Rebels Edge · Tue, Jul 14, 2026
IBM Just Had Its Worst Day in Years. What Happened?
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The hosts examine IBM’s sharp selloff, attributing it to earnings and revenue misses, weakness across key businesses, and less-confident management commentary. They also discuss oil prices, volatility, Federal Reserve expectations, strong bank earnings, Teradyne’s growth, and pressure on hospital operators before closing with football coverage.
- Oil pared an early jump, while the VIX remained subdued and rate-market expectations favored another Fed pause.
- The hosts describe strong earnings from major banks as a source of support for the broader market.
- IBM reportedly earned $2.93 per share versus $3.01 expected, with revenue of $17.2 billion versus $17.85 billion expected.
- The hosts would watch IBM for bullish unusual options activity and oversold technical signals rather than immediately buy the decline.
- Teradyne benefited from demand for semiconductor and robotics testing; the hosts cited 87% first-quarter revenue growth.
- Goldman Sachs drew praise for investment-banking growth and deal fees; a potential stock split was discussed speculatively.
- HCA Healthcare faced reimbursement uncertainty, Medicaid-cut concerns, and narrowed guidance; the hosts remained cautious on hospital operators.
- The sports segment covered Ohio State receiver Jeremiah Smith, NFL quarterback rankings, and unsigned veteran players.
Full transcript
Welcome back to The Rebel's Edge. My brother Pete and I will break down for you exactly why IBM is breaking down today. And you might be surprised by at least one of the answers. We've got that, stocks, and sports on today's Rebel's Edge.
>> [music] [music] >> Well, Pete, uh crude oil seeing a little bit of a pop.
Uh Iranian uh Republican Guards seeing a much bigger pop.
>> [laughter] >> I've been watching some of those, Pete.
It's crazy when you see those military videos that CENTCOM has released. Uh but, a bigger story today might be IBM.
And we're going to get to that in just a sec. So, first let's hit macro, which is the crude prices jumped pretty dramatically early on. And part of that reason was I guess Trump was saying he was going to put a 20% tax on everybody going through the Strait of Hormuz. He
has since pulled back from that, Pete.
And so, crude oil prices have dropped not as dramatically as you might expect, but they have dropped, Pete.
>> Yeah.
Yeah, there's they're still up, like you said, John. I mean, it you know, I think they were over 80 earlier this morning or whatever. So, you know, uh that's a pretty decent number. It's still close to 79 for WTI, I think.
Um so, looking at that, I I I find it really interesting. But, the other thing is it's we we finally are here, John.
We've been talking about for a little while. It was 2 weeks away. It's a week away. And now here we are. The financials are kicking off the earning season. So, if people are kind of wondering, well, with the stuff going on with the straits, why isn't uh the market down, you know, 400 points or whatever. Uh uh I think a lot of that has to do with how
strong the earnings have been already just kicking off. JP Morgan crushed it.
Bank of America crushed it. Goldman Sachs crushed it. Wells Fargo crushed it. Citi crushed it. They all did, John.
So, um you know what? We've been talking about this for a long time. That has been one of the saviors of the market, you know, month or quarter after quarter, I should say, because of the fact that we've just They just can keep on rolling. And it it starts with the financials, then we start getting a little bit deeper into some of the technology names and and
everything else, but this is a pretty solid first uh first day of a a major earning season kicking off, John.
>> Well, Jamie Dimon, Pete, uh when they announced their earnings and so forth, he also said that AI has uh helped them cut up to 40% not of total staff, but of staff in certain areas. Mhm. So, you know, we're going to be hearing more about that from
I think a lot of firms. All those banks, Pete, as well as uh some of the folks that uh you might not have expected would be impacted by AI, and we'll be reporting that to all of you. All right.
So, we popped uh crude oil popped and pulled back not all the way back to unchanged, but only up 1 and 1/2% right now, Pete. What did that do to the VIX?
>> And that's where it's surprising, John, because you would have I would have probably both of us expected to see the VIX make a pretty decent, you know, move to the upside, right? But, uh maybe taking a picture or a position very similar to what we were just describing that hey, you know what? The the
financials sure did look pretty damn good because the VIX itself, John, never really got all that high. It got up to 17 and 1/2 really early on before, you know, a lot of the volumes are really ready to go.
And meanwhile, here we are sitting in the low 16s once again. So, I find it pretty interesting the fact that where we're trading right now, call it call it 16 and a half, which is actually down uh about 4% or something close to that. Um I would say that it's a little bit
surprising, but given what we've seen from the financials so far, um I I don't know, John. I I I think it makes a lot of sense because we've been dealing with this siren. If this If this were the very first one time we have the bombing going on and and everything else and or
the first time that we've had a peace or whatever, um that would be different.
But we've seen this time time again like a clock every couple of weeks. The Here we are once again. Here we are once again. So, I think it's one of those things where people are actually starting to adjust to that.
>> Well, we're going to have, Pete, on the 29th of July, another Fed announcement.
>> Yeah.
>> And right now, the uh prediction markets are saying that predictions uh are for 93% chance of zero, nothing happening.
1% chance of a cut, which means there's a very small chance that maybe we see a rate hike. I think the markets are taking that in stride.
>> Yeah. I think you're right. I By the way, the the CME tool um is at 87%. So, it's a little bit lower than what Polymarket's got up there, you know, at 93%. Either way, it's pretty dominated that yeah, this is uh this is probably
how this is going to play out and uh you know, another pause probably in front of us. So, I I think given that and what's going on, you know, I I think it's been going pretty well, John, with with Kevin Warsh what he's what he's been doing back there. I got I keep pointing back towards my TV in the other room because it's been very, very interesting just to see
um what this looks like and it feels like it's a little different than some of the times with Powell and and so forth and I think it he's giving the markets a little bit of confidence by the answers to the questions that he's getting.
>> Well, let's dive into IBM, Pete, because as I said in the cold open, the the numbers that they reported were really not that bad. 293 was the bottom line number. In other words, profit per share. But, they expected 301. Now, that's a 2%
miss, Pete.
So, as you said, I think it's more what Arvind Krishna was saying during his talk with the analysts after the numbers were reported and he didn't sound as confident and I think one of the
reasons, Pete, is that IBM had a big run. It was up into the 340s and now, after today's move, it traded to 215.
So, he's under some pressure internally, not just from the analysts on the outside.
>> Yeah, and some of the commentary that he had out there, I mean, that that says it all, right? I mean, you don't even have to say anything practically. I mean, just looking at that is just a dramatic move that that's not a move that IBM makes, right? I mean, that's not It's not one of those companies, you know, sure there are companies out there that are going to make those kind of moves
that are 20% on a much more consistent basis, but that's not what IBM is. But, Krishna, I think, John, he talked about the shift to memory and hardware and all the rest of those kind of things. Um the weakness that they've got in software and consulting and infrastructure and all of that and all, you know, that's
that puts you into a little bit of a a spot, But, you know, the the one thing that they didn't miss very much on the earnings, but the revenue, John, that was one of another spot where I I would have to say that was a pretty decent miss. I mean, $17.2 billion versus $17.85
billion. Um you know what? They're They're just with with all of what we just lined up there for you, it makes sense that IBM is moving the way it is right now. That being said, is there an opportunity there? I know, just like you, John, I I'm going to be on top of this thing looking to see, "Hey, is there anybody
out there on the unusual options world that's going to be coming in there that maybe gives us a little bit of a a sense that maybe it's time to be there." Not today, probably, but at some point over the next couple of weeks, somewhere in the 1 month, maybe even future, but if we start seeing some options come in there that tell us that this thing maybe
can have a pretty good recovery. I I think I'd be pretty aggressively following along with that.
>> Well, we always watch technicals, Pete, even though you and I aren't you know, driven solely by that. But, when IBM drops 25%, you're going to see the RSI going below 30, which for you technicians out there usually means you're pretty oversold.
So, I understand completely where Pete's coming from, and I'd be right there with you, Pete. We always say there's no one-day events, >> Right.
>> but uh this could be, you know, sort of the flush of uh any remaining weak hands in IBM. And again, it was 350, Pete.
>> Mhm.
>> Not saying it has to go back there, but it was 350, and today it's 215, or now it's 219, or whatever it is. That is just a horrendous loss of market cap, and, you know, perhaps for uh Krishna, a little credibility.
>> Yeah.
>> Uh we'll have to see. All right.
Teradyne. These guys make uh testing equipment for semiconductors and for robotics, Pete. And if you were talking about two of the biggest uh headlines in stock market lore this year, it would probably be those two.
And if you threw in space, well, that would be the next, probably the third.
Uh because the fact that these guys are moving up pretty strong today, they benefit from all this advanced testing and all the rest that's necessary for not just semiconductors again, but robotics and so forth. So, these guys are helping uh lift rather than hurt
many of the other stocks in the chip space, you know, like uh chip testing equipment and manufacturing like KLAC or AMAT and the others.
>> Strong demand uh for these advanced testing solutions John that they've got out there. Stock's up what? 5% or something like that? Last I looked, that's where about where it was, but 87% year-over-year revenue increase in Q1. Just to kind of look back a little bit at uh at what this company really looks like. It looks to
me like they're probably in the right space and obviously with all the testing John, and like you said, it's not just uh in one spot, it's also in the the the idea of robotics. Um I would say that this is a pretty interesting stock that people probably don't really pay enough attention to,
uh but probably should be because of the fact that they are one of the key players in this whole world, you know, this automated testing of equipment. I mean, that they are they're kind of the leader of that whole thing. So, pretty darn interesting. I I like it. I I think it's not talked about probably enough um in the general media
world or whatever, but yeah, names like Teradyne I think are are pretty special and I think that uh uh you know what? If you want to be a little bit outside the box of everybody else, that's one of those names that I think makes a heck of a lot of sense.
>> Well, how about this one? And you keep touting it, Pete, along with JP Morgan, along with Citigroup, along with uh all of the big investment banks, but Goldman Sachs. So, they reported, they trade up again today. And what did they cite? Exactly what Pete cites almost
every day when we hear a merger or an acquisition that just went on. And that is, of course, that uh that those companies uh that's great news for those companies, perhaps, but it's mana from heaven for the investment banks that did that uh not only due diligence, but get the
fees. And in this case, fees from the biggest IPO of all time, Pete. Uh even though 75 billion is a big number, of course, that's how much when SpaceX came public, that's how much they raised.
But, this is uh just a a blowout quarter for Goldman, Pete. And it made me think, are they going to split the stock?
Because now it's an $1,100 monster.
>> Yeah.
>> Well, they have never ever split their stock. Since they came public, Pete, they have never done a stock split. So, does that mean that uh people will start talking about it? Because at $1,100, uh you might start hearing something like a
three-for-one or a five-for-one stock split. What do you think?
>> Yeah, that that would be pretty interesting if they did that, John. I mean, may you know, I'd love to look look back and and at a lot of these different names and see, how does the stock react after they do a three-for-one, a five-for-one, a two-for-one, whatever they do and they split?
Um because in my head, it makes me think that a lot of the time, unfortunately, it puts them in a little bit of a a different spot at than where they were and you know what? Maybe this is a good thing sometimes for some of these companies to be at a certain level and you know, the investors are going to have to just pay up.
But as you said John, their numbers that they put up were absolutely extraordinary. You don't get much better than this. A 55% incre- increase in investment banking. Well, that was going to be predictable especially because like you did SpaceX talked about the SpaceX, but it wasn't just that and you and I talked about these mergers and all
these acquisitions and everything else.
How about their earnings themselves?
They were up 92% year-over-year. 92% that's not so bad. Up almost 40% on the revenue as well. So, everywhere you look you just say wow, you know, in the investment banking side of it the fees were up 20% um versus Q1.
I mean everywhere you look they they did everything right and I think Goldman Sachs um you know what? We we talk about them all the time. We talk about these investment banks as well John and as we started off the show uh when we said that they crushed in every single spot that there was whether
it be Goldman or JP Morgan or whomever else. I mean uh Goldman Sachs definitely is sitting in a really really good spot right now. Um will they split it?
They probably eventually will. I I would guess, but um I'm not sure I know I need to go back and look at this. I'm not sure if it's always a good thing to to to split these things two for one, three for one, five for one or whatever. Maybe it is uh but you know what? It it does enter a a spot where it offers a lot
more people the opportunity to be there which might create a little bit more volatility too. I don't know. I have to look.
>> Well, uh of course they don't change the fundamentals of the company at all. Same company, same market cap, nothing changes with the stock split. But, uh access to the markets changes a little bit.
Um and uh I I did ask it, Pete. I asked Grok, "What happens when you do a three-for-one or a four-for-one or five-for-one?" And a year later, in both cases, the stocks are up between 5% and 20%. Now, they they might have been doing very well anyway, but uh my
specific question was after a three-for-one on up, what do we see? And overall, whether it's tech, biotech, uh consumer products, whatever, they're up. So, maybe that access to the markets does help uh hold those stocks up, but Berkshire doesn't split, the Warren
Buffett company, and that's why it's trading where it is. And uh IBM hasn't split, so uh we we'll be the first two, I guess, maybe to ask for it, Pete. And then somebody else will claim that they asked for it before we did or something.
>> Yeah.
>> All right. Uh one more stock, Pete, HCA Healthcare. Down almost double digits early on. Basically, pressure on hospital operators. The stock uh has, you know, they get paid by insurance companies just like any big health provider does, but they had to
narrow guidance, Pete, because uh they just don't know how much the government's willing to and, you know, the other insurers. Government is one type of insurance, of course. The others are you know, the big uh companies that do provide health insurance, and
they're not paying as much as uh some of these healthcare providers would like.
And so, these hospital operators have been under pretty good pressure, Pete.
>> Yeah, and I think that is the problem, John. And you talk about the analysts out there, and they're looking at the same thing that everybody else is looking at, and they're making those calls for exactly that. And then the concerns that they've got with Medicaid cuts and debt with the financials and all those kinds of things.
Um yeah, there's certain parts of of of the health world or whatever, and I would put Lilly and those types in there with that that makes some sense, but when you're looking at the healthcare side of it, the hospital operators, that's a lot different, John. That makes it a little bit more difficult because they are they're kind of struggling
right now. And and I think the analysts are right. They're calling it out, and it's why probably that I don't know that you you're involved in any of those names. I'm not either.
So, you know, it's it's just it's just not the right timing right now. Maybe at some point in time that kind of gets cleaned up, but for now, um I I've just been staying away, and it looks like I'm not the only one.
With the stock down 9 or 10% today, I think that sort of says it all.
>> Well, let's plug in uh an Ohio State player, Pete, just because we want hate from all the Michigan players out there.
>> [laughter] >> And uh but this guy is a phenom, and I think when you guys hear his statistics and who he's been chasing at Ohio State, you'll think that this is a pretty special kid because he is. And he might be the number one overall pick, Pete.
Let's take a look and a listen.
>> Jeremiah Smith is chasing three Ohio State legends, and he could pass them all this season. He needs just 39 catches to pass Emeka Egbuka for the receptions record, 341 yd to pass Michael Jenkins for receiving yards, and nine touchdowns to pass Chris Olave for receiving scores. That is not just a breakout season. That is a chance to
rewrite [music] >> In the entire Buckeyes record book.
Smith already looks like one of the most gifted receivers [music] Ohio State has ever had. Now, history is sitting right in front of him.
Jeremiah Smith >> Wow. He is, Pete. I mean, I looked him up when I saw that video, and as a freshman, he played all 16 games. And he had 76 receptions for 1,300 yd as a freshman.
Last year as a sophomore, or as our father would say, "soph-a-more." He had uh 13 games and 87 receptions, 1,200 yd again, and double-digit touchdowns, and a lot of them are of the very long
variety, because if you catch him and he has a little space, uh you're not going to keep up with him.
>> [laughter] >> You might make a stab at trying to catch the kid, but you're not catching him.
>> It's amazing how good some of the players at Ohio State really, truly are, John. I I you know, and wide receiver, whoever it is out there for Ohio State who goes out and finds these receivers, um and lands them, it's amazing, because they you know, you go through some of those names, and if you go through the
NFL and you look just at a at the wide receiver position, God, Ohio State's got to be one of the leading, if not the biggest university as far as putting guys into the pros. So, maybe that's why they keep on going there, John. Maybe that's why they when they get recruited, they just figure, well, they got the right
coaching, the right atmosphere, and it's the whole thing is pretty killer. So, uh you know, I I I love watching those guys play. Some of those guys that this they're just so dadgum fast, and their hands are absolutely amazing. They just don't drop the ball. Um all right, speaking of that, well, somebody's got
to throw them the football, John, right?
So, and when these receivers are all out there, so I wanted to do this because ESPN has been doing this for a while now and they've got all these ratings, right?
And their their most watched, looked at thing that they've been talking about has been because there is some controversy about it. Um the ranking of the top five, maybe even the top 10 of the quarterbacks in the NFL.
And so, I thought it would be kind of a fun thing for you and I to take a look at. Now, I I'm looking at the top five, right? We've got Josh Allen, Patrick Mahomes, Matt Stafford, Joe Burrow, and Lamar Jackson.
They're basically all the same age, which I think is, you know, kind of interesting. It says something.
Although, Stafford does stand out at 38 years old. So, I'll push I'll push him a little further out. Oh, and by the way, he was the MVP. So, the guy is pretty special at 38 years old, had a great career at Detroit before he went out to LA, and he's done pretty well. And how about his numbers just last year? Now, they have him
ranked number three. He's 46 touchdowns and eight interceptions.
Nobody else was really very close to that whole thing.
>> No.
>> Now, the difference between him and a lot of those other quarterbacks that we're talking about here though are those guys are really, really mobile and and can run. And that makes a defense, you being a linebacker, me being a linebacker, that's a real royal pain in the ass because you've got a guy, and
especially when we talk about a guy like Josh Allen, Josh Allen's bigger than a lot of tight ends, probably most tight ends, or as big as most tight ends. So, the fact that that guy can run, he averages over 5 yards a carry. I was looking up some of these guys, John. I mean, like, you know, Lamar doesn't run nearly as much as you'd think, but he's
still averaging about 5 yards a carry, too. So, Lamar Jackson's pretty special guy, I think. Josh Allen, pretty special guy, I think. There was one guy that that's not on that top five that I know why he's not because he's so young. But Drake Maye I know that you know they went to the
Super Bowl last year. He had 31 touchdowns and eight interceptions. Not so bad, right? I mean this kid coming out of North Carolina all that kind of thing and you know you just never know what you've got.
He kind of does have that Brady build and all the rest of it, you know, and that kind of you know fits him pretty well. So he's another one, but who would you put as your your number one John going into this year? And and and what I mean by that is I I don't care what he did necessarily
five years ago or three years ago. Let's go off of last year and what they maybe did in the draft and the free agency and everything else.
Is there one guy that you you look at it and say, you know what?
I think we got to go with Josh Allen or Matt Stafford or, you know, Mahomes because he got that running back from the Super Bowl champs or whatever, right? So what do you think?
>> Well, that running back certainly is going to help Patrick Mahomes Pete a lot because they they didn't really have that last year. So having this kid I think is a difference maker for at least two seasons. Thing is as you and I know running backs don't usually last much longer than that when you look at
his age. Uh so he's got to do it, uh but I think it'll definitely open up some opportunities for him to throw the ball more.
You know, uh what you might call Travis uh Kelce, Pete. Um he uh he used to be ranked among the top players at his position and he certainly paid like it still, but he's getting old.
>> Yeah.
>> And I'll be surprised if he is a big factor this year. Uh he might even have to get benched pretty soon, Pete. This should be his last year. I will be shocked if he's still around much longer. Because again, too many distractions, his age. Um, and
they've got to develop those younger players, too.
>> Yeah.
>> So, Patrick Mahomes is 31 is one of his favorite targets. Kelce is, I think, coming up on 38, Pete.
>> Oh.
>> So, he's as old as Stafford. Um, but number one, Caleb Williams.
>> Oh.
>> Not just because I'm a homer, but when you look at the two seasons he put together, and you and I detailed that in his first season he had 68 sacks cuz he had no offensive line. It was Swiss cheese. Now, uh, last year those sack numbers dropped dramatically, but then his center quits. So, then they go out
and they get another great center. Now, he hasn't played with the line yet, but I think you'll be able to plug him right in there.
>> Mhm.
>> Um, and I think Caleb, 3,500 yards passing each of his first two years, Pete, and 500 yards rushing. Jordan Love, who everybody loves to talk about Jordan Love, he hasn't had a single 4,000-yard season between passes and
running. So, Caleb is a dual threat.
Jordan Love, not so much. So, I'd say Caleb Williams, um, Josh Allen, uh, and I'm looking for Justin Herbert to have a breakout one of these years, Pete.
>> Yeah.
>> If it doesn't happen pretty soon, they're going to trade him.
>> Yeah, I I think he's pretty special. I think he's good. You know what happened to him last year, John? Both offensive tackles, left and right, were hurt. So, so we always got to be fair and we we try to be fair. You know, I see some of these guys go I I've been listening to people on ESPN radio talking about him and talking about, well, but he hasn't
done this and I'm like, it's a lot tougher when both tackles are gone.
>> Yeah. [laughter] >> And one of those tackles is a friend of ours, Alt, um, who's about as good as it gets and about as big a human being as there is on the planet. I mean, he's a he's an absolute monster, but you know, a couple of injuries and a couple you miss a few games, and the next thing you know, you you start to slip a little bit. And you
know, it's it's it's just one of those things, but I still just love this Josh Allen kid, John. I think the world of him. They've got good receivers around him. They've got to They've got to make that move at some point and get over the hump.
Whether that means they got to get past Kansas City or they got to get past Baltimore, whoever it might be.
Um it's going to be led by Josh Allen, and I think that guy is special. And and because he can run so well, I think that just gives him a leg up. And I and I do think Patrick Mahomes, despite the fact they didn't go to the playoffs, he was kind of banged up a little bit as well, more than a little bit, a lot.
Um I think that with the running back and so forth, that could be a different team this year for Kansas City. So, it gives him at least a threat running the football, because that guy's a heck of a running back. So, yeah, I I look at it and I I really like Josh Allen, so maybe I maybe
I've got rose-colored glasses on him, but Joe Burrow, he's great. He just doesn't seem to be able to, and neither does the team of Cincinnati, can't seem to get past this whole thing. So, I think it'll be interesting. I like Josh Allen a lot, so I'll say, "Hey, I think he's going to bring those guys to the Super Bowl, but it's going to take a lot
to get there." John, other one other thing. You know, there's still free agents out there.
And there's some pretty big name free agents out there. Now, some of them are getting a little bit long in the tooth, getting a little bit older, but if you were out there and you're looking around, I I'm looking at like Taylor Decker, for instance. He's the number one most avail- you know, the number one
rank of the guys left available. I didn't realize this until I was checking this out though John and he has a great ability to stop people 90% is his blocking rate. So he's pretty dead on sharp guy.
He asked to be released from Detroit.
Which I thought was really interesting and nobody has picked him up yet and probably the problem is money.
My guess is that he's probably looking for a pretty substantial amount of money being a outstanding left tackle in the NFL. Then you've got guys like Joey Bosa, you got Stefon Diggs. Stefon Diggs has a lot of things in the off season or that are not on the football side of things.
I think that's the problem for him.
Deebo Samuel is another guy. I That guy played for San Francisco for a long time bounced around a couple other places or whatever but I'm a little bit surprised to see him.
Tyreek Hill is another guy.
Not anywhere as of right now. What do you think about that Joey Bosa?
I mean there's some pretty big names in there that are still available and maybe it's a money thing but do you think any of these guys are going to be floating around? I mean what could happen is somebody gets hurt at one of the teams and they need somebody.
Somebody needs an edge rusher and all of a sudden they Joey Bosa is out there going I got you.
>> [laughter] >> What do you think?
>> Well I think Von Miller a guy you and I were with.
>> Yeah.
>> He wants to play in his 15th season. He might get a shot. He might not. The Bills and the uh Denver Broncos are two teams he's played with Pete and he'd love to go back to either. He expressed interest in the Cowboys but then the Cowboys didn't express an interest in him and he's a Texas kid.
>> Yeah.
>> So I think that's why he'd kind of like to go there. Maybe the taxes have something to do with it. But uh >> Maybe.
>> Yeah. I don't know. I mean I like your pick better than mine.
>> [laughter] >> Well, it's pretty cool. Uh it it's still, you know, I mean, it's a it's a quiet time right now sports-wise or whatever for the most part. Uh you know, everybody's got some something going on, but you know, we're getting closer and closer to those camps, John. So, we'll be keeping an eye on that and see, but I'm going to say Taylor Decker gets some
money from somebody because there's there's always going to be a team that's just a player away from getting to the Super Bowl, what do you think? And I think a guy like him at at his ability, I think somebody's going to want to have to sign him to their team.
So, we'll see how it goes.
>> You got to wonder, Pete, why um the talks broke down.
>> Yeah.
>> Because, you know, he's a heck of a player. He's 32 years old. Tackles can easily play, you know, you could easily see a kid playing to 35, 36 unless there are, you know, injuries that haven't been widely talked about.
>> Yeah.
>> So, I'm not saying there are, I'm just saying it's surprising that nobody else has stepped up.
>> Yeah.
>> Because all he wanted was a contract extension for two or three years, and when he didn't get it, he said, "I'm out." And they said, "Okay, see you." So, interesting.
>> Yeah.
>> As it always is in the NFL. All right.
Thanks for joining us, folks. We will be back tomorrow at 1:00 p.m. Eastern time with another Rebel's Edge. We hope you can join us then, and good luck trading the markets today, folks.
>> [music] >> I want you.
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