Transcript was automatically generated.

0:00:02 – Announcer

Wall Street Unplugged looks beyond the regular headlines heard on mainstream financial media to bring you unscripted interviews and breaking commentary direct from Wall Street right to you on Main Street.

0:00:16 – Frank Curzio

How’s it going out there? It’s May 14th and I’m Frank Curzio. This is the Wall Street Unplugged podcast. We’re in the headlines and Tell you what’s really moving these markets. Daniel. What’s going on? How’s? everything, buddy.

0:00:29 – Daniel Creech

Everything is great, Frank. It’s another wonderful Wednesday here in Florida.

0:00:33 – Frank Curzio

Yeah, thank you so much. I mean, before you’re like, when’s your birthday? It’s today.

0:00:37 – Daniel Creech

Thanks for getting it right, he’s lying people. It’s not his birthday. Frank is abusing us kind employees. Well, not really. I’m just saying I always forget his birthday, though you think that I would remember that? Yeah.

0:00:49 – Frank Curzio

What is it? Pope John Pope II, pope John Paul II. That’s the birthday, may 18th. May 18th, so if you guys want to send me anything, I take gifts. Send me anything you want.

0:00:59 – Daniel Creech

That’s cool For everybody in my camp that didn’t get that reference. I’m with you, I’m like alright Pope. What does that?

0:01:05 – Frank Curzio

have to do with you, so it’s.

0:01:08 – Daniel Creech

Sunday. Well, that’s a bummer. I was going to celebrate on air, but we can’t have a good weekend. You enjoy the PGA, that’s a really good birthday gift. You get to watch the Sunday of the PGA just up north of us in Quail Hollow. You ever been up there?

0:01:21 – Frank Curzio

No, I haven’t been Rubbing shoulders with all your friends up there. I heard that that course is absolutely unbelievable, though, but no, I haven’t been there. I haven’t been there, but I can tell you that Never mind. Yeah, no, it’s been a while.

0:01:30 – Daniel Creech

I was going to say quickly the stats of Rory McIlroy at that course are unbelievable. Hal Scheffler is still favored as the overall favorite. It yeah, roy’s like 100 under par or something silly. I mean, I read a few stats, it’s hilarious, and he’s still not even the favorite. So everybody enjoy, that’s just wild.

0:01:49 – Frank Curzio

Well, I like the betting line, I like the inside scoop there. I’m telling you. Well, it’s public information. Yeah, that was really great, though I got to go see my mom for Mother’s Day. I went down to the villages to go and yeah, it was a lot of fun. I mean, I enjoy going there. It’s really nice. I always say it’s like Disneyland for retirees and stuff. So you know, my mom is really really cool.

0:02:09 – Daniel Creech

She’s getting up there. He’s talking of the greatest, biggest. You got to name it. Name what? The area, what’s that called? The villages, the villages, oh, did you say it?

0:02:19 – Frank Curzio

Yeah, the villages nice, it’s cool has everything for everyone. So many projects. I mean, I actually took pictures of the projects. There’s like thousands of them. Anything you want to do, you do like anything, anything. Well, not just sports and stuff like that, just any kind of project, any kind of group you want to, you’re going to start and you just get tons of people. It’s like 50 whatever, if it’s spades, pinochle, if it’s anything, which is really cool. But I really enjoyed it. I hopefully you guys enjoyed mother’s day and stuff like that was really nice to go there, even though my sister had a really bad cough and cold in every place we went to. Everyone thought she was going to give them COVID, the fact that my mom actually I love hanging out at the house, but her temperature in the house is always 10 degrees hotter than it is outside. We live in Florida, by the way, so besides that, my sister hacking all night and stuff like that, other than that it was really cool. I had a good time.

It’s 85 degrees in the living room oh seriously, if it’s like if it’s 80 degrees out, it’s 90 degrees in there, she’s like it’s kind of cold, right I’m like oh yeah you know, wiping my head off and something.

It was just cool, but I had a great time. It’s awesome. Let’s see my mom so but, um, yeah, turn to the markets. Uh, trump, pretty good week pretty broken. A ceasefire between india and Pakistan Broken. An in-person meeting between Putin and Zelensky. Signed a negotiated trade deal with China Massive deal we’re going to get to in a minute, even though the media is kind of like, oh, it’s not that big deal about tariffs and isn’t that big and there’s a lot of risk where China could pull back and stuff like that. This 90 day, hey, let’s work on everything and see what we can do. Hamas releasing last non-American hostage I mean, this is all in the past few days. Sign an executive order for illegal immigrants that give them free flights and financial incentives to leave America. Again, illegal immigrants. Talking about Executive order to slash prices on prescription drugs by 80%. Let’s see if that happens.

Visiting the Middle East Holy cow, if you haven’t seen some of the pictures in the rollout there where the Saudis just agreed to invest $600 billion into the US, they’re having a largest technology company sign deals with the Saudis to build energy infrastructure projects. You saw AMD’s up a ton today, nvidia’s up a ton today. The Saudis are going to buy AI chips from these companies. You had Uber there, johnson Johnson executives on a trip. You have headlines reported right now that Qatar Airlines just ordered over 160 Boeing jets worth more than $200 billion. Ok, boeing’s now over $200 a share, if you realize. January said Boeing’s going to be the best performing Dow stock of the year. Right now it’s up 17%. Year to date. Dow Jones is down 1% as of now, so I think the stock is just on its way. It’s going to go a lot higher to over 250 before year end.

Again, we’re going to take some victory laps here. Why? Because we did eat some crow, not believing that Trump would push through with a lot of tariffs, and we’ve seen a lot of our portfolios and stocks, like a lot of people out there, go down. But instead of sitting on our hands, we recommended a lot of stocks here. We did a great job averaging down on some of those names, even some of the crypto names, and holy shit, what a difference a month makes, right? So really good stuff. We stayed the course and said hey, you know we made a mistake. We didn’t think that Trump would follow through, but a lot of these deals will eventually get signed. There’s so many catalysts coming up on the markets and now you see the S&P actually up on the year. Holy shit.

You, for Trump, and especially the Saudis, which they’re still coming out with more and more announcements and other announcements they’re going to invest in like billions of dollars in like 34 companies. I saw Exxon and Honeywell, two of the ones that were mentioned. That news just broke. You’re going to be able to see a lot of those companies, but this is one country, right, that’s working with the US. So what happens with China, what happens with Europe, could be next what you know you’re seeing, these markets where the deals are going through are doing very, very well, right, so it’s just going to open the door to more trade deals and we’re going to see what’s happening. But so far so good.

And Trump, after 100 days, you could argue not too great the last week. I don’t know if you could. I mean you could argue you haven’t seen a better result from any president in the past week, whether you like the guy or not. I mean just the most leftist shows are like hey, you know, a lot of good, positive things have happened and that’s what we want to see as Americans. We want to see for the stock market. It’s definitely being reflected in the stock market right now.

0:06:10 – Daniel Creech

Yeah, Frank, we’re too bipolar and divided to take any victory laps. Trump, by the way breaking news is going to extend the calendar so that all this falls within the first hundred days, so he can take credit for all this with the first 100 days.

0:06:22 – Frank Curzio

I should have been expecting that.

0:06:26 – Daniel Creech

I’m not running for a third term.

We’re just pausing time, so we’re not moving forward. I’m going to be your president for life. Yeah, yeah, what a difference a deal and a few things make. I mean, it’s been tossed and turned around. Yeah, we got closed out. We took some pain, no doubt. But this is a bigger picture of, depending on your time frame, why it is very difficult to time the market in general. Being all in or all out there’s some great macro calls Just shows you how odd all this stuff is when putting it all together, very, very murky and muddy. But is the world we live in? Frank? I thought, listen, the Saudi deals are great for headlines. The US over the weekend, the US-China deal are great for headlines. It doesn’t mean we’re all you know. It’s clear sailing here. And it was hilarious because I appreciate all the feedback. Daniel at CurzioResearchcom, we had a sub for Dollar Stock Club which, good for you on the Boeing trade Emailed me last week and said President tells you to buy stocks and you guys don’t come out with a pick. That was one of the newsletters.

0:07:25 – Frank Curzio

I actually recommended it for the first time. Kudos to him because that was awesome. He had three picks we had in our small cap newsletter at the same time, the same month. Usually we have one pick a month, so we recommended some stocks. It depends what newsletter it’s in.

0:07:36 – Daniel Creech

Oh yeah, but yeah, but going back to this deal and you see all these trade deals make, but I’m not trying to rain on this parade because just last week or the week before I talked man, the follow-through on Palantir, after earnings and even Uber had such high runs up, I didn’t think it was a risk on market. We are clearly getting back to the risk on market. But just as a little bit of caution, and I want everybody to keep this in perspective, or their thoughts, when thinking Frank, I’m happy, I want deals with everybody, the tariff deals. If you had to guess, what do you think the average tariff is? And this is according to the Yale Budget Lab, and I’m only bragging or using these guys because they were all over on CNBC. So whoever the flying Florida Yale Budget Lab is, evidently they’re credible.

Frank, what do you think the tariff rate from the US on basically everybody else is right now? If you had to guess Right now, I would say what 10, 15 percent, very close, it’s about 17-ish, they call it and there’s different. You know, don’t hold our feet to the fire on this, you can Google this or whatever. But the point is, is that let’s just round down to say 15 percent, Frank, that’s multi-decades, that’s 30, 40, 50-year highs. Now I’m not saying, hey, this is BS or we’re being misled. I’m simply telling you that, from here forward, all this is great news, but do not expect just clear, smooth sailing. There’s a big difference, Frank. When you have tariffs with your trading partners at 50-year highs, with the economy going forward, not a reason to sell. Just be cautious and don’t think that the volatility is over or we’re still in this. Clear as mud, I guess I want to say.

0:09:05 – Frank Curzio

Yeah, and look, we have a lot of people that are coming on board. Thank you so much for listening. You know, just, we’re growing traffic at our fastest rate as a company right now, in the past probably six months and even the past few months, especially on a social media platform. So we’re getting lots of traffic, which is great, and I love getting investors. And those investors are funny because this they’re they’re speculative, right, and they just they look at a podcast. I listen to you and say, oh yeah, really, this is full and you should be that way. And you know I respond to them saying you know, this is a free podcast, listen for a little while. All right, if we’re full of shit, don’t listen, it’s free, right? We’re not selling you anything, at least not yet. You know, if you want to buy our newsletters and stuff like that, there’s a lot that goes into our research. And also we have a lot of people who are going to hate Trump, no matter what, and that’s fine. That’s fine if you’re a Trump hater, it doesn’t matter. You know, because I get some emails and people say, oh, trump caved and concessions are not that big and this is not a really big trade deal. It’s only 90 days where China can renege on the deals. So if you hate the argue that trump caved, uh, and they negotiated better, okay, if that’s what you believe.

I just interviewed a great guy. His name is scott tinker, dr scott tinker on energy it’s coming out friday one of the best interviews that I’ve had. I’m not even kidding you, just a guy that that you know educates people on energy, goes around the world. He’s done thousands of keynote presentations. He just talks about every facet of energy. One of the things that he said is China was more reliant when it came to the trade deal, like we needed China more than China needed us, which is different from what I believe. And that’s great, and that’s what you want, right? So we have this podcast this way. You have an opinion Open up, so we have this podcast. This way. You have an opinion open up to it, right? So it doesn’t matter who caved or who got the benefit of the deal. What I know is both of these markets are going up tremendously and by signing this deal, it removed recession risk 100% out of the market. And if you don’t believe, so you can look at the data, because you look at last GDP in negative, everyone’s like okay, we’re probably in a recession. Right, makes sense, it makes sense. But Atlanta Fed, who everyone really follows, is great in their predictions. They revised next quarter’s GDP to 2.3 percent. Ok, so we’re taking recession risk off the table. We’re negotiating a deal with China.

You look at stagflation. Stagflation is higher inflation with slower growth. I just talked about the growth component, which is we’re growing, but now we’re looking at inflation. Inflation came in at 2.3%, lowest since 2021. You take stagflation out of the equation now. And now you’re looking at tariffs, where we’re supposed to see this number go up dramatically and it hasn’t. And maybe, listen, we still got months and it’s.

You know it’s lacking data and I get it, but a lot of people predicted that this would be a lot higher inflation. It didn’t happen. Now you have tax cuts coming. Now you have deregulation, which is huge risk coming among the banks, right, more positive tariffs news from countries coming. So you know, and, most important, where I think it’s getting lost in this is we’re looking at the economy growing. A lot of this risk off the table without the fed doing anything right now.

In terms of interest rates, we’re like lower rates, lower rates, lower rates and trump’s like you’re a bum. Lower rates right, he’s going after power. The fact that you have all that ammo to lower rates, that the shit hits the fan further on later this year, in 2026,. We’re doing this at a time where unemployment is very, very strong. Now, inflation numbers are coming down and now we’re seeing strong economic growth than we initially anticipated. What does that mean? It’s all massive positives for the stock market, which is why, which is why you’re seeing everyone and their mother, upgrade their estimates all of a sudden, which is, you know, goldman Sachs, jp Morgan, mike Wilson biggest bear now he’s bullish. Ed Yardini all these guys, every bear in CNBC, is now reversing course and raising their estimates on the S&P 500 considerably, including Goldman Sachs. Goldman Sachs called for a 20% decline in the S&P 500. So we could see a 20% decline five days ago. Now they said no, no, no, no, no, not anymore. We see the S&P climbing 11% and they revised that yesterday. So we have these huge tailwinds which we talked about. Now we’re solving trade deals and what you need to know is Daniel talked about the risks and you’re right Like, maybe China’s, like F you, we’re not going to do this, but you can’t see China doing that, because right now, china is going to everyone their social media platform, saying look what we did with the US.

We pushed them around, we got the deal we wanted. And look at what’s happening to their economy. Because if you look at the China market, the hedge funds and people will buy them because we’re getting this bazooka stimulus right. If you think they did that You’re looking at, china just announced another bazooka stimulus plan. Why? Because you’re looking at two factors that would have thesis to buy China Growth right, huge GDP growth. And then also you’re going to see that revenue growth right. Come in, because we’re going to see sales explode for them. And you took that off the table when the US was arguing about tariffs, because now you’re taking the biggest market out. Now you remove the revenue component Okay, gdp is going to go higher and all this and you’re seeing that currency collapse. But now you take a lot of this off the table. So for China to come out and say, no, we’re not happy, you’re going to see another collapse.

This is a country that’s on the brink of depression. If you look at statistics, statistics that we followed for a very long time, we had great contacts and stuff like that helping us with that, which I have to give credit to, specifically asked me not to use their name or I used them. But when I look at China and what’s happening to their economy, when I look at the Saudis, look what happened when the deal was announced. Look what’s going to happen to other Middle East countries that are announcing deals, like Qatar Now. Look what’s going to happen to other Middle East countries that are announcing deals like Qatar Now. You’re seeing Europe, now you’re seeing Canada. Now these deals are going to come on a table with more monies coming to the US. You’re seeing our economy looking a lot, lot stronger.

From a stock perspective, it doesn’t get better than this. Are there risks? Yes, but the risks are going to hurt. If China backtracks, it’s going to hurt them more than us, so I don’t see that happening. And now it opens the door to more trade deals. And look from a stock perspective. It’s exactly what you want. It’s exactly what we were predicting. We just didn’t see Trump going nuts and trying to negotiate tariffs with every country at the same time, which hurts stocks.

But it’s good that we doubled down a lot of names doing very well in the portfolios, and that’s why we do this Me.

You know, that’s the biggest thing. Why I do this podcast is I want to see people make money. I want to teach them how to make money. I want them to learn from my mistakes. That is the greatest like. If you want to know why I love doing what I’m doing, it’s times like this when people are doing very, very well, saying, hey, you got to buy Palantir even though the stock freaking crashed on the earnings it didn’t deserve month ago. Amd is even up, which is surprising, but again they’re signing deals with Saudis. All this stuff is really great news for the stock market and it puts a lot of trends that people worry about back into play, especially some of the cyclical industries that got nailed, and you’re going to see a lot of these stocks start rebounding and you’re starting to see that already over the past what couple of weeks, and it’s really good because we’re well positioned in our portfolios, which is great news for for everyone who’s following us right now.

0:15:47 – Daniel Creech

Yeah to to your point on AI and Nvidia and those kind of stocks are rebounding. Frank, my big takeaway with or some of the Saudi Arabia I don’t know if you caught, but CNBC was one of the big sponsors there’s the Saudi US investment forum 2025 and I thought there were some cool stuff there. The biggest takeaway is, in my opinion, is this really kind of supercharged or helped put fears at ease with the data center and this whole AI growth story? What I think this is doing and this is Daniel Creech’s opinion, Frank chime in here you know we had the deep seek and we had a lot of fears over AI and spinning and all that kind of stuff. And listen when those fears are resurfaced, repeated on financial media, constantly, 24-7, they can have an impact on you and I’m not blaming them for the sense. I’m just simply pointing out the reality of the facts, and we know that fear sells. So, after the initial scare, we’ve gone through earnings season. We’ve seen the hyperscalers continue to pour money into investments in R&D and data center buildoutsouts and still we have this skepticism. Now, Frank, we go over to Saudi Arabia. All these deals are being announced the data center deals. You mentioned, nvidia. What’s the SMCI. I don’t know the company, I know the ticker. Supermicro yeah, that one they’re up. I don’t know what they’re up today, if you can check 10, 15 percent. They announced a 20 billion dollar data center deal with with the Saudis Palantir was over there, Frank, and my point is is that if you think it’s slowing, then continue to do your research.

It’s OK to be skeptical, but right now, not only do you have I mean, you just have a reiteration, in my opinion, of a global dominant story in all things AI, all things power generation and computing, and it was pretty impressive. And listen, I’m not trying to take the sides of Saudi Arabia over the US. Of course I’m pro-US always. It was wild, though, to hear and I understand, Frank, that you want to be respectful everywhere you go your house, your rules type deal, but listening to the CEOs on different panels from BlackRock and Larry Fink and Palantir and Alex Karp these guys have been going to Saudi Arabia for 20 to 30 years in some cases and just talking to them about the changes and stuff that they’re seeing and all this money and how Saudi is divesting from oil.

One last thing here on oil, there’s no coincidence in politics. That’s my opinion, and if you were scratching your head somewhat, like I was, over the last couple of months, when OPEC continues to increase production even though oil has absolutely fallen out of the sky and their biggest revenue is oil, now you see, all these deals come into place. I don’t think it’s a big deal to understand that there is always backroom deals going on between everybody and every government, as there should be. But if you don’t think that they were increasing oil production ahead of this and now announcing these deals, I just agree to disagree. But this is dealmaking and this is positive for markets, Frank, absolutely.

0:18:38 – Frank Curzio

Yeah, and you see, I mean, look, we talked about NVIDIA, you know, and AMD. So Saudi, they’re opening up with size to buy, you know, chips from them. Supermicro, up nearly 20% today. It’s up 50% for the week. This was from an upgrade, great timing, I think it was raymond james upgrade that’s a couple days ago. But now they just inked a deal, uh, with the saudis. Like I said, 20 billion to supply gpu platforms ai campuses across saudi arabia. All right. So this deal comes along with what they got. This deal, why? Because they promised to expand manufacturing in the us, right. So you’re seeing everyone work and, regardless of what you think of the political side, a lot of deals are coming together which you’re looking at.

Ai, the spending has never slowed. The CapEx has never slowed and it’s not going to slow Because if you’re looking at the different models, just look at when you see the large language models and how they have the scoreboard and stuff like that, which is independent developers seeing which is the best one. I think it’s Gemini right now. Llama was up there a couple weeks ago, then you had Anthropic up there. This is just for large language models. We’re not talking about the agentic part of it which is creating these bots and almost like employees, which are going to be in the tens of millions pretty soon. We’re not talking about the predictability part of this inference, which is going to use a lot more power, but these guys have to continue to spend because if they don’t, they the biggest technology companies if they fall behind, they’re going to lose a third of their market cap, which is a trillion dollars for some of these guys. Now, apple’s back over three trillion. You have nvidia back over three trillion. Microsoft over three trillion right, so I mean three trillion, just unbelievable something. Following this market for 30 years, holy shit. Uh, you know. So these guys have to continue to spend. They never stop spending. However, the stocks got hit as if oh wow, they’re canceling some of the leases and microsoft’s case, it’s a lease, all right, there’s still ownership of this stuff. They’re still signing deals. So now what this does is accelerates this, and now you’re seeing this huge push back into ai names and ai stocks, which is fantastic because we have a lot of those in our AI portfolio, obviously, but just positive news all around. It’s being driven by deals. It’s not being driven. Yes, you have momentum, yes, you’re seeing this off the lows. But it’s not just this market dinger, right, you’re looking at retail. That’s going to come back because a lot of these companies removed their guidance and just with the China announcement alone, I wanted to bring up this chart. If you’re watching on YouTube, definitely, it’s definitely worth it.

So this is S&P 500 members with more than 15% sales exposure to China. These are names that have gotten annihilated. Vegas Sands is on this list, which has the total year-to-date return. They were down 16%. They’re probably better now over the past couple of days. So this is from yesterday, I think before today, but 63% of sales in China. Wind, 52%. You have MGM Resorts 24%. Okay, the casinos. But then you have Albemarle, which is down almost 30%, right, and they have 36% sales to China.

You’re looking who else is on this list. These are all huge. Where you have Nike, of course, 15%. Lululemon 15%. A lot of these names have gotten hit. Tesla, who was in Saudi Arabia with the president, down 21%. Expeditors 22%. So I’m providing this list for you because a lot of these names, it puts them all in play that you’re going to see this trade, this catch-up trade among these companies Agilent’s on here. Avery, dennison’s on here. Aptiv is on here. Expeditors on here, estee Lauder’s on here, aptiv is on here. Expediter is on here, estee Lauder is on here. There’s 26% sales in China for Estee Lauder. Again, that stock was down 12%.

The point is there’s a lot of areas that have gotten crushed, where now you’re removing this overhang and it’s back to business as usual, and could that result in China saying hey again, this is 90 days. It could reverse, yes, possibly. But if China actually says hey, you know again, this is 90 days, it could reverse yes, possibly, but if China actually says hey, we’re not going to do this, we’re not going to follow through again. You’ve seen what happened to their economy. They’re back. They’re getting more money poured into their economy than ever right now Not than ever, but a ton compared to a couple of months ago.

So it’s going to hurt them tremendously to try to play hardball when they’re telling everyone they feel like they won in the trade deals, which is good and that’s important, because they feel like they won. The US feels like they won. Why do they both feel like they won? This is the art of trade, is you have a deal that works for everyone and everyone makes out, and that’s what’s happening with these deals and everyone’s seeing them firsthand. So a lot of these companies are all in play now. I would tell you Nike’s in trouble. I would tell you Now a lot of these things are going to be worth a lot more. The stock’s probably going to gain back 20%, 25% that it’s lost and still be down a lot over this past year because a lot of these names have gotten hit. But just open up the door to the AI trade, the retail trade A lot of things have got hurt tremendously. The cyclical trade, the industrials A lot of these stocks are going to be buys now and you’re seeing the adjustments in the analysts Goldman Sachs, morgan Stanley, jp Morgan as well.

I mean you need to own one of the top four banks, guys. You need to own one of the top four banks. I mean what’s going to happen with the economies around the world? We’ve been telling you to own the top four bank for a while. The fact that they’re going to have this deregulation of having to have this capital on their books which they can’t do anything with. Now it’s going to be lower.

You’re going to see deregulation coming not to the point that they can go nuts and hopefully they monitor and we’re not going to have another credit crisis where they leverage that shit out of subprime and nobody knows about it and no one went to jail which 70% of the people at these banks deserve to go to jail but it’s going to open up this wave. Not even that for finance companies, investment banking companies I mean that’s where you’re going to see profits explode, especially for the banking companies. I mean, they’re going to be buying back a ton of their stock, they’re going to increase their dividends and now they’re going to be lending out more money than ever to qualified clients that they had to keep because of the current laws, the Dodd-Frank laws in place, of those capital ratios being really, really high. It’s going to open the door of mid-cap banks, even regional banks. I mean you know everything’s on the table now and you can see why. Everyone’s raising their estimates and we’re not sounding like super bullish and you’re crazy. We’re just coming off very significant lows off of something that was self-made or temporary, like we told you. Now it’s reversed. You’re going to see this catch-up trade.

A lot of these things start trading a lot higher and a lot of them, by next quarter, reinstating their guidance. Now there’s going to be clarity. Now we know what to do Now. We know what the rules in place are, and that’s what you’re going to see, where you have that transparency. Now companies and analysts could analyze these companies provide discounted cash flow models with target prices, which they can’t do if companies are removing guidance. So it’s pretty exciting. It’s nice to see the stock market come back, but you also have to be particular on what stocks you’re recommending. They’re not all the same. It’s not buy everything. You’re still going to have companies that have problems. Right now, there’s a lot of companies that didn’t have any problems they were down 20, 30% that are really starting to catch up, and a lot of those names happen to be in our portfolio, which is really great news.

0:25:03 – Daniel Creech

Sticking with for another moment here with the chip trade and AI and stuff Today. This afternoon, Frank CoreWeave, big data center, play, nvidia chip play. They report earnings. According to Capital IQ, they are expected to report a loss of 12 cents a share. That is EPS adjusted. If you look at GAAP generally accepted accounting principles, it’s going to be a 22 cent loss.

Frank, I think that this stock is a great momentum trade. I think it’s great to see the price action and what’s happening. Along with the rest of the market sold off. It has come back tremendously over the last couple of weeks. You can pull that up if you choose.

How I would look at this, if I had a gun to my head, I wouldn’t think it soars from here just because of the same pattern that Palantir and Uber and things have taken into earnings. I could be wrong. I want your opinion after I say this, Frank. What I think is great is that this could be a good momentum gauge for the market and the excitement around the NVIDIA and the new deals, and obviously it remains the clear leader in all things or king of AI. My big hang-up here is this is a management investment, in my opinion, meaning you are buying into the idea that management knows what they’re doing and they can control the balance sheet, because debt is exploding and, according to Capital IQ, these guys aren’t anywhere near to be profitable looking out until at least after the second quarter of 2026. I’m not saying just because they don’t make a profit doesn’t mean they can’t go higher. We understand that. I’m simply giving you my opinion, Frank, leading into the Q1 earnings, what say?

0:26:34 – Frank Curzio

you Higher or lower.

I think it’s going to go higher only because and this is a stock that’s up 70% in the past month okay, and new highs and I think it’s going to go higher because the outlook for this company and I can’t tell you how important that is because I saw another guy just post something on tesla saying the intrinsic value. I asked grok and you know on x to know what the intrinsic value was and whatever it’s trading at 300 and something. And I just like I responded to the guy on twitter and Frank curzio, if you guys want to follow again, I’m very appreciative of the following. We’ve more than double, almost tripled, uh, the amount of followers in the past two months, which is, which is cool. But I just responded and said you know why do people continue to use a metric that has never worked? Because even if you asked Rock to do that when the stock was at 20, 40, 50, 90, 150, you would have avoided the stock. You wouldn’t have made money. Instead, of using a metric that doesn’t work, why don’t you figure out what works? And what works with Tesla is the future People. They have, you know, robot taxis. You have robots coming out. You know it was EVs and now you know, the big player in EVs obviously one of the biggest, definitely the US.

So the future is so important and it’s why you see momentum in Disney, because they finally came out and said, hey, I know it’s 10 years from now until we open up another park, but we’ll open up another park with the best at doing it. Maybe they announced another five or ten of those announcements. Because now you’re looking at the future and that’s what people want to see. That’s what a growth company is all about. If you want a growth, multiple core weave now with all you know. If you’re looking at nvidia making the rounds, doing the road shows, going to saudi arabia, signing deals, all this stuff. You look at amd doing the same thing, super micro. Now you have all this demand and now they get on a call and say, okay, maybe our earnings aren’t as good as everyone expected, but you know what the future? These companies are going to stop spending and we’re going to benefit tremendously from this, and I think that’s what’s going to drive the stock higher, because it’s what they’re going to say about the future, because now, in a matter of two, three weeks, the future has totally changed compared three weeks ago, saying, holy shit.

Are they cutting back at AI? There’s no evidence that anyone’s cutting back at AI. We didn’t see from any of the major players. We highlighted that, we talked about that, even though people like they’re cutting back, they weren’t. They all reported, right, the hyperscalers, and not one of them said hey, you know what, we are cutting back significantly from our AI investments. So you know they’re all spending more.

I think Amazon is going to spend 100 billion by itself over the next year, year and a half, which is insane. So you know, I think CoreWeave, with this spending, they’re going to be a huge beneficiary and I think any pullback on that is going to be a buying opportunity. I think you’re going to see this stock go to $100 because it’s one of the few pure plays. Right, nvidia is a pure play. Amd is not a pure play, not even close. The hyperscales aren’t pure plays on AI this is a pure play. This is a pure play on AI, kind of like Supermicro. This is a pure play. So you know, pure play on AI. Signing deals with other countries. More announcements are coming. You took recession off the table, so you’re going to see CapEx spending intact. I just think this is a name that’s going to go significantly higher. I’m hoping it does come down. If it does, I’d probably look to buy it personally.

0:29:27 – Daniel Creech

Quickly, you mentioned AMD. They AMD they’re in the news for adding either four or six billion to their buyback. They either added four in addition to six or vice versa. Point is it’s about a $10 billion market or, excuse me, buyback, and that’s about 5% of the overall market cap, if my memory serves me correct. That is a big move, people. They wouldn’t do that if they didn’t think it was positive for the overall environment, in my opinion. I just thought I wanted to ask you about that and it was good timing when you brought that up. So AMD big time on the buyback.

0:29:57 – Frank Curzio

AMD great time on the buyback. And you announced the buyback not in the middle of nowhere where you just signed a deal with Saudis, right, saudis right. So great job. Amd, right. I mean, they’ve been really trying to do everything they possibly can to push into AI and they just have other sections of whether it’s computers and PCs and shit that sucks for them. That’s down tremendously right. They’re just trying to transition. Just like IBM took 12 years of transition, same with AMD. I could tell you something about AMD AMD’s 120 right now. It’s up about 35% over the past month compared to 8% for the Dow Jones there right now, but it’s 118. Do you know what the high was on AMD? The 52-week high, no 187. Ooh.

0:30:34 – Daniel Creech

It’s got some room to run if you’re looking at that.

0:30:35 – Frank Curzio

So if these guys happen to get it right. You could see this. They haven’t gotten it right. And their estimates, I mean they have reported good quarters. You haven’t seen this strong growth. And they’re saying, yes, we’re seeing huge demand, but within AI. But they’re still seeing like. You know what is it? 30, 40%. It was like 60%, now it’s like 50%. 45% of their revenue comes from other divisions that are not doing that well.

So you know what AMD is at the best play here. I mean it could have the most upside, but I do like the buyback, which is nice. I wish they would announce it when the stock was at 70 and not 120. I don’t want them buying their stock at this level because even at this level, when I look at where it’s trading, it is trading at 30 times forward earnings, which is an expensive multiple for AMD, since they’re not really growing that fast. The AI division is growing fast, but overall they’re not growing that fast. So will AMD go higher? Yes, amd will go a lot higher than Nvidia here if this trend continues.

So you always want to buy. I’m not saying they’re a shitty company, they’re not the best company, but you want to buy the shittiest companies in the bull market they’re going to go up the most, just like the shittiest companies are going to go down the most. In the bear market, which happened to, amd Sold off a lot more than a lot of the other names in AI and chip makers, but now you could see this thing pop. I mean I think it’s going to go higher from here, but I don’t know if it’s my best pick because just when it comes to earnings, they just don’t deliver and they haven’t delivered. I’d like to see them deliver on earnings.

Maybe it goes to 125, 130. It still hasn’t gone to one. You know the high is 180. But I’d like to see that confirmation because if they, this thing could fall 15, 20% very easily and people might be like that’s three quarters in a row. You know that’s true. Like Nvidia has been putting up the numbers and the stock’s been getting hit, amd has not been putting up the numbers and they’ve been getting hit. They need to put up the numbers and really show you know growth in AI is overtaking you know everything else and all the negatives of the companies and really transition to pure AI company when a lot more higher than it is now.

0:32:25 – Daniel Creech

I just like the buyback, the buyback’s nice.

0:32:27 – Frank Curzio

The buyback’s nice. I mean, we can get to. You want to talk crypto or you got anything else let’s go.

Boeing I mean Boeing, right. So Boeing backlog I mean their backlog is so freaking massive, right, and it’s always been massive, but they had so many freaking problems. But you know, this Middle East deal with Qatar Elon just now, as we got on to do the podcast just ordered 160 Boeing jets with more than $200 billion. And this comes on top of what the trade deal with China. China said OK, we’re ordering 10 777s and now we’ll take delivery of another. What is it like? 200 737 Maxes or something like that. So I don’t know if it’s that much, but now they’re placing that, or I think it’s less than that, but they’re placing the big order with 737 Max.

These deals did not exist and Boeing was moving up right, because a lot of negatives have been removed. And when I look at Boeing and saying the sky’s the limit for this company, remember they have this massive moat next to Airbus where nobody else produces planes other than those two. And now you’re seeing massive demand because fleets are incredibly old. This has been the story for a while, but we saw all the shittiness. They got rid of that, the CEO. But look at where the costs are. They’ve cut costs dramatically. And I always say this about stocks and this is why I like this as the best Dow component Might be the best S&P yeah, I mean it’s going to go up tremendously from here.

When you see a company go through all this shit, what do they do? They cut costs tremendously. But the key is buying these stocks when you’re seeing revenue come back, because when revenue comes back and now you’re seeing this filter down to earnings and you saw that we got confirmation because they said cash flow was much better than expected we’re going to be cash flow positive. We’re seeing less losses than we’ve seen. Now they’re turning the corner and those earnings are going to explode. It’s not just the revenue and the orders, it’s the lower costs and when you combine those two, you see that a lot with companies where they transition or they go through this period of slow growth and they have to cut costs tremendously, when the growth comes back, they’re so lean those profits absolutely explode.

You’re going to see this for Boeing going forward All positives across the board. You want to look at technical explode. You’re going to see this for Boeing going forward All positives across the board. You want to look at technicals. You want to look at momentum. You want to look at the fundamentals and how this is driven. Everything lines up for Boeing right now. I think it’s going to go a lot higher, as long as they don’t. You know they have, you know, problems sticking their foot in their mouth or just you know something happening with their plane, or whatever, or doors fall off the plane.

Yeah, you know, it’s just. You know the tail falls off and they’re like sorry. So as long as they don’t have any of those things and hopefully lots, you know again, just in terms of security, in terms of FAA, and you know, just going through entire facilities for Boeing, which I visited personally in Everett Washington, which is an incredible trip you just take kids there it’s an assembly line of planes and jets, unbelievable to see how many part makers and how they do. It’s fantastic. The biggest facilities, bigger than Disney World, bigger than Singapore that’s how big the facilities are, massive.

But I think that the sky’s the limit for Boeing. I think it’s going to go a lot, a lot higher here. I think next stop’s 250. I think you’ll see that within three, four months because they’re just going to continue to announce more deals again, stocks, trade on growth going on in the future. How much growth are we going to see in the future? And they have a massive runway of growth for many, many years and it keeps signing more and more orders, which is great for Boeing. About time, about freaking time.

0:35:37 – Daniel Creech

Nice pun there on flying high in the aerospace. You like that, right? Yeah, quickly on BA. We’ve talked about this in the past. I do think there is some value here to repeat it.

If you buy into the concept of the administration wanting to balance trade, there’s no easier low-hanging fruit than for companies like Boeing and GE Veranova, which is a big fan favorite here. Gev is the ticker. The point there is it’s very easy to order a lot of planes. Help balance trade with the US. If you’re a foreign country, no problem, Frank, it’s easy to order a nice plane. It’s also easy to order a natural gas turbine from GEV. So something there from perspective. Think in terms of who are some of the biggest manufacturers in the US that definitely want Trump is definitely in their ear A. They want to manufacture more here. But I do think there’s leverage on big manufacturers, us companies, to help with the trade deal. So keep your eye on Boeing I think that’s smart, and then GEV as well, probably even Honeywell. It’s not a coincidence that those companies are all over in Saudi or were with the investment forum. So good call on Boeing there, Frank.

0:36:40 – Frank Curzio

No, thanks, thanks. And then you have crypto right, coinbase, now in the S&P 500. We have Galaxy’s about to list on a NASDAQ. We’ve been all over. This Stocks up huge across several of our portfolios. Etoro you talked about that. I just saw it pop along the headlines. It just IPO, just opened up, it’s up 40%.

0:36:59 – Daniel Creech

Yeah, eToro starts trade today. This is just a great. Another kind of gauge of momentum. This is an Israeli company. 25% of their earnings, Frank, if headlines are correct, comes from crypto trading. This is a Robinhood competitor.

Think your kind of social media type online brokerage form. I don’t have a lot of specifics on them, other than Frank. These guys tried to go public via SPAC a couple years ago. I know that you’re a fan of SPACs, so I don’t know if you’d like that, but no, I think this is just great for the overall space.

Again, Frank talked about Coinbase getting in Quickly. Frank talked about us taking a victory lap and patting ourselves on the back, as we should. We made some recommendations, did take some pain. I have, however, a buffet of humble pie, Frank. Coinbase I had Coinbase in our trading portfolio for Dollar Stock Club Didn’t react as I thought it would after earnings, so I sold it for a one percent loss. And then, Frank, they got included. The news broke they’re going to go into the S&P 500. And guess what happened? After I sent out the email to tell of all of our subscribers to sell for a one percent loss, it rallied two percent on Monday following the US-China trade deal headlines. And then yesterday it rallied 22% to show Daniel Creech that investing is like golf and I will continue to be humble, so I apologize for that one. In addition to them being included in the S&P 500, that’s awesome news for crypto in general. Frank, did you happen to see CEO Brian Armstrong of Coinbase on CNBC this morning?

0:38:30 – Frank Curzio

I didn’t see it yet. No, I’m going to see it. So I did get a job. I’m looking forward to seeing it.

0:38:33 – Daniel Creech

I have been in the camp that we need legislation to really help Bitcoin go to a new all-time high. And I don’t mean a new all-time high 109. Frank, I’m not talking 112, 115. I’m talking like 125, 150, something like that in Bitcoin terms. I personally think we need some legislation, we need more concrete evidence to help catapult that catalyst. I could be wrong. I’m simply saying that’s what I’m looking for in a big way.

The stablecoin bill failed last week and I’m telling you all that because Brian Armstrong was quickly on CNBC this morning and he was nonchalant about it. He said listen and I’m not saying he was making any threats, of course, I’m simply cutting to brass tacks here he was so cool and collected and that’s pretty easy for him. The guy looks like a robot. I mean, I’m not trying to be mean, but did you Well? You didn’t see it, Frank. Anyway, the stablecoin bill failed. I have no doubts that it’s going to get passed. He said crypto has got a lot of momentum. Look at what’s going on. Look at how big of a player it was in this election talking about crypto is maturing because it’s playing the game in donations and all that kind of stuff. And he was so nonchalant Frank that this bill was going to get passed by the end of the week.

Now it’s Wednesday. I’m not saying that compromise can’t be made. I think that would be amazing. I was surprised in his calmness on how he thought this stablecoin bill was just going to go through. Yeah, it took a step back, but it’s fine. We’ll see how that plays out. But kudos to Coinbase. I’m sorry I got that one dead wrong. It’s embarrassing. We can have fun with that. Included into the S&P 500 is huge.

0:40:10 – Frank Curzio

This eToro thing, I think, is huge, Frank, it’s great to see momentum up here and Bitcoin rallying to what I think will be new significant all-time highs. Yeah, it’s still holding 100,000, even though gold has pulled back right. Gold’s like the safe haven and now it’s like you know, hey, risk on right. So gold’s pulling back a little bit, still doing great on the year and for the past 12 months. When I look at crypto and Coinbase, look the reason why Coinbase went up so much. It opened up like up 10% and opened up like 240. And it went to 260 throughout the day. Why? Because there’s a lot of downgrades going in. We mentioned that last week going into the quarter and it’s very difficult to predict. It’s not that difficult, it’s kind of easy because I’ve been doing it for a long time with the russell 2000. You know pretty much what stocks are going to get to russell 2000 because it’s it they rebalance once a year. You can go to sp500 whenever and and it there’s a bunch of market caps that you know that could make it and coinbase was on this, probably like 20, 25 companies that could probably make it. But you need someone to be to get knocked out. How they get knocked out, well, you know most of the time is through an acquisition and one of these companies get acquired. Now you need someone else, and coinbase was was the one that was on slate, which is huge. That’s very big announcement, very big for crypto. It’s a milestone for crypto and a company getting to sp500, like 500, like that. So, just to see the negatives and I understand the negatives because, as crypto gets bigger, it’s not necessarily going to be the greatest thing for Coinbase, because their fees are very, very high and you’re looking at Robinhood’s fees are much, much lower. You’re looking at where you could buy crypto. Their fees are very, very high and, yes, they have institutional support. But then you bring the, bring the galaxies in and stuff like that. Again, galaxy’s going to be on the NASDAQ, I think, by the end of this week, right Friday, yeah, so Friday, they’re expecting that. Good Congratulations to them, man.

It was very difficult. They should have been on it two years ago. You know the previous administration said we don’t care what you do, we don’t care who you are. I know you’re going to get the NASDAQ listing and I think that’s going to have a $10 billion market cap, from wherever it is, I don’t even know. $2.5 billion, $3 billion now. It was $1.5 billion when we started putting the portfolios, basically. But Coinbase is going to have that risk and that’s what a lot of these reports talked about.

But getting into S&P 500, I think that 20% move higher, that last 10% move higher. I think a lot of people will call off sides with that one. But you know, the tailwinds behind crypto is still massive. They’re not changing. You’re just seeing this massive worldwide adoption Now, just like we have certainty, more certainty with trade deals, we’re going to have certainty.

Now we have an SEC commissioner who’s just elected, finally, and now we have more of a level playing field where we’re going to have regulations that people can look at, that institutions can look at and say, okay, I know the game now. Now here’s the rules of the game and here’s how I can invest where you couldn’t do that a year and a half ago. Two years ago you couldn’t invest in it because it was all over the place and that’s why tokenization is huge. If you look at all the news coming out from TZero, the platform we trade on, right One, when the first companies in the world to tokenize our business right, like a long time ago. Now you know we’re seeing momentum and tokenization and larry fink says that’s the next big thing next to etfs, which is huge, and he dominated etfs and how much in the matter that they have 13 trillion now. Whatever it is probably went up a trillion in the past a couple weeks. Yeah, trillion more than last month. Since they own every stock on the planet, they got a position in every single stock almost.

But anyway, getting back to the S&P 500, really quick, it’s nice that Coinbase got in it. It’s not that easy to gauge that. It’s much more easy to gauge that the rest of 2000, because they rebalance every year. It’s based on market cap and price and you could see the list of companies that are probably going to enter and a list or ones that are going to graduate to the mid caps that come out of the 2000. So you know, this was a surprise. It’s a good catalyst. That’s great. And, like you said, etoro is. I think they just came out. Sometimes it’s hard to get the symbol right away. Yes, you can, etoro.

0:43:59 – Daniel Creech

Headlines are saying it was priced in the 50s and opened up in the high 60s.

0:44:03 – Frank Curzio

Yeah, it’s 68 right now it’s up 31% Nice.

0:44:06 – Daniel Creech

It was high 74.

0:44:07 – Frank Curzio

So, yeah, it opened up. It opened up probably like an hour ago, hour and a half ago, so it’s up 31% right now. So you know great stuff, right? That’s when you have momentum and you see momentum, you see more risk of. Vix has come down as well, but again I have Honeywell and Exxon. So far I have to look.

That news came on, was announced as soon as we came on, so I want to see more details on that. But just positive news all around where you’re removing this risk, you’re removing the uncertainty and markets hate uncertainty. I always say it’s a death of stocks. Now you have certainty and also, with accounts going forward, deregulation, but also a playbook that now china’s market has gone higher.

Saudi arabia, qatar everyone is signing deals. So what’s europe going to do? Europe’s sitting there, going, okay, maybe we should kind of. Maybe we should sign a deal we got. It’s going to be great for our economy. Let’s see we could come to terms with a deal that makes a lot of sense.

Because now, what do you have? Look at all the grandstanding. Look at all you know. They roll out the red carpet inside. Look how beautiful it is. Right, all the people there and they’re all like high-fiving each other.

You guys are great and you know Trump’s calling Bahamut by his first name. He’s like, oh, I don’t know how you sleep and turn and it’s all fun and games and it’s great when want to see, especially as an investor, again, you can put your politics aside. This is about stock investing and right now, again, we’re doing really well. Hopefully, you guys are doing well, if you listen to us, because it wasn’t that well for a couple of months there with the tariff uncertainty. Now you’re removing that. You’re removing the recession risk as well, and it’s just really good for stocks across many, many sectors, and that’s what we’re seeing. It just opens up lots of ideas to us and lots of ideas that we shared already with you guys, so I’m going to share a lot of those tomorrow as well in our premium podcast, but lots of good stuff going on right now.

0:45:48 – Daniel Creech

Yeah, and just one thing we always try to talk about hey, what’s the catalyst and such. Again, the administration is going to be very positive. Secretary of Treasury Besant is talking about how he continues to be surprised on the tax bill and the progress they’re making. Frank, just to put a checkpoint or a check checkpoint and a deadline out there. This seems to be very optimistic. But what’s going to move stocks? We’re through earnings season so we want to look at that. More deals Secretary of Commerce Howard Lutnick says dozens of deals could be coming over the next months. We’ll see how that plays out.

But on this tax bill there are a lot’s going to be kicked around. It passed one vote today on just getting marked up or marked down or whatever. Then people that don’t work near as hard as they should for you complain. And that’s the. Whenever you hear somebody telling you how hard they work for you, as politicians do know to don’t believe them fully on that. That’s just for another time.

But there are rumors that say, hey, this tax bill is going to be done, Frank, by August recess. Some are pulling it up, even saying next month or the next two months. I think that’s very optimistic, but again, that is going to move stocks. That is a huge catalyst. Because of the taxes, the deregulation, all that. It’s still clear as mud. From this standpoint, again, we’re not just being cheerleaders. Tomorrow I’ll talk a little bit more about one other red flag to watch. That’s the 10-year. Nothing new there, but just keep your eye on it. It’s not all systems clear, but it is a hell of a lot better clear than what it was just a few weeks ago. So stay fluid there. People Follow the data.

0:47:21 – Frank Curzio

Yeah, and tomorrow we’ve got Corweave reporting, alibaba’s reporting. This is a stock that was like 105 a month ago. It’s 133. The outlook’s going to be very favorable for them if they report Again.

The cloud has been on fire for these guys and people have been avoiding it. It’s 52-week high. If you look at it, it’s 148 to 133. But when you look back at 2021, 2020, this is a $300 stock, so you could see if things really go well with China.

We all know the risks. Everyone knows the risks involved. We understand the real estate risk. We understand what’s going on with their economy.

But now, if you sign a deal with the US in that revenue play and now you have double bazookas, they were happy with just one bazooka. They announced another freaking massive stimulus plan just recently, right. So, with all these stimulus plans coming in, let’s see if they actually work, because right now we have a deflationary environment. They haven’t worked too much. But again, when you sign a deal with the US, there’s a lot more stuff going on under the hood than they’re just reporting and this could be really positive. And let’s see what Alibaba says and it’s a company that’s ran up a lot over the past week, especially over the past month.

Let’s see if they can really follow through to take a look at, and we’ll definitely cover them in our premium podcast, which you know Dan and I do every single Thursday. Tomorrow you can find out more about premium. It’s $10 a month that we charge for that. We also include a trading portfolio which has done very, very well for us since we started that and you know that’s a lot of fun, that podcast, more ideas and again it’s $10 a month, which is like nothing to charge for that. So which is pretty cool.

If you’re interested, you can go to CurzioResearchcom and learn more about it. But it’s a really good podcast and you know I don’t want to say it’s kind of like unplugged, where we say we kind of say whatever we want on this podcast anyway and do what we want, but like that. So you know the value of it is incredible If you’ve never had someone subscribe to it and say, oh, this is a piece of shit, they love it. You know it’s really good. You’re getting information that you’re not really getting out there More detail, more ideas and stuff like that. So we’re going to cover these two names more in depth than what we’re going to do.

0:49:13 – Daniel Creech

Maybe we’ll recommend one of them in the trading portfolio, depending on what we see tomorrow when they report Some other macro stuff. Yeah, check us out tomorrow. Yeah, tomorrow We’ll have a pick. Frank needs to come up with a pick, since I’m batting awfully, I’m getting emails in real time about coin. I love it. Keep them coming.

0:49:33 – Frank Curzio

Daniel, of course, your research. Listen, you know what are you going to do. I mean, you’re going to make mistakes and stuff like that, and that’s fine. At least we owe them right. We see the SP500. Other than that, the numbers were okay. They weren’t that great, but the S&P500 catalyst was huge for the company and that’s what drove it a lot higher. I think there’s a little short covering in that stock as well. We’ll cover a lot of this stuff tomorrow. For now, listen, enjoy the playoffs in both hockey and both basketball. I feel bad for Tatum. Knicks might win. I don’t know if you saw the crowd outside the Knicks the Madison Square Garden, holy cow, I don’t know who Tatum is.

There was so many, I mean the Knicks have sucked forever, so it’s just nice to see and they’re overachieving again, like they did last year. Usually they underachieve. And then Oklahoma City won a tight game yesterday and two great teams I mean just the players, guys in basketball Really cool. You could see just the New York crowd, like you know, and even the New York players were like, hey, you know, I’m praying for this guy. He’s great, he’s awesome and man, he was having a freaking killer game. I mean I still think they would have lost. They were down like five when he got hurt that he was having. So it’s just a shame that it happens and hopefully he gets better soon. But he’s going to be out, obviously for these playoffs next year to kill his injury, which takes a year. So he’s going to be out next year probably as well throughout. So hopefully he gets better soon. That kind of sucks when you see a great player and they’re going to get hurt. But other than that, listen, we’re going to be back tomorrow. Questions, comments.

0:51:00 – Daniel Creech

Frank@CurzioResearch.com. Daniel@CurzioResearch.com All right guys.

0:51:04 – Frank Curzio

Thanks for tuning in Again. We’ll see you tomorrow, take care.

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