Core Insights - Beyond Meat has experienced a significant stock surge, increasing by 127% on Monday and 47% on Tuesday, following its inclusion in the Roundhill Meme Stock ETF [1][2] - The stock's rally is attributed to a short squeeze, with over 63% of shares sold short, forcing investors to cover their positions [2] - The stock has shown a remarkable turnaround, trading around $2 per share after closing the previous week at 65 cents, despite a prior decline of over 67% [2][3] Company Performance - Beyond Meat's stock has faced pressure for several years, with losses reported over the last five years, and it has dropped from a peak of over $230 per share post-IPO in 2019 to a penny stock [3] - The recent surge in stock price reflects a return to meme stock status, driven by retail traders' sentiment rather than corporate fundamentals [3][4] Market Context - The resurgence of Beyond Meat may indicate a broader trend of speculative investments in a frothy market, as investors are drawn to high-risk stocks despite elevated valuations [6] - The Roundhill Meme ETF had previously been shut down due to lack of interest but was revived as retail trading activity increased in the current bull market [6]

It is time. It's time for the light round of course and then the lightning round is over. Are you ready.The light round. Let's start with uh Ryan in in or um let's start with >> New Jersey. >> David in New Jersey.Fantastic. David, how are you. I'm great and I'm loving your new book. I'm learning so much and you're a great writer. You're a genius.Been listening to you for 27 years. Back to Herb Greenberg, Jason. >> Oh my god, I love her.I still read him on Substack, you know. It's great. What's going on.>> H ...

Core Viewpoint - Tesla Inc is characterized as a "meme stonk" due to its valuation being driven more by retail investor enthusiasm than by fundamental financial metrics [1][2] Company Performance - Tesla reported strong Q3 deliveries, attributed to pull-forward demand from the expiration of EV tax credits, but the market reacted negatively to the announcement of cheaper models, indicating a loss of pricing power amid rising competition [3] - In 2024, Tesla's global deliveries are projected to decline for the first time, with a further expected decrease of 10% this year, while competitors like BYD have seen significant sales increases in the UK [4] Competitive Landscape - The introduction of budget models by Tesla is expected to negatively impact auto margins, facing stiff competition from European and Chinese brands offering vehicles priced under or near $30,000 [3] - Tesla's market position is challenged as BYD outperforms it in most European markets [4] Future Outlook - Tesla is advancing its robotaxi business, which could represent a transformative shift in the automotive industry, following years of development and substantial investment [4] - The company is also scaling production of its humanoid robot, adding a new growth dimension to its long-term strategy [5]

Core Viewpoint - Tesla is currently viewed as the "original meme stock," with a significant rally in September that reflects retail-driven enthusiasm, but this time, the fundamentals may support the hype [1] Group 1: Analyst Insights - Barclays analyst Dan Levy highlights Tesla's unconventional valuation, trading at 180 times 2026 earnings, indicating a premium valuation [2] - Elon Musk's renewed focus on Tesla, including a recent stock purchase and proposed compensation package, suggests a shift to a more aggressive leadership style [2] - Wedbush analyst Dan Ives raised his price target for Tesla from $500 to $600, anticipating the automaker will exceed a $2 trillion market capitalization by early 2026 [3] Group 2: Market Opportunities - Ives estimates Tesla's market cap could reach $3 trillion by the end of next year, driven by the company's ambitions in autonomous vehicles [3] - The potential robotaxi opportunity is valued at $1 trillion, with plans to launch in over 30 U.S. cities within a year [3] Group 3: Regulatory Environment - The Trump administration's favorable stance on autonomous technology may expedite federal approvals that have previously hindered Tesla's progress [4] Group 4: Recent Developments - Tesla's second-quarter results revealed near-term challenges but also ambitious plans, including the launch of a robotaxi service in Austin [5] - CEO Elon Musk aims to expand the robotaxi service area to reach half of the U.S. population by year-end, pending regulatory approvals [5] - The elimination of the $7,500 federal EV tax credit led to a surge in purchases, potentially pulling sales from future periods [6] - Tariffs added approximately $300 million in costs during the quarter, with further impacts expected [6] - Regulatory credit revenue is declining due to changes in emission standards [6]

In Tesla's big September rally has got one analyst reminiscing about the good old meme stock days. In a new note this morning, Barclays credited the stocks run up to retail excitement surrounding the EV makers upcoming annual shareholder meeting. They say this rally feels similar to the bull run that took the stock to all-time highs back in 2020 and 2021.Barclays Dan Levy joins us now to break down his note. Dan, great to have you with us. >> Thank you so much for having me, Melissa and Mike.uh you know cal ...

Eric Jackson is standing on the sidewalk in front of the gates of Drake’s 50,000-square-foot Toronto mansion, trying to uses some of the star’s buzz to push a meme stock https://t.co/pNakWle9PP ...

Market Trends & Investment Opportunities - The market responded positively to seemingly productive talks between President Trump and China's President Xi Jinping, with major indexes closing higher and at record levels [2] - A Goldman Sachs basket of stocks most owned by retail traders is up over 13% in the past 10 days, marking its first-ever 10-day winning streak, indicating a broader trend beyond just one company [10] - The Fed's September rate cut and five straight weeks of mortgage rate declines are providing some relief to buyers, but affordability remains a significant challenge [36] Open Door Analysis - Open Door's CFO is departing, with Christy Schwarz named as interim CFO, effective at the end of the month [3] - Open Door's stock experienced a surge, going from below $1 to nearly $10 a share, driven by expectations of a turnaround in the housing market and retail investor interest [4] - Open Door's second-quarter earnings showed positive EBITDA, but the third quarter is expected to be worse than analysts anticipated [6][7] - The return of co-founders and Shopify's former COO to Open Door is attributed to the increased stock price and retail investor interest [7][11] - Open Door needs to improve its spreads in home buying/selling, agent capture, and potentially mortgage financing to convince the broader market [15] Meme Stock & Retail Investor Impact - Retail investors actively involved in Open Door are often accredited investors with significant capital, influencing market movements [18][19] - Weekly options play a crucial role in driving stock movements, with aggressive buying of near and out-of-the-money call options reinforcing upward trends [20][21] - Transparency and open communication with shareholders have been key to winning over retail investors in the Open Door situation [12][13][14] Housing Market Dynamics - The housing market is highly sensitive to interest rate changes, with purchase applications picking up when rates decline [37] - A "lethal combination" of high home prices relative to income, elevated interest rates, rising maintenance costs, rising insurance, and rising taxes is holding back buyers [40][41] - Sellers are facing challenges due to a mismatch of expectations and reality, with some pulling their listings due to not seeing the rapid price increases they were accustomed to [43][44] US-China Relations - The US and China are engaging in serious negotiations, with potential for a more stable and predictable relationship compared to the pre-"Liberation Day" period [23][25] - Potential agreements include the Tik Tok deal and restrictions on precursor chemicals for fentanyl export from China, which could lead to tariff reductions [27][28] - China is building an alternative global order, suggesting countries cannot trust the US and should work more with China [29] Global Political Landscape - While many leaders do not want to fight with the US, many lack trust in the US president, leading them to hedge away from the US long term [32] - The G7 is not united in its support for the rule of law, multilateralism, and the UN, potentially allowing China to gain more influence [35]

Group 1: Tesla's Valuation and Market Position - Tesla is characterized as a "meme stock" with a price-to-earnings (PE) ratio exceeding 200, which is significantly higher than competitors like Nvidia (25-30), Apple (35-36), and Microsoft (around 35) [1][2] - Tesla's global electric vehicle (EV) sales fell by 14% year-over-year in the second quarter, indicating challenges in maintaining demand [2] - In California, Tesla's sales decreased by approximately 12% year-over-year in 2024, leading to a drop in market share from 60.1% in 2023 to 52.5% in 2024, despite an overall increase in EV purchases in the state [2] Group 2: Recent Developments and Future Prospects - Tesla has completed a limited commercial rollout of its robotaxi business in Austin, which is seen as a transformative shift in the automotive industry and opens new market opportunities [3] - Investor sentiment improved after Elon Musk reduced his government-related engagements, which has boosted confidence in Tesla's near-term execution [3] - The company introduced a refreshed Model Y with design and performance upgrades and plans to unveil new mass-market models in the upcoming quarter [3] - Tesla is also progressing towards scaling production of its humanoid robot, adding another dimension to its long-term growth strategy [3]

I felt right at home when I got here because they have a soundboard here at Corny. It's just like mine. And now it is time. It's time for the lightning round.Robert play the sound. And then the lightning round is over. Are you ready.Ski daddy. Some of the lightning round players. Let's start with Boris in Texas.Forest. Good afternoon, Jim. How you been.From Texas. I'll take it. What do you have for me.Okay. So, Open Door, I saw this as a speculative uh stock pick in my portfolio. Watched it for about 6 mont ...

Let's bring in Charles Schwab, chief investment strategist Lzanne Saunders. Um, man, Lisanne, you I mean, for the final week of August, markets being handed a lot of large questions. Um, in general, how do you think capital is responding to even, you know, set aside the commerce secretar's comments this morning, but the president just now weighed in on Cracker Barrel's logo.He's he's had say on what how Intel and Nvidia and Apple and even Coke should manage their investments in their product lines. Do you t ...