# @tastyliveshow on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=-xYq9YAR6yE
- **Gondola URL:** https://gondola.cc/posts/65275789-tastyliveshow-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/2a23e32db3.jpg
- **Posted:** 2026-05-09T02:29:56.000+00:00
- **Account Owner:** tastylive (@tastyliveshow) — https://gondola.cc/tastyliveshow

## Caption

Stock market weekly close with the Nasdaq printing an all-time high at 29,347 and SPX closing at 7,419. But investing through this rally means understanding what is underneath it: low volumes, a ceasefire holding on paper while both sides violate it, oil prices pinned at $95, and the dollar only halfway back from wartime highs.

Chris Vecchio and Ilya Spivak break down the AI capex catchup trade thesis, why pension funds and endowments are not participating in this move, why the jobs report was goldilocks enough to keep the Fed on hold, and what CPI next week means for positioning heading into the weekend.

Helpful links:
tastylive: https://www.tastylive.com/
FREE tasytlive Newsletters: https://info.tastylive.com/newsletters
FREE Options Strategy Guide: https://tinyurl.com/bp9ms763 
Follow tastylive on X (Twitter): https://x.com/tastyliveshow

CHAPTERS:
00:00 Market Close: Nasdaq Up 2.1%, SPX Up 56 Points
00:33 Russell and Dow Lagging, Mag 7 ETF Hits New All-Time High
00:41 Oil at $95: Three Sessions at the Same Level
01:07 Jobs Report: Goldilocks, Fed Not Cutting Imminently
01:21 Bonds, Gold, Silver: Half a Percent Gain on a Big Nasdaq Day
01:38 Semis Still Leading at 4.4% - It Is One Narrative
02:00 Weekend Risk: War, Ceasefire, and Oil Positioning
02:27 Ilya Reenters Long Oil Around $94 as the Anchor Level
03:41 Stocks Rallying on Separate Narrative Track From the War
04:24 Ceasefire Architecture Holding Despite Violations on Both Sides
04:53 Dollar Only Halfway Back: Big Money Not Coming Out of Cash
05:14 Low Volume Rally: Futures and ETFs Both Thin
09:00 The AI Capex Catchup Trade: What Was Planted in Q4 Is Now Showing
14:00 Micron and SanDisk as the Beneficiaries of Hyperscaler Spending
24:00 Is This FOMO or a Real Catch-Up Trade?
26:00 Why You Naysay It But Don't Bet Against It
27:29 North Star: SPX 8,000 by Year End
28:04 CPI Next Week: What to Watch for Positioning
28:34 Final Close: Nasdaq 29,347, SPX 7,419, VIX 17.20

#tastylive #stockmarket #investing #nasdaq #oilprices #stockmarketnews #jobsreport #vix #aistock #macrotrading

tastylive is a real financial network, producing hours of live programming every day. Follow along as our experts navigate the markets, provide actionable trading insights, and teach you how to trade. With over 120 original segments, and over 25 personalities, we’ll help you take your trading to the next level, whether you are new to trading or a seasoned veteran. 

tastylive content is created, produced, and provided solely by tastylive, Inc. (“tastylive”) and is for informational and educational purposes only. It is not, nor is it intended to be, trading or investment advice or a recommendation that any security, futures contract, digital asset, other product, transaction, or investment strategy is suitable for any person. Trading securities, futures products, and digital assets involve risk and may result in a loss greater than the original amount invested. Investment information provided may not be appropriate for all investors and is provided without respect to individual investor financial sophistication, financial situation, investing time horizon or risk tolerance. Options, futures, and futures options are not suitable for all investors. Prior to trading securities, options, futures, or futures options, please read all applicable risk disclosures, including, but not limited to, the Characteristics and Risks of Standardized Options Disclosure and the Futures and Exchange Traded Options Risk Disclosure Statement found at https://tastytrade.com/disclosures/. 

Past performance is not indicative of future results. Performance is not presented net of all commissions, fees, and expenses. Multi-leg option strategies incur higher transaction costs than single leg trades as they involve multiple commission charges. Examples provided are for illustrative, informational, and educational purposes only and are not intended to be reflective of results you can expect to achieve. Supporting documentation for any claims (including claims made on behalf of options programs), comparisons, statistics, or other technical data, if applicable, will be supplied upon request. 

tastylive, through its content, financial programming or otherwise, does not provide investment or financial advice or make investment recommendations. tastylive is not a licensed financial adviser, registered investment adviser, or a registered broker-dealer.

## Stats

- **Views:** 3,866
- **Likes:** 82
- **Shares:** 0
- **Comments:** 19

## Tags

aistock, tastylive, vix, macrotrading, nasdaq, stockmarket, oilprices, jobsreport, stockmarketnews, investing

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