#2355 - Mike Baker

Bullish

• $BORDERCTRL— Significant reduction in border crossings suggests effective border control measures, potentially benefiting companies in this sector.

  • “From from look. From a from a policy perspective, look. They the other day, they had, like, nine crossings. Right? Nine. Right? Compared to maybe 10,000, 11,000, 12,000 a day in in the previous administration. So that that's a that's a huge win”

    Mike·1:05:36Hear it

Bearish

• $TSLA— Elon Musk's controversial actions have significantly damaged Tesla's business and brand, leading to negative public sentiment and potential business impacts.

  • “I mean, it destroyed Elon. Yeah. Destroyed his company. Destroyed Tesla. I mean, when and then on top of that, when people started, like, putting swastikas on Teslas and Firebomb. Tesla. Tesla. Shops”

    Joe·1:32:09Hear it
• $PHARMA— Concerns about the widespread availability and negative effects of prescription drugs like Adderall could potentially impact pharmaceutical companies.

  • “As is Adderall. Yeah. Readily available and fucking super bad for you.”

    Joe·1:02:38Hear it

Not investment advice.