Live thread with my hot takes of Super Bowl commercials and implications on the market. Feel free to add your own takes.

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Genius ad by Coinbase!

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That was shadier than the DMs from attractive women I get on my IG.

No I’m not accepting that catfish

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Return of the E-Trade baby indicates market will shit itself. Happened last time…

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E*Trade is a solid product - really appreciate what they’ve done for retail investors. Props.

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I’m old enough when beer commercials didn’t suck.

And they sold actual beer.

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On SOFI, when companies start buying stadium naming rights ahead of consistent earnings it’s usually a bearish sign. Think Enron, WorldCom. I’d like to see Sofi succeed, but this may be a red light.

Crypto. com is fucked.

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SOFI will be fine. Cyrpto.com on the other hand...

Chevy with the Silverado EV. And the Sopranos opening shot for shot redo.

The trend is real. The competition is fierce. Rivian short, GM and F long.

Also good to see AJ out of jail and sober.

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Nostalgia is a crutch.

Nice Gen X fan service from Doritos and Meta. That’s where the money is. We didn’t blow thousands of dollars on NFTs and will still be able to buy stuff after the big crash.

#triggered

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WeatherTech… boring commercial. But they paid $7MM for that ad. Speaks to the opportunities in auto parts…

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Didn’t pay attention to all
Commercials but seemed lot of crypto commercials

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EV ads going to be frequent. They’re coming for Tesla.

Watch the streaming space, too. Profits getting competed away.

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BMW, Polestar, GM, etc will continue to spend $5M or more on Super Bowl advertisements while Elon & company invest that money back into R&D. BMW & GM are years away from Tesla. Long $TSLA! Btw, I like Polestar and the product they produce, I don’t like how they went to market with the spac offering.

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FTX was fun. But this feels like the 2000 super bowl, but with crypto already crashing.

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Kia enters the EV chat… with a decent looking car.

Toyota uses halftime sponsorship to pitch the Tundra sans an EV option.

So the Americans, Europeans, and Koreans pushing EV… Japan, not so much.

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Japan isn’t worried about climate change because that’s a more distant problem than their shrinking population leading to a potential economic collapse.

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Not seeing much in the second half…

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Good news is MicroStrategy didn’t run and ad this year. Worse than appearing on the cover of Cat Fancy.

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They have all their cash flow tied up in Bitcoin

50 Cent been hitting the dollar menu

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I'm in really really good shape as a 34 yo male (Murph Challenge last summer) and I'll be hella happy to look like that in 10 years.

crm

Ok.. just saw the ad. It was alright…

Gotta watch them all again. Guests were too loud…

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My parents are visiting this week and mom and I made dinner tonight. Salmon is seasoned with Trader Joe’s ajika (a Georgian spice blend) and we just roasted the broccoli. The standout is the mejadara. It’s spiced rice and lentils with fried onions and is popular throughout the Middle East. We used the recipe from Yotam Ottolenghi and Sami Tamimi’s cookbook, Jerusalem.

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TSLA puts was the move right? That truck is sooo aesthetically terrible

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Does Deloitte have a list of approved universities for Day 1 CPT? How to get started on the process? Any documentation available on DeloitteNet to review?

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Can someone please explain RSU for me like I'm 5? I keep seeing these huge numbers. How much of that do you actually realize a year? How do you access that money, do you have to go in and sell those shares? How often can you do that?

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Additional Posts in Option Traders & Investing

Hi everyone. Everything on my 401k is invested in the vanguard target 2055, which is 90% stock 10% bonds. Would it be wise to change to a more conservative fund, if we expect the market to go down?

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TSLA puts was the move right? That truck is sooo aesthetically terrible

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Any ETFs that you can buy to short Tesla shares ?

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Stock futures dip on open. Sounds like the market would be red next week

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