Jobs Collapse, Fed Paralysis & CrowdStrike’s Real Story | Solo Rip with Shay

Welcome to a special solo edition of Daily Rip Live with Shay Boloor! With Katie out today, Shay runs the show and takes us on a full-spectrum ride through the labor market shock, Fed missteps, CrowdStrike's misunderstood print, and why CoreWeave might be the most overpriced AI trade of the year. Here’s what we covered:

📉 Jobs Collapse & Rate Cut Paralysis
May’s private sector hiring came in at just 37,000—vs. expectations of 115,000. This isn’t noise, but a real sign that tight monetary policy is biting hard—and the odds of zero rate cuts in 2025 should have investors alarmed.

🧠 Fed Mistakes Could Trigger a Soft-Into-Hard Landing
The Fed risks over-tightening into a slowdown that’s already underway. While inflation cools, labor is rolling—and history says the Fed’s timing can be late and costly.

🛡 CrowdStrike Falls, But Still Bullish Long-Term
Despite a post-earnings drop, CrowdStrike remains a top cybersecurity bet. The Falcon Flex usage-based model is exploding (+600% YoY) and could become a Trojan horse for platform consolidation in the age of AI agents.

📊 Module Growth Slowing—Or Just A Temporary Stall?
CrowdStrike’s module adoption rates have stopped rising quarter-over-quarter. It’s a red flag—but Charlotte AI and Flex bundling still make this a potential generational compounder.

⚠️ CoreWeave: The Most Fragile $70B Business in the Market?
CoreWeave’s valuation looks like a “moment rental” built on a fragile triangle: Nvidia supplies, Microsoft demands, and AI scarcity props it up. With no vertical integration or margin expansion, this is the opposite of investable.

📈 SPY & VIX: Summer Trend Mode Activated
Markets are calm, RSI is approaching overbought, and volume is light. This is typical summer action—and a time to prepare, not overtrade.

Chapters

00:00 Market Overview and Job Data Analysis
06:31 Market Trends and Seasonal Patterns
09:51 CrowdStrike Earnings and Cybersecurity Insights
21:15 CoreWeave: A Case Study in Market Speculation
27:27 Market Consolidation and Future Outlook

Where to find the Daily Rip Live hosts on X and Stocktwits:
Shay Boloor - x.com/StockSavvyShay
Katie Perry - stocktwits.com/StocktwitsKP

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