Investor's Edge with Gary Kaltbaum - The DOW or the SEMIS [01.06.2025]

Episode Date: January 6, 2025

https://garykaltbaum.com/...

Transcript
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Starting point is 00:00:00 Hey, it's Ryan Seacrest 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, ORAIDA, Silk, Capri-Sun, 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.
Starting point is 00:00:28 Restrictions apply. See website for full terms and conditions. Investor's Edge with Gary Cultbaum. 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 Kalpom, I'm your host. A thanks for being with us today.
Starting point is 00:00:48 Glad you here, ladies and gentlemen, happy that you are listening. It's Monday. It's January 6th. It's 2024. No, it isn't. It's 2025. By the way, I said 2020. when you're so used to it.
Starting point is 00:01:05 And by the way, I signed the check today, 2004. I'm still in 2024. Yay. And you guys listen to me. Hope you had a good weekend. As you know, I flew up to Northeast, flew back. I was really worried about my flight being delayed because everything that was going on. I don't know if you've seen the weather.
Starting point is 00:01:28 Holy smokes. But no New York City lucked out. And I got back home in Florida on time. And of course, I will be flying out again this coming week. Thursday, the market is closed. I may fly out Wednesday night because of that and work out of my little office in New York on Friday. But I'm not sure just yet. Anyway, hope you had a good weekend.
Starting point is 00:01:55 We have lots to cover. No, really. It's the beginning of the year, but we have lots to cover. the markets, the economy, the president-elect, and a heck of a lot more. And we're dead serious about all of it as we move forward because why? About 25 years ago, they decided to get in our face. They don't leave us alone. Massive debt, massive deficits, rules, regulations, fees, fines, mandates,
Starting point is 00:02:30 and now tariffs up the wazoo maybe. I'll get to that in a little bit. But first, if you do not get this radio show in your city, we'll post it at garykhae.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,
Starting point is 00:02:50 all you've got to do is be nice. Why? Because we will be nice back. As long as you're not one of those people who loves Hamas, We will respect your back, even if you disagree with everything we say. Where do I want to start today? Has nothing to do with the U.S., but does have something to do with the U.S. The miscreant that was running Canada has resigned.
Starting point is 00:03:17 Now, in case you don't know, this guy, Trudeau, we try to be careful here with our words. Should not be running a lemonade stand. An absolute horror show. And I know the word liberal is used often as a negative. He was an ultra liberal, did not believe in we the people. It was we the government. And also on top of that, completely anti-Jew, anti-Israel, disgustingly racist when it came to that. They're burning synagogues in Canada.
Starting point is 00:03:55 He does nothing about it. So he's now gone. And I don't know what comes next. But something you need to know in Europe, the United Kingdom, they brought in this guy, a Starmer, who's another horror show. Do you know they're arresting good British people for going on social media and being upset about a bunch of things that are happening? They're going to these people's house and arresting them.
Starting point is 00:04:29 yet you have many a Hamas lover in the streets parading around threatening lives and death and they do nothing. So I don't know what's happened to my wonderful United Kingdom. I know the people are fantastic, but we're talking governments here. And I want to go to Wimbledon again this year. I guess I might have to shut down my social media and not say anything untoward. It's getting a little crazy out there. And we bring this up because it really does matter. We've told you we dodged a big bullet here, and I don't know what Trump's going to do.
Starting point is 00:05:13 He may suck. Trump may come in and just absolutely suck for all we know. You never know. He may come in and all these promises. He may not do a great job. He may not do a good job. We know what the proposals are, and we love a lot of. them we hate the tariff thing but we love lower taxes extend the old tax cuts less regulations a
Starting point is 00:05:48 constructive border a an immigration system that works for all criminals put in jail do you know this is true in new york city a man that was arrested 87 times a lot of those arrests for violence was still out and knifing people left and right, just stabbed two people in the last week. They finally got them. That's number 88. Now, it's made front page, so I gather they're going to keep them behind bars now. But there's a lot of that going on around the country.
Starting point is 00:06:27 By the way, if it happens one time, it's too much. So we're hearing from Trump, they're going to be tough on criminals, and that's good. do you know in California they changed the law on shoplifting they are actually arresting people and you know these people that are shoplifting like what's going on here? Obviously they don't read the paper about the changes and then you get like a numbskull in New York City
Starting point is 00:06:53 with the congestion pricing for driving into New York City which is going to do nothing but cost people their wallets so our hope is we get more and more people that are about we the people low taxes we can have regulations but not onerous
Starting point is 00:07:18 and then get the hell out of our way a border that's secure and criminals pay for their crimes what a concept that's that's it they don't have to do anything else unfortunately they get in our face in so many things.
Starting point is 00:07:37 Now Trump's talking about tariffs and tariffs the most beautiful word in the dictionary. No, it sucks. I can guarantee you there's no way he's going to do all these tariffs that he says and the percentage-wise, I think he may do some tariffs. We'll see how that plays out. And tariffs are paid by the consumer.
Starting point is 00:07:57 They're not paid by China or any country. Just need you to know that. And I'd say it to President-elect Trump's face. And he knows it. And we'll see how it goes. But we did dodge a bullet. Kamala Harris is left of Joe Biden. And by the way, Joe Biden walking out the door is giving everybody the middle finger.
Starting point is 00:08:23 He's now stopping oil exploration around the waters. Screw you. He let a bunch of murderers off a death row. Screw you. Want me to continue? The Revenge of Joe. What's today? The sixth, I think we got two weeks left before he's gone.
Starting point is 00:08:51 And then we'll see how it plays out. Remember, we will do everything without no bias, no agenda, no ulterior motive. We couldn't care who the person is running the show. I want you to remember that. We are out of anybody's tank, and we will keep fingers crossed that a good job is to be done. Love the proposals. let's see them follow through. Okay, I was always told in January, it's a very weird month.
Starting point is 00:09:21 Things going back and forth up and down all around, and interesting enough, we had one of those days today. And I'm going to describe it for you, and we're going to continue to tell you what to avoid, what not to avoid, what's emerging, what's submerging in the markets. And I'm going to start with the semiconductors. You see, when I went to sleep last night, the NASDAQ futures are actually down a little bit when I walked in this morning and Fuego the semiconductor stocks. And as you know, they have been comatose for a very long time. And as you know, I think they're an important area of the market. Now, they did come off their highs of the day. But the Philadelphia Semiconductor Index today was up $146 today.
Starting point is 00:10:06 146 points. It did hit 53, 81, 71. So it was up to 17, but still a good day. I think it may have had something to do with Taiwan Semiconductor. That finished up 5% today. And Vita was up pretty decently today. Hit right at all-time highs and then pull back towards the end of the day. But if the semiconductors can get going, that'll be good news.
Starting point is 00:10:32 And when I take a look at the chart of the Philadelphia Semiconductor Index, it did not get above the high of October, but it got above the highs of a lot of areas over the last six months, and even the worst names, the worst names that have been blasted were very, very strong. I always talk about this ASML. It gapped up like 50 bucks today. This closed up 54 to 768. I'll explain that in a second. I'm Gary. This is the one only Investors 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,
Starting point is 00:11:42 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, will 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,
Starting point is 00:12:11 call us to make an appointment for a complimentary portfolio review. The number to call is 888-4-2-5-59. That's 885-9. That's 888-4-2-5-59. That's 888-4-22-55-59. Investment Advisory Services offered through call bomb capital. call bomb capital management. Hello, hello, I'm Malcolm Gladwell,
Starting point is 00:12:36 host of the podcast Smart Talks with IBM. I recently sat down with IBM's chairman and CEO, Arvin Krishna, and I asked him, how can companies use AI to its fullest potential to create smarter business? My one advice to them, pick areas you can scale. Don't pick the shiny little toys on the side. For example.
Starting point is 00:12:59 If anybody has more than 10% of what they had for customer service 10 years ago, they're already five years behind. If anybody is not using AI to make their developers who write software 30% more productive today, with the goal of being 70% more productive, so we are not asking our clients to be the first experiment on it. We say, you can leverage what we did. We're happy to bring out all our learnings,
Starting point is 00:13:31 including what needs to change in the process, because the biggest change is not technology, is getting people to accept that there's a different way to do things. To listen to the full conversation, visit IBM.com slash smart talks. Amazon Hub Delivery wants to partner with your business. Help your business. Help your neighbors. Discover a new stream of income for your business
Starting point is 00:14:00 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.
Starting point is 00:14:18 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.
Starting point is 00:14:38 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,
Starting point is 00:15:04 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. It's time to switch on the integrator units and get the brain cells working. You're listening to.
Starting point is 00:15:32 Hey, this promises to be fun. Investors Edge. The last bastion of quality programming. With Gary Coltbaum. It doesn't get better than this. All right, so let me explain. ASML Holdings is a Dutch manufacturer. We'll call it semiconductor equipment.
Starting point is 00:15:58 One got too technical. They call it lithography systems. In the fabrication of integrated circuits. Whatever the hell that means. The stock had gone from $1110 down to $645. bucks. They had announced that orders, it dropped like 50%, and the stock has been mauled. And it took
Starting point is 00:16:23 along the rest of the equipment companies with it, applied materials, Lamb Research, KLAC, and others. And over the past, let's call it about 10 weeks, it looked like it was trying to iron out a low. What do we mean by ironing out a low? Well, it found an area that didn't want to go
Starting point is 00:16:47 lower. And then today, boom, up 54, 7.5% on better than average volume. And I see no news. What does that mean? Probably some leakage through the pipelines
Starting point is 00:17:09 that orders a picking up again or picking up to a certain extent. So very good move, even in the worst of semiconductor stocks. Micron just recently lowered their guidance. Stock had gone from 157 to 80. Was up 10% today to 99. No news. But if there are more orders and if business gets a little bit more solid,
Starting point is 00:17:46 the price for what they do in these things called DRAMs and flash memory can stiffen up and better for them. So on really no news today, the semiconductors had a jam. KLAC up 33 bucks to 690. Taiwan semi up 11 bucks to 220. Terradine up 9 to 140. those are for examples and there are others too that is to be watched closely and instead of semiconductors
Starting point is 00:18:30 being an avoid except for a few strong names we've told you about they're definitely off the avoid list until you further notification from your handsome and buffed host and that is Muay importante
Starting point is 00:18:47 now normally I'd say to you Hey peeps, the Dow today, the Dow today was up 380 and finished down 25. That stinks. By the way, at one point it was down 100. That's a bad reversal for the Dow. Normally, I would say that stinks. Well, for the Dow. I'm just letting you know the semis strong
Starting point is 00:19:25 growth slash beta strong that makes me happy what was weak and continue to be weak and without a doubt avoids consumer staples smoke today post cereal Pepsi Coke
Starting point is 00:19:47 Procter & Gamble Colgate Chlorox and the like. Insurance stocks, Allstate, Aeon, Chubb, smoked, we'd avoid insurance. Housing and housing, excuse me, I take it back. Housing slash home builders, bearish phase, defense stocks, blasted. Lockheed Martin, LH, General Dynamical. Nabix, Northrop Grumman, absolute bare market for defense stocks, and there avoids.
Starting point is 00:20:30 The hotels now under pressure, I'd avoid them. Not necessarily bare market. Big biotech avoid a bunch of restaurants, not all. Shake, shack's pretty strong, darn restaurant strong, but a bunch of them very weak. Economically sensitive names, they bounced today, but they were up much stronger earlier and all got hit. And United Rentals finished down $11 today. A new relative low, Caterpillar, was up like five or six, finished up $0.39. So I'd be avoiding that. Financials, anything below the 50 days and avoid right now.
Starting point is 00:21:22 Black Rock, below the 50 day, Blackstone. below the 50 day. On a differing note, City group hit New Yearly highs today. Bank of America had a good day, but they came in at the end of the day. I wouldn't call them a void, but just a bunch of areas.
Starting point is 00:21:43 And we had some bounces in some of the weaklings like managed care and health care. Oh, Eli Lilly, down another 16 today, and we warned you, in spite of the obesity drugs, Lely Lili is in a bare market now. Let's call it bare phase.
Starting point is 00:22:06 So there's still notice plenty of areas in rough shape. I heard somebody on TV that they say, what do you think of this meltup? I'm like, melt up. Rails and truckers, ain't nothing going on there. In fact, they look terrible. A bunch of medicals, terrible. And you know what else is really rolling bad now?
Starting point is 00:22:38 Exchanges, the CME group completely breaking down today. The CBOE, oh, that's been the bare market. The Intercontinental Exchange, that's a bare market. The NASDAQ Exchange breaking the 50 days. So the exchanges roughed up. But very good day for the semis. Good day for growth. not all, and we'll park our carcass there until it says otherwise.
Starting point is 00:23:13 But we're just letting you know, it's narrow. It's narrow. And that's why we'll come on the show and tell you, avoid this, here's your strength. Here's your strength, avoid this. And of course, it's your money you get to decide. Gold miners act not well. Not well. China, another rough day today. Not well. Commodities, they were kind of strong early. They faded at the end of the day. Up next, what else we got for you? This is the one only investors 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. 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.
Starting point is 00:24:59 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 this. 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. My cell phone is a mature technology at this point.
Starting point is 00:25:31 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.
Starting point is 00:26:03 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 customer. 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
Starting point is 00:26:40 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, Oraida, Silk, Capri-Sun, Bavarian Meats, and Charmin.
Starting point is 00:27:09 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 America is talking. Investors Edge. He's got to be pleased with that.
Starting point is 00:27:35 The crowd is just on his feet here. He's a Cinderella boy. With Gary Colbomb. It comes highly recommended. You're going to feel better if you talk to him. And welcome once again to Investors Edge. Well, the con job continues on climate change and global warming. Let me tell you what I saw today.
Starting point is 00:28:01 I love these people. They're the greatest. Remember, they started with global cooling, and they said if you didn't believe it was global cooling, you are a non-believer, and you suck and all that stuff. This was a long while ago. Global cooling. By the way, go look it up.
Starting point is 00:28:19 There's front cover articles from many years ago. Well, guess what? The world heated up a little bit. They changed it to global warming. It's global warming. Global warming. It's global warming. Who said 17 years ago the ice is going to be gone? Oh, yeah, that's right. The multi-zillionaires like Al Gore and John Kerry, I digress. All of a sudden it started freezing. We had this unbelievable couple of years of freeze around the globe. They got into a room, hey, you know, we're looking stupid here. They hired an advertising agency and a marketing agency. Oh, let's do climate change. Let's do climate change. So if it's hot, climate change. If it's cold, climate change.
Starting point is 00:29:17 And every time there's something bad, we're going to blame it on climate change and call it extreme weather. I watch one of these global warming turds on TV today saying what you're seeing in the United States, there's bad freezing weather and ice sheets and ice storms and snow. That's your extreme climate change, and we must do something about it. Yes, we must do something about it. Yes, while John Kerry and Al Gore fly private jets and in Davos
Starting point is 00:29:58 400 private jets by all the mucky mucks are flown in there to talk about how we have to conserve, you know, us little people have to conserve while they're on their private jets. Don't you love these people? You know, some of them have called for global taxes,
Starting point is 00:30:16 a worldwide tax to pay for climate. You know, they've called for that. How would you like to pay taxes to somebody in Geneva. It's bad enough. We're paying taxes to these in-grates in D.C. So I just want to let you know what I saw today, the great scam, the great con.
Starting point is 00:30:38 Just remember, the climate's always changing. I'm in my 60s now. I can tell you I saw extreme weather when I was eight. I moved to North Miami Beach, Florida, and within a week of moving from New York to Florida, Brooklyn, a tornado came. through my apartment building. Extreme weather back then.
Starting point is 00:31:02 Then through the years we had Hurricane Andrew and Camille and all these extreme weathers 40 years ago, 30 years ago, 20 years ago, 10 years ago, five years ago. And I got news for you. We'll continue to have extreme weather going forward every now and then in different areas around the globe. And there ain't nothing we can do about it. We can't stop hurricanes, we can't stop tornadoes, we can't stop the cold or the heat. But you know what we can do is things that I have been a big proponent of forever.
Starting point is 00:31:37 Let's just do everything we can about pollution. And if we can put less gas into the environment, whatever you call it, you know, terrific. But the rest of them that are trying to con us out of our hard-earned dollars, they can go screw. They're tiresome. John Kerry, I have to fly private jets because I'm working for the people. That's what he's told us. I'm working for you. No, he couldn't go to London on British Airways or Virgin Atlantic, beautiful business class or first class.
Starting point is 00:32:17 No, private jet. The governor of New York was just found out they spent 400,000 bucks on private jets. a big proponent of climate change. She has no problem flying private jets. But Jimmy Carter used to fly commercial. We respect that. And by the way, Thursday is the national, I guess, funeral for Jimmy Carter. So the market will be closed.
Starting point is 00:32:53 We will be playing the best of Gary because I'm taking the full day off. Anyway, I thought I'd bring that up because every now and then it just bubbles up and pisses me off. off. And remember, Janet Yellen said we needed a global tax. Janet Yellen says tax cuts are the enemy and the problem. These are these people. That's what we mean by dodging a bullet. Mayorkas is now going to be gone. He's no longer head of Homeland Security for three years telling us the border was secure. And of course, the media, those ingrates, do you remember when Trump on the border and they broke up families, they were, they ripped Trump 24, You turn on the TV anytime CNN, MSNBC. It didn't matter if it's 3 a.m. or 3 p.m. Look what Trump did to the kids.
Starting point is 00:33:43 Do you know how many thousands of missing kids there are right now that came through the border and the media does not report it? Not a lick. Because the media sucks. They don't care about you. They care about their side. All they got to do is their job is just report the news without bias. Nope, can't do that. Can't do that. But what about the missing kids? Hear no evil, see no evil, speak no evil. I move on. So last week we talked about don't worry about people telling you what's going to happen in 25, 200025. Got it right. We have no idea where the market's going to be at the end of 2025. We don't know what's going to lead. We don't know what's going to lag. We don't know. We don't know what's going to lag. We don't know.
Starting point is 00:34:40 If the leaders turn into laggards, laggards turn into leaders, maybe oil, which has been dead is going to be the biggest thing in 25, maybe small caps is going to be a biggest thing in 25 while the big mega caps die. We don't know. They don't know. But what we will do, when earning season comes, I will report to you, this stock gapped up, blue way Wall Street estimates, expecting a dollar 50, They did $3.4 billion in sales. They did $2.8. Their products are flying off the shelves. Their services are in such demand.
Starting point is 00:35:18 People around the corner waiting for it. That's how we're going to be reporting it. And of course, then there's the other side. The miseries. And we've had some very big surprises in the last year. Lulu Lemon. Stock was blasted. Acting better now, but the stock was blasted.
Starting point is 00:35:38 Alt of Salon, stock was blasted. Surprise on the upside, Abercrombie and Fitch. Anybody think Abercrombie and Fitch would have a big year? Not me! And we're just going to sit around and find those things, busting out of range on big volume, in groups that are acting well, and try to ride them as far as we can, and it ain't easy.
Starting point is 00:36:05 It ain't easy. What else today? Bitcoin had a good day. Didn't see any news, but had a good day. day. Looks like it's kind of turning up in here. And the micro strategy, Coinbase, had a very good day. Remember, those suckers are leveraged. And micro strategy on the way down went from $543 to, you want no leverage? It was $285 at the close on December 31st. Close at 3.79 today. You want to no leverage? 285 to 379.
Starting point is 00:36:41 they announced a lot more to buy a lot more of Bitcoin. And speaking of that, I watched somebody on TV today. No thought of Bitcoin going into a bear market in 2025. No mention in the last bare market, it went down 75% and was at 2022. And I believe he said Bitcoin is the next S&P 500. I'm not making this up. That guy would have last an interview with me. What do you mean the next S&P 500?
Starting point is 00:37:26 There's no service, there's no product, there's no earnings, there's no sales. The S&P 500 is made up of 500 companies from big to gargantuan that have product, services, employees, employees, offices, earning sales, guidance. Oh, well. But I had a good day today. Up next. What else in the markets? We'll find it. I'm Gary. This is the one only investors' edge. Hello, I'm Malcolm Gladwell, host of Smart Talks with IBM.
Starting point is 00:38:34 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.
Starting point is 00:39:07 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.
Starting point is 00:39:29 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.
Starting point is 00:39:59 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 will make a great partner, a local coffee shop owner, florist, automotive shop, dry cleaner,
Starting point is 00:40:37 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.
Starting point is 00:41:01 four times of points. Look for in-store tags to earn on eligible items from Celsius, body armor, or 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? Ready go. In the Gester's Edge with Gary Kaltba.
Starting point is 00:41:40 They certified Donald Trump today. And I must tell you, when I talk about politicians, it's nothing personal, except if they're a bunch of corrupt pieces of crap, like Biden. But I must tell you that Kamala Harris today had to lead the certification. she had announced that Donald Trump got, what, 310 or 312 electoral, and she only got two, whatever. She announced that she lost to the world. And I must tell you that she was being made fun of by a lot of the so-called MAGA people. I thought it was, you know, I'm a humanitarian.
Starting point is 00:42:49 I guess and I felt I kind of felt for her and don't get me wrong I don't want her near the Oval office nothing personal I kind of felt for her today kind of felt for her she did get through it a little dig on Trump about January 6 from a few years ago she threw that in anyway see ya Biden's doing everything he can to destroy the country in those last two weeks. He gave medals to George Soros, who basically handed bazillion dollars to all these cities to have district attorneys free criminals. So the citizenry would be scared crapless. And George Soros got a medal. Piss me off. Hillary Clinton got a medal. She got a medal. Oh, by the way, they gave her a standing ovation.
Starting point is 00:43:59 But if they really think about it, she was a terrible secretary of state. She was a senator in New York, I'll give her that. But I will applaud, they gave Denzel Washington one of the medals, who I think is just a grand man, very much with the boys and girls clubs of America. He was a came out of there. Michael J. Fox, who single-handle, well, I don't know single-handedly. but has raised the bar on Parkinson's and all that and raised tons of money. That's a good one. Irvin Magic Johnson, who I got to interview in front of 500 people many years ago, was the greatest.
Starting point is 00:44:56 When I worked for Trading Markets.com, we had this Vegas convention, and they asked me to interview them. So I got to sit with them for a half hour before the interview. And then I did the interview as the greatest. And he told me it was one of the best interviews he's ever done. In case you don't know, Magic Johnson, by the way, if I was president, I'd bring him, first thing I'd do is bring him in. You know what he's done? He's a massive amount of businesses in needed communities.
Starting point is 00:45:27 So Magic Johnson was there. He got a medal and others that, that deserves. the medal, but Joe Biden was determined to throw a few in there. Donors and things like that. Whatever. Whatever. Let me give you some timelines going forward. Next week, we start
Starting point is 00:45:52 getting the big banks' earnings. And then thousands of earnings reports that come through by the end of the month. All the big ones, mid-sized ones, And again, what we do, we get up early, we leave late, and we go through them. The most important thing for us is onefold.
Starting point is 00:46:16 What are the reactions? Why? We've seen good news sold off. We've seen bad news bought up. You never know what the market's thinking until you see what the market is thinking. And we shall be ready. we'll hope to find the next big move
Starting point is 00:46:42 the next big name typically you're going to find the big moves in technology of course you'll find the next big moves to the downside in technology also possibly some retail you never know where it's going to come from but we're going to be ready
Starting point is 00:47:04 we're also watching the initial public offering market. Why? Ten years from now, the biggest moves are going to be some name from names you've never heard of. On another note, there was more ramming to the upside of no-sales stuff. Today, it was the nuclear. Nuclear.
Starting point is 00:47:37 Here's one with no sales that was up 20% today with a one point, billion dollar market cap i'm not going to name them here's another one that was up 10% today uh that has a 3.6 billion dollar market cap no sales here's another one with a six billion dollar market cap no sales started out as a spack and you know what the spacks did once they topped this one went from 16 down to two but is now up to 23 because it's nuclear I don't understand. Just know, and I think we're going to be doing a lot of this going forward, just know if nothing changes for these no sales companies, in robotaxies, in nuclear, in quantum computing,
Starting point is 00:48:36 when the noise stops, there are no chairs to sit down, and they're all going to go back to where they came from. But right now, they're still going. and where they stop, I don't know. We're never thrilled with over-the-top froth and speculation. We'll let the market decide on that. Just another narrow market. By the way, advanced declines on the NASDAQ today were flat with the NASDAQ up 243.
Starting point is 00:49:15 Keep that in mind. The big stuff. That all said, you have a great evening drive carefully. I'm going to work out. And when you get home, do like we do. It's quite simple. Make sure you hug your family. Make sure you hug your children.
Starting point is 00:49:28 They will feel better. You will feel better. I promise stay well, be well. Serenity now. Good night, all. Bye-bye. This has been Investor's Edge with Gary Cult Bomb on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com.
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Starting point is 00:50:14 slash hub delivery. That's Amazon.com slash HUB delivery. Hey, it's Ryan Seacrest for Albertsons and Safeway. It's stock up 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, Oiraida, Silk, Capri-Sun, Bavarian Meets, and Charmin. Then clip the offer in the app for automatic event-long savings. Stack up those rewards to save even more.
Starting point is 00:50:41 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.

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