Tesla Dead Money, Trump’s Ponzi Presidency, and Shay Never Sleeps | Episode 20

Markets rally, Ben pays the tax man, and Tesla tries to gaslight investors into believing in robots—welcome back to the Weekend Rip with special guest Shay Boloor. This episode goes full unhinged optimism: 🔹 Tax Day Victory & Market Melt-Up: Ben files his taxes minutes before the show, SPY rips 5.6%, QQQs jump 7.8%, Bitcoin rallies nearly 12%, and the VIX gets absolutely slaughtered. "Feels good to be done with the week—and to still have a pulse." 🔹 RIP Emil, Hello Shay: Emil disappears under mysterious circumstances (presumed dead). Shay Boloor, aka Stock Savvy Shay, steps in to bring Valley-Buddhist-financial-insomniac energy to the show. 🔹 Trump’s Gaslight Economics: Trump cheats on global trade like a bad boyfriend. Confidence is shattered. Shay warns it could take months (or years) to recover trust in U.S. markets. 🔹 Tesla Hopes & Dead Money: Ben rants about Tesla fraud energy, Elon’s market manipulation, and the Cybertruck disaster. Shay still believes in the long-term robo-taxi dream—but admits he trimmed his Tesla position for the first time. 🔹 Option Flows Signal Panic (or Opportunity?): Tens of millions in big tech calls hit the tape. Ben debates if this is a dead cat bounce or the setup for a 2008-style collapse later this year. 🔹 Retail Is Front-Running Apocalypse: Americans are maxed out on credit, CEOs are pausing capex, and supply chain doomers are flooding FinTwit. Ben compares it to "triple X bear porn." 🔹 The Trump Coin Grift: From sneakers to trading cards to TrumpCoin insider trading, Ben and Shay lay out how the modern American presidency became a Ponzi scheme. Trump 2028: "Buy the coin, get dinner with the Don." 🔹 Google, Snowflake, Palantir & the AI Infrastructure Boom: Shay breaks down why he’s loading up on Cloudflare, CrowdStrike, and Snowflake—calling them the AWS and security rails of the AI era. 🔹 CrowdStrike’s Comeback: After tanking the world for 3 hours last summer, CrowdStrike is still king. Ben and Shay talk about why cybersecurity stocks might be the ultimate recession-proof trade. 🔹 Jeff Bezos, Climate Guilt, and EVs: Bezos funds a modular EV truck startup to save the world (and his soul), while Rivian quietly tries to survive the chaos. 🔹 Stocks to Watch: Palantir, Snowflake, Cloudflare, CrowdStrike, Magnite, and... Weight Watchers? Ben goes full degenerate in honor of CashTag Awards week. Chapters 00:00 Weekly Market Recap and Introductions 09:05 Investment Strategies and Market Conditions 17:11 Psychological Effects of Market Uncertainty 25:06 The Impact of Political Decisions on Markets 29:08 Tesla's Future and Market Perception 34:53 Comparing Tech Giants: Waymo vs. Tesla 36:41 Elon Musk's Public Perception and Future Prospects 39:40 The Future of Tesla and the EV Market 42:55 Jeff Bezos and the New EV Landscape 46:42 Insider Trading and Market Dynamics 50:44 Trump's Influence on the Market and Cryptocurrency 54:33 Earnings Reports and Market Reactions 58:05 Stocks to Watch: Infrastructure and AI Companies 👉 Will this market rally stick? Are robots going to save Tesla? And has Trump permanently nuked America's reputation? Find out on this week’s show. Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/