Investor's Edge with Gary Kaltbaum - famine and feast [01.28.2025]

Episode Date: January 28, 2025

https://garykaltbaum.com/

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That's Amazon.com slash HUB delivery. Now looking for hub partners in your area. Investor's Edge with Gary Coltbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Cultbaum. And welcome once again to Investors Edge. I'm Gary Colbom, your host. A thanks for being with us today.

Glad you here, ladies and gentlemen, happy that you are listening. It is January 28, 2024. Hope you're having a good day. In a few minutes, we're going to cover two days of just wild. Wild. Famine and feast and famine in different areas of the market. You heard about the artificial intelligence yesterday. Well, today we're going to tell you about software. And if you yesterday, I know I said it to my peeps, and I think I said it on the show that I got some information from people. It wasn't me that they thought software would benefit from whatever is going on

with this China artificial intelligence, I think I told you guys. I didn't get a chance to listen to the show last night, which is very unusual, but things I had to do. And man, the software stocks were wow today. And we'll get to that in a minute. But first, this is serious talk on everything that affects you. We'll do the markets, the economy, your job, your industry, the debt, the deficits, the lies, the corruption, the new administration, Their proposals, and hopefully they come through with a bunch of them. And whatever else comes to mind. And if you do not get this radio show in this city, we'll post it at garyk.com.

We'll also post it on our Twitter feed, which is now X. And if you don't follow us on X, you should. And if you like to email us, just be nice. So we want to start out very quickly the short version of the Trump Minute, the Trump Moment. the Trump moment the Trump moment I like the Trump moment as you know a lot going on there

they're doing a lot of executive orders a lot on immigration all the talk of tariffs and this and that I just want to do a couple of things here because you know our biggest complaint through the years is the media

because all we want out of the media we're not talking the opinion people is just fair the anchors be fair, the reporters be fair, and they're not. They suck. Not all of them, but you can just tell. I was amazed today that they had their first press conference with the new press secretary, and somebody had the nerve to ask the question, the president came in that he was going to lower inflation, but eggs are up a lot since he came into the presidency. This is what I mean by,

they suck. The guys in the White House for eight days. This reporter knows that egg prices are going up because they had to kill a ton of chickens. There's a bird thing going on. Yet he still asked the question like that to embarrass. Never asking the last administration about the inflation under their watch for all those years. So hopefully we don't get a ton of that. We don't mind tough questions. We do mind ass clowns. that is the definition of an ass clown that is not a journalist, is a hack. Is a hack. And I hate even talking about this, but the way it is. They are following through on the immigration front, and all of a sudden, deporting people is bad. That's the other part of the media. Remember what we said. Barack Obama was the greatest supporter in the history of the world, and you never heard

a freaking word in eight years of him deporting people left and right. But in the first week, Trump, who promised to deport criminals and things like that, all of a sudden he's the antichrist for doing it. They're finding sexual predators and they're just finding all kinds of criminals and they're saying bye by them. I love to see that. Now, we're also getting reports. Oh, somebody who is here for 30 years and has a family, this, that? Well, I think that's something that's, that's. It's got to be vetted. Oh, I know they were here illegally. I got to tell you, if I'm president and I got somebody who's 70 years old and has been here for 30 years and has been working and paying taxes and as a family and living a good life, I'm going to give them the fast track to become an American.

That's me. That's me. There's got to be a human component of this. That's just me. but they're definitely following through. I love that they are following through. Why? Because the last guy was Mr. Open Borders on purpose until they got towards the election

and they looked at their polls. And then all of a sudden he rolls back into all the deals deals that Trump had and all of a sudden he's doing better with the border. Joe Biden sucks. The worst president ever, ever. That was covered up by Appliant Media. It is a shame. And speaking of that, and I'll finish on that note,

I wish I was making this up. So Doge is already at work. They just uncovered. and stopped. Now, this is not, I'm not the onion. We're not making this up. This is reported by several outlets. Doge revealed that the Biden administration was going to send 50 million bucks.

50 million, just a little footnote, of course, for condoms in Gaza. I'll let that sit for a minute. So each and every one of you that are in whatever city you are listening to this show, do you have any homeless veterans there? Oh, I gather you do. Do you have any homeless shelters that are in need of food or food bank? What do you think? Do you have any streets or highways or sidewalks that need fixing?

Do you have any elderly that maybe need to take? need to get taken care of. Anything needed in your city. Somebody in the Biden administration, I don't even throw this on Joe Biden. I don't even know if it gets to his desk. I don't even know if he sees anything. Somebody in the administration decided

either on a Zoom, in a conference room, yeah, we're going to take 50 million of good American, hardworking Americans' tax dollars for condoms in Gaza. Just letting you know. And I'm using that as an example of how much money are tax dollars they wasted. They wasted. I think they are going to uncover.

We're going to be able to write multiple books on what they did. on what they did. That's your Trump moment for the day. Think about that. One other note. Do you remember when we had these drones over New Jersey? And in a random act of journalism, during the press conferences, the journalists were asking the press secretary,

what's with the drones? What's with the drones? What's with the drones? And they refused to answer, but they would say, we're not worried, but they never said a word. The first press conference today, it is being found out that all those drones were authorized by the FAA for research purposes, which calls into question, why didn't the Biden administration just say that while people were scared out of their wits? There were people very worried about these drones that were all over Jersey.

he really was the worst leader this country has ever had the worst never inspiring always lowering the bar instead of raising the bar amazing horrible how why do you think they lost one part trump but i think nine parts them we move on so let's do it by the numbers. Are you ready? Envidia. Nice comeback today. It was slow. Nvidia wasn't really doing anything that much early. And in fact, was getting a little bit sold down early. But finished up at the close today, pretty damn good.

I was impressed. But I want to make sure you know, while Nvidia was up $10, and $44 today, that's getting back $10.44 of $24 drop yesterday. But that's a nice comeback today. Up next, I'll explain and go through a few more. This is Gary, and this is Investor's Edge. Hi, I'm Gary Kalbaum, hosted a nationally syndicated radio show Investors Edge. We're not just handsome radio people. We manage investors' money for a living,

specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals. Understanding not all individuals have the same needs, we'll carefully evaluate your personal goals to determine a proper investment strategy.

If your current approach to investing is not getting you to where you would like to be, call us to make an appointment for a complementary portfolio review. The number to call is 888-4-22-5-59. That's 888-4-2-5-9. That's 888-4-2-2-5-5-9. Investment Advisory Services offered through call-bomb capital management. Hello, hello. I'm Malcolm Gladwell, host of Smart Talks with IBM. I recently spoke with IBM's new director of research, Jake Mbata.

We discussed his vision for the future of quantum computing. At IBM research, what we always do is answer what is the future of computing, whether it's coming up with new algorithms, coming up with better AI, coming up with quantum, or coming up with just how do different accelerators go together. It's our DNA to answer the question of what is the future. Isn't it a perfect problem for IBM because you kind of need to have a legacy of building stuff? Yes. building actual physical machines.

Yeah, it's why I came to IBM. I wanted the experience, the culture of building hard things that others have not done before. Where do you imagine we are in the timeline of this technology? There will come a point when it will mature. Right? My cell phone is a mature technology at this point. How far are we from that point with Conton? By 2029, we'll build the first fault-tolerant quantum computer.

That is one that can run a very, very large, large problem. To learn how IBM is building the future of computing, visit IBM.com slash quantum. Want to earn extra income for your business? Amazon Hub delivery is looking for ambitious business owners to assist with local deliveries. When you become a partner, you and your staff will deliver packages to customers in your area on a schedule that works for you. With each package delivered, you'll gain extra. income and exposure for your business. Plus, Amazon Hub Delivery makes it easy to get started.

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Gary Coltbaum. It doesn't get better than this. Okay. Let us continue. What else got hit yesterday? How about these energy things? VST, Vistra, was up $12.5 today of a $53 drop yesterday. And we don't really mean to throw cold water on this,

but must keep things in perspective. sometimes. How about GEV, who had some sort of announcement, was up 25 bucks today. And by the way, pretty much a lot of that happened in the last, I don't know, a couple of hours. It was up $25 today of a drop of 90 yesterday. CEG, same group, was up $3 today, dropped 71 yesterday. Just keeping it in perspective. How about when we were telling you about the construction and the building and all that about these data centers? How about symbol fix, which was up $11 today? After a $138 drop yesterday.

How about EME up $8 today? After $101 drop yesterday. How about AGX, which was actually down three today and was down 11? After it dropped $31 yesterday, it was actually down today. Or STRL that was down three today, it was down 50 yesterday. But for me, the big story is in video, good comeback towards the end of the day. it's now only down $14 on the week, which is still pretty hefty, but nice come back to the underside of what was support that is now resistance. If it can break back through quickly, that's going to be a big help.

I do want to let you know that I counted my count, 14 analysts out defending that a lot of them were saying that China, is full of crap, that something to the effect of that this China deep seek was using Nvidia chips, even though China did not say that. I guess the market believed that. Now, normally, I'm not impressed with down 24 up 10. Big picture. But these are mega cap names that have a lot of influence. on markets, and that's what did the trick today.

We'll get through the big picture in a minute. I can do other names like a VRT, the very popular name, VRT, VRT, they're involved again with the data centers and all that crap. It was up almost $4 today. It dropped $44 yesterday. $44 yesterday. there was stunning drops, stunning drops, stunning drops, and some came back, namely, NVIDIA,

but the question is, is this a bounce after a big drop? I can't answer that, I don't know. Yesterday I said I would have no idea what would happen today. There's no way I could have predicted Nvidia be up $10 today or be down another $10. What I can tell you is a bunch of names are still busted up. Even with the bounce today, a bunch of names huge gaps to the downside. I absolutely have no idea what happens tomorrow with them,

whether they pull them back, where they rally them more. I just don't know. I wish I did. When you get into these moments, it is so darn random. It's so random And I tend to just take a step back Relax See how it plays out

I got asked by one person Well, Nvidia is now at the long term 200 day moving average Don't you think it's probably going to hold And I answered yeah probably will For right now Once you get down there pretty quickly Yeah you probably get a hold

Did I know that? Hell no Heck no So we'll see what tomorrow brings, but I want to give a word to the wise, and that is tomorrow. ASML Holdings, Brinker International's Corning, Flextronics, T-Mobile, UBS, that's before the open, after the close. Get this, Facebook, Meta, Microsoft, and Tesla. Just those three. But you got to add IBM and the Dow, Lamb Research, United Rentals, Western Dism, waste management whirlpool, Ameriprise financial, that's just tomorrow, and I believe tomorrow's the Fed also.

So I'd like to tell you what kind of a genius I am, but I have absolutely no clue on who reports what, how the market reacts to them. I don't know what's going to gap up. I don't know what's going to gap down. I don't know how the market's going to react to the Fed. I think the chalk is that the Fed is standing pat, but I do believe at this point in time that is expected. The 10-year yield has been much more cooperative. Hit a high of 4-8 recently, 455 today on the 10-year yield. And I got to tell you, if it stays in and around here, that would be just fine. And by the way, then you got the next day, Ali-Bobin.

By the way, Ali-Bobin, some of the China names are starting to come on a little bit on the strong side too. Qualcomm, Otis Elevators, SkyWork Solutions, Blackstone, Caterpillar and the Dow, MasterCard, Visa, STM Microelectronics, UPS, Tractor Supply, Amazon, Intel, KLA 10Corp, Deccers. Oh, that's right, Apple. That is just this week. And let me repeat, eight stocks are 36% of the S&P and 10 stocks are 55% of the NASDAQ 100. If they all gap up, if they all gap down, of course, they're not all going to gap up and they're not all going to gap down. And that's why we hang, we wait, and we'll let the market decide. But good day in the market today.

We'll go through the numbers in a second. But think of one word, and that is software. Yesterday, we got from somebody else that software should benefit from the democratization of artificial intelligence. And I'm pretty sure I said it on radio. Not for me. It was somebody else. Software had a very big day today. We'll go through the numbers.

Up next on this, the one-n-only Investor's Edge. Hello, I'm Malcolm Gladwell, host of Smart Talks, with IBM. I recently spoke with IBM's new director of research, Jake Embatta. We discussed his vision for the future of quantum computing. At IBM research, what we always do is answer what is the future of computing, whether it's coming up with new algorithms, coming up with better AI, coming up with quantum, or coming up with just how do different accelerators go together. It's our DNA to answer the question of what is the future. Isn't it a perfect problem for IBM because you kind of need to have a legacy of building stuff.

Yes. Building actual physical machines. Yeah, it's why I came to IBM. I wanted the experience, the culture of building hard things that others have not done before. Where do you imagine we are in the timeline of this technology? There will come a point when it will mature. Right? Yeah.

My cell phone is a mature technology at this point. How far are we from that point with quantum? By 2029, we'll build the first fault-tolerant quantum computer. That is one that can run a very, very large, large problem. To learn how IBM is building the future of computing, visit IBM.com slash quantum. Amazon Hub Delivery wants to partner with your business. Help your business. Help your neighbors.

Discover a new stream of income for your business when you partner with Amazon Hub delivery. You and your team will deliver Amazon packages to customers in your neighborhood on a schedule that works for you, and you'll be paid for every package you deliver. Getting started is easy. There's no delivery experience required, no long-term contracts, and you receive weekly direct deposits. Earn more. Gain exposure for your business.

Apply today at Amazon.com slash hub delivery. That's Amazon.com slash HUB delivery. Know a local business that would make a great partner, a local coffee shop owner, florist, automotive shop, dry cleaner, you name it. Refer a business today and earn $500 when they successfully join the program. Visit Amazon.com slash hub delivery to learn more or refer a partner. That's Amazon.com slash HUB delivery. Now looking for hub partners in your area.

Hey, it's Ryan Sechrest for Albertsons and Safeway. It's stockup savings time now through March 31st. Spring in for storewide deals and earn four times of points. Look for in-store tags to earn on eligible. items from Celsius, body armor, or Ida, silk, Capriason, Bavarian Meets, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in-store or online for easy drive-up and go pick up or delivery. Restrictions apply. See website for full terms and conditions.

With Gary Coltbaum. It comes highly recommended. You're going to feel better if you talk to him. Okay. That's Boston. And I saw Boston only once. And I wish I saw him more than once. They were a pretty darn good group.

And all my favorites, there's not going to be a lot of touring anymore. Unfortunately, I am going to do the Eagles at the sphere, and I'm probably done because Rush isn't touring again. Oh, I think I'm going to do Coldplay. I seen them once fully, and then I saw them at the high, I heart music festival where they played like three or four songs. This was years ago. And I still remember like it's yesterday. Chris Martin starts the show. It was at Vegas MGM Grand in the arena, and it was sold out,

and he starts the show and he looks at the crowd and he looks out and he says, three years ago, just three years ago, we played at the so-and-so whatever about a mile from here just off the strip in front of 12 people and by the time we were done, there were two people left. Seriously. I thought that's one of the great little stories I have ever heard on how you can go from, well, you know what Coldplay is now. Anyway, that's story.

All right. So the best way I can explain this to you is by saying to you, C-L-O-U is a cloud computing. index exchange traded funds. Doesn't trade a lot. It's at $26,000, only trades 186,000 shares. Broke out of range today on an increase in volume. CLO. By the way, we're not advocating buying, selling, shorting, or covering, we're reporting. WCLD, something called the NASDA emerging cloud index exchange traded fund got close to the old highs today the IGV which includes it's just a North American technology software index did not get

near the highs but busted right back above the 50-day moving average you're ready for today we'll start with Oracle by the way we can do this also from yesterday Oracle was up six bucks today It was down 25 yesterday So no great shakes But Microsoft

Very important name to these indices Up 12 and a half today And is actually up Three for the week So it was down 15 yesterday But at one point Yesterday it was much worse Of course Microsoft reports

Tomorrow And it's just purely range bound. Those are two software names, two big names. Salesforce.com was up 1285 today, was up about 18 at one time, but it had a big move yesterday. This week is up $26 off of a software move. And by the way, it is a down name, 156. Let's call it. about 170 Dow points is Salesforce.com this week. And then you can go down the list here. CrowdStrike. Breaks above an old high, double average volume, CRWD, up $35 today. Software. HubSpot doesn't trade a lot. That actually was trying to break out yesterday, was up $36 today.

Up $67 for the week while the NASDAQ was trashed yesterday and got a bunch of it back today. How about Symbol Net? Cloudfare, Enterprise Software, was up a little yesterday, was up 10% today on almost triple volume. Service Now was up $30 today. It was up $55, but up for the week. Guess what they do? enterprise software of course they report tomorrow and therein lies the big issue for me as i was scanning and scoping these out every time i'd find something would say one two three four or five underneath the chart and that tells you when they're reporting earnings and five means three because it includes the weekend uh twillio recent good gap to the upside on friday on

earnings up another eight today is up for the week symbol team up six in change today hasn't broken out yet wix WIX up 12 today and almost breaking out a range that gapped up in November and has been trending up since these are all software names how about let me just without going into all of them, with the long form, how about me just saying that GoDaddy up nine, Shopify up 10? How about CyberArk up 16? And keep in mind, some of these stocks are very high price. I should probably say percentage, up 4.4% on CyberRock, Snowflake, a very weakling stock, up 7%. These are all, again, software names. So whatever my buddy sent out didn't send it to me but put it out on Twitter and

I went through it and I read it and I was like whoa and all of a sudden this did happen today. I guess he was right I guess he was darn right. Now as far as Nvidia and this deep seek and all this crap I have no clue. I can tell you I'm a genius on it. I am not. not. I am not. I don't know. We'll just follow the stocks as best as we can report to you. All I can tell you yesterday, famine. Some of the smartest people I know lost double digits of their own account. seriously, double digits in their own account because they had the leading stocks in the leading group, which was AI, which got murdered yesterday. Murdered.

By the way, I do remember now I did mention the software yesterday because I think I read it to you. And here's what was said, the democratization of AI is a win for certain enterprise software businesses with data as this will now enable them to deploy AI agents more cost effectively well dang the enterprise software stocks hummed today hummed today but as we stated quite the few quite the few quite the few report soon also somebody who listens to this show wrote me and said the reason why it's good for software lower licensing costs as the cost of AI model licenses decreases it'll make AI more accessible to software companies and then

said reduce training and compute costs the cost of train models and the associated data center expenses will also decrease as the need for extensive compute power will diminish so all I know whatever they were thinking, it was reacted to today. Tomorrow, I have absolutely no clue whatsoever. But a suggestion, just a suggestion, take your time. Markets open every day, but really good comeback. The NASDAQ was up 391 today, the NASDAQ 100 up 335, off the big names. and Apple, Amazon, Salesforce.com, Microsoft, and Invidia, the big machas in mega-cap tech were about 320 Dow points today with the Dow only up 136.

So it was definitely the big tech. And I didn't mention Apple before, but Apple up another, I got, was up nine, it's up eight from the aftermarket. just stunning. Before the, I guess there was a discount because lack of AI, and then a premium when AI gets in trouble. Unreal. And of course, Apple's only getting back a lot of the, some of the losses. Up next, what else we got for you today on Investors Edge.

Hello, I'm Malcolm Gladwell, host of Smart Talks with IBM. I recently spoke with IBM's new director, research, Jake Mbeta. We discussed his vision for the future of quantum computing. At IBM research, what we always do is answer what is the future of computing, whether it's coming up with new algorithms, coming up with better AI, coming up with quantum, or coming up with just how do different accelerators go together. It's our DNA to answer the question of what is the future. Isn't it a perfect problem for IBM because you kind of need to have a legacy of building stuff? Yes. building actual physical machines.

Yeah, it's why I came to IBM. I wanted the experience, the culture of building hard things that others have not done before. Where do you imagine we are in the timeline of this technology? There will come a point when it will mature. Right? My cell phone is a mature technology at this point. How far are we from that point with Conton? By 2029, we'll build the first fault-tolerant quantum computer.

That is one that can run a very, very large, large problem. To learn how IBM is building the future of computing, visit IBM.com slash quantum. Amazon Hub Delivery wants to partner with your business. Help your business. Help your neighbors. Discover a new stream of income for your business when you partner with Amazon Hub delivery. You and your team will deliver Amazon packages to customers in your neighborhood, on a schedule that works for you, and you'll be paid for every package you deliver. Getting started is easy.

There's no delivery experience required, no long-term contracts, and you receive weekly direct deposits. Earn more. Gain exposure for your business. Apply today at Amazon.com slash hub delivery. That's Amazon.com slash H-U-B delivery. Know a local business that would make a great partner, a local coffee shop owner, florist, automotive shop, dry cleaner, you name it.

Refer a business today and earn $500 when they successfully join the program. Visit Amazon.com slash hub delivery to learn more or refer a partner. That's Amazon.com slash HUB delivery. Now looking for hub partners in your area. Hey, it's Ryan Sechrest for Albertsons and Safeway. It's stockup savings time now through March 31st. Spring in for store-wide deals and earn four times of points. Look for in-store tags to earn on eligible items from Celsius, body armor,

Oira Ida, Silk, Capri-San, Bavarian Meets, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more. Enjoy savings on top of savings when you shop in-store or online for easy drive-up and go pick-up or delivery. Restrictions apply. See website for full terms and conditions. You're listening to. What are we waiting for?

Well, what are you waiting for? One, two, ready, go. Action! In the guest's edge. with Gary Culper. What else to mention today? Royal Caribbean, up $28 on their earnings, and that gave a move in Carnival also in Norwegian.

Very good move on their earnings report. Royal Caribbean has been the strongest stock in the group for a while. Earnings are up 30, revenues up 13, and they said the higher end, I guess, I don't know what that means exactly, but things are going well, and that busted out to a new high, and the stock had been trading around for about eight weeks. That went on today. Just wanted to let you know. You had a mixed bag every, my stuff screen, which was strong yesterday, week today.

I do have to mention Lockheed Martin down $46 today on their earnings report. So not everything is rainbow and sprinkles here. And of course, as I said, we're going through earnings reports, and there's going to be a lot of jello moving on the plate. We'll be ready for anything. Just remember, we have absolutely no bias, none. With the Lockheed Martin, Northrop Grumman was down 16. Not a lot of, I'm looking from Norfolk.

Excuse me, General Dynamics was down. had a rough day with some of the rails, Norfolk Southern got whack today. And there's just areas that I'm just avoiding. I must tell you that front and center right now, for me, going to be these software names, but freaking earnings. If this was three weeks ago, there would be about six or seven names I would be in. But I do not have the grapefruits to buy before.

I'll give you another example, Meta, Facebook. And we had a very big year on Facebook last year. So Meta, I've been watching it. It's been hanging in there, hanging in it. By the way, we bought it recently and stopped out. It had a high of 638 early December, and it drifted down to the 50 day, went up, drifted down. And on Friday, it broke above the 638. but they report three trading days later.

I just can't do that. So yesterday it opens in the bare market down at 625, was like down 17 bucks, and I'm like, oh, good, because I don't want this thing going higher because I want to wait for earnings. Well, it reversed yesterday, closed at 660, and was up another 14 to 674.

So that's $36 move above range that I'm not in because they're reporting earnings tomorrow. And otherwise I would be in. And I always tell my peeps, I'm just, I can't do it. And the reason is, I don't know whether the stock's going to gap up or gap down. And then they say, but wait a minute, it's meta. It's Facebook. Yeah. You've never seen a great name gap down?

I have and then I'm asked well why don't you at least try it a few days before and then just sell it well I don't want to get into that position but I will tell you the fact of the matter is

if I was able to be in I'd be holding it with a $36 cushion going into tomorrow but that is welcome to my world you live by some rules and regulations for yourself based on time testing

whatever. And one of those things is, I do not want to test it. And I will tell you that last February, we held meta for earnings and it gapped up big, but we were up nicely on it already. So give me cushion. I'm fine. No cushion. What am I going to do? Wake up and it's down 8%. I think the market is a very tough place to be. I don't want to make it. any tougher. Anything else going on to you? Really, the story was software today and the absolute carnage yesterday in artificial intelligence with a nice bounce back today for some names. Just remember, I said to you, GEV, one of the stronger electric power systems for whatever they do, it was up $25 today. But that's only because of it.

It was down 90 yesterday. Again, perspective. You got to know where things came from. What does tomorrow bring? I don't have a clue. I don't have a clue. I just know that software woke up today and we'll see what happens tomorrow. Got some aftermarket that may mean something or may not.

F5 networks, guess what they do? Internet solutions and stuff closed the two Cs. 70, it's 302, that's good. Starbucks, closed at 100, that's only 102, I keep them rich. Quervo, this is a semiconductor, a very weak one, closed at 85, I got it at 98, that's good.

But then on the other end, how about this one? Manhattan Associates, this is an enterprise software company. That was near the highs. It's down $63 in the aftermarket, 21% to 232 bucks. Will that affect other enterprise softwares? It's a smaller name.

I'm going to guess it won't, but you never know. We'll see what tomorrow brings. And again, tomorrow, I got to be on my toes. What is it, Wednesday tomorrow? The aftermarket is going to be gargantamble. Not in how many, but Facebook, Microsoft, Tesla, Lamb, Research, IBM. That is after the close. And that doesn't include Ameriprise.

Oh, my goodness, I miss service now is after the close tomorrow. United Rentals, Western Digital. It's going to be a busy week, kids. I mentioned the Deep Seek earlier. I read up on it, and I have to tell you. you, I consider myself decently logical and smart. Maybe we'll figure it out in the days ahead. But better day for Nvidia, tomorrow's another day.

You have a great evening. Drive carefully. And when you get home, do like I do. Quite simple. Make sure you hug your family. Make sure you hug your children. They will feel better. You will feel better.

I promise. Stay well, be well. Always appreciate your time. Good night all. Bye bye. This has been Investors Edge with Gary Cultbaum on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com. That's GaryK.com.

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