00:08:47 · Jordi Hays, John Coogan, Thomas Wright, Joe Lonsdale, Adam
[00:08:47] S0: Looking great. Thank you for that. [00:08:48] S1: So do we have that Togi video to contextualize for everyone? Can we pull that up? Okay. This is Togi, the fitness and gambling concert. [00:08:57] S3: Ever. Like, every day, I probably have, like, six, like, useful thoughts, and then the rest of it's just kind of like [00:09:04] S6: Give me an example of a useful thought you had today. [00:09:07] S7: No. Today was bad. [00:09:12] S1: What an entertainer. Anyway, on October 4, Togey, the man pictured in that video, was trying to speed up his stock video trading challenge, which is already a hilarious premise. He said he noticed people online acting bearish towards Moderna. Everyone was turbo bullish on every stock except $1 sign mRNA. Everyone and their mother could only talk about how overvalued it was and how good of a short it was. Then he decided to go against the crowd and bought Moderna calls. That night, he had a dream. Moderna cured cancer, and the stock went to $275 It's trading around $200 today. It was at almost $2.50 a little bit earlier. Making his portfolio, if these calls had hit, worth $11,000,000 This was his dream. After the dream, he asked Claude what it would take for Moderna to actually reach $275 That's when he said he learned about Moderna's cancer vaccine. Wait, for the first time, he just has this dream based on vibes based analysis. He's vibes trading. Over the next two weeks, the stock went up 25%, and Togi got worried that all the hype from the trial was already priced in. Then he had another dream. [00:10:34] S0: There we This
00:10:34 · Jordi Hays, John Coogan
[00:10:34] S0: There we This [00:10:34] S1: time that Moderna stock would surge 22%. I thought is a quote from him. He trust my original swap end of market on Friday plan. But when he woke up and checked his phone, Moderna was tanking, and his position was down nearly $200,000 Quote from Togey, My port down 200 ks almost had me fully in a panic, thinking maybe sell on the news was so obvious that they are selling days before the news. Originally, Togi had planned to flip his entire position from long to short on Friday, October 23, betting that Moderna's stock would crash after the trial results were released on Saturday, but the sudden drop convinced him to move up his plans. Quote, I got too scared that the pump would happen so soon that I'd have no capital left to flip the port short come Friday. But so he sold his position at a loss, freeing up roughly $500,000 to bet against Moderna by buying put options ahead of the trial results. Perfect timing for Togi. Shortly after, the results were leaked and the stock crashed by 26%, in Togi's own words, and the rest is some giga stroke of luck history. The news broke early somehow? Question mark. Question mark. Question mark. Question mark. The most likely outcome for all traders would be that I was destined for. Rock solid thesis blown up by some unlucky BS. [00:12:03] S0: Excuses. That's my quant. Lucky. Giga stroke of luck.
00:12:03 · Jordi Hays, John Coogan, Tyler
[00:12:03] S0: Excuses. That's my quant. Lucky. Giga stroke of luck. [00:12:07] S1: Giga stroke of luck. Lucky my panic this morning got to my head enough to break my original game plan. In hindsight, this entire saga was beyond obvious. Thanks for playing. Not financial advice. I'm just learning [00:12:21] S0: Guy has two dreams and a giga stroke of luck and says, in the end, this was all beyond obvious. [00:12:28] S1: All beyond obvious, but also not financial advice. I'm just learning and gambling, but also put some respect on the thesis. S U M for some. So I don't know. [00:12:40] S0: The thesis that started before he was aware of what the entire stock was riding on. [00:12:46] S1: It's it's, yeah, it's a very, funny story. Anyway, Moderna is all over the place. Well, let me tell you about console.com. Console builds AI agents that automate 70% of IT, HR, and finance support, giving employees instant resolution for access requests and password resets. How is Tyler doing this round? [00:13:06] S2: Well, so it's Nick playing now. [00:13:07] S1: Oh, Nick playing. Playing swap? Let's see. So the the score to beat is even. If if... Slightly negative. [00:13:14] S2: If Nick... If he can go even. [00:13:15] S1: Yeah. Okay. Okay. I don't know if I played this map in the in the beta. [00:13:20] S0: You look like you're about to pull up a [00:13:22] S1: Pretty good. [00:13:22] S0: A shot from deep.
00:13:22 · Jordi Hays, John Coogan
[00:13:22] S0: A shot from deep. [00:13:24] S1: Is he leaning in yet? Stance forward for Modern Warfare four? This is exciting. And somebody in the chat also said it's only twenty six days until GTA six. It's... Christmas is coming early for the next sixty [00:13:40] S0: Alright. Two days. It together. [00:13:41] S1: Get it together. Okay. Well, over in the management section of Wall Street Journal. [00:13:46] S0: Well, let's do some timeline first. [00:13:47] S1: Okay. Yeah. [00:13:47] S0: Let's [00:13:48] S1: start the timeline. [00:13:48] S0: For sure. President Trump says Sundar over at Google talked him out of renaming the Atlantic Ocean. Okay. Says, and I spoke to a brilliant guy Sundar. He heads all of Google. He's a brilliant guy. [00:14:00] S1: Okay. [00:14:01] S0: Sergei and Sundar are totally brilliant guys. You know they're they're still rattled from The Gulf. And I said, no, Sundar, I'm thinking of the Atlantic Ocean. Can you handle it? No. No. No. This time I'm not doing it, he said. He said, oceans are different, sir. You know, they cover they cover really a lot of countries. Please don't ask us to do that. [00:14:20] S1: That's the craziest thing. So it'd be the American Ocean? Is that the idea? [00:14:27] S0: I think you would have to assume so. [00:14:30] S1: Or Trump Ocean? Maybe Mar A Lago, the ocean? I don't know. [00:14:37] S0: Could see all of these.
00:14:37 · Jordi Hays, John Coogan, Tyler, Joe Lonsdale
[00:14:37] S0: Could see all of these. [00:14:38] S1: I feel like there's enough in the in the Trump brand canon to to rename everything. Because after you rename one gulf, if you if you have another gulf, you need to come up with another one. Well, so you have America and then United States, The United States ocean on the other side, I guess. Yeah. Try and make everything United States. [00:14:56] S0: So apparently, Lake Ontario only shows up as Lake America in The United States. [00:15:02] S1: Oh. You're outside. Geodo locked? Oh, that one So went through now there's the lake, the gulf, and then now there's [00:15:08] S0: We're really just living in our own little world. [00:15:10] S1: It's a little bubble. [00:15:11] S2: A A bit of a bubble. [00:15:12] S1: Personalized AI intranet, basically. The American intranet. That's where we're going. [00:15:18] S0: Let's check-in with Joe Lonsdale. He was on CNBC yesterday. [00:15:23] S1: Yeah. We gotta break this one down. [00:15:25] S0: And there's a lot to to kind of process here. [00:15:28] S1: Yes. This This is Joe Lonsdale on CNBC. [00:15:33] S6: She calls it a trap bought for child life. We have six little kids, and it's telling us about our kids' health appointments and their activities, trying to figure out my two year old how to deprecate his binky right now, and it's telling me when and when not to give it to him. Alright. Pause. [00:15:45] S0: Pause. First off, he's calling the... I mean, well, let's start with the basics. He's calling in from private aircraft [00:15:53] S1: Immediate alt.
00:15:53 · John Coogan, Jordi Hays, Tyler
[00:15:53] S1: Immediate alt. [00:15:54] S0: Which is incredible. I think a lot of people... We actually have had guests this week call in from their planes, but they'll use a Zoom background. [00:16:03] S1: Usually, people do the Zoom background. Going no Zoom background, very strong play. [00:16:07] S0: And so it's worth noting just how far Internet connectivity has come. Yeah. People can call in. People watching don't realize somebody's on a plane flying. [00:16:18] S1: Well, I think everyone realized. [00:16:19] S0: Well, in this case, people are realizing. I'm saying we had [00:16:22] S1: a Oh, guest oh, with the Zoom background. [00:16:23] S0: This week, I won't name them Totally. That was calling in from a plane and you would never know, right? Yep. So that's great. Joe, you know, letting people know front and center, which I think is a... You don't have much to work with in the CNBC backgrounds. Right? You got this tiny little square. Yeah. It's like how do you leverage it to the max build your personal brand? This is a great way to do it. Totally. This is like, you know, selling courses online and having a, you know, Ferrari or Lamborghini. [00:16:52] S2: This is the equivalent for...... [00:16:53] S1: Videos where you show the Lamborghini in the heads in the head... Yeah. Yeah. Stitching. Yeah.