Rebels Edge · Thu, Jul 2, 2026
Tesla Delivers. Rivian Surprises. Who Wins?
Watch on YouTubeSummary
The hosts describe a broadly supported market rally, easing oil-related inflation pressures, and potential holiday-weekend pressure on options premiums. They compare Rivian’s delivery surprise with Tesla’s much larger production scale, discuss opportunities in gold miners, and highlight AeroVironment’s counter-drone contract.
- Healthcare, financials, and industrials are cited as evidence that market gains extend beyond technology.
- The hosts argue that softer hiring and falling crude prices reduce the case for interest-rate increases.
- They expect holiday-related time decay and options selling to pressure short-term premiums and potentially lower the VIX.
- Gold miners receive a bullish assessment, with GDX and GDXJ discussed as potential beneficiaries of rising gold prices.
- Rivian reportedly delivered 12,194 vehicles, exceeding guidance, and raised its full-year production outlook to 65,000–70,000.
- Tesla reportedly delivered approximately 480,000 vehicles; the hosts emphasize its scale while warning that cheaper gasoline and lost tax incentives could weigh on EV demand.
- AeroVironment’s $500 million counter-drone contract, roughly $1 billion backlog, and acquisitions underpin the hosts’ positive outlook.
Full transcript
Welcome back to the Rebels Edge that leads into the holiday celebrating America's Independence. We're certainly going to be talking about that and the fact that we don't trade tomorrow, folks, on today's Rebels Edge.
>> [music] [music] >> And >> [laughter] >> Last one of the week, Pete.
>> Last one of the week. It's been a great week, John. I'll tell you what. Um really excited about a lot of different things. We're actually having a little bit more activity today than I even expected. Even though it's very light activity, um I'm a little bit shocked we have as much as we do because people often times like to get out of here as quick as they can
and they they see with the opening and then they go for the door and they start driving up to the Wisconsin Dells. They go somewhere, wherever they go. But, uh yeah, it's pretty interesting that we we've got a lot of people attracted to the market still right now.
>> Yeah, and uh the even the Nasdaq, Pete, uh you know, it began the week um significantly lower than where it is right now. And even with a 97-point drop out of the Nasdaq today, it's only a third of a percent. We're still
significantly higher by like 800 points, by the way, from where we began the week, Pete.
>> Mhm. It's been a good week whether or not You know what, John? And and it's a healthy week and we'll just go real quick on this. The the rotation that we're seeing, I think, is really important. And is it tech every single day? No. Tech's not leading every day.
People can say that. I hear them say that behind me on the TV that I rarely listen to, but every once in a while I hear these guys, these morons, who go, "Yeah, well, you know, it's it's all tech related." It's like, "Really?" Well, it seems like healthcare seems to jump in there pretty good. It seems like industrials jump in there pretty good. I you know, financials have jumped in there in there pretty well. So, you know
what? That's what a healthy market looks like. That's why record highs, record highs, record highs almost on a daily basis. Yes, we pull back here and there, but for the most part, you know, all you got to do is take a look at the Dow, take a look at what's going on with the Nasdaq, take a look at the S&P. We are still right in that sort of sweet spot
of being pretty strong and and record numbers almost on a daily basis.
>> Well, let's just for half a second, Pete, I'll break down the top winners today. Moderna up 8%. Uh UHS, which is Universal Health Services, up 6%.
Robinhood up 5%. HCA Holdings, another health care play, 5%. Deckers, 5%. Coinbase, Coinbase might be the only one of that group that's somewhat of a tech, but there's no there's no Micron in there. There's
no Nvidia in there. There's no Coreweave or NBIS or Meta in there. So, how the heck are the people on TV talking about how this is a tech-led rally or whatever? I don't know, Pete. I just don't know, but that's why you don't watch those four-letter networks anymore, folks.
>> [laughter] >> It's good for the ticker.
>> It's good for the ticker, but that's >> That's about it.
>> All right. Well, so we'll dive into macro, folks. Um economic data showed unemployment rate fell to 4.2 in June from 4.3, and then non-farm payroll added only 57,000 jobs.
They expected double that. So, what does that mean? That means the Fed might not have to jack up rates because the economy doesn't seem like it's overheating. Obviously, crude oil coming down means that the inflationary pressures brought by higher crude oil
prices are fading so fast, Pete, that people can't believe it. So, that's what I'm going to say is the macro that you should be focused on, folks.
>> Absolutely. And like you were just talking about, especially inflation-wise, when you look at the crude oil, I mean, here we are now at 67 bucks, a little bit more, 67 and a half.
I mean, you know, it's been coming down, it's been coming down. And what has Wurst told us so far, if people are listening to what he says, and they should be, um his focus is inflation.
Well, the biggest contributor is crude oil, and that's been coming down, like you just said, John. So, that's a that's a really big deal. Um I I think it's impressive to see the unemployment drop down to 4.2%, like you said. There's some reasons to be looking at this market and say, you know what? Uh there
there is not a reason, unless you want to make it up, uh why we need to do any kind of a raise at all. At least And so, I would push that further and further out for for those that are trying to get us to do that. I don't see that happening.
>> Well, Pete, just for grins and for our mutual friend, Carl Quintanilla, over at a certain four-letter uh network, I uh I noted when he noted that uh boy, gasoline prices are high. That was like 4 months ago, Pete. Well, I looked at it
uh back basically in Biden's second year of his administration, July 1st and July 2nd. And uh crude or rather, not crude, uh gasoline prices, Pete, were 4.87. You know where they are right now? After this war, with everything going on in
the United States and in Venezuela and Iran, you know where they are now?
3.80.
And that's nationwide. Both of those numbers, comparing apples to apples, are nationwide. So, uh where are you now, Carl?
WHAT DO YOU THINK?
WHAT ARE YOU THINKING?
I'M I'M SURE, PETE, HE'LL have lots of things to say about how great it is that the prices at the pump are coming down so quickly because they are, and that's going to continue, by the way, folks, unless we see a very significant change in the Middle East, prices are going to keep coming down, and we'll be more like
three flat in the probably by September, Pete. I'll I'll go out on a limb and say that right now. It'll be down $3 again in September, nowhere near 487, Carl.
>> [laughter] >> All right, Pete. What do you got as far as the VIX today? What's the volatility of the S&P telling you?
>> Yeah, it it's it's really interesting, John. It It early on it was 17, then it pulled all the way back into the 15s. We hit right around like 1580, let's call it. So, we're in the 15s. We're sitting now at about 16 and 1/2. Does that make sense? Yeah, it kind of makes some sense until, and you guys have to understand this because John and I were floor
traders, we fully get it, we understand, pretty soon, instead of actually even bringing things down a little bit, John, all you got to do is change the computers and all the rest of the things that go along with it and say, you know what? We got to start trading on this date. Now we got to trade on this date.
And with the long weekend, all of a sudden, I think you're going to have a really good shot that we could close in the 15s, underneath that 16 level, in the 15s, and it might even get to the lower 15s. We'll see. I mean, time will tell. There you know, I I I can't predict the future in terms of news, but
I can tell you I know exactly what's going on in the options market in terms of those guys, if they start seeing people come in selling and selling and selling, oh yeah, those implied volatilities are going to be coming down, down, down, down, and I think we will be in the low to mid 15s by the time we get to the close unless there's
something out there that we don't see right now.
>> Right. And what he's saying, folks, is as floor traders, we dial ahead the the date. So, we're not looking at the 2nd of July. We don't trade on the 3rd.
We've already said that to you folks, and you know that. We don't trade on the 3rd because that's part of the 4th of July day off or holiday, if you will.
Um but, we're also not trading on Saturday or Sunday, which is true every week. So, if you put in Monday's date, the 6th of July, between today and then, that's a lot of time decay. And that is why Pete is exactly right about the VIX.
People will start dialing that in and figuring, "Okay, well, looks like everybody's heading out to the Hamptons.
It's the final half hour of the day.
Sold, sold, sold, sold, sold, half hour, half hour, folks." >> [laughter] >> Pressure.
All right. Pete, I I like this one because the World Cup, of course, the United States had a big win over Bosnia-Herzegovina last night. Fabulous.
Good to see. Rooting for Team USA, of course. If you wanted a long shot, Pete, I'm not saying they're going to win. I'm not saying that. I know it's a world game, and there's a lot of teams that are much better than the United States.
But, as has been said on any given Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday, on any given day, the ball could bounce the right way. And nonetheless, the favorite is France, two to one over the closest competitor, Argentina. I think that
would be a great match up, Pete. But, the United States at 3%. If you wanted to take a flyer on these Polymarket or Kalshi markets and say, "You know what?
Here's 100 bucks at 3% chance, and that the United States actually wins the in this next round of 16, Pete. Oh my gosh, that thing goes to like 8 to 10% like that. And then if you're winning that next round of eight,
you know, it's Katie bar the door.
You're talking about really getting some nice return on your investment. So, I'm just throwing it out there, Pete. What do you see on the screen?
>> Yeah, I I hear everything you're saying, John, and I think it makes some sense for sure. I I look at it this way, too, though. When you look at France, why are they 35%? Well, it's probably because they've got three of the top five players in the world. I mean, you know, that kind of helps out a little bit, right? That's why that's why they are who they are. And then you've got
Argentina, who's not that far behind them, but, you know, significant really at 18%. So, I like the idea, John, of of going with the USA.
And then maybe throwing something on the on the favorite, and then go that direction. So, it could be kind of interesting to see where things end up, but, you know what? There's There is so much to be said about how good that France team is.
You know, it's They are loaded, they are stacked, and, you know what? The USA, maybe maybe we can pull one of those deals like the hockey team, John. I mean, who >> [laughter] >> in the Olympics? Who knows? But, I think it is a long shot. I really do think it's a long shot. Not not throwing any shade at them at all, but that's just
how good France is right now.
>> Right. I agree, and Argentina's got the best player in the world, even though he's 38 years old, Lionel Messi. But, so, if you wanted to, why wouldn't you buy both those two teams, Pete? You're basically looking at doubling your money if one of those two teams win, and you own one at 35% and one at 18%.
You're almost doubling your money if either of those teams win. But, obviously, Spain or somebody else could get in there and wreck your party, but that would be like a smart money play rather than the long shot that I was talking about. But Brazil at 6% you don't want to take that shot?
>> [laughter] >> I take that shot.
All right. Well, let's talk about gold prices, Pete, because gold prices um finally moving up again and the GDX folks is the gold miner. It is not the price of gold. It is the gold miners
index. There's GDX which is the major gold miners and GDXJ which are the junior miners. And um in both cases, if you're all of a sudden pulling gold out of the ground as prices are going up, the gold miners move faster than gold
itself because obviously they have already uh contracted with uh the uh land owner or whatever for taking that precious metal out of the ground. And I like this one, Pete, and I think there's a reason at when you look at that chart
there and you see wow, look at back in June when it was significantly higher.
Could it go $12 higher like that? Maybe not that fast, but pretty quick.
>> You know, when it peaked out, John, at 116, so it's well off of those levels, too, um earlier in the year. So 5% I mean, you know, uh on the move, yeah, I think you're exactly on on to this one. I think there's a possibility that could they kind of make a a nice move to the upside. UBS thinks so, too, John.
They're They're one of those that are out there and they're saying, "Hey, the risk reward for this is improving for these miners to make a nice spike." Well, at 78 versus the 119, I would say it's not on the absolute lows, I get that, but the upside cer- certainly seems like something that could be there. So, yeah, I'm looking at GDX and
the miners as something that really could They could They could bend this thing pretty well, I think, to the upside. So, why not?
>> Well, then let's take a look, Pete, at Rivian, RIVN.
And why [clears throat] that one? Well, they delivered a lot more cars than expected. And I'm not going to throw shade at them, but they did produce 12,613 vehicles.
They delivered 12,194, which was well above their prior guidance, which was somewhere between 9,000 and 11,000. That's kind of a wide spread there.
Um let's say 20% differential there.
That's your guidance. But anyway, that's that's good for them, and I'm glad that Rivian is a real competitor with Tesla. But they're a competitor that's upcoming. They're not there yet, Pete, and we'll talk about that one when we hit Tesla next.
>> Yeah, it it is interesting. It's they've really done a really good job, John, in terms of where they actually did talk about deliveries, where they did talk about the production numbers, and beating those numbers. So, they're on a pretty nice roll right now, and they raised their full year for the production side of things, like you were just talking
about 65,000 to 70,000. The demand is there, it's strengthening. It's pretty interesting, and the stock is not that far away from the 52-week highs, either.
They're up there at call it 20. Um so, it's something I think that it's interesting how they're moving, and they're certainly trading better right now than Tesla has been. So, and I think there are some reasons where Tesla, and we could talk about that one right now, but I think there are some reasons why Tesla's maybe fading a
little bit in comparison to Rivian right now.
>> All right. Well, let's talk Tesla.
Tesla reported 480,000 deliveries.
And vehicle production, also, those numbers were way ahead of Wall Street expectations.
These guys, Pete, Tesla, just makes a ton, you know, only the Chinese come close to competing with Tesla. Uh, Rivian, is it an alternative? Yes. Is it a competitor?
You know, not with 12,000 vehicles versus a 480,000.
And that's deliveries, folks. That's deliveries of 480,000.
I mean, it's not even close. But if you look at BYD or XPeng or any of the Chinese competitors, yeah, they do a lot of cars. Um, collectively, if you took all the Chinese EV makers, Nio and all the rest, Pete, yeah,
they're close, but they're still not there with Tesla. And because they uh haven't been willing to uh push their vehicles for US approval, which costs tens of millions, even in some cases hundreds of millions of dollars to get a vehicle
approved to uh basically be sold in the US, and there might be some political stuff, too, but that's been going on forever. I think uh Tesla's really the one you want to watch, Pete.
>> I think so, too, John. I mean, obviously, we talk about Musk all the time. Everybody does, and he is brilliant, and he's been, you know, involved in this whole thing for quite some time now. Uh, Tesla, and obviously, you've got SpaceX, you've got everything else that comes along with what he's got, which is impressive. You know, it's it's been kind of choppy year to
date, John. It's been up, it's been down, it's down a little bit, whatever it is, 10, 12%, something like that.
But, you know, like you talked about those deliveries, that is a huge number in relative terms. I mean, we're talking about massive versus the uh the 9 to 11,000 that were projected, um you know, in production or whatever.
And we look at 480,000, not not projection, deliveries.
So, yeah, that's that's pretty darn impressive, I would say. You know, the one thing that does stand out to me though, um and maybe you've got the good answer on this one. I I I think the issue there still is a bit of an issue with this Fed tax credit part of it and the fact that, you know, that that got changed and, you
know what? It really has affected things, I think, to to some degree. Now, will people start moving back in, you know, with with the uh electric vehicles even a little bit more? Maybe. I mean, one thing with the oil prices coming down, obviously, that makes those gasoline uh a lot less expensive like you were
talking about. So, people aren't quite as apt to go over there, but into the EV world. But, maybe maybe. I mean, I think I think the world about what Tesla does and and I'll tell you, I've been riding in more and more Teslas of late, John, and I got to tell you, it is an absolute machine like I have never seen and the automation and everything that goes
along with it is just absolutely incredible. So, um they are the king and obviously with those deliveries, that's why they're going to remain the king.
But, they're coming down pretty significantly as the price of oil is coming down in terms of the stock.
>> Yeah, exactly. When when it seems that you can uh buy gasoline for uh closer to 350 as we get closer and closer to that, um that makes it tougher and tougher without that tax credit to sell Rivians or Teslas. Yeah. All right. Pete, what
about AVAV?
Aerovironment uh announced that it got a half a billion, 500 million firm fixed-price contract to provide commercial counter-drone and counter-small drone systems for uh USAS capabilities. Well,
what does that mean? That means that uh the military thinks that what Aerovironment is capable of delivering isn't just drones and ways for people to perhaps be George Jetson in the future, but how do you take down uh counter
drone uh measures and so forth. And who better to do it than one of the biggest drone makers in the world. So, this is a big contract, Pete. And you and I know that the president and Pete Hegseth both want us to have leading technology, not just
uh technology in general that we put out there on the battlefield to protect the soldiers and sailors, but real technology so that we can continue to dominate like we have demonstrated in Iraq.
>> And you talked about that 500 million or half a billion dollar uh contract that we're talking about here. You know, in January this was a $400 stock. It pulled back, you know, to an incredible level, actually. But when you look at them right now, their backlog is about a billion dollars. Uh not so bad. And
their revenue, John, is up 133% year-to-date.
Um because part of it is because of some of the acquisitions. So, these guys are They're not only getting out there and and doing what they do in the drone world, but they've made some incredible acquisitions that I think are going to be something for the future that are going to be absolutely incredible. So, it's a it's a very interesting company.
You've got them up there what? 10% today. They were up as much as 14, 15%.
It pulled back to about 10%. It hit up at 200 bucks, pulled up a off a little bit from those highs, but it sure feels like a stock that wants to go higher.
And uh I think we're seeing why that is when we see all of the different things that are going on behind the scenes. And people probably aren't really quite acknowledging it yet, but it is going to be something very, very interesting I think throughout the future. And with the military side of it, there's going to be some spend there, for sure.
>> Yeah, and you know, directed energy systems, things like that that are part of what they do.
Like I say, you can't just put them in the drone category alone. They do so much more than that. It's a $10 billion company, folks. So, make sure you pay attention when you see news like this.
Half a trillion-dollar contract, 500 mil, or I'm sorry, half a billion-dollar contract. 500 million. That's a big number, and that kind of puts a stamp on it.
All right, Pete. Well, we finally have a little video to share with you guys, and one of our favorite subjects, football.
Pete and I will be at next week. We'll be out in Vegas for the SAC Summit. And we'll be meeting with some fantastic people out there. Not just Lawrence Taylor, not just what Von Miller, Pete, Max Crosby, Cam
Jordan. We're not just going to be with those guys, folks. We're also going to be with some of Pete's friends at over at Circa. Like Derek, you know, the CEO of Circa, and the biggest sports book in the world. So, I wonder what those guys, Pete, would be thinking of
this young man, [laughter] the SMU quarterback, who is about to stun all of you when you see this video of how accurate this guy is from almost any distance, and not just when he's standing flat-footed.
>> He's >> [laughter] >> going to kick a field goal through a field goal post contest.
>> So, there's the start.
He hits it.
That's harder than it looks. A LOT OF PEOPLE WOULD SAY, "WELL, you know, big deal." It is a big deal. How about three one-handed [music] catches?
Bam! There you go again.
>> [laughter] >> You know, it is amazing. There 80 yards. 80 yards.
Not so bad.
>> [laughter] >> I'll tell you what, John, that kid is amazing. Now, obviously none of that really means a whole lot until you're on the field and you're playing and you've got people in front of your face and all the rest of it, but he's got a strong arm. He's got a amazing accuracy even when you're kind of thrown off and
discombobulated the way he's spinning around and all those kinds of things. I mean, I think he's just trying to show everybody, "Hey, I can probably be somebody that it can be pretty darn accurate." And I think based upon what he's showing there, hopefully that does show in a real football games, right? When it really
matters. But, really cool. Man, that kid's athletic. All right, John, I got a couple of them for you that I just wanted to run through because I thought it'd be kind of fun. The NFL is just about ready to start and camps are not that far away, so I got one for you. Who are the top five
tight ends in all of football right now?
And I I think there's I think it's pretty easy to figure out what the top five looks like. However, everybody's going to probably have a different number one. So, I just thought it would be something kind of fun for you and I to to kind of kick around just real quick because I'll tell you what, this Tyler Warren, I really like that kid at
Penn State. I thought he was special and he's at the Indianapolis Colts. He's in there, John, somewhere, probably number five right now, but he's very, very young. I think last year was his rookie year or whatever. Kyle Pitts, we talked about him the other day. This guy's got a monster contract he just signed.
And he's a monster of a guy. I mean, he is absolutely a giant of a person, John.
And he plays for Atlanta. And they just gave him a nice contract, not so bad.
George Kittle with the 49ers has been George Kittle for a long time. Great one. But the top two I think have to be Brock Bowers who's out there in Vegas and we're probably going to see him when we're out there. Um Brock Bowers comes out of Georgia. He's actually from Napa, California. He comes out of Georgia, which is across the
country. I mean, can you imagine that whole thing and how different life must have been at Georgia, John, versus being in the wine country back in California? I don't know how Cal and Stanford didn't get a hold of this kid, but maybe maybe they tried it just didn't work, but he's he's positioned to
be really good. This kid, Trey McBride, comes out of Colorado State. He plays for the Arizona Cardinals. The guy's now in his fourth year. He's going into his fifth year, John. Uh last year, he was the only tight end compared that you
could compare to the wide receivers. The guy had 17 touchdowns, 3,400 yards as a tight end.
And you know, it's been amazing the last two seasons. He's really been extraordinary. So, I look at this kid and I'm like, I don't know. You know, I I've seen him play. I think he's really good. This is a team that we know the quarterback situation is not very good right now.
Um maybe they did something in the draft, haha, but if not, that's going to be a bit of an issue.
I like this kid a lot, but what do you think, John? Is that the right order or do you put somebody else up there at the very top as number one because it's tough cuz these tight ends can block, but they got to be able to catch and they got to get downfield as big as they are.
>> Oh, yeah. And I'm going to put our Cole Kmet Loveland in there, Pete.
>> Yeah.
>> Because from what I've seen, the Bears tight end that we picked, we could have had Warren. And you know, I thought it was a mistake to go for the kid from Michigan, Cole Kmet Loveland, but uh Cole Kmet has proved me wrong.
Um I think Warren would still have been a good pick, but this Loveland kid, Pete, especially at the end of the season last year in the final few games, he really put on a show. He's 6-6.
Um he plays bigger now because I've seen, you know, pictures of him at training camp and videos of him, Pete.
He might be playing at 250 or 255 and still runs a 4.7 40. So, we're talking about a big kid that can block, um long arms, can get out there and catch the ball, isn't afraid to go out one-on-one with, you know, the biggest defensive
backs and cut across the middle and so forth. Although, he can stretch the field just by, you know, that speed, he can give you that juke and all of a sudden just keep going. I like him in there, too. And in fact, if you said, "John, and I love what you said, Pete, about Kittle. We both love him. We know
Iowa produces great." >> He's getting long in the tooth. He is.
>> One of the reasons that I wouldn't put, you know, Travis Kelce, who's going to be getting married in a who knows when, but very soon, in New York, allegedly at Madison Square Garden.
Um I think he's better than Travis Kelce, and I do think, Pete, if you offered me, just for one season, if you offered me Kittle or Colston Loveland, I'd take Loveland right now.
Um and if it was for multiple years, of course, I'd take Loveland cuz he's so young >> Yeah.
>> versus Kittle, so that wouldn't be a fair comparison. But for one season, I think he's better.
Um and doesn't have the same issues that Kittle's had with some of the injuries that, you know, unfortunately, do kind of plague those 49ers in general, Pete.
>> Yeah, one of the things we've been talking about all week, John, has been age. And you're exactly right. I mean, there comes this point where you can keep investing in yourself and you should. And we've talked about this linebacker is 37 years old who puts a million dollars into his diet and workout and everything, John, and it's been a great move because at 27 years
old he thought about retiring cuz he was getting so beat up. But he he started doing more and more and more to to make sure that he was physically in the best that he could possibly be eating the right things and all the rest of it. He's a 37-year-old linebacker playing with the Jets now. So, you know, it shows that you can do it.
We've talked about Aaron Rodgers in the past, too. He does the same thing. Pays a lot of money. You know what? When you're getting 20, 25 million, 50 million, whatever it is, John, a million bucks to to stay in great shape and extend your career, I think that's money well spent. So, the next one I got is that that pitcher that we keep talking about, John, Jacob
Misiorowski.
This guy all he does is just everything he seems to do is amazing. I don't know where this guy came out of, to be honest with you, and I I should probably look a little bit deeper into it, but the fact that he his numbers, John, in his last nine starts he has three earned runs, okay? And
that's nine starts. Not so bad. He struck out 87 players >> [laughter] >> in that same time frame.
47 pitches over 101 miles per hour. I mean, there is something going on in the water in Milwaukee cuz this guy is absolutely incredible. And you know what? We've talked about, hey, Shohei Ohtani comes to your town, you should probably go and take a look at him because he's amazing. He's an
amazing guy at the plate and he's an amazing guy as a pitcher. Well, this guy as a pitcher is absolutely unbelievable and he's probably worthwhile going to see, John, because he plays quite a few innings because nobody can hit him. I mean, they they literally it's just the craziest thing in the world, but a lot of it has to do
where he releases the ball. It also has to do with the fact that I think he's 6'7, so he's got these long long long arms and the whole deal. It's pretty amazing, but you know, kudos to these guys at Milwaukee for doing that. And by the way, Milwaukee is another one of those teams where, you know what their
their their payroll is? It's well under 200 million, I can tell you that. So, they found another guy who's the right guy, but this guy you got to go see, John. If he comes into Chicago sometime and you're in town, you got to go watch him.
>> Well, he played at Crowder College, Pete, which you know, is legendary for putting out pro baseball players.
>> Yeah, it's a power.
>> Not.
NOT. [laughter] AND SO, NO WONDER, PETE, that I you know, that he got drafted in the second round. He wasn't a first-round pick. Not that every first-round pick is great in the Major League Baseball draft.
Some of them work out, some of them don't. It's a lot different than NFL football, I'll tell you that. Where most of them work out, but not all of them. The Bears have been able to screw screw up the draft on more than one occasion and draft a guy that's like nowhere 2 years later. Um, but
Mezarosky, Pete, as you've said, velocity and the fact that he releases the ball so much closer to the plate than a normal 6'3 in rather than 6'7 or 6'8 in guy can deliver the ball. I mean, they have no time to see it. No time. And so, you're
right. If you get a chance, folks, go see this guy play baseball.
You won't see him hit, but you will see that ball go flying so fast that even the umpires are flinching when that ball hits the catcher's mitt.
>> [laughter] >> Yeah, he's special. People should go see him. There's no doubt if it's if you're wherever you might be, Sacramento, California or New York or whatever, this guy's worth watching.
>> Yep. Well, again, folks, we don't trade on July 3rd, tomorrow.
Obviously, the the 4th of July, America's Independence Day, we don't trade then. We don't trade Sunday the 5th. So, we will be back on the 6th of July, which is Monday. And remember what Pete said about time decay, folks. If you're somebody who's in a long call
position or long puts, either way, those are going to decay significantly, the short-term options, over the weekend because you just took away basically three days, almost four days, when you figure a lot of people are leaving already, based on the volumes that Pete talked about. So, Pete, what time are we
back on Monday?
>> We're going to be here at 1:00 p.m.
Eastern Time, John. We're We're looking forward to it, and it should be a lot of fun, and I know there's going to be a lot to talk about next week. Woo.
>> Bang. See you then, folks.
>> [music]
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