Mag 7 Earnings, Oil Shock, and Why Markets Don't Add Up

Amazon just hit the highest price in human history. Dave Conley calls this the largest oil shock in history and notes that nobody is saying "this time it's different" — yet markets keep climbing. Jerremy Alexander Newsome walks through specific chart levels and earnings setups for Apple, Amazon, Google, and Microsoft with actual buy zones, not sentiment. The underlying tension: markets have decoupled from the physical economy because the modern economy is now just pushing zeros and ones around. Dave's political frame caps it — government is betting on electrons over atoms, crypto and AI infrastructure over healthcare and real jobs, while the promise of school-to-career-to-retirement quietly dies for anyone under 30.Timestamps:(00:00) Markets climbing anyway – nobody thinks they should, but here we are(00:36) Apple and Amazon setups – chart levels, buying zones, all-time highs(02:30) Tim Cook out, hardware guy in – what Apple's CEO shift signals for investors(05:51) Google earnings outlook – near all-time highs, gap scenarios, buy zones(06:54) Microsoft's brutal 34% selloff – AI scare, the bounce, what comes next(08:54) Cash is the new denominator – why massive multiples stopped mattering(10:00) Biggest oil shock in history – markets at all-time highs, cognitive dissonance(11:21) Zeros and ones economy – digital decoupling that may never reverse(12:42) Atoms vs. electrons – what government is missing about real jobs(14:09) Next up – Steven Orr, Big Beat on Wall Street, later this week🌍 Connect with us: Instagram | YouTube | X