Our Worst Market Week Ever — How We Make It Back x2

**Dave** (0:00)
This is one of those weeks that cannot end fast enough. If you're in any of our favorite stocks, you saw a lot of red this week. On last week's show, we told you just how incredibly bullish on Amazon we've been. Yesterday, Amazon reported their revenue was up 14% across the board, better than expected. AWS revenue up 24%, which was better than expected. But earnings missed by two cents, and Amazon revealed their plan to spend a whopping $200 billion. Most of that in AWS, because of the insane demand there, and for those of you playing along at home, that equates to spending about $515 million per day. That scared investors, despite the company saying on the call that they are monetizing capacity as fast as they can install it, Amazon stock crashed more than 10%.
It's not just Amazon. Google is doubling their AI spending despite beating earnings this week. Their cloud business being up 48%, that's spending scared investors and that's sold off 7% in the past few days. But have we hit the bottom? Are people buying the dip today? The market is green, but if you look at the past three months, stocks like Amazon, Nvidia and Microsoft are all still down big. Today on Dumb Money, it was our worst week ever, but we have a plan to make it all back times two.

**Chris** (1:15)
This is Dumb Money Live.

**Dave** (1:20)
Hey there, Dave here, along with Chris and Jordan. We are Dumb Money. Welcome to Dumb Money Live. Quick reminder, smash the like button. It is our best hope at turning this market around and keeping it green. If you're watching on X right now, go ahead and repost for us. Chris, Jordan, let's start with a post that Chris made on X yesterday, because I thought it was great. He says, Wall Street logic right now, punish big tech for wasting CapEx on AI, punish SaaS because AI is going to replace them and punish GPU manufacturers for selling the chips that power waste.
I like that post. It all makes perfect sense and no sense at the same time.

**Chris** (1:58)
Let me just tell you something. You did not want to be my wife yesterday when we were driving out to my son's track meet and that Amazon news hit, and the stock reacted. It was not a fun drive, guys. It was not a fun drive.

**Dave** (2:16)
I can imagine. You shared in our internal chat group a loss number a couple of days ago, and that was not even Amazon Day. That was a day before Amazon Day that was just a shocking large number in a single day loss.

**Chris** (2:31)
Dave, dependent upon how this morning was going to go, I was at risk of losing eight figures this week. That's how bad of a week it could have been.

**Dave** (2:46)
That makes me head just pound.

**Chris** (2:49)
I can't even go there. I came up with a brand new idea because of this week and last night.

**Dave** (2:57)
Getting a job and going back to work?

**Chris** (3:00)
No.
Is this laserizing? Is this doing this thing again? Is that doing this?

**Dave** (3:06)
It's not as bad as it is when you're traveling, because you're a little further away.

**Chris** (3:09)
But is it my laptop? I'm closing my laptop.

**Dave** (3:12)
You have a lot of screens in front of you.

**Chris** (3:15)
I know what it is. I know what it is. I'm going to fix it. I'm not dealing with that again. Okay. So I came up with a new idea this week, and I cannot believe that it took me 20 years to come up with this idea. Every investor needs to immediately start a new account or have a bucket within their existing account. And it needs to be the double down bucket. And then they need to create another bucket. And that bucket is going to be called the triple down bucket. So here's the deal. You are going to put your highest of high risk capital into these two buckets. Okay. I'm talking the highest risk capital you could even imagine, stuff that you are 100 percent prepared to lose all of in a minute. And you're going to put this money in whatever you want. You can put it in an ETF, put it in a treasury, put it in whatever, as long as it's accessible, as long as you get access to that cash. And once every so many years, something is going to happen that is going to be so irrational in the market, that makes absolutely no sense, that is so fear-induced that you know with incredibly high conviction that it is going to reverse itself very quickly.