What Meet Kevin said in this video:
- CRWVbullishshort-termThe host noted that CoreWeave is finally starting to find an intraday bottom, which could support a recovery after last week's sell-off.Source
- GeopoliticsneutralThe host believes the window for an Iran deal is roughly the 20th to the 27th; if no deal is reached then, it will be problematic.Source
- OtherneutralThe host expects that everybody will end up using AI in video editing or filling gaps in content.Source
- GeopoliticsneutralThe host thinks Trump's mindset is still land-for-peace in Ukraine, but that unfortunately gives Russia what it wants: the energy-rich Dnipro region.Source
- OtherneutralThe host believes that if no Iran deal is reached, Republicans will get a shellacking in the election.Source
- Market Breadthneutralshort-termThe host believes the broad market will follow CoreWeave today: if CoreWeave is weak, the market is pressured, but he gave no explicit direction.Source
- GeopoliticsneutralThe host said Putin's standard MO is to set a future summit date to meet and talk, and then nothing ends up happening.Source
- Othernegative for stockslong-termThe host said that if Discord had IPO'd he would have been dumping on it, and its stock would probably have gone straight down; he is glad it has not IPO'd.Source