Product placement
Bloomberg: appears as a watermark at the top of the screen. Removing it would not change what happens in the video. nLIVE: appears as a red circle with "LIVE" inside, indicating a live broadcast. Removing it would not change what happens in the video. nREDDIT: acts as the main subject of the video, being added to the S&P 500. Removing it would fundamentally change the video's topic. nS&P 500: acts as the index that Reddit is being added to. Removing it would change the context of the video. nNYSE: appears on the uniforms of the animal characters. Removing it would not change what happens in the video. nBroadcom: acts as a company discussed in the video, with its debt and stock performance mentioned. Removing it would change the video's content. nAMD: acts as a company discussed in the video, with its stock performance and price target mentioned. Removing it would change the video's content. nSandisk: acts as a company discussed in the video, with its investor day and stock performance mentioned. Removing it would change the video's content. nWDC: acts as a company discussed in the video, with its stock performance mentioned. Removing it would change the video's content. nMU: acts as a company discussed in the video, with its stock performance mentioned. Removing it would change the video's content. nDrones: acts as a product category subject to tariffs. Removing it would change the video's content. nUSA: appears on a box, likely representing the country. Removing it would not change what happens in the video. nCHINA: appears on a box, representing the country targeted by tariffs. Removing it would change the video's content. nALLIES: appears on a box, representing allied nations affected by tariffs. Removing it would not change what happens in the video. nEVERYONE ELSE: appears on a box, representing other nations affected by tariffs. Removing it would not change what happens in the video.
On-screen text
BLOOMnBIRDnFriday 14th AugnLIVEnTHEY LETnREDDITnINTO THE S&P 500nS&P 500nLIVE - OUTSIDE THE S&P 500nSTANDARDS: LOWERED.nIT WENT UPn13%nFOR NO REASONnLIVE - OUTSIDE THE S&P 500nSTILL DOWN 31% THIS YEAR.nEVERYTHING ELSE THAT HAPPENED INnSTOCKSnTODAYnEXPLAINED INn2 MINUTESnLIVE - OUTSIDE THE S&P 500nA COMMITTEE DID THIS.nRETAILnSALESn-0.6%nWORSTnIN A YEARnSEPT HIKEnODDS DOWNn30%nBROADCOMn-6% ONn$370B DEBTnAMD +6.5%nTARGETnRAISED TOn$1,250nSANDISK +7%nON AnSLIDESHOWnDRONEnTARIFFS:n100%nTHE S&P 500nAPPLEnCOCA-COLAnJOHNSON & JOHNSONnAVALONBAYnREDDITnNEWnSEAT 500. FILLED.nINDEX FUNDSn16,700,000 SHARESnBUY RDDTnNOT OPTIONAL.nAVALONBAYnS&P 500nFULLnTHE LANDLORD: EVICTED.nTHE CONSUMER, PICTURED.nRETAIL SALESnJULYnWORST SINCE MAY 2025.nFEBn+35%nSINCE FEBRUARYnSEPTnRATEnHIIKEnLOSING AIR, FAST.n30%nSEPT HIKE ODDSnA 70% CHANCE OF NOTHING.nBROADCOMn$370,000,000,000nSOMEBODY READ THE FOOTNOTES.nAVGOn-6%nNO FURTHER QUESTIONS.nAMD PRICE TARGETn$625n$1,250nDOUBLED IT. WITH A PEN.nIOUn$5,000,000,000nAMD +6.5%nBORROWED. APPLAUDED.nSANDISK INVESTOR DAY 2026nYESTERDAYnIT WAS JUST A POWERPOINT.n80% MARGINS THROUGH 2030n*assumes everything goes perfectly forevernPROMISED. IN A SLIDE.nDAY TWO. NO NEW SLIDES.n+7%nSNDKn+7%nWDCn+3%nMUn+3%nTHE WHOLE AISLE WENT.nIMPORTEDnDRONESn100% TARIFFnDOUBLE PRICE. NEXT MONTH.nALLIESnCHINAnEVERYONEnELSEnAIMED AT CHINA.nAIRSPACE: RECLAIMED.