AI Reality Check Hits the Tape — $SPOT Crashes 14%, $KO Pops, $UPS Beats

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Chapters:
0:00:00 – Stream Open: AI Hype Meets Reality
0:06:44 – AMD & NVDA Pre-Market Tape Setup ($AMD $NVDA)
0:14:24 – Mag 7 Levels: Amazon, Microsoft, Apple ($AMZN $MSFT $AAPL)
0:19:33 – OpenAI Misses Big — AI Trade Wobbles
0:27:28 – Engulfed Candle Read & Profit Takers
0:34:38 – Robinhood Crypto Tab + Bitcoin Technicals ($HOOD $BTC)
0:42:05 – Mag 7 Buy Plan: The $20 Question
0:53:39 – Joseph Hodge Joins — Options Outlook
1:02:13 – CoreWeave & Oracle: The OpenAI Compute Story ($ORCL)
1:11:54 – Tesla & Mid-Show Tape Pivot ($TSLA)
1:25:01 – 12:25 Candle Reversal Setup
1:34:35 – AMD Inverted at Highs, NVDA Holds Relative ($AMD $NVDA)
1:43:22 – Hands-Off Tape Into the Lunch Lull
2:23:48 – Tariff Cost 2.5% — Tape Comes Back
2:34:40 – Coca-Cola Crushes Q1 — Zero Sugar Volumes +13% ($KO)
2:43:16 – Lisa Su × Lutnick Photo + UPS Q1 Beat ($AMD $UPS)
2:49:10 – Spotify EPS Beat, Stock Dumps 14% on Soft Guide ($SPOT)
2:57:06 – Hilton Bucks Travel Slowdown — RevPAR Raised ($HLT)
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