What's up guys? What's going on? Happy Mondays?  A little flat today. Microsoft, 0% move almost. Apple, Amazon, up 1.22%. Google, less than 1% move. Disney, still in the greens a little bit. Netflix, everything else is kind of red. Hey, what's up guys? Arbynico, what's going on? Mario, PX1, what's up? Hey, hey, happy Valentine's Day. This bath and body works down a little bit. JKHY is up. Las Vegas, San, still up. What are they doing? What are they doing? How do they just keep going up? What kind of crack are they pushing out there? Tesla, a 75. Amazon, 3100. Fertilizer, dead today. You know what, man? Oh my gosh, Moderna, $142 now. The great fall. The great fall. Hey, what's up, favor AI3. The great fall of Moderna. Yo, honestly, man, when does Tesla gonna die? Can we just die? Can you just go back to $800 Tesla, please? Just go back to the $800. Go test that double bottom so we can try to get another, you know, divine opportunity. Visa trash. Visa trash. A lot of oil is down today. Another scam. APA down 5%. Accidental down 4%. What a scam. It's down, but it's not down a lot.   Don't be in the middle. Neither of us benefits from that. Right, guys? Please know more of this less than 1% move per day. Yeah, waiting for the car earnings to come out. I hate this company, by the way. That's how you guys, how much I hate this company, man. Yeah, so most interesting earnings today. Let's pull up the Bazingas earnings report. Avis budget group, KAR. This morning at Webbers, didn't do so well. I mean, obviously Webbers, right? Like how does company even get on the stock market? It's just a grill company. Anet also reporting today. Advanced auto parts. Honestly, in hindsight, we should have played advanced auto parts. I felt like that would have been an interesting play. Maybe to the bearish side. All right, let's see what scam Avis budget group pulls today, man. Every quarter, this company pulls a scam.  Honestly, I don't even hate MU that much. I actually low key kind of like MU a little bit because with the new strategy, with the calendars, MU would actually be a good play. But KAR, man, this company, they're really a scam, bro. They're really a scam, but I also really never use them. I don't even use Hertz, I think. I use Drifty from time to time if I'm traveling because I think that's the cheapest one. But, and then like sometimes subsidiaries are Hertz. The China hustle. Upstart tomorrow. That's going to be fun. Think it's going to crash like a firm waiting on spy bearish win. All right, so Avis budget group reported record revenue, net income, and adjusted EVI TDA. So apparently another great quarter, right? Let's see what these bulls all said. Earnings per share is $6.63. Be estimate of $6.15. So obviously great quarter on the EPSI EVI TDA, $6.83 as opposed to $74 million. Sales is $2.57 billion as opposed to $2.41 billion. Earnings per share is like 1,900 percent. Sales is like 89 percent increase compared to last year, but also compared to a year ago, the stock was trading at like $48. So stock was also extremely, extremely overvalued in terms of price appreciation. Look at that, man. They just ran up to like $200 today. They dropped. Now they're recovering. This flip flopping, man. Killing everybody.  That's why we never want to play them. It's just not worth, not same business, but same sector though, in a way. Anet, let's see. Anet came out too. Probably had good earnings. The cloud, cloud sector has been doing really, really good the last two weeks for some reason. Starting out with 2-0 having the really good ironings last week, but the liquidity for Anet is very illiquid in the options train contract. So it's really hard to play it. That's the problem with some of these like big companies. Liquidity is really, really hard to play. Because if you don't get a good fail or you can't exit on a good fail, then even if your play is up, you're not going to be up as much because you're fighting to sell because there's no one trying to buy from you. So earnings per share is 82 cents, as opposed to 73 cents. So that's a good beat. Sales is 824 mil, as opposed to 789 mil. It says this is a 32% increase compared to the same period last year, and 27% increase in sales compared to the same period last year. So pretty good quarter for them. Let's see if they say anything interesting in earnings report. Stock split, stock split, stock split. No stock split. Strong guidance. Revenue between A40 to A60. This quarter is A24, so pretty strong guidance in that, consideration in that. No stock splits. No share buyback. All in spy puts? Oh man. What number you got? Which spy put you got? You know, the any of you guys get the free Bitcoin from Coinbase and FTX. I heard they were giving you a free Bitcoin yesterday if you watch the Super Bowl commercial. 435. Yo, that's like right here. 435. We hit that today, no? What do you got? This tomorrow's expiration? Wednesday's expiration, I assume? 435. That's so close, man. 218. Oh, that's Friday. I got some 380 puts. 380 puts, baby. 480. Me? I'm hoping for death. I'm hoping, I'm actually hoping for the market to collapse. I'm not even looking for the double bottom move at that point. If we get the 400 and to 380, that's like below that double bottom. Double bottom is like 425 or something like that. Over. It's over. Well, I'm just kidding. It's a hedge. It's a hedge, though. I was kidding about that. I'm all in. I was just kidding. 2Streamer gave out 800K a worth of Bitcoin yesterday. Oh, geez. That's crazy. All right.  Mass Smart. Genius. Earnings per share is 14 cents. For ammo, pow, pow, pow. Beat estimate of 10 cents. Sales is 64.7 million as opposed to 65.67. 150% increase compared to last year, and 289% increase in sale compared to last year. Still having great quarters and things like that, but stock is not running no more. Why? Why? The hell? New user growth average at 55,000 per month? Hold on. Is this a ammo and gun company? Gun brokers. Dude, what? 55,000 people a month are signing onto a gun broker that come and just buying firearms and things like that? Damn. Why isn't this stock going to the moon? Bro. Yo, this is so, this is so, this is so crazy. Look at this. 100% of our production for 2022 has been sold. Yo, dude, that's so crazy. Why are we not long on this stock? Like, why is this stock not worth $10 right now? This is crazy. So what is this company? It's a leading vertically integrated producer of high performance ammo and component and operator of gunbroker.com, the largest online marketplace serving the firearm and shooting sport industry. Today, they announced the third quarter results. P.O. W.W. Pew, pew, pew. Pew, pew, pew. I like this part though. Honestly, this is pretty good. 100% of our production has been sold. Like they said, bro, if we close down the website today, we're good. We were to sell everything for the year. 250 million. Very interesting. I like that. That's good earnings. Gotta look for opportunity. I was just kidding though. I actually picked some up last time. All time high is $10. I picked some up before already at this level. So we're just waiting, just waiting for it to play out. See where it goes. If it drops some more, definitely buy number two only. I mean, you saw that earnings. It was good earnings. All right, let me see what that thing says. Yo, I heard this theory rate of CPI is slowing down. So P.O. W.W. says we are going to have less rate hikes and control inflation, which you see spire rockets all the time. I don't know, bro. I don't know. I don't think CPI is slowing down, man. I mean, all right. So the only way CPI is slowing down would be the fact that our data is so delay that the only way CPI would slow down would be the fact that the data, our data is so delay that even though it's already February of 2022, we would still have to, we will be pulling the data from May 2021. That is the only way CPI data is slowing down if we were currently at this area when we should be at this area. So that's the only way I can think of CPI data slowing down. If we were so far behind, we're like freaking eight months behind in terms of data. Aside from that, I mean, oil has been climbing, all-time highs. Supply chain issue is not easy. China, Olympics, war, things stop moving, things like that. I just don't see it. I don't see supply chain going down. I don't know. I mean, it'd be nice to see CPI all-time highs. I mean, sure, I could benefit that from my semiconductor stocks, but I'd be realistic, I'd be realistic, boys. I'd be realistic. I believe most of the rake hike talks right now is mostly headlines selling by news organizations. Transitory was not the worst word to use, honestly.  We see secret sauce. Secret sauce, sir. Well, you know what? You know what though? I will give you an opportunity to get the secret sauce. If you want, let me send it to you. Since you asked, since you asked, I will send you how you can achieve the secret sauce. There we go. So you can go to the X-Trade app link and you can find everything there. So you go to this link and you find a PDF and then stop there. Good luck.  It's pretty good. Powell, this company also said, you know, they reaffirmed the 2022 sales. What are the earnings we got today? Eye power. Eye power had a pretty good earnings, penny stock. Whoa, moved up a lot after hours. If he said move, nice. It was good earnings. For a penny stock, it was good earnings. I'm having a hard time naming stuff. Yeah, I know, right? I know, man. I know. Inflation is no joke. I don't want to talk about inflation no more, man. It's depressing. I don't want anybody to know about it because you know what happened? The more people that know about inflation, the more people that are going to raise their prices. When you go to a restaurant and you talk to them and you're like, why are your prices so high? And they say inflation, just tell them, what inflation? Inflation only at 7.5%. You're bozo. Why are you increasing your prices by like 50% to 25% to 50%. We need to go to a restaurant and we need to start a massive campaign and just boycott all the restaurants that increases their prices 25% to 50%. We'll print out the CPI data and then we'll help them calculate it to say, hey, $1 times 7% is only like 7 cents. We need to let all the restaurants and all those other industries know that they shouldn't be jacking up. We've got to go. Let's go to halal stands. Tell them $9 halal. No good. No bueno, man. We need that 7% increase. So like previously, if you guys are paying $5 for halal, just take $5 times 1.07%, do it on the calculator for them and say, hey, you should be increasing it by only 35% homie. You know, 35 cents Habibi, 35 cents. Not no freaking $4 increase, man. If you see like a taco stand and they're, you know, if you used to be able to get three tacos for like, you know, for like $6, right? And now three tacos $10. You take $6, you pull up on the calculator, this and you say, hey, 1.07%. That's CPI. That's inflation. $642. I'll be willing to pay $650, not $9. All right. $650, not $9.  It's rounded back down to a 50. We'll call it a day. Because what do you really put in the burrito? You just add more rice anyways. Jesus, Jesus, man. But, uh, just messing around. Imagine though, imagine. That'd be funny, right? Because I actually saw this video. I saw this video about how, um, how back in the day, Italy, when they had like crazy inflation and, and like, because when they had crazy inflation and like bus fears went up by X amount and things like that, people would boycott the bus fear and they would have somebody like sit near the bus stop and they would print fake tickets and they would give them the ticket number just to like make everybody think that the price didn't go up as much. Yeah, probably. Hey, what's up, Waker? If hipsters want to pay $9 for two burritos at three in the morning, that's true. That's true. But what if the hipster becomes us though? Yo, actually, you know what? Wait, no, actually, so I just had this crazy thought, right? But I just realized it doesn't make sense. I just realized it doesn't make sense because when I go to other states that are not as expensive as New York, I could, I'd be willing to pay anything, right? Like, like for example, if I was in like, you know, some other random state and they were charging like, you know, some crazy price for burritos than what the state minimum was, right? I pay for it, right?  I'd be okay paying three to five dollars because that's why I'm already used to in New York. But what I don't understand is how do people come from these other states like Ohio or Mississippi? Like, how do they come from Ohio and Mississippi or whatever, whatever, like small town they come from, right? And they come to New York and like the price is like 400% higher. How do they deal with that? Like how do those, because those are the, those are what, those are what would be considered hipsters by New York standards, right? If those people are like, you know, are like hipsters by New York standards, how are those people willing to accept 400% increase? Because for me, when I visit somewhere, it's actually not increased. It's either standard price or decrease at whatever price I'm paying. So I just had that thought. I was like, man, this doesn't make sense, bro. I personally fly to New York to film me argue with a foot cart guy. I could do it, man. I'd do it, bro. I'd mess with those guys just for fun, hell. Because you know what? There's so many carts in New York. I'm not scared. Sometimes I'll argue, I'll do it, man. If they boy, if they like, if they ban me from, from shopping in that place, so be it. So be it, y'all. I just find another cart. So many carts in here, man. So be it. I'm not committed to know one thing. So I started making my own corn tortillas.  Nah, spend or do it. Do it, spend or do it. You and your boyfriend. Yes. Remote workers and wages would cause. That's true. That's true. Remote workers. I mean, if anything, I think remote workers would cause movement from New York to those tax-free states. I think there's seven states that doesn't charge tax or something. Maybe more. I could be wrong. I know Florida, Texas, one of the northern states. It can't be Connecticut, right? Maybe Maine or something, one of those. New Hampshire, that's right. You got to start living a high cost spend, though. You want to be rich. You got to do that. That's the way. That's true. That's true. But the problem is a lot of those people in those other random states, they don't have the same education to be as good at coding as like the people in New York and San Fernando at the same time. It's just like the exposure to the air, you know. Valentine weekend hurt my bank account. Oh, sorry to hear that. Yeah, well, did you have to spend $140 on a bouquet of flowers this weekend or today? Let's see. Let's see what the earnings we got. Oh, big drop here. They just cut their guidance. This is Turbo's tax and Quickbook. What happened here? Why they cut their guidance like that? SCI also reported today. This is the funeral company. This is the deaf company. Personal service company that provides funeral and cemetery service. Let me see what happened here. That's true. Cook at home. That's nice. Yeah, that's true. My boyfriend bought me two bouquets, but I only had one vase, so I used an empty protein powder.  This guy is a keeper, man. This guy is a keeper. Don't ever let that guy go, Spindle. Damn. I bought you two, yo. This man. Inflation must not be hitting you guys. Yeah, that's true. Oh my gosh. Jesus fiat world. Oh man, this guy is a keeper. Spindle. Forget it. You got to move on to this guy. Forget about your guy. Move on to this guy. Oh man. This guy is a keeper. I mean, Jesus, man. You better be getting taken care of tonight. What is, you know, is it her birthday and Valentine's Day at the same time fiat world, man? What's going on? Why is so, okay, what's so special here, man? Okay on me. He doesn't make that kind of money. I put an offer in the house. Oh, that's a nice tip. You guys cracked me out today, man.  I'm a bozo. Oh man. Hey, man. Hey, it's okay, man. You know, to be love is something, but to love and, and like receive love back, that's everything, man.  That's it, man. Can't pay enough for that. Let's check out the surroundings. SCI EPS $1.17 as opposed to 97 cents. Estimate sales is 1.04 billion as opposed to 988 mil. Top and bottom beat. Another great quarter for, for funerals, 7% beat. I don't know what the data was compared to last year, though. It's linked me to another link that links nowhere. What a scam. Guidance is really strong, too. Earnings per share for full year is 280 to 320. So even on the higher end, at 320 divided by four quarters, that's 80 cents a quarter.  I mean, I guess at the same time that makes sense, right? Because how much more people can die at this point? Alkaline water trading back down to a dollar. They just, they just recorded record year or two. Alkaline water company reported record their quarter revenue of 15.1 million. 57 year, 57% year over year growth. Wow, what a monster. Strong guidance. They're back to the same price that they were last year. Last time they were at dollar, they ran to $2 and changed. Could this happen again? They're also back to their 2020 prices, too. So, but I remember last time I looked, they were struggling to get into profitability. So, very interesting there. If you guys like penny stocks, any other earnings you guys want to check out or any stocks you guys want to see today? 3M guidance is very weak, not doing so well there. Weber, Weber losing a record amount of money. What do you expect? IPO around $20. Who really buys this Weber stock, man? Like, what do you see when you buy the Weber stock? Like, it's just a Weber grow. Actually, price to sales is really low. Price to sale ratio is extremely cheap, less than one. But I think that's just because people don't see the opportunity for them to grow, just like how I don't see it. But it might be possible, actually, if you look hard enough. That's pretty much it for all the big earnings for today. Wait, advanced auto parts. I didn't see that. Let me see. AAP. Oh, no. AAP. Maybe they didn't report earnings yet. I don't see it yet. I guess they didn't report the earnings. See anything in the news? Balance, in balance with $641 million to the buy side. A lot of talks about RSX. This is like Russia ETF. A lot of money might flow into it just because they've been pumping this ticker like crazy. This ticker has been up and down, up and down. It's coming back to 2020 levels. So this could be a pretty interesting area to buy if you want to rotate your money out of the US market. There's a lot of talks about how people want to rotate money to the Russian market. I'm not sure why. It's all very speculative, very hard to, very hard to play that in my opinion. But if hedge fund think is the way, maybe it's the way. Let's look into some stuff. What are your thoughts on AMD after the XLNX acquisition? I think there's a great deal for them. Oh, yeah. Ruples is like, what is that, like a dollar for 10 cents or something, a one cents? So AMP XLNX. So for every share of AMD, right, you get like 1.72 shares of XLNX. So look at it this way. If AMD is at 114.27 times 1.7334. So it's trading at like $2 discount almost. XLNX is trading around $2 discount. So if you're looking to get that because you think it's a better deal, then make sure you do the math accordingly. Unless this discrepancy gets bigger than $5, I wouldn't consider a huge discount. Because now it's going to move very closely to AMD's price as far as long-term fundamental side for AMD. I think there's a great deal for them. It's an opportunity for AMD to expand. It's an opportunity for them to make even more money. I think next quarter, they're going to take a hit because maybe next two quarters, they might take a hit with the merger and stuff. But then I think once everything goes through and they're able to save a lot of money due to this merger deal, then AMD could continue to go up a lot further in the long term. But they've also been running a lot too, man. AMD's also ran a lot. Like, Jesus, man. I'm not saying AMD needs to come back to $14, but up a lot. It'd be nice to catch it around like 70s again. You know? Who knows? Who knows, man? Who knows? I haven't had shares of AMD in a long time. But yeah, if you like AMD and you want to buy this at a discount, it's not a bad deal. Honestly, for a while there, this was trading at a pretty good price. It paid some dividend and it was like a significant discount as well. Just even last month, it was trading $166 way below the opportunity. Let's see. Roblox? So you guys know a lot of you guys are really bullish on Roblox, right? And keeping Roblox. We saw Nancy talk about Roblox and things like that. I gotta see this. I haven't seen this in a while, man. Yeah.  I was like, no way Roblox would be that cheap, but it is pretty cheap. So I was looking at Roblox last week, man, and I was like, I was just sitting there thinking to myself, I was like, if there's a time to buy Roblox, it would be now. It would be now, man. If there was a time to buy the Roblox, this is it. We went back to IPO prices. We were briefly, briefly below the IPO price, right? How much more discount are we going to get at this point? You know what I mean? How much more discount could we possibly get at this point? So, you know, if, if, if something, I, you know what, I don't see how I really don't see how they aren't making money, correct me if I'm wrong in this thinking process, right? Tell me if I'm wrong in this thinking process guy, but I sitting here, I can't help like, I can't help to understand how Roblox is not making money this quarter. Unless, unless it's delayed to next quarter, I really don't understand how they're not making money because they had the Nike deal. Who else had a deal on the Roblox Metaverse? Wasn't there another company that had a deal on the Roblox Metaverse? I forgot. I just know that Gucci, they did some deal earlier on, you know, Coke apparently did some deal as well. Didn't even know about this. LV did a deal.  You know, these guys are all last year. They're not talking about this year though, but I remember there was more luxury brands that did deals this year on the Roblox and things like that. So, so like, I really don't understand, you know, how, how like they wouldn't have a great quarter unless everybody already thinks it's priced in. I really don't think it's that priced in yet. This would have a better quarter than previous quarter. And in previous quarter, they were already trading at like, you know, $70, $80, right? And they're trading way below that. So it's like, how? But yeah, that's true. The other part of the argument is that, is that, is that the company is trading at like 100 plus times, you know, earnings, you know, price of sales is trading at 23 times, which is very, very high, right? So that's, that's the other, that's the other side of the argument. The company's just trading at like ridiculous levels that, that, that market doesn't make sense for. And that, that's a, that's a reasonable argument as well, you know, to be fair. But if we, if we discount these, these fundamental numbers and we just look at like, you know, stock price this quarter compared to stock price last quarter, then it's at extreme value because even when the IPO, they were already trading very, very, very high. But I think, I think this quarter is going to be interesting. It's going to just sit the standard or for how they do, how they perform. It's going to sit the standard for how the stock is going forward because if they do get a lot of money and there's a lot of advertising dollars in these deals, then, then, then like the stock is extremely on the value because there's a lot of growth ratio out there. But if they don't, and they're like the end up being some, something like, uh, like unity, you know, and they're just growing like a tiny percent less than 100% a year, then forget about it. Like I expect Roblox to be growing 100% quarter over quarter this quarter. If they're not growing the 100% quarter over quarter this quarter, forget it. Because I remember that there, when they, when they first reported their earnings over here, there was no growth actually. They didn't, they didn't grow. One of these quarters, they didn't grow. One of the first two quarters, they didn't grow at all. It was this quarter that they had a huge growth. It's not a bad bet. If we're looking for the bullish move, we can see a move to 80s, um, and potentially even move to 90s, you know, those are some good levels. If you want to play it, play the lotto. Good luck on that, man. Advanced auto part earnings for sure, 2007 cents. Supposedly, it's supposed to 196. Sales is 2.4 as well as the 2.37. 10% move compared to the same period last year. Stocks, the stock price increased a lot, 150 to 224. Wow. I knew it. They had to be another buyback. This is the only way this company is staying up so high. They're doing buybacks. Billing dollar buyback. What's the market cap? Huh? The market cap is 13.9. That's a big buyback. 7%. And they already bought back like a billion dollars previous, previously. At this point, the company is going to hold their own shares. At this point, the company is going to own everything. They're doing buybacks apparently. Probably because they're, they're like, they're giving shares to the front line team members. Probably give shares to these guys. And these guys never even, never sell. They just hold on to it for life. Because why would you sell the shares that the company give you? Especially if you're working there. You wouldn't. At some point, it's probably even equivalent to like lost dollar. Because that share would just be stuck in those accounts forever. And nobody would know the better. See, guidance, full year 22 guidance is 13.2 to 13.75. I suppose 13.27 net sales at 11.2 to 11.5. Supposed to 11.17. The guidance is pretty good. It's much stronger. That's pretty much it for all the earnings for today. Let's look at spy real quick. Spy has some good moves today. Market open. We moved down this morning, broke back up a little bit. And then we kind of tested the resistance right here. Came back down again, could potentially test it a little bit higher. So that's on spy. This is on ES. ES, the picture is a little bit more clear. You can see why we test where we test it. So on ES, you know, we were chopping at this range for a while all night last night and whatnot. That was one of the tops we couldn't break through. So this morning, you know, a market opened for the European.  And then by 7am, pre market, American market, they pumped it up. But they couldn't get past this level. We checked it, came back down, attempted that level again, again, couldn't couldn't get past this or came back down again over here. So now we're in the middle of the range, we're even going to test this level again, we're going to have a lower low. But if it was anything like Friday over here, was that Friday, 10th, Thursday and Friday, where we we tested this this range over here. So on Friday, this top test was testing the lows of the previous day and whatnot. So we tested that that range over here. And before we end up going back down. So that was a classic trap. This classic trap there. We could potentially setting up a classic trap here. But I think the best way to set up the trap would be if they were to run it over here, everybody would think it's bullish. And then they'll get in. And then this will end up being the resistance from here, where we'll trap back down and go even lower to the 4250s. So that's why I think it could be a good possibility. Naturally, in the bearish market, you get lower lows. So that's why naturally happens in the bearish market, unless it validates that. That's pretty much it for the market outlook. I'm still waiting for the double bottom move to play out. This double bottom moves happen. That's probably where we look to, to, to like, to like, pick up, you know, Google and like, anything interesting that that we like, honestly. Oh man, when people get too old and they forget things, that's kind of annoying. What's up guys? It's your boy, double seven. So it's kind of the market outlook over there. If you guys want to check that out, posted that this morning as well, looking for that double bottom move. Costco, let me check out Costco real quick. And I'm on end of stream. I think Costco is kind of following the market. You know, your ideal price target would be where to set up that double bottom best case scenario. You know, so this is Costco. This is the market. Yeah, if Google can come back here, I agree. That'll be interesting. I hope you didn't all in, man. I hope you left some money. Because remember, I was telling you, I was kind of scared that market was too frothy, man. It's kind of shook. But I think Google actually is almost like bottoming out on the daily chart here. We'll see. We'll see how the market plays. Market can turn around anytime. Ouch. You guys might have to pick up options to compensate. If we come down here, you guys might have to pick up options, you know, like long-term options to July to compensate for it. It's okay, man. It's okay. Inflation, you'd be fine. 2870. I mean, hey, it should at least hit 3000, right? Because this was the all-time high before stock split anyways. Let's see an alert from Len. Oh yeah, even these companies are getting scary, by the way. So I got an alert for this. I might actually sneak the entry. We'll see. But even these home-building companies are getting scary because high interest rate is naturally bad for home-builders.  Look at this guy buying everything. You go R.B. Nicko. Can't time the market. Just buy the dip. Lumber, oil, go, buy the dip. We're gonna end it here. Oh, actually, if you guys looking too short, you can see some opportunities in these opening trays, like Dave and Buster, Shake Shack. So seeing a lot of opportunities here. Hotel, hotels. See a little bit of opportunity here on the bearish side. Very, very nice. That's it, man. Take care, guys. Have a good night.


Welcome to the show. It's me, John Park, and it's time for another episode of JP's Product Pick of the Week. Welcome, and thank you so much for stopping by, and I will wish you a happy day after Independence Day for all of you who celebrate that. So let's see, what have we got happening here? Broadcasting? Hey, looks like we are. So tell me, was that broadcasting the whole time? I think it was. It's so strange. I have three monitors all black. Oh, I froze. Okay, yeah. Well, let me know if I'm back. That is so strange. I don't know what that is. And I recently restarted this machine and everything. So Kachank, biatograph of the Hagen says, looks like we're reconnecting. I'm back. Hey, thanks. All right. Thanks, DJ Devon3. Thanks, Rich. Hey, Tech of the World. Welcome. So, hey, let's do that first and say thanks for everyone in the chat for letting me know what's happening. This is our Discord chat, if you're wondering where most of the chat is happening. One is I'm keeping an eye over on the YouTube, but this is our Discord server, and that's at ateafru.it-slash-discord, and just go to the live broadcast chat channel. And there'll be people discussing whatever's happening in the current show. David SS says I'm back-ish. Uh-oh. What's the ish part? So let's move forward. We'll pretend that never happened. What I love you to do is head on over to this QR code or this URL right here if you want to see the product pick of the week moments before I reveal it and get a jump on a great discount. So we've got no discount code required. Just put it in your cart and buy it during the show, and you will get a 50% off discount on this week's product pick of the week, and I believe you've got a maximum of 10 that you can get. Uh, so that URL will take you there. I will now have Lady Aida go back in time briefly and tell us a little bit more about today's product pick. So take it away, Lady Aida. Lowy. This is super glowy. You use this just a minute ago to talk to the other Eleagies. You're like, hey, Eleagies, come here. Yeah, Eleagies, come here. This is a very, very small LED grid. It's a one inch square. It's exactly one inch by one inch. It's got these new Dot Star APA 102 2020s. This is a two-wire protocol, you know, individually addressable LEDs. You only need two wires. You can use it with any microcontroller because it's not timing specific like neopixels. This one has it like brightness five. They're incredibly bright. So watch out.  You can use our Dot Matrix code. You can have it scroll text. You can have it do this little plasma code that's always fun to do. It's compatible with any Dot Star code. Do you want to show it off at all? Yeah. Overhead. Okay. So, yeah, it's just got this grid so you can see how small it is. And then I just have a trinket on the back that does the driving. And then there's four mounting holes that you can actually snap the mounting holes off if you want. So you don't need to have them. But basically, my thing here was like, well, how small can I get an eight by eight grid? So one inch by one inch was pretty small. And what's nice is it's easily controllable with two wires. Just give it about five volts. And you're good to go. Very glowy. And yeah, this is not even that bright either. Yeah. That's nice. Let me go back to this video. I really like the video that we put together for this. Look at that. Yeah, that's the fast LED plasma demo. This is a fun demo. But you can have it in words or little icons. Chainable? Can you put them together? Yeah, you can chain them. You can make a wall. You can make a wall, but it would be very hot. Yeah. We're not into making walls here. We're into making bridges. Yes. LED light bridges. But I think this could be good for art projects or costumes or jewelry or something. I don't know. I just wanted to make the very, very small RGB LED grid. All right. That was my goal. And what a great goal it was indeed. So let me go ahead and grab my own and we'll take a look at this here in the down shooter. I've got my little mystery jewelry box here. And look at that. We've got our board and a little bit of an extra there. So let me hop to the front view camera only here for a moment. And I'll let you know that this is this week's product pick of the week. It is the Dotstar 8x8 64 pixel LED grid. Now this is a little different than a Neopixel. If you're not used to these Dotstar rather than running over a single data line, this actually runs over a clock and a data line, which means a couple of things.  And you can use them with boards such as a Raspberry Pi that don't do the timing so well, which is one of the issues with using Neopixels on some boards. So Dotstar is a similar but different type of board. And let's head down to this overhead view again for a second, this little down shooter here and take a look. So this is a little one inch by one inch square. It's got 64, it's 8x8 of the little Dotstar's on there and you can see there's these little mounting tabs, you can snap those off or you can use them with M2.5 screws to attach them to something. And if we flip that over there you'll see, so this is the little capacitor that comes with it in case you want to run a power capacitor here for smoother sailing, you can. And then across the top here you can see this is the, let me get a better view, there we go. So this is the clock in, data in, ground and 5 volts and then we can chain these so you have the bottom 5 volt ground and there's the data out and clock out so that can run to the next one. So you can make a bonkers little cube out of this or just run one by two or four by four of these, whatever you want to do, you can do that by chaining them together. Sometimes you'll need to add power steps along the way so that you don't try to run that power across the whole grid. And what I love to do is show you a little example of a project I put together which is this right here, it's very bright I know, I'm running this under some diffusion acrylic so it's going to look a little bit blobby. I'll turn my exposure down so you can see a little better there. So here I'm running some scrolling text across here, across here, not across here, as well as just some flashing colors. And what I'll do is I'll show you how that's set up. There's a lot of ways that you can code these. You can use in Arduino fast LED, in circuit python fancy LED, LED animation library, straight up matrix code and I'll show you how that works. Let me open up my code window, that'll work right there. And jumping to the code here, so main thing here, I'm importing dot star and I'm importing frame buff. And frame buff is what allows me to use this sort of like it's a little screen. So that's how I'm writing text to this screen here with some pretty simple code. And you can see I'm also using the LED animation library. I'm using that just to blink through those colors at the beginning there. But you can do things like color gradients and rainbows and such forth. Then I'm setting this up, since it's frame buff I can tell it it's not just a single strip, but it's sort of a logical strip of 8 by 8 or a grid of 8 by 8 rather. I'm setting up on the SPI, that's how I'm controlling this over SPI. The zero clock and the mosey, the number of pixels is 64. I'm setting it to a really low brightness, as you can see here. And then I'm setting auto right to false. Then I set up pixel frame buff and I tell it that we are using this object. This could be a neopixel object, in this case it's a dot star object. And then I tell it my width and height of pixels. The reverse of X means that our first pixel starts on kind of the wrong side to do left, right. And alternating says does this sort of zigzag or does it all move in one direction? So you can find a version of this that'll allow your logical setup to work with your physical setup. And then I've got a bunch of colors defined here. I'm filling this with black and hitting display. Then I've written a little function here called word scroll. And this is using a built in function for text in frame buff that does individual letters. And I've just created a version of this that lets me set some things like the speed and parse a whole word. So you can see here my default is dot star matrix with a space at the end. So that's what that text is that you'll see running across there. If you don't give it any arguments, the arguments I am giving it down in my main loop are the word dot in one color set. The word star in a different color set.  And then we're running a color cycle animate at the beginning of that. So we do color cycle animate for 3.6 seconds, which is what I timed to be a nice amount of time there.  If we take a look back at the web page here, let me move this off to the side a little bit and I'll put on that on top for a cute little glow there. There we go. So on the main page here you can see we've got the half price right now, some info about the different pixels. So this is using the APA 102 2020 pixels as the dot stars or LEDs. And if you click on the second link here, you'll see we've got a really great guide. And I think I saw earlier, Charlie, I'm sorry, I can't remember how to pronounce your name. Charlie G wrote this guide and is over in our YouTube chat. This is a really nice guide on using this exact little dot star grid board to make some beautiful jewelry. So this packages up the grid in a little pendant. And then there's a secondary box that contains a microcontroller and battery as well as a little switch. And you can send it different animations, different text. It's really gorgeous. So take a look at that. That'll give you some good ideas on how to use it for other types of projects as well, but a really beautiful one. And there's build instructions here for doing both a 3D printed or a laser cut variation on it. So a couple different ways that you can build the pendant as well as the controller board box. And this one also uses a touch control to change the different animations that you display, really beautiful work. So thank you for sharing that project with us. Let's see, let me jump into any questions that we have over in the chat. So let's bring up the discord here. Let's see, Rich got some of these, yay. Todd heard there would be LEDs being lit somewhere. By the way, they mentioned in passing, little more mentioned that these can get pretty hot. This one's not too bad. I'm running like you saw, not at a very high brightness. And it doesn't need to be. You can see here it's almost too bright for the camera at 0.05. And I've got a piece of acrylic across the top there diffusing it. Let me show the bottom side of this since I didn't before. You can see how I'm running this. I have the mounting holes I've left on. And I've made a little border here so I can screw in some M2.5 screws. If we flip this over, make this even brighter for a moment. You can see I have a KB2040 under here. And I've just sort of clamped it with some of my nylon hardware. So it's non-conductive to the back side of a piece of paper to separate it from the board there just to prevent any shorts. And then I've got the four wires for power, ground, data, and clock. The power I'm using this one, one of the cool things about the KB2040 is that you can use the 5 volts off of USB. So that'll generally allow you to pull up two amps of 5 volts if your hub or port will allow it. And there's a couple jumpers on the backside of the KB2040 that let you pull that 5 volts. So that's perfect. I believe these will run under 3 volts, but 5 is the ideal for the dot stars there. So that's the little board I put together. They're not quite as elegant as the pendant that we saw earlier. Let's see. Any questions in here? DJ Devin asked if the ears can be snapped off. You can see there, little ears can be snapped off. How many can be chained? Is there a set maximum? I think it's only going to be a power issue. I believe you can run more than these data-wise than you can in neopixels. I don't think these use memory the same way neopixels do. But if anyone has experience with chaining huge numbers of dot stars together, please let us know in the chat. Let's see. Oh yeah, a little gaming would be great on this. Looks like a little pac-man grid. All right. I think that's going to do it for questions. Thanks, everyone. So that's also going to do it, I think, for the product. There's a nice little picture I wanted to show of it there. And don't forget, head on over to this URL if you want to pick one up for a half price during the show right now. And this offer is only good during the show. So go get some and check out before we finish up. You might get a couple minutes leeway, but this will work just during the show. No coupon code needed. All right, so let's wrap it up. That is my product pick of the week. It is the 64 LED dot star grid, 8 by 8. And I'm going to take this one and its little capacitor that I didn't end up using and make a improvised hang tag. These are my favorite hang tags when I don't have another one. Put that on my little product wall there. OK, thanks, everyone, for stopping by. This has been another episode of JP's product pick of the week. And I will see you next time. Bye-bye.


Downtown San Francisco. It's theCUBE, covering RSA North America 2018. And welcome back everybody. Jeff Frick here with theCUBE. We're at the RSA Conference in San Francisco. It's 40,000 plus people talking security. Really one of the biggest conferences in San Francisco. It's security continues to be an ever-increasing and important topic and more and more complex and complicated and multifaceted. We're excited to have really an innovator who just recently sold his company to SumoLogic. He's Dave Frampton, VP of security solutions now at SumoLogic. Dave, great to see you. Good to be here.  So tell us a little bit about what you're doing and what attracted SumoLogic to you. Factor chain acquired by SumoLogic in Q4 of last year was focused on building an investigation platform to really help security analysts very quickly and completely identify for an individual threat or alert of which they get an avalanche every day. What happened, where did it spread and then what should be done about it more importantly? It's funny because we talk often at all these conferences, right? Everybody in the keynote will talk about it. Six months before you know you've been breached for two years or whatever the average it changes all the time. But nobody ever really talks about once you've figured it out, then what? So that's really what you guys are about, the then what. What are some of the things that people do wrongly and what are some of the immediate triage and best practices that people should be aware of if they're not already? It's a great question. There's really a difficult workflow that exists when you start digging into one of these indicators of compromise or alerts. Typically an analyst is trying to connect the dots across huge numbers of systems and huge data sets. They may have to go to five to 10 different systems, run queries which take a long time to run and then take a long time to interpret, kind of stitch together the clues across all of them. And this process can often take 30 minutes an hour even two hours against an inflow rate of hundreds of these per day. So there's sort of this expanding backlog of uninvestigated urgent threats. In many cases people only get to about 10% of the most urgent threats or alerts that come into their security operations center or SOC. And factor chain's innovation was to develop some new techniques to help human analysts quickly connect the dots across these huge data sets, integrate a lot of those different systems so you can go to one place, see huge deep connections between data sets and then kind of put it all together in a very concise workflow that helps you get through this process just a lot faster, a lot more scalable. So are you identifying patterns of past behavior because you have a database of how these things work? Are you looking for consistency of behavior within one system in others? I mean, what are some of the, obviously I could tell us your secret sauce but what are some of the tricks and tips that enable you to speed up that process? It's scary to hear that they have hundreds of high priority that they can't get to. There's two main components of trying to accelerate this whole workflow. The first one is trying to help analysts very quickly get insight into how variables change in an environment. This investigation process is a little bit like a game of whack-a-mole. You're following a particular user or a particular machine but then the name will change and then there'll be another variable introduced but it will change four times and you're left to try to figure out which one of these changes map to the original. This process just repeats over and over again. So part of our insight was to try to figure out how to chain, hence the name factor chain, all of these variable changes together in a very, very concise way so you can help the analyst find the right path through the data and ignore all the false trails, get back on the trail when they lose the trail. So it's really sort of a data navigation and insight. It's sort of the key core of factor chain's innovation. So big factor, I shouldn't use that word again but we'll use it again. The factor happening today in the industry is everything going to cloud, right? A huge percentage of business going to cloud. AWS is up to $20 billion run rate. Sumo is a big partner and Microsoft and Google are trying to catch up from behind and IBM's got a cloud so cloud's a big thing and there's more and more cloud. Also we're in this API economy now so whether I want to use public data sets and inject those into my processes or I've got partners that I'm connecting all these things via APIs and I still have my on-prem stuff for the stuff that just can't go to cloud or legacy or for whatever reason. So the environment is becoming way more complex. The number of third-party people that you're playing nice with is becoming much, much larger and a lot of these connections are completely automated, right, when you look at ad tech and some of the financial trading systems. So how does that increasing complexity play into what you guys are doing? The migration to the cloud is putting enormous disruptive pressure on some of these traditional security processes. You think about the old world involved as security operations center and a small team of analysts going through this list of alerts that were sent in by their infrastructure. The cloud really challenges that in two fundamental ways. I think one of them you hit really well in your description of it which is just the sheer surface area of a possible attack has increased so dramatically. You hit all the key points. There's automated processes. There's a lot of customer facing and production security that didn't exist in the old world. So many more ways for the attackers to get in but importantly there are new sources of information which are critical to actually orchestrating the defense to figuring out what to pay attention to and how to pay attention to it. Application layer information is much more relevant in a cloud context. You have a lot of the infrastructures been standardized underneath but a lot of the interesting insight might be from the application. Is this a customer or is it a partner? Is it a sensitive piece of information or application or not? There's all sorts of context which needs to be brought in to the forensic process to help the investigators really get to the bottom of what happened and where did it spread. There's also a need to collaborate across security and other functions in IT in a much more seamless horizontal way. A typical example would be an analyst in the SOC might understand an awful lot about security forensics but may not really understand some of this application context or even how to interpret some of the application logs at all. So you really need a horizontal collaboration involving IT operations. You hear a lot about DevOps and sort of DevSecOps. You need a much more collaborative workflow. Not just a common data set which I think everybody recognized a few years back but also common analytics and a common workflow, common tooling that they can collaborate in the same system on the same investigation. And so those are the ways in which the traditional security industry and the boundaries around its processes and its tools are really being challenged and disrupted by the migration to the cloud. And at Sumo Logic, this is sort of at the center of where we live. We live in a world where people are rapidly migrating to the cloud looking for monitoring and troubleshooting and security analytics functionality as they do that, looking at modern applications and how their architectures are changing and what implications that has for security. So we have our sites squarely set on sort of creating that new model for that new cloud oriented environment. Right. And then how much do you work with other applications which I guess in the past may have been thought of as competitive but when you're in an environment with all these integrated systems at a customer and there's probably tremendous benefit to sharing some level of information in terms of the signature of threats and when threats are coming in. I'm sure there's a ton of great data that if shared across people on the good side of the fence will probably be to the benefit of all. So has that been changing? Is that evolving? How do you see kind of working with other apps within, let's just pick the AWS cloud for an environment for example within a particular customer whether it's AWS directly or other partners in the ecosystem. Well, first you hit it. I mean, this function of security operations has to be agnostic, right? So you have to be open to ingesting context from whichever system and whichever vendor and whatever source it might come from. And so these ecosystems are really important and integration so that you can quickly not only take in information from third parties but then quickly get trending and visualization and really bring insight to that data. And so to that end, SumoLogic's a leader in the AWS ecosystem. We've been built from the ground up on AWS and we have rich partnerships with the vast majority of the ecosystem of tools that surround the AWS environment. So we can bring that in and very quickly deliver insight, make correlations, figure out what you need to pay attention to and then do this investigation workflow that we were talking about earlier. Right, crazy time. So 40,000 people here, what are you looking forward to for the next couple of days here at RSAC? I think a couple of things. One is, I think everyone is focused right now on the upcoming deadline for GDPR and sort of data protection, data privacy. How do we identify within our data what might be subject to some of these regulations and new compliance requirements and then how many of those overlap? Through the best of intentions it creates some dilemmas about how to approach problems such as for example, right to be forgotten. And I think seeing the community come together and sort of in a live venue which is really what the show is all about and kind of discuss and debate those issues. I think that's one. Two is the center of what we've been talking about is the impact of modern application architectures and cloud on some of these old traditional security practices and models. And that's why we have a bigger presence this year at the show because we think that's something that is going to change the ways and things have been done in the security industry and we want to be a part of that conversation and obviously giving previews of our upcoming products that address some of those problems. Looking forward to a good week. Should be good week for you, be busy. Absolutely. Thanks for taking a few minutes and again congratulations on the acquisition with Sumo. Great marriage I'm sure and look forward to following the story. Thanks so much. All right, it's Dave Franson, I'm Jeff Frick. You're watching theCUBE from RSAC 2018 San Francisco. Thanks for watching.


There was actually an additional eight endowment warrants that were unserved this morning, but as, of course, this is going to be a continuing investigation and there's an expectation that the additional A-to-S will be made as this goes on. I think that all involved were very satisfied with the way this went this morning, mainly that it was everyone was safe, there were no issues with any kind of resistance, everyone was completely cooperative and everything went well, so that's definitely the ultimate success is when there's no issues or problems that take place during these situations.