There are a couple of stocks that have

been blowing up in the comments. People

wanting thoughts on Amazon and whether

we're still quadrupling down.

>> I did I did quadruple down. Uh I mean,

I'm in Amazon right now. It's not been a

great week. I am somewhat concerned. I

put out a post on X last week. I'm

somewhat concerned about Amazon going

down the road of what Meta and Google

did and issuing a huge debt round. Now,

I'm not actually concerned about it. I'm

just concerned about the shortterm

market reaction when that happens. My

assumption is that it's already

happening and that it's getting leaked

and that's some of the pressure that

we've seen on Amazon this past week.

>> Yeah. I don't think it's just a concern.

I almost think it's a inevitability,

right? Because Google is going to throw

another $80 billion, you know, down the

hardware path and Amazon has to they

have to go toe for toe, right,

>> Jordan? I think you're right. And I'm

just kind of like waiting on that to

happen before I go one level deeper on

Amazon.

>> I bought a little bit more Amazon in

this whole in the last couple of days

with this whole uh flush out. Nothing

crazy just, you know, an extra few

percentage points to my position.

>> For me, the best perspective on Amazon

here is to wait for that shoe to drop. I

think it's going to happen within days

to weeks. when it happens, I think the

stock is going to drop and I think it

will quickly recover from it. So, I am

holding some cash on the side or some

leverage on the side, prepared to go

meaningfully deeper in Amazon if and

when that happens. I'm not expecting a

whole lot of Amazon until we get clarity

one way or the other on how much debt I

mean, I think it's going to at this

point I think it's going to come down to

how much. It's not even whether they do

it or not. in the 60 to 100 billion

range probably, right?

>> I think if it's 60, the market's going

to be chill with it. I think if it's 100

or 120 or gosh, if it's more than that,

Amazon could get hit again, which would

be fine by me. I think they should raise

another 200, honestly. Just raise 200.

I'd be happy with that, but no one else

would be happy with that.

>> No, it it'd kill the stock temporarily.

All right, another one people have been

asking about Robin Hood.

>> Yeah, I mean crypto is a dumpster fire

still that will continue to pressure

Robin Hood. Other than that, I see Robin

Hood being exactly the same company that

I've been investing in the last two

years. I think it's still the largest

financial tution on earth in the next

two decades.

>> Man, we got Bitcoin in the low60s now.

>> I don't need to trade Robin Hood. I

don't necessarily care about Robin Hood

in the short run. I have a healthy Robin

Hood position. I'm considering putting

more money into Robin Hood. I haven't

yet. I I'd like to see it drop a bit

more here. It's getting hurt with

crypto. you know, the the worse crypto

gets hit, the harder that Robin Hood's

going to get hit. That's just the way it

is in the short run because they still

are meaningfully tied to crypto trading.

So, it's not a pretty picture for Robin

Hood in the short run if crypto

continues to show weakness, which I

wouldn't be surprised if that was the

case. So, it's not something I think

about hardly ever. People asking about

our Caesar wrap. That was a

controversial one. And I will say I I

checked to see how I did because I was

in options and shortterm options so kept

having to uh extend and and I tripled my

money on SG and I'm no longer in it.

>> And you're no longer in it. Okay. So, I

would have at least tripled my money,

but as I mentioned on our last show, I

think part of the reason, well, I

wouldn't say part like initially part of

the bump on Robin Hood was our not Robin

Hood, excuse me, of Sweet Green was us

bringing eyeballs to it. Then JP Morgan

came out and they upgraded the stock for

some of the same reasons that that that

we were interested. I did not sell any

of my Sweet Green. Okay, guys. So, I'm

still in my Sweet Green position. I just

didn't want to. I would have made about

$700,000 if I would have sold. I just

want everyone watching this show right

now to know that when Sweet Green was

up, I kind of wanted to sell cuz I was

like, "Wow, this is great, right?" Like,

I don't necessarily need to take any

additional risk here, but I told people

I wasn't going to do it. So, I could

sell at any moment now, right? I can

sell today, I can sell tomorrow, and I I

will at some point, but for now, I'm

still in sweet green. When we put on

that sweet green trade, we were pretty

clear about what we were doing. It was a

probability outcome trade. The data was

incomplete. It was early. We thought

that there was a reasonable chance that

this could become a gamechanging moment

for the company if the trend continued.

We don't yet know if the trend is going

to continue or not. I said it would take

at least weeks of more data to determine

that. So, what I did know is that if the

trend continued, this is going to be a

six or seven or 8x return for me based

on the options that I purchased. And if

it didn't work out, I would probably

lose maybe half of my money, maybe the

entirety of my investment. So, I loved

the riskreward. I loved the probability

outcome of having a 30 to 35% chance of

making six to eight times my money. That

was my trade. I still think that trade

exists today. We don't have enough

visibility into the ultimate success of

the Sweet Green Wraps. My concern for

Sweet Grain is that they are getting hit

so hard just generally by competitors

who are doing better like Cabba that the

success of the wrap product at Sweet

Green might not be enough to actually

combat the continued

uh competition getting just taking more

and more of their business. Sweet Green

is a really clean product, guys. They

don't use seed oils for the most part,

whereas their competitors, I believe

Cabba and them do. And I think maybe

people just like the taste profile of

some of the competing products as

opposed to Sweet Green, which is a

cleaner profile taste. I love the Sweet

Green wrap. I thought it was awesome. I

thought that tortilla was super fresh. I

think the entire wrap was super fresh.

>> Have you ordered it again since your on

air tasting though? Have you ordered it

again since you tried it on the show?

>> I won't have any wraps because I'm not

taking carbs. So, like it has nothing to

do with sweet green, but yes, I I have

had it again. I I went back and I had it

I had sweet green one time, not the wrap

cuz I can't do the carbs.

>> Is sweet green actually green today um

surprisingly enough. So, that's good. I

just have a real hard time wrapping my

head around software multiples for uh

chain restaurants. It's just not it's

not something that I'm going to do.

>> Okay. But again, it has nothing to do

with it has nothing to do with being a

long-term investor. Jordan,

>> what I'm saying is that you've got an

unstable base of just valuation sitting

underneath this really good idea. I

think your idea is sound like the the

the concept the idea sound but you're

sitting on this base of a company that's

just sitting on these insane valuations

like kind of like Cava or Sweet all

these guys are just they're getting

these crazy multiples.

>> I'm not even saying I disagree with that

at all. I don't trade these companies

generally. I I might completely agree

with you. What I'm saying is the

valuations for that sector or that

company are what they are before a new

product.

>> Yeah. Yeah. No, I get it. So you're not

Yeah, but I'm just saying that it maybe

paints an unstable base if there is any

volatility.

>> If I'm trading something for a few weeks

to a couple months, my assumption is

that I will not get a valuation

compression in multiples during that

time. And if they're simply able to show

an increase in revenue and profit that

the value the multiple stay relatively

the same over my short trade window,

right, and it'll all work out. Jordan, I

do not necessarily disagree with what

you're saying. Yeah, Sweet Green is not

a company that I would be investing in

long term. Much like I've I'm on the

record saying airlines are, you know, an

entire industry that I will never invest

in long term, but there are times that

you can play them. And for sweet green,

I was buying options that were expiring

like one and two days out. And then I

just kept kept doing it and I lost all

my money on the last ones. But on the

way up, I was up and it wasn't I wasn't

3x, it was 150% gain even after my

complete loss on the last round of

options. No, that that that that's

awesome.