.2s"Every day actually goes a little bit higher."

8:19deepgram · final+8.6s"Except today. But"

8:22deepgram · final+7.9s"it's still, you know, higher than premarket. So"

8:25deepgram · final+10s"short sellers are probably waiting for this one to drop. And if it doesn't drop, then maybe we get one more move"

8:30deepgram · final+6.3s"higher."

8:30deepgram · final+11s"Pola, you know, we were watching this one earlier"

8:34deepgram · final+9.0s"It's below the 200 EMA. It failed a double top"

8:37deepgram · final+7.0s"premarket."

8:38deepgram · final+11s"I mean, I suppose it could come back from lie"

8:43deepgram · final+6.2s"you know,"

8:44deepgram · final+7.2s"back to back to life here, but"

8:46deepgram · final+10s"people would have to stop trading the other things for that to work."

8:50deepgram · final+11s"F I r"

8:53deepgram · final+9.7s"y from the beginning of the day is down too far now."

8:57deepgram · final+8.7s"DFNS,"

8:57haiku · watchlist+9.8sDFNS (DFNS mentioned)

8:57haiku · correction+25s

9:01deepgram · final+9.3s"You know, this one on this one almost broke out."

9:04deepgram · final+8.1s"To forty three thirty five, but"

9:06deepgram · final+8.6s"just couldn't do it. Lower volume,"

9:10deepgram · final+8.3s"The moving averages were aligned."

9:12deepgram · final+10s"The MACD was almost green. It it could have done it. I don't I don't really know why."

9:16deepgram · final+8.5s"But it's possible that it was up enough"

9:19deepgram · final+7.7s"for whoever"

9:21deepgram · final+6.9s"is kind of"

9:22deepgram · final+8.5s"gaming that stock, and then they just sold some. So"

9:26deepgram · final+9.4s"the main level for that one today would be"

9:29deepgram · final+9.4s"well,"

9:33deepgram · final+9.1s"let's see."

9:38deepgram · final+9.1s"We are kind of"

9:44deepgram · final+10s"kind of too low."

9:51deepgram · final+7.6s"$21.38."

9:54deepgram · final+9.4s"And $21.38 is a big level, but, you know, it's like"

9:58deepgram · final+8.2s"it's trending lower and lower."

10:00deepgram · final+11s"And then we're not getting we're not above $27.50. We're not"

10:04deepgram · final+7.6s"like, ascending or anything like that. So"

10:07deepgram · final+10s"if DFNS can recover and get back"

10:10deepgram · final+8.9s"$27.50, maybe you get one more shot to"

10:13deepgram · final+7.9s"this descending level"

10:15deepgram · final+7.9s"from earlier."

10:17deepgram · final+11s"Hope we need the moving averages to kinda realign and for volume to kinda come back into this one."

10:22deepgram · final+11s"I don't know if that's the gonna be the bottom for today. I don't wanna say that."

10:27deepgram · final+6.1s"But"

10:27deepgram · final+9.5s"you know, you can mark that $21.38 level."

10:31deepgram · final+11s"Remember, don't buy things going down. Don't buy things trending down."

10:36deepgram · final+6.0s"So"

10:37deepgram · final+9.3s"you just kinda stalk it and and watch it for later."

10:40deepgram · final+11s"LVWR"

10:40haiku · watchlist+12sLVWR (LVWR mentioned)

10:40haiku · correction+24s

10:45deepgram · final+8.7s"basically stuck in the mud."

10:48deepgram · final+8.1s"INLF,"

10:48haiku · watchlist+9.6sINLF (INLF mentioned)

10:48haiku · correction+16s

10:50deepgram · final+9.1s"really bad rejection from a couple days ago."

10:53deepgram · final+9.8s"And below another pivot."

10:57deepgram · final+7.0s"So"

10:58deepgram · final+9.6s"that one really needed to hold that high volume level from"

11:03deepgram · final+7.3s"what, four days ago?"

11:11deepgram · final+9.3s"Know, the market, if you're new here, the market goes in a cycle."

11:14deepgram · final+7.1s"You get"

11:15deepgram · final+8.5s"let's just call it really good action."

11:18deepgram · final+10s"All day action, back to back stocks going up, holding"

11:22deepgram · final+7.6s"the best action you're ever gonna get."

11:24deepgram · final+7.5s"That's the great part of the cycle."

11:27deepgram · final+7.4s"Then it gets worse and worse from there."

11:29deepgram · final+9.3s"And then kind of the worst part of the cycle is kind of like"

11:32deepgram · final+7.1s"this action in my view."

11:33deepgram · final+8.4s"So"

11:36deepgram · final+11s"Eventually, this cycle will end"

11:40deepgram · final+6.7s"you'll start getting"

11:42deepgram · final+10s"stocks to respect the press releases and things like that and"

11:46deepgram · final+8.9s"it just takes some time. We'll get there."

11:58deepgram · final+11s"Well, I mean, I I personally don't look at it, but about the cash, but"

12:03deepgram · final+7.0s"not having cash"

12:05deepgram · final+9.3s"does increase the possibility of dilution, but"

12:08deepgram · final+10s"it's tricky. You know? At the same time, a company that has an"

12:13deepgram · final+9.9s"active s three which legally allows them to sell,"

12:17deepgram · final+8.6s"has an excuse to go up"

12:21deepgram · final+10s"and then sell. But so it's very tricky. That's why we just kind of"

12:25deepgram · final+7.5s"stick to price based"

12:28deepgram · final+8.2s"you know, price action, momentum based"

12:30deepgram · final+6.7s"kind of"

12:31deepgram · final+11s"technical analysis where if the stock's just trending down,"

12:35deepgram · final+9.3s"not holding our level, then we kinda just don't care about it."

12:38deepgram · final+11s"And if it is holding and going up, well, then we don't really have time to investigate"

12:43deepgram · final+7.7s"whether they have cash or not anyway. And"

12:46deepgram · final+8.3s"and we're just trading the stock. So"

12:48deepgram · final+7.9s"it's like if it's going down, then"

12:50deepgram · final+8.8s"then you just move on. So"

12:54deepgram · final+8.3s"I try to keep it a little bit simpler."

12:56deepgram · final+11s"It's a little bit too tough to say, well, if this one has no cache, then it's"

13:01deepgram · final+8.3s"gonna go down because we've seen the opposite."

13:03deepgram · final+9.9s"The ones I dilute tend to just be weak to begin with."

13:08deepgram · final+8.3s"And they just become like all day faders."

13:11deepgram · final+9.2s"There were a couple of those today"

13:16deepgram · final+8.1s"Which one was that?"

13:18deepgram · final+7.1s"I think"

13:23deepgram · final+9.3s"There's the resumption."

13:29deepgram · final+10s"Oh, yeah. E n l v. That one."

13:29haiku · watchlist+11sENLV (E n l v. That one.)

13:29haiku · correction+27s

13:33deepgram · final+10s"That one's down 4345%. So"

13:37deepgram · final+7.1s"this one, you know,"

13:39deepgram · final+8.1s"clearly diluting."

13:41deepgram · final+9.0s"But we would never pay attention to this stock at this point."

13:44deepgram · final+7.0s"So"

13:46deepgram · final+15s"So resumption showing seven."

13:56deepgram · final+10.0s"Yeah. That's a good way to put it."

14:00deepgram · final+8.0s"The way Danny explained it."

14:02deepgram · final+8.4s"I like that. I like that a little bit better."

14:05deepgram · final+8.5s"What's the purpose of the move? Yeah."

14:23deepgram · final+8.6s"Why was I sad yesterday?"

14:26deepgram · final+9.1s"I don't know."

14:29deepgram · final+8.9s"I don't remember anything about yesterday."

14:42deepgram · final+10s"You know, maybe maybe it was"

14:45deepgram · final+11s"price action or something. You know, it can be kind of boring when the price action is not good."

15:29deepgram · final+11s"Yeah. Some of this news"

15:33deepgram · final+8.5s"is not relevant to us. So"

15:45deepgram · final+9.1s"Showing 10."

15:48deepgram · final+13s"Briefly, now 07:33"

16:36deepgram · final+9.5s"Normally, one hint to kinda figure out"

16:39deepgram · final+7.7s"when"

16:41deepgram · final+8.7s"getting close to a possible halt down"

16:44deepgram · final+9.1s"is when the candles start getting bigger and bigger."

16:47deepgram · final+11s"Now I think that happened on the other one."

16:52deepgram · final+9.3s"So originally, you had the first halt up"

16:55deepgram · final+8.0s"27¢ of range"

16:58deepgram · final+9.3s"and then you had 81¢ of range"

17:01deepgram · final+10s"and then you had 78. So this is pretty much the same"

17:08deepgram · final+11s"But here, we have a little bit bigger range now, about a dollar 11."

17:13deepgram · final+6.4s"Oops."

17:13deepgram · final+9.6s"And then the prior one was about 70."

18:45deepgram · final+15s"So that needs to hold the $4.71 Otherwise, hold down at $4.20."

19:24deepgram · final+11s"So, I mean, I have a different way to think about it, Ryan."

19:29deepgram · final+10.0s"It wasn't to shake down retail traders, but it was"

19:33deepgram · final+7.9s"to"

19:35deepgram · final+9.9s"borrow about Iran, but everything else was to boost"

19:40deepgram · final+8.2s"the market technically."

19:42deepgram · final+6.9s"So"

20:05deepgram · final+15s"We have we have this kind of big picture theory since December. That the market would go up into July 4. Right? You remember that whole blah blah"

20:14deepgram · final+11s"250 year birthday of America blah blah blah. Now that that's over,"

20:19deepgram · final+11s"the market is, you know, just kind of cooling down a little bit, but I still expect"

20:23deepgram · final+8.1s"the market to be up by year end."

20:25deepgram · final+11s"Right now, we're getting a little bit rotation"

20:29deepgram · final+7.5s"out of the semis."

20:29haiku · trade+8.6s(out of the semis)

20:29haiku · correction+13s

20:31deepgram · final+11s"But as the semis go down, right, something else goes up and that"

20:36deepgram · final+7.2s"for example, this is"

20:37deepgram · final+7.7s"CRM"

20:39deepgram · final+11s"don't have a position here, by the way, not like I'm pumping it."

20:42deepgram · final+8.8s"CRM is going up from the lows"

20:42haiku · watchlist+10sCRM (CRM is going up from the lows)

20:42haiku · correction+24s

20:45deepgram · final+9.8s"And as long as that happens, there's a rotation of things going"

20:49deepgram · final+8.8s"back up that put that went down, and the market will stay up."

20:52deepgram · final+8.4s"That happens."

21:13deepgram · final+7.8s"I think it kinda burst already."

21:15deepgram · final+8.5s"I I think it did burst."

21:18deepgram · final+8.6s"It's it's bursting."

21:21deepgram · final+11s"Now, it doesn't mean there's gonna be a a financial crash. Right? It just means those"

21:26deepgram · final+10.0s"specific valuations and and those stocks that benefited"

21:30deepgram · final+7.0s"will go down."

21:32deepgram · final+8.4s"But everything else will go up"

21:34deepgram · final+8.1s"and it'll equalize"

21:36deepgram · final+8.0s"So"

21:38deepgram · final+11s"the the clue really is to look at the companies"

21:43deepgram · final+8.4s"who are spending money on AI, like,"

21:45deepgram · final+6.9s"not"

21:46deepgram · final+9.1s"like like a regular company, like"

21:49deepgram · final+8.0s"accounting firm or"

21:53deepgram · final+8.7s"I mean, any any company, think about it."

21:56deepgram · final+11s"Their budget is going lower and lower for AI stuff. Now they're pulling back on it because they're not seeing a"

22:01deepgram · final+8.6s"And that's really gonna catch up. That's gonna hurt"

22:04deepgram · final+8.5s"It's just gonna take a quarter or two and then"

22:08deepgram · final+27s"and then by then, it'll be too late, and then you'll see it on Business Insider and Instagram and all those other engagement bait things that the bubble burst and, like, oh, well. I would have thought about that. But it usually happens ahead of time. In kind of a slow motion"

22:27deepgram · final+8.5s"I wouldn't be buying those, you know, semis anymore at this point."

22:31deepgram · final+9.3s"The MU, the SNDK, I I would just leave them alone."

22:35deepgram · final+10s"You know, if you didn't"

22:38deepgram · final+8.8s"make any money on those things, you you missed it, it's okay."

22:42deepgram · final+7.3s"Not a big deal."

22:43deepgram · final+7.8s"Same thing happened with gold."

22:45deepgram · final+8.0s"You know? So"

22:54deepgram · final+9.3s"EFNS is coming back up a little by little here."

22:54haiku · watchlist+11sEFNS (EFNS is coming back up a little by little here)

22:54haiku · correction+15s

23:18deepgram · final+9.9s"You know, we we even had, like, the government invest"

23:22deepgram · final+7.7s"in"

23:24deepgram · final+8.1s"what was it? Intel or"

23:26deepgram · final+9.1s"IBM? I don't know which one. They did they did a couple of those, like,"

23:30deepgram · final+10s"like, you can't get any more you can't do anything else to boost the market. Like,"

23:34deepgram · final+8.9s"that's it. You ran out of bullets, you know. So"

23:37deepgram · final+11s"yeah, Intel. Yeah."

23:48deepgram · final+11s"And then you can see the only one that"

23:52deepgram · final+7.5s"still really doing well is Apple who"

23:55deepgram · final+8.1s"didn't actually do anything with AI."

23:57deepgram · final+8.2s"In fact, they still have Siri, which"

23:59deepgram · final+11s"which does nothing. They, hey, Siri."

24:02deepgram · final+7.8s"What's the date? I don't know. Okay."

24:04deepgram · final+7.5s"The stock is up."

24:06deepgram · final+7.1s"So"

24:07deepgram · final+8.1s"but"

24:09deepgram · final+9.7s"every other company is spending a lot, you know, and then they're not. So"

26:16deepgram · final+9.0s"Alrighty, folks. So now I have to go"

26:19deepgram · final+11s"The vendor is here and hope see if I can come back around 03:00."

26:24deepgram · final+9.2s"Stay safe and"

26:27deepgram · final+8.0s"I'll see you a little bit later."