Description
Join Lossdog at https://lossdog.com and please subscribe to this channel.
Tom Sosnoff and Scott Sheridan react to blowout earnings from Nvidia, CrowdStrike, and Salesforce — breaking down which moves actually cleared the expected range and how long post-earnings IVR stays elevated before it collapses. Marvell Technology reports after the close with the options market pricing a 10% implied move, and they get into whether that number is properly sized given the stock's five-year earnings history of swings from -20% to +32%. Then the debate heats up: Tom argues agentic AI will outperform human stock pickers by ingesting more data and cutting out emotion, while Scott — a committed efficient market theorist — says AI sharpens mechanics but can't beat the market at its own game. Jackson Hole opens tomorrow with Fed Chair Kevin Worsh giving the keynote on financial innovation and stablecoins, though with a chairman who's deliberately avoided forward guidance all year, they question whether there's anything worth trading on. Callers include a viewer who built a Bitcoin mainnet protocol after being inspired by Tom's tastytrade teachings, a trader asking about call spread premium targets, and a real-world covered call management walkthrough for anyone assigned stock below their cost basis.
#lossdog #tomsosnoff #oneluckydoglive #nvidiaearnings #optionstrading #aiinvesting #jacksonhole
TIMESTAMPS
0:00 Intro
1:22 Market open & earnings reaction
4:07 Nvidia post-earnings breakdown
11:25 Rising rates vs. AI sector growth
12:31 Stock vs. options after a crash
15:29 Post-earnings IVR timing window
18:02 Caller: Bitcoin mainnet protocol
27:56 Which options strategy fits best?
33:41 Clarity Act 2026 prediction
33:52 Caller: credit spread sizing rules
43:43 Trade picks: MSFT, COST, AAPL
48:36 Marvell earnings: 10% implied move
1:02:43 Will AI replace stock pickers?
1:15:12 Jackson Hole + Fed Chair keynote
1:22:27 Covered call below cost basis
Earnings season in 2026 is running hot, with Nvidia, CrowdStrike, and Salesforce all posting blowout numbers that have traders scrutinizing whether options markets priced implied moves correctly — and what the IVR window actually looks like after the fact. Jackson Hole arrives at an interesting moment: new Fed Chair Kevin Worsh has made deliberate silence part of his playbook, and with his keynote covering financial innovation and stablecoins rather than rate signals, the symposium may move markets without saying much of substance. Meanwhile, the debate about AI and stock picking is no longer hypothetical — hedge funds reported averaging 7% returns in the first half of 2026 with a portion credited to AI-driven processes, setting up a real argument about whether systematic, emotionless agentic tools are starting to outperform discretionary human traders. For retail options traders, a post-earnings environment with collapsing IVR is one of the more technically rich moments in the market cycle, and knowing how to manage a covered call when you're already underwater from a short put assignment is exactly the kind of practical edge that separates people who build accounts from people who spin their wheels.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how t...
Tom Sosnoff and Scott Sheridan react to blowout earnings from Nvidia, CrowdStrike, and Salesforce — breaking down which moves actually cleared the expected range and how long post-earnings IVR stays elevated before it collapses. Marvell Technology reports after the close with the options market pricing a 10% implied move, and they get into whether that number is properly sized given the stock's five-year earnings history of swings from -20% to +32%. Then the debate heats up: Tom argues agentic AI will outperform human stock pickers by ingesting more data and cutting out emotion, while Scott — a committed efficient market theorist — says AI sharpens mechanics but can't beat the market at its own game. Jackson Hole opens tomorrow with Fed Chair Kevin Worsh giving the keynote on financial innovation and stablecoins, though with a chairman who's deliberately avoided forward guidance all year, they question whether there's anything worth trading on. Callers include a viewer who built a Bitcoin mainnet protocol after being inspired by Tom's tastytrade teachings, a trader asking about call spread premium targets, and a real-world covered call management walkthrough for anyone assigned stock below their cost basis.
#lossdog #tomsosnoff #oneluckydoglive #nvidiaearnings #optionstrading #aiinvesting #jacksonhole
TIMESTAMPS
0:00 Intro
1:22 Market open & earnings reaction
4:07 Nvidia post-earnings breakdown
11:25 Rising rates vs. AI sector growth
12:31 Stock vs. options after a crash
15:29 Post-earnings IVR timing window
18:02 Caller: Bitcoin mainnet protocol
27:56 Which options strategy fits best?
33:41 Clarity Act 2026 prediction
33:52 Caller: credit spread sizing rules
43:43 Trade picks: MSFT, COST, AAPL
48:36 Marvell earnings: 10% implied move
1:02:43 Will AI replace stock pickers?
1:15:12 Jackson Hole + Fed Chair keynote
1:22:27 Covered call below cost basis
Earnings season in 2026 is running hot, with Nvidia, CrowdStrike, and Salesforce all posting blowout numbers that have traders scrutinizing whether options markets priced implied moves correctly — and what the IVR window actually looks like after the fact. Jackson Hole arrives at an interesting moment: new Fed Chair Kevin Worsh has made deliberate silence part of his playbook, and with his keynote covering financial innovation and stablecoins rather than rate signals, the symposium may move markets without saying much of substance. Meanwhile, the debate about AI and stock picking is no longer hypothetical — hedge funds reported averaging 7% returns in the first half of 2026 with a portion credited to AI-driven processes, setting up a real argument about whether systematic, emotionless agentic tools are starting to outperform discretionary human traders. For retail options traders, a post-earnings environment with collapsing IVR is one of the more technically rich moments in the market cycle, and knowing how to manage a covered call when you're already underwater from a short put assignment is exactly the kind of practical edge that separates people who build accounts from people who spin their wheels.
ABOUT ONE LUCKY DOG LIVE! / LOSSDOG
One Lucky Dog LIVE! is your daily wake-up call for career and financial clarity—streaming live Monday through Thursday, 8 : 30-10am CT. Hosts Tom Sosnoff, Scott Sheridan and Tony Battista bring decades of trading, entrepreneurial and fintech experience to optimizing our professional and portfolio worth.
Lossdog is the platform they're building to fix it. It's AI-powered software that doesn't just guess what you should earn—it calculates your real market value and shows you exactly how t...
