06/06 Pre-Market Pulse: Tesla Drama, Travel Stocks, and a Big AI Bet

⏱️ Quick Chapters

[0:00–3:00] Tesla Tea & Market Sentiment — Why the drop might be a bluff

[3:00–7:00] Trump vs. Musk: Budget cuts, EV credits, and political theater

[7:00–11:00] Jobs Report Hits the Sweet Spot — S&P surges 0.8% pre-market

[11:00–16:00] Tesla Buy Case: Data edge, AI thesis, and real-time trades

[16:00–21:00] Is AI the Next Internet? Why Google might be the next Yellow Pages

[21:00–27:00] Macro View: Soft landing case, summer slowdown, and the Q3 watchlist

[27:00–33:00] Consumer Strength vs. Tariff Risk — What’s priced in, what’s not

[33:00–38:00] AI-Led Disinflation: Why companies are quietly laying off

[38:00–43:00] Q3 Setup: Entrepreneurs, tariffs, and automation as inflation buffer

[43:00–47:00] Stock Picks: Peloton and Vera Bradley flash strong signal swings

[47:00–49:00] ETF Strategy: VIG, KWEB, SMH, QTUM — Long-term barbell approach

[49:00–54:00] Finance Career Journey: From trading floors to startups and Signals

[54:00–59:00] Lovesac, EXC, and the Case for Travel + Housing Rebound Plays

[59:00–1:06:00] How to Use Signals Around Earnings — Timing, sentiment, and data edge

[1:06:00–1:10:00] Signals Spotlight: Canada Goose, Alaska Air, Lovesac

[1:10:00–End] Weekend Wrap-Up: Risk/reward, reflection, and why the bull marches on