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

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