Bitcoin traded at its highest level since January, above $85,000, and Nike left the S&P 100 before the open after nearly 18 years in the index. Brian Sozzi opens the first episode of Sozzi Unleashed with both, plus Stifel’s 20-cent cut to Nike earnings estimates and a Novo Nordisk capital markets day that sent the shares down as much as 9%.
Eric Jackson, founder and president of EMJ Capital, is the first guest. He says he called the August turn near 62,000, sees Bitcoin back at 100,000, and takes Dell over Nvidia into year end.
Sozzi Unleashed is live weekdays 9:30-10am ET.
Timestamps
0:00 Bitcoin above its January highs, and a morning that got away from everyone
0:19 Downside volume is back to 54% of the NYSE
0:51 The Russell 2000 signal that has fired 12 times since 1996
1:36 Why Sozzi expects another Fed hike before year end
1:52 A DJ set on the floor of the New York Stock Exchange
2:38 The Blitz: Jensen Huang says we are not going extinct by 2030
4:02 Todd McKinnon, CEO of Okta: AI would not make his top 50
4:32 Marc Benioff, CEO of Salesforce: The Hugging Face accident
5:31 The state dinner, and what Huang needs from it
5:51 Nvidia’s multiple keeps sliding because estimates have not moved
6:31 China is the unlock
7:08 Nike: It is getting disgusting in Nike land
7:24 Stifel’s Peter McGoldrick cuts earnings estimates by 20 cents
7:49 Booted from the S&P 100, and a year of losses
8:14 Why the October earnings report is going to be dreadful
8:45 The new Alphafly, and how long it took to arrive
9:19 What the Dick’s Sporting Goods warning tells you
9:35 Elliott Hill, the Knight family, and a clock that is ticking
9:59 Novo Nordisk: A capital markets day with no short-term targets
10:54 Mike Doustdar, CEO of Novo Nordisk: We were ahead of our time
11:34 Sozzi’s call: If you play this space, you stick with Eli Lilly
12:12 Eric Jackson of EMJ Capital on the crypto turn he called
12:51 Out at 77,000 in May, back in at 62,000 in August
14:43 Is Bitcoin going back to 100,000
15:38 Micron, and where the memory trade goes next
16:49 Dell or Nvidia into year end
17:35 Jackson on the extinction question: I have to put food on the table
19:06 What Nvidia has to get out of China
20:08 Freestyle: The Starship test slips to the 28th
21:22 Starlink is the recurring revenue story
21:57 Maye Musk on the city of Mars, Starlink, and Neuralink
24:09 The Last Word: A weird stretch for the market
24:47 DJs, YouTubers, and the institutions letting them in
25:11 Stay unleashed
#Bitcoin #Nike #NovoNordisk #SozziUnleashed #YahooFinance
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