NPC Uncle Era, “Chinese Chewy” Pain, and Pot Stocks Spike on Trump’s CBD Post

Markets grind higher while reality takes a nap—welcome back to the Weekend Rip.

This episode is pure chaos (and charts):

🔹 NPC Uncle & “Dumbest Market” Vibes: Ben declares a new era and tries not to lose his mind.
🔹 Safdie’s The Smashing Machine + Pre-Roll Jackpot: Movie takes and a perfectly timed pre-roll win.
🔹 Weekly Tape Check: QQQ, SPY, and the Dow drift up; Bitcoin pops ~11.75%; ETH re-buy energy.
🔹 Uncle Trades Hit: AST SpaceMobile, MusclePharm, and a government shutdown the market shrugs off.
🔹 AI Slop & CapEx Doubt: Meta’s tools feel mid; copyright mess, deepfakes creep, and “is this really worth the spend?”
🔹 Trump’s CBD for Seniors: Pot stocks spike then fade—Ben slow-accumulates the wreckage.
🔹 Story Stocks vs. Reality: Quantum hype (hi, Rigetti) and rage at press-release “DD.”
🔹 Nano-Nukes with Leverage: OKLO and 2x ETFs… on fairy dust.
🔹 Memory Stocks Wake Up: WDC, STX, MU catch the AI-storage bid.
🔹 SPACs Crawl Back: Chamath gets roasted, Tai Lopez headlines, and we all feel 12 again.
🔹 Robots Everywhere: Waymo sightings, culture-war detours, soybeans, Netflix bits—sure, why not.
🔹 China E-Comm Pain & Buffett Omens: “Chinese Chewy” suffers; topping is a process.

👉 Are memory names the next real AI trade? Will quantum stop role-playing as science? And does the market ever care about bad news again?

#WeekendRip #BenCahn #EmilDeRosa #Stocks #Bitcoin #ETH #ASTS #OKLO #WDC #STX #MU #CannabisStocks #AI #SPACs #Rigetti #Waymo #Markets