Episode 916: Go Get Free Money | TakeTwo, Amgen, Bloom BE, Marvell Tech MRVL Stock Analysis artwork

Episode 916: Go Get Free Money | TakeTwo, Amgen, Bloom BE, Marvell Tech MRVL Stock Analysis

The Shkreli Pill

July 28, 2026

In this episode, Martin highlights what he sees as a particularly attractive opportunity in the market and explains the reasoning behind his view.
Speakers: Martin
**Martin** (0:00)
Nice rally here, at least on Bloom. Micron still stuck in the mud a little. Spies down 45 basis points. Yeah, unbelievable rally here in Bloom. It was up 3.3 last night. We shorted it. I think 3.33, we covered it a little early, and it started buying, and now being rewarded nicely. Yeah, the laptop here in front of me where I'm trading on that laptop. Yeah, I think Micron will keep running. A little indigestion. Yeah, Victor, for sure, but the stock is acting very strong here. I'm selling almost everything I have there. I think I'm just going to be out. I am gone on Bloom. I sold my last amount at 3.15.
Attempted to keep trading it, but why not? I'm not short enough SLS. SLS has 150% borrow rate. That's how bad people want to short it. 150%.
Wendy's. Who cares about Wendy's? You're in the middle of the biggest technology, industrial revolution of all time.
Practice? Wendy's. Wendy's. No way, Clark. Bloom is so strong. Are you crazy? Soros would never short this. First thing Soros taught my friend who worked for George Soros, my old boss.
You see a bubble, you pile in, baby. I don't know, Rudy. I'm getting the same question. It's so painful. Hold on to your shares, apes. Okay, look at this rally starting to get. Micron now almost 1100 again. Probability, POS, probability of success. Yeah, I'm not sure people overestimate quant investing that much. Okay, Micron's starting to rally quite a bit here. We bought a lot earlier. I don't know much about the CFA. I don't think it hurts. It depends on how much credibility you have yourself. It never hurts to have more credibility, right? Trying to find the guy who put me in this blaze stock. I think it's the CFA. BE now 320, almost. Unbelievable rally there. Bloom, Bloom, Bloom. Sold too fast. Just Blaze. A backblaze is the company. Micron coming back a little bit here. There's Endless. Maybe it's still stuck in the mud. Leopold.
Leopold. HMAP is how you get Heatmap. Each thing, just like Bloomberg, has a function. So here's Heatmap. My GPU is going crazy now. This is like playing a top video game. I'm a dinosaur.
No doubt about that. Shaz is getting smoked on Shaz. Yeah, I want to look at Amgen too. I'm not much of a gamer anymore. This is 250 milliseconds. You know, React is, you know, I think you got to... React is great, but I don't think drawing this in React is a great idea. Oh, Corning down 11%. I didn't notice that. Is that because just Corning's been so hot? Lamb down six. Sandisk has come back nicely, actually. That's a pretty bullish sign. My GPU's landed after sounding like it was taking off. When I rap in the booth, that's when I take off as well. If you guys have ever heard me spit, it is fire.
I can confirm. Mixtape will be out soon. My rap name? I have a big EVMN position. No SoundCloud yet. Waiting to get signed. GS9? Yeah, I saw that bounce, but still a bad call either way, man.
Yeesh. Terrible call. Of course, I remember Shmurda. I talked to Shmurda. Yeah, I think that's more or less right, Aries. You got rubbed on QCLS? How? Stock has been 380 forever. You don't want to see my portfolio. It's pure trash right now. Yeah, SLS borrow fee 150%.
Everyone knows it's garbage. Garbage. Nike is up. It was down 10% last night. Now, this is a big borrow rate on SLS scares me. I get out of this Reddit. One of my Godel clients put me in Reddit. Works out really well. Made 20 bucks on it for share. Amazing. Out. I sold the Reddit. Godel is giving me great ideas. That's why you should use it too. godelterminal.com. That sounded like Oprah. godelterminal.com. Everybody gets a Godel. Soon you'll be able to connect your brokerage to Godel, and it'll basically make it much, much, much cheaper if you do that. Not connect your brokerage, excuse me, deposit into Godel. So if you connect your brokerage, it's cheaper. But then if you use our brokerage, that's much, I think it basically would be free. If like 50,000 or more, it'll basically be free. So how could you beat that? I drank too much coffee. I have to go to the peepee.
Anything in big letters, I'm long a lot of it. That's basically it. Bunch of the other ones, I'm short. I'll show the portfolio when I get a chance. You know, I love you guys, right? I need you to know that. Yeah, so if you have Interactive, the only thing you do is connect to your brokerage account and then you get a discount and we see your brokerage data. At some point, you'll be able to trade through Godel on your Interactive. So the UI would just be better, hopefully.

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