Rebels Edge · Tue, Jul 21, 2026

Everyone Said Tech Was Done… Oracle & AI Stocks Just Proved Them Wrong

Summary

The hosts discussed inflation, rising oil prices and volatility before highlighting Oracle’s earnings and Nvidia’s investment in Nebius as evidence of continued demand for AI and cloud infrastructure. They also reviewed weakness at AeroVironment and Campbell’s, promoted Re-Alloys with an ownership and paid-promotion disclosure, and closed with NFL commentary.

Annual inflation was reported at 2.4%, while crude oil had risen roughly 32% over the preceding month amid concerns about Iran and the Strait of Hormuz.
The VIX was near 25 after recently reaching the mid-30s; the hosts expected volatility to ease, while acknowledging geopolitical headline risk.
Oracle reported 44% cloud revenue growth and raised its fiscal 2027 revenue outlook to $90 billion, supporting a roughly double-digit stock gain.
Nvidia’s announced $2 billion investment in Nebius and hyperscale cloud partnership reinforced the hosts’ bullish view of AI infrastructure.
AeroVironment faced goodwill impairments, a Space Force program work stoppage and lower gross margins, with shares down approximately 7–8%.
Campbell’s lowered its earnings outlook; the hosts questioned management execution and suggested competitors could benefit.
Re-Alloys highlighted a fully financed rare-earth metallization facility expansion. The hosts disclosed owning shares and being paid promoters while making speculative long-term upside claims.

ALOY ORCL NVDA NBIS AVAV CPB

Full transcript

Welcome back to the Rebels Edge. Today we're going to talk a little bit more about what's going on, of course, uh in the Straits of Hormuz, as well as what's going on in the stock market because we had some pretty strong earnings from a big tech company last night. And some
pretty good news about a data center company. And I thought those were the ones that weren't supposed to be doing so well right here. Well, they're sort of leading the charge on the Nasdaq right now. That and more on today's Rebels Edge.
>> [music] [music] >> Welcome back, folks. You know who's with us again? Two days in a row? WHO? PAUL.
>> [laughter] >> ME? THE NIGERIAN.
SO, while while some people are probably crying in their soup down in Florida, and it probably is soup right now, Pete.
[laughter] Uh we are going to bring you what's going on in the stock market and our takes on what you might be able to do to take advantage of things rather than just, you know, run around like a chicken with your head cut off.
Talk about volatility all the time, Pete, because I hear a lot about volatility from people who don't know anything about volatility. John, they don't even know what it measures. That's the best part. I mean, I just sit there listening to these guys on that four-letter network, and I'm just like, do you even know what the measure is?
>> [laughter] >> Nope. The answer is no.
The answer is no. All right, let's talk a little bit about macro, Pete. And uh Jared, if you wouldn't mind throwing up that slide, uh annual inflation is at what? 2.4% Pete? And that's pretty damn good. And here is a a
graph showing you how much it's come down from in 2022 under the former president when it was 9% all the way down to 2.4, which is right in line with what they expected, Pete.
And yet, you know, depending on who the headline is coming from, like you said, some of those four-letter networks and things, um they might say, "Oh, well, IT'S STILL NOT DOWN AT THE FED'S LEVEL." It's a hell of a lot closer to the Fed's 2% target number than it was back IN 2022, BUT
>> [laughter] >> LET'S TRY TO manipulate the data in any way so that it doesn't sound like it's good when indeed it is a pretty damn good.
You know, John, you can't get in the way of their own facts. Well, I guess actually you can because we have the real facts. So, yeah.
>> [laughter] >> I think that chart sort of said it all.
Um John, for my macro, I'm just going to hit exactly what is just going crazy, which is the price of oil.
Um crude remains up about 13% in the last five days. It's up about 32% over the last month. So, yeah, we've had a pretty big, you know, distinguished move to the upside.
Um and something really interesting, I think, to keep to keep an eye on. We're watching it, you know, all of us are watching it constantly just trying to see where is oil? Where is crude? What are we looking at right now? And all the rest of it because that is a big deal.
And it and it's something that, you know, we're all focused on that because of everything that's going on in Iran, and it it makes a lot of sense that we would want to keep an eye on that in the trading somewhere, call it between 84 and 87 now, but right now, as a matter of fact, it's trading a lot closer to 87, maybe even a little bit above that, but that is that's pretty interesting.
And John, I'm going to jump right into the VIX just real quick, if you don't mind. Please. Ironically, the VIX is up 16% over the last five days. Kind of sounds like crude a little bit, huh? And over the last month, um up 40%. Sounds like it's pretty close to what's going on with crude as well, right? So, there is a lot to be said about that. I'm
looking at the VIX right now, John, basically trading just north of 25. So, we had that big spike into the 30s. Um and again, I will mention that they won't last long up there. It it can be there for a little bit of time, but it won't last that long when it's up there.
And the reason being, how many what percentage move of the S&P are we expecting to be in front of us over the next couple of weeks? And I think the answer wouldn't be 2% or more than 2%. I think the answer is probably closer to 1%. Well, if that's the case, yeah,
there's some some gamesmanship going on there, but um it'll be back under 20 before people would recognize, likely.
But there's still a few news stories, of course, that are going to control a lot about the volatility index, but right now, sitting right at 25.
Yeah. And uh as Pete would tell you, folks, the uh S&P is measured or the S&P is the uh measurement that is used for the calculation for the VIX. It's not the Nasdaq. It's not the Dow Jones. It's not, you know, somebody worrying about
the next whole manny or whatever. It is the S&P 500 calls and puts, and they are the input that goes into it. Right now, the S&P 500 is down 3/10 of 1%. Not 3%.
Yeah.
Not 3%. Not 2%. Not 1%. 3/10 of 1%.
So, if you wanted to basically take 16 and divide it into thirds, Pete, um you might say that it's somewhere like a five Yeah. or a five and a half uh actual uh VIX right now. That's the actual versus, of course, people are pricing in other things and worries about the state uh the Straits of
Hormuz, which is proper, but nonetheless, it's a hell of a lot less than the 35 that we were at on Monday.
Yeah.
All right, Pete. I thought we'd put this up just for giggles, which is basically the uh Kalshi, which is they are really uh one of the top spots for uh these prediction markets. Mhm. Polymarket is bigger, I get it, but for sports, it's
Kalshi. They do a lot more, and Polymarket seems to be more um political, Pete, uh movies, all the rest. So, this one was interesting because how many people thought Italy versus Mexico in the World Baseball Classic, which is being played down in Puerto
Rico, how many people knew Italy played baseball?
>> [laughter] >> Soccer or football, yeah, but baseball?
A lot of great baseball players, I mean, Joe DiMaggio. Um there's a whole bunch of them that are in the Hall of Fame that are of Italian descent, but does the country play much >> [laughter] >> baseball?
Well, anyway, as you can see, it's a 70/30 today.
Um Mexico, which is freaking very, very active in uh baseball versus Italy, which is at 30%.
All right. I have yet another small-cap spotlight, and today it is a stock that many of you have traded already and have sent us glowing reviews of this particular company. It is Re-Alloys.
And that's Re-Alloys with an S at the end. The symbol is A L O Y. And they have just moved to the NYSE American Exchange. Um they announced that they have a fully financed build-out of the
largest heavy rare earth metallization facility outside of China. This is big news, folks, because many of you know that China, of course, has close to 85% of the world's rare earths. Uh there are
a bunch in Africa, too, and some in Nevada and so forth, but they have over 90% of the uh metallization facilities. In other words, the refining of these rare earths in China. And they're not exactly friendly to the United States. So,
having somebody that has the largest heavy rare earth metallization facility outside of China is a big deal. And that's why on our small-cap spotlight today, we're highlighting it. Now, as I've said before, we are a paid promoter for
uh Re-Alloys. Uh and then again, that's symbol A L O Y. We love it. We own shares in it. Their target output is 30 tons. Um plus 15 tons of uh terrbium per year. This is a big production facility,
folks. This is not just a a small afterthought. So, we wanted to bring it to you because the news is just out. It I in fact, I believe just hit yesterday.
Um it had closed yesterday at $17.77.
It has moved as high as $27 in the past couple weeks. Um mainly on the inclusion on that NYSE American Exchange, but this is big news that we're bringing to you today. So, take a look at A L O Y. Do so, of course, with
the understanding that not only do we own the stock, but we are also paid to promote this stock. And I think this one could be 5x or 10x from here. If you have any kind of patience with a longer-term investment, folks, um I
would say take a look at A L O Y cuz I think they're going to be performing for quite a while. Thanks for joining us.
That's today's small-cap spotlight.
money.
All right. Um let's talk tell them just a little bit Pete about uh the uh events that we've got coming up like the virtual ticket. The virtual ticket for um Seebo Global Markets um is April 23rd and 24th. Now, technically we start the
22nd because we're going to have, you know, a nice cocktail event for the VIPs and things like that. But, if you'd like a virtual pass folks, well, you'd have to drink your own virtual cocktail.
>> [laughter] >> But, other than that, you can buy a virtual pass and attend without flying and putting up with all that hassle, without staying in a hotel, and in basically uh absorbing that extra cost.
Instead, you can just buy a virtual pass. So, I'd encourage all of you that would like to attend and hear Pete, hear me, hear uh a bunch of our best analysts showing up in Chicago the 23rd and 24th, just scan that QR code. You can still get that early bird discount for the
virtual pass. The regular passes are nearly sold out. So, if you'd like to join us virtually, um please scan the QR code right there on your screen and grab the virtual pass. Mhm. All right, Pete.
[clears throat] Let's dive right into stocks. Oracle.
Yep. Woo. I thought it was over for these guys. Yeah. I thought Yeah, I thought nobody was going to be buying um software, which is what Oracle does, of course. I thought nobody was going to be interested in data centers. But, I guess they're wrong on both counts, right, Pete? Yeah.
>> [laughter] >> It's unbelievable, John. But, you know, they come out we we always look at the earnings, right? We always want to know, okay, what do the earnings really truly look like? Well, cloud revenue up 44%.
Yeah, that doesn't sound too bad, does it, John? I mean, holy smokes.
They they literally crushed just about everything you could get out there, John. They raised the 2027 revenue guide to 90 billion. That's a pretty healthy number, I would say. That's a pretty nice forecast. Um they did get upgrades specifically from JP Morgan, but they also they did pull back, John, on their
on on the the price target, though. They went from 230 to 210. But, given the fact of where this stock has been, I would say that that makes a little bit of sense. Maybe gets a little bit closer. By the way, there's a little bit of option activity in there today today that makes it kind of interesting. And, obviously that didn't didn't catch this
big move, but now expecting a little bit more of a move over the next couple of weeks type of a thing. So, yeah, pretty interesting, John, that we're we're told one thing, but when it all comes down to, you know, what do the numbers really look like? It looks like it's pretty darn good for Oracle on a big what? 10% move to the upside? It was more than
that, but something close to 10% or more, but double digits for sure.
Yep. And, don't forget folks, this stock was well over $300 per share when last August they outperformed so dramatically. Well, they've still got a significant back backlog, and people are still willing to bet on this one, and I would too. Um
in fact, I talked about it on the show last week, I think, with Justin, Pete, when we saw some unusual activity and some on his Trade Monster AI. Uh so, keep your eye on that one, folks. All right,
let's uh hit Pete a little Nvidia and N B I S because this one, Nvidia, is going to be investing $2 billion in Nvidius, and the two companies have formed a strategic partnership to
develop and deploy the next generation of hyper scale cloud. Hmm. It's another one of those that I thought was done, Pete. I thought, yeah, you got to sell all these, right? Yeah, you know, I guess not.
You don't want to listen to too many of those guys who have been cutting themselves off by by exactly this, John, saying it's all over, they can't do this, they can't do that. It's they're they're in the wrong spot. You know what?
Uh data centers, all the rest of this stuff. You know, it's it's really interesting to hear all of that, but the reality is some of the partnerships that have been made, some of the investments that have been made, especially by somebody like Nvidia, I think into the future they are really looking well into the future, and it's very very impressive to me. You take a look, I
mean, the percentage that these stocks are up today is pretty outstanding. This hyper scale cloud for the AI. Uh a lot of people are saying AI is done. Uh I tend to disagree. I know you tend to disagree as well, John. So, this is one of those where I think they're catching people a little off guard. The investments, yes, they continue to make
investments. And in this case, this is a great partnership, I think, for Nvidius and for Nvidia, quite frankly.
Yeah. I agree, and it's it's real money they're putting down on the table. What, $2 billion investment?
Even for a company as big as them is still uh significant money. All right, Pete.
Let's talk about Aerovironment.
Um this is basically uh integrated uh capabilities across air, land, and sea. What do they do?
Autonomous vehicles. Um many of us might refer to those as drones, Pete. And so, um you may have expected, folks, for these guys to just post an unbelievable quarter. But, instead, they had a little bit of trouble this quarter because the Department of War uh
uh used to be called the DOD, Department of Defense. Now, it's the uh Department of War. Um they have gone out and uh basically cut them back on certain things, and those impairments, goodwill impairments, were forced to show up on the balance sheet
of AVAV, and that's why shares are down about 7 or 8% right here, Pete. Um you can't have uh a loss last year of $3 million, and all of a sudden you take some huge write-off here, and your loss is 179 mil. That dog does not hunt.
>> [laughter] >> Ain't that the truth. The gross margins also declined, John, uh 38% all the way down to 24%.
You know, they they stopped the work on the US Space Force program, and that that really was something that was a huge hiccup, unfortunately, for these guys. And by the way, this is a stock that not too terribly long ago, within the last year, was over 400 bucks a share, 417 to be exact. And now here it's trading somewhere in the range of
about 208, 210, something like that. So, yeah, to your point, you also brought up that operating in the losses and 179 million from a 3 million before. That's a pretty major jump. Uh and and that's something that I think people looked at and they said, uh I'm getting a little bit nervous about what's happening with these guys.
The 2026 expectations are a little bit difficult as well. So, when you put all that together, yeah, I'm I'm a little surprised the stock's not down even more, but I say that, and then I also will follow up with the fact that, well, considering the fact of where it was, well over 400, to where it is now, maybe that's helping a little bit of the
buffer because it's already been cut in half, essentially. So, um an interesting one. I don't think this is one of those that you want to just say, you know what? It's too much, I want to buy. I would wait to see some unusual options in there, and maybe something that we actually can put our arms around in terms of, hey, they're back, and they're and they're able to be able to continue
to do the things that they've done in the past. But, as of right now, they're in a really bad spot and going a little bit worse, it seems like, by the minute.
Yeah, and I think Pete and I understand this part of it, folks, and many of you do, too.
That if you've got bad news, like this is there's no two ways about it. This is bad news. Um you might want to dump all of it out at once.
Um you might want to get rid of anything that that is in there, and you're already going to lower the bar for yourself. So, why not give yourself a little wiggle room. And I think that's what happened today when the stock opened down in the premarket so hard,
and then, like Pete said, is only in scare quotes only down 7% right now. Um from 400 down here to one in the 160s and so forth, Pete, or or rather 204, rather. I Sorry, I said 160, but I meant
in the 200s. I think you've got a real opportunity um because it's already been cut in half. And uh I think what they make is what the military and Space Force, for the most part, want. And I think they're going to remain in demand, just like ARKK, which
we've talked about on the show before.
So, keep an eye on this one, and if if we see some unusual in here, Pete, I wouldn't mind getting in here. Yeah.
>> Cuz I like you said, I think they dumped the whole load of bad news on them.
Yeah.
All right, CPB, which is Campbell Soup.
Campbell Soup? Yeah, it's down 7%. Ouch.
Food company lowering full year outlook.
Again, back to no matter what you report for the past, your look going forward is a lot, probably 2/3 of how people will treat your stock. You could have a huge outperformance, but if going forward you're lowering guidance, you're going
to take a hit. These guys are taking a hit. Organic sales dropped 3% during the quarter. Um so, this was overall pretty bad news for the company as well. And they talked about inputs being high, you know, uh as as as tariffs, and quite frankly, Pete, I haven't really
figured out how tariffs play into this one so much but okay. Um, nonetheless, it's to the downside and it's a Dow stock so it's or it's in the S&P 500 for sure and it was one of the leading drops in the S&P 500.
Yeah, not looking awful John. A new 52-week low 2250. Maybe it's even lower than that now because I haven't looked over the last half hour or so but yeah and you mentioned organic sales that was down about 3% in Q2. That's not good.
Gross margins didn't very don't look very good either as those decreased so you know they they they put the blame on the supply chains and the and the costs and all the rest of it um and maybe there's a little something to that but I think they're over playing that and this is a stock that's been kind of cascading lower. You saw that
that graph just a little while ago. This stock was a 40-plus dollar stock at the highs 52-week highs and here we are now we're talking about being at 2250. I mean this is a stock that's done a lot of things unfortunately they're not going very well for them. They adjusted their earnings from the prior outlook
and that's not good either. They adjusted them down. So yeah, the news unfortunately we're getting from Campbell Soup or Campbell's company is is not good and they're struggling John and they're they were struggling in a big way. Now is I think that tells me that there's an opportunity from somebody out there maybe not Campbell's
but some of the competition that's out there might be able to find themselves into a good spot because I think Campbell's I it seems to me like it's almost to your point almost like it's mismanaged to some degree John because how much of what they're input that they're putting into this I don't know.
It just doesn't make enough sense to me to say that that this is just just about tariffs or just about whatever. I think this is this is something that needs to be looked at a lot closer and anybody who's competition probably is looking at it the same way because there's an opportunity out there I think.
I would agree and I think when you look at a chart of this one um it peaked back in 23 Pete at like you know almost 70 bucks a share and as you just said it's 2250 2270 bouncing in that range right now. So people have
pretty much been selling this thing since July of last year or July of 2004 actually. Um, I would pay attention to that. There's a and average turnovers 8 million shares it's trading a lot more than that today Pete so that's a lot of hitting the exits with both hands. Yeah.
All right, let's dive into a little sports. We've got some very interesting stories to share with you guys on sports and one of them is going to be that guy right there on the screen. Tom Brady.
Let's listen to this. What's Tom Brady?
Maybe he was the one responsible for all the rings because he's doing it again in Las Vegas right now. Everyone thought he was trying to win with Geno Smith and Pete Carroll but you forgot Tom Brady's a football mastermind. He was one step ahead. He signed those guys for a different type of win the number one pick and after today's moves let me tell you what the Raiders are up next and by the way if you want to stay updated in
the football world make sure you're following. They land the second best center in the NFL Tyler Linderbaum. I can't possibly think of a better move to help your number one pick QB Fernando Mendoza except for maybe hiring the best offensive coach Clint Kubiak which they also did. Then they reunite linebackers Nakobe Dean and Quay Walker one of the best duos and trade for arguably the
best slot corner in the NFL and also signed at least four other starters and they're not done. And don't forget they landed two first round picks for Max Crosby so they're loaded with high draft picks now. A big three of Mendoza Gentian Bowers while now building the offensive line I can't lie I would be really excited. And having the peace of mind to know that the biggest winner in
the history of football is running the show for you how much better can it get?
Maybe it was Yeah, how much better can it get? Well, Pete's going to tell us how much better it didn't get.
>> Yeah, well I have not seen anything like this John in football I don't think ever and it's probably happened and maybe I just missed it somewhere along the line I don't know but so they do the big trade with Max Crosby right? He's this has been talked about for a long time.
They've been shopping him around because they're trying to get the best deal that they can to redo their their whole team if they can and as good as he is they wanted to see what they could get. Well, they got something really big from Baltimore really big.
Two first round picks right? Two. So that's a big deal. That's that's unbelievable. So that's great.
Everything looked like every it was going pretty smooth. Max did have John he had he had really minor knee surgery.
He didn't get like an ACL or anything like that. He had some meniscus surgery.
And so he goes over there to Baltimore and then all of a sudden something happens within well Baltimore and they're like we're going to back out of this deal.
Our doctor you know after the exam our doctor said whatever he said. Let me tell you something. That's the biggest BS line in the history of lines and now the crazy part is okay so he's not going to be there. That takes away two first round picks and also a lot of the defensive players that they just picked up and that guy just you
know went through them all.
That's kind of interesting because a lot of that was predicated on the fact that they had a deal right? So they grabbed you know some some defensive players.
They obviously got a great center already and they they they've just been racking it up and I think you got to give Brady all the all the kudos in the world but I'll tell you what Baltimore is not putting themselves out there in a very nice light in my opinion John because their GM you know who replaced
Aussie one of the greats of all time their their new court their new coach and everybody get together and they say hey we want Crosby we need Crosby or whatever and I think they still do quite frankly but all of a sudden they they decide well we don't really like what we did. We offered him too much with the two first rounders. That was a mistake. Usually
two first rounders you're going to get a quarterback who's actually got a little something to him and you're going to do this and that or whatever right? But they're the ones who made that bid and you know what? The Vegas said we'll take it. We'll take the two first rounders.
Well, that's not going to happen now and I think that looks really really bad for the GM really really bad for the owner really bad for the head coach because all of them had to have been gotten together John to be able to try to get this deal done and they had a deal but they suddenly realized hey
this Trey Hendrickson guy is really really good and maybe we can get him a little bit cheaper. So that's who they're attacking and going for now John. A lot different not giving up the two first rounders and all the rest of it and they're going to try to pick up the Bengals defensive end and make this whole thing work that way. Well, that's
okay for them but who's going to trade with Baltimore ever again? I mean if if if they're going to back out of a trade like that which is exactly what it seems they did you know and I was watching NFL network last night. I was watching ESPN.
I see all these guys talking about it John. This is this is not something that we've seen really before. It would be one thing like I said he had an ACL or or or something else that was major. I think you could say well it it's not looking all that great but the meniscus surgery really? There's the the the
basically he doesn't have to even put on equipment for the next three months four months and he's got something that's surgery that hell guys like you and I played with meniscus issues and then you just clean it up at the end of the season. I mean it's really that I mean it's it's it it hurts and this and that but it isn't something that's going to
completely ruin you as a player. So I find the whole thing pretty damn embarrassing John for Baltimore and I'll tell you what first they they get rid of John Harbaugh stupid and now they do this stupid. So I don't know Baltimore's got some major issues.
have I gone too far? Do you agree or what do you think? No, I agree.
And uh Brady and those guys the the two first rounders obviously was the major driver Pete. Yeah. But the second driver was um it created cap room for them. They had the they had a lot of cap room but to get 31 million dollars more of cap room
cuz that's what uh getting rid of Max Crosby obviously they love him so it's not like they want oh just get out of here Max. But if you can free up that much cap room and get a couple first rounders yeah this is uh
I I think a lot of teams will be just like you said Pete very loath to do a deal with Baltimore. They'll be out on an island for a while.
And I think they deserve to be on that island. I mean I I've listened to everybody else talk about this like we're talking about it now and nobody has been able to explain why this is you know how they decided to make this other than oh shoot we gave him too much. How do we get out of this thing? Well, we'll just say the doctor said there's no way he's going to be ready. It doesn't look all
that good.
I mean I think And you and I know Pete how they would normally do this. How they would normally do it would be they would leak to Schefter you know to at is it Adam Schefter Pete?
>> Yeah, yeah. They leak to Adam Schefter hey we're thinking about spending two first rounders for this guy and then you could watch the sports reporters talk about oh that's too much you know if this goes down with two first rounders that's too much. And then you might say
to Brady or whatever, all right. Um, the real offer right now is going to be I'm not saying they go back and redo it. I'm just saying if they could have done it this way, leak what you're thinking about and if everybody in the world tells you it's too much, then you say to Brady, "Hey, tell you what, we're giving
you a number one and a number two." Mhm.
Number two in 2027, number one in 2026.
That's what you're going to get. And Brady would have probably taken it.
Yeah.
>> But instead, they get egg all over their face and look like a bunch of posers.
Yeah, it looks terri- it definitely looks bad and it started with the John Harbaugh getting rid of him and running him out of there. Are you kidding me?
The guy The guy's one of the best coaches probably in the NFL. If if, you know, somewhere in the top few, for sure, and I mean few. Um, there's another one out there, John, that that that intrigued me, so we're going to do a another one of these.
>> [laughter] >> All right. Romeo Dobbs. I you probably barely know even what team he plays for, but he plays for Green Bay. Does he have unbelievable numbers? Not really. Here's his numbers, John. 55 catches this past year, 700 yd and six touchdowns.
Uh How about this? Let's offer you a four years, uh let's go 80 million bucks. I mean, are you kidding me? That's what they offered them. This is the dumbest thing and this is the Patriots doing this one. So, they grabbed Romeo Dobbs from Green Bay,
bring him to the Patriots and they basically gave him 20 million bucks a year, essentially.
Um And think about this, John. This is one of the one of the deepest wide receiver draft classes that we've seen in a really long time. They're estimated 15 wide receivers to go in the first two rounds.
So, in a year like that, do you really go out and grab a a second or third receiver type guy like Dobbs? And I'm not trying to rip on Dobbs. Hey, make all the money you can, man. I mean, that on his side of it, fantastic. But, when you look at those numbers, I don't think those numbers blow me away. I don't
think they blow you away. It's it's about middle to lower average, probably, as far as production with Green Bay and they threw the ball a fair amount. They got a quarterback that's making $50 million a year, so they're throwing the ball and winging it around. And meanwhile, this guy's going to get an $80 million contract? I mean, holy crap,
John. What in the hell is wrong with these people? And how do they not figure this out? You got to think about like, you get a college kid, he probably if at best has had one surgery on his knee or shoulder or something like that.
Meanwhile, you get in the NFL, you probably got a few more bang-ups here and bang-up there or whatever. And and and Dobbs has been around not very long, but, you know, a couple years in the NFL. So, I don't know. I look at this one and I think, you know what? What in the hell is wrong with these general managers if they're making these kind of
moves? I mean, this is about as deep of a year as I've seen for wide receivers and they are all really, really good. It was a great year at the combine to see what speed and what these guys look like. They're all the fastest they've ever been at every position. So, you know, why the hell wouldn't you just go
with with the college guy and get him in the mix of what you're doing?
Yeah, and not impact your cap as much.
Right.
>> Because an $80 million signing like this impacts your cap. Uh I would also say, Pete, that uh you know, Dobbs is one of the players in the NFL that wears that extra big bubble thing over his helmet. Mhm. Um Which, you know, I'm not ripping him for that. I wouldn't want to wear that, but,
you know, I don't know if that means he's had concussion protocols or if he's just worried about it, but it's hard not to find him on the field. I mean, because he's got this huge, you know, bubble on top of his head. So, if you're looking around and if you you say,
"Well, this is a guy we really want want to keep our eye on." It's not just the numbers on the front of your jersey and the back of your jersey, folks. It's okay.
The guy with the big head is bobbling around, running across, you know, before he goes out into his pattern. You know, he's in the slot and then he goes across the formation and he's going to go to How do you miss him?
>> [laughter] >> I'M JUST AMAZED HOW YOU SEE HIM. AND for all I know, maybe, and we neither one of us know, I don't think, but I don't know if he's had concussions in the past, but if so, isn't that one more red flag that you got to be a little bit concerned about, so you're maybe not going to give him a four-year $80 million contract?
I'm not saying he's not a good player, but he's probably more of an average player, maybe slightly above average player.
Look at those numbers, six touchdowns.
Does that impress people? I mean, this is a league that throws the football, for God's sake. And, you know, you get six touchdowns, congratulations, but that doesn't mean you're at that 20 million mark for being a receiver, I don't think.
Yeah, the the 700 yd receiving and the six touchdowns doesn't exactly scream you should be the richest wide receiver in football to me. I agree with you, Pete.
All right. Well, um we appreciate all of you joining us today. Again, remember you can get that virtual pass and we encourage all of you to do that to the Cboe Global Markets and Market Rebellion event in Chicago, the 23rd and
24th. Make sure you guys scan that QR code so that you can join us for that and we'll see you tomorrow at what time, Pete? 1:00 p.m. Eastern, John. We're going to be ready.
1:00 p.m. Eastern. See you then.
>> [music] >> Yeah.

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