Meet Bard Alphabets’ new IR moderator
Google CEO and team said “AI” over 150 times. Benchmark!
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Show Notes
Summary of the day
If you produce $10m top line for the business but if they can replace you with AI that can produce 5m top line at zero costs in sales marketing while boosting enterprise value, you will be cut.
Anyone who bought $GOOGL Jan 18 fwd is sweating
Regardless if what happens to the stock $MSFT, Satya Nadella is a real ceo. I dont think msft will go out of business. Fyi. He went to grade school with Adobe $ADBE ceo Shantanu Narayen. They run great great cultures. I know as my employer was acquired by adobe and i had the pleasure of meeting both during a c suite client event. The global role i served under adobe was the best times of my w2 career
BUT GOOGL and MSFT and AMD are selling off after hours. SMH 0.00%↑ $SOX are not looking good.
Breadth
876 new highs
129 new lows
37% advancing 57% declining
31% below 50 day ma
34% below the 200 day ma
Stuck out
SPY 0.00%↑ volume low again! Everyone is waiting on earnings and The Fed!
Volume 55,826,647 vs Avg. Volume 77,671,870
Strong
10 yr yield still above 4%
GM up 7.8%
Weak
What to watch
Fed Rate Decision and dot plot Wed 2pm. If Jerome confirms we will get a rate cut 6 times in 2024 at minimum, everything will rally for a little while. Until they realize wtf? Why is my mom letting me have ice cream before dinner and date that person she hates so much.
Watch mag 7
Watch yields
Economic data
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