$ESI Element Tape Reports
Per Ticker.id: $ESI Element Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-27 23:18 UTC.
I just want to very, I just want to very briefly tell you about a company called Matrix. That I find absolutely fascinating and have done a bunch of reporting on and think is sort of an underrated most important company in tech right now. I really earnestly believe this. So Matrix is exactly the Fediverse for messaging. Like, imagine I have a Slack instance and you have a Slack instance and they actually have nothing to do with each other, right? They're, they're completely separated. We each run our own on, on premises. Like, you can run Matrix. On a, on a network, on a Navy ship. It's like a real thing that they do. It is a completely distinct thing, but also I can message your Matrix from my Matrix. Like the, the, it turns into cross-platform messaging right next to and integrated with like team messaging that is incredibly well put together and encrypted and all of the things that you would want. Um, so Matrix, uh, started essentially as a, a completely federated encrypted messaging platform. And, and the reason, by the way, that this is a much harder problem for messaging than it is for social media is privacy. We just have completely different expectations about the privacy of our content when we're posting it publicly to a social network and when we're talking to our friends and maintaining privacy across different servers and different implementations and different companies and building a system that sort of exists in so many places, but all adheres to the same very intense privacy policy is just really hard. And so this company Matrix has spent a long time working through this. And the most fascinating thing about Matrix to me is that they have really struggled to get regular people to use it. They make an app called Element that is essentially just WhatsApp. Um, it works very well. It's, it's very fast. It's very simple, but they're, they're having a hard time getting that adoption in part because people use You know, WhatsApp, but they are all over like secure government implementations, like countries around the world are using Matrix for important secure communication because the alternative is WhatsApp, which is not as secure, causes all kinds of problems, is not nearly as manageable and administrable. It's just a worse system.
David Pierce — The Vergecast · Hotline: E Ink, the fediverse, and smart Puka shells · 2026-08-05About one month ago, Honeywell finally broke itself up into Honeywell Technologies for building controls and industrial automation and Honeywell Aerospace, where they make all sorts of components for the commercial aerospace market. I've been recommending Honeywell for ages, in part, well, because I'm a big believer in backups. I've always seen that there's much more than the, uh, what the thing is trading at from the beginning. I don't think the company's getting enough credit for the businesses buried inside of it. It's called the sum of the parts. They're worth more because they didn't belong under the same roof. S-O-T-P, sum of the parts. Wall Street prefers smaller, more bite-sized companies, and that's been true for decades. It's true now. Honeywell started breaking itself up last fall. When it spun off its special chemicals business as Solstice Advanced Materials at the end of October. And this was a big win with Solstice jumping from below $50 on the first day to the 90s a few— just a few months later. Then the company announced a big merger with Element Solutions. And since then, the stock's fallen back to 60 and change. I still think it's a buy, but it has not been smooth sailing. What's more frustrating is that Honeywell Technologies and Honeywell Aerospace haven't exactly been great performers since they separated at the end of June. Honeywell Aerospace shot higher first, but the excitement quickly faded. Misaki had its first official day of trading June 29th at $220. Then it made its highs, $266 and change about a week later. But it's since come all the way back down to $210 with some really ugly trading over the past couple of weeks. Tough though on aerospace stocks when the price of oil soars, although now it's coming right back down. Meanwhile, Honeywell Technologies had the exact opposite experience. The stock was initially— I should say, I was going to say hated, but let's go with unloved. Then July turned and the stock turned with it. Honeywell Technologies reported a strong quarter last week and the stock just bolted, jumping to $245 and change as of today. On a standalone basis, Honeywell Technologies earned $1.95 per share. Wall Street was only looking for $1.83. That's an increase of 10% year over year. Sales came in higher than expected, too.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/27/26 · 2026-07-27Okay. All right. All right, we're gonna move on from this. And, um, folks, I'm gonna take just a quick moment here to talk about Thoughtful Money's newest sponsor, which I'm very excited about, uh, company called Element. Um, so, uh, Element is all about, um, providing the right, uh, balance of electrolytes. And that's important because staying well hydrated isn't just about drinking water. It's about optimizing your body's fluid ratios, especially when it comes to electrolytes. Electrolyte deficiency or imbalance can cause headaches, cramps, fatigue, brain fog, and weakness. Geez, Lance, maybe we got to get you some LMNT. It just sounds like they're describing you, buddy.
Adam Taggart — Thoughtful Money with Adam Taggart · Cracks Starting To Show In The Market? | Lance Roberts · 2026-07-25Uh, LMNT was created to keep your electrolytes in good balance. It's a zero-sugar electrolyte drink mix and sparkling electrolyte water born from the growing body of research revealing that optimal health outcomes occur at sodium levels 2 to 3 times government recommendations. It's funny, Lance, I come from a family of doctors, so I grew up with kind of this like, you know, salt equals bad, uh, guidance. Um, and, and really what the research is finding is we need a lot more salt than we've been told we do to function properly. Um, each stick pack— and this is what a stick pack looks like, folks— um, delivers a meaningful dose of electrolytes free from sugar, artificial colors, and other dodgy ingredients. LMNT is formulated for anyone on a mission to restore health through hydration. And is perfectly suited for athletes, folks who are fasting, or those following keto, low-carb, whole food, or paleo diets. Element was actually founded by a good buddy of mine, Robb Wolf. Robb is a pretty amazing guy. He's a former research biochemist, 2x New York Times bestselling author, and he's now sat on the Navy SEAL Resiliency Committee for over a decade. He was also a really early CrossFit pioneer, co-founding the very first CrossFit affiliate gym in the world. I personally have been drinking Element daily for years now. In fact, you've likely seen me on— drink it on this channel many times. It's been hard to tell because it's been hidden inside this big stainless steel thermos I use. But Element comes in a ton of different flavors. They're all great. Since I'm more drawn to the citrus style flavors, my favorites include Orange Salt, Citrus Salt, Pink Lemonade, and their newest flavor, which is lemonade iced tea. In fact, I am gonna have some of that right now while I'm talking here with Lance. So I'm gonna take this, I'm gonna put it in this fancy new Element thermos that they just gave me. So all you do, I've already got some water in there, so you just, you just pour the crystals in, you give it a stir, or in this case, I'll just give it a little shake. Here's the cool Element thermos, um, and, uh, tastes great. Yeah, I'm totally addicted to this stuff. This newest flavor is awesome, this iced tea.
Adam Taggart — Thoughtful Money with Adam Taggart · Cracks Starting To Show In The Market? | Lance Roberts · 2026-07-25So to learn more about Element and enjoy it yourself, go to drinklmnt.com/thoughtfulmoney. And if you go there now, you'll get a free 8-count sample pack of Element's most popular drink mix flavors with any purchase. Again, just go to drinklmnt.com/thoughtfulmoney and start your journey to optimal and great tasting hydration. Lance, thanks for being patient through all that. They like me to do the live read. I'm actually going to have founder Rob Wolf come join us for a couple of minutes sometime in the future. And I thought it'd be fun to do with you on this weekly market recap, given that you've got such an athletic background. And I think, you know, you know, Rob, or at least know who Rob is. Um, he's such a great guy.
Adam Taggart — Thoughtful Money with Adam Taggart · Cracks Starting To Show In The Market? | Lance Roberts · 2026-07-25Okay, um, a couple other questions. I want to just bang through a couple, um, things first. Um, I should have mentioned this at the very beginning, folks, but obviously you're watching a live stream here if you're watching it live at the premiere. Um, one of the great things about doing it live is we can take comments from the live viewing audience. So for folks, as you have questions, ask them in the live chat there, and I'll try to leave time in the second half of today's discussion, uh, to try to pull in any questions you guys might have for the gentlemen here from New Harbor. Um, I also, I'm going to just crack open my drink here. Uh, you're going to hear me officially announce this later on in the channel, but Element, um, this company Element, uh, which is known for its, uh, salt and electrolyte powder that you put into your water, is a new sponsor of Thoughtful Money. I'm super excited for that because I'm a huge user of the product. I know the founder, one of the founders, Rob Wolf, I've known him for many years. He's a great guy. Anyways, they now have this sparkling water line they've just released, and they sent me a bunch of product, and I'm going to enjoy it while we're talking here. Also, Let me ask you guys this. Either one of you can take this. Uh, the, the MAG7, which have really been the lead sled dog pulling the markets higher for years now, um, they have been— they're off their highs, right? They, they've definitely showed, uh, weakness might be the wrong term though, in maybe some cases, but they've definitely cooled off over the past 2 months or so. So much so that people are, you know, some people are starting to refer to them as the LAG7, right? Had you told me that, I would have said, oh, well, then the market's down by whatever the Mag 7 complex is down by because they're such a huge part of the S&P. But it isn't, and it isn't largely because the semiconductor sector took over the baton from them and has just gone white hot, gone vertical. That's kept things really propped up here. Obviously, it begs the question, how long can that last?
Adam Taggart — Thoughtful Money with Adam Taggart · What's More Likely: A Rally Or Rout From Here? | New Harbor Financial · 2026-07-16Because the sector that is tech is wonderfully robust versus other groups, and it's just been clobbered back to where I think is very near the buying zone again. Despite Iran, wonderful things can happen to tech. At a drop of a hat. Take last week. I've been saying that Meta has to do something big with its excess compute capacity because they're leaving a lot of money on the table. Literally the next day, Meta does exactly that, confirming a story I'd helped break the week before. A simple acknowledgment of something that seems so obvious that has given you a nearly 100-point gain this month. They have to sell some of that compute. Now compare that with PepsiCo, a company that used to give you consistent multi-year growth, With a stock that declined to the point where it seemed like it would be easy to beat expectations. Nope. PepsiCo, it crushed you. By a simple stroke of a pen, Meta gives you almost 100 points. By dint of a weak quarter, PepsiCo takes a severe beating. In the end, the tech companies, especially big tech, just have a lot more to offer the rest than the rest of this market. Look, we know that there was big money to be made in SK Hynix listing on Friday because they kept the supply of stock tight. Today, SK Hynix gave up a huge amount of gain, but not all that money was still made. Again, tech is dynamic. This time, SK Hynix is benefiting from the same memory shortage that made you fortunes in Micron and the data storage stocks and the semiconductor capital equipment makers. They keep rallying because there's literally not enough of their product going around. And that has not changed and it might not change until 2028. But then consider the opposite. Try to be thoughtful for a second. Solstice Advanced Materials acquisition of Element Solutions. That's a $14.5 billion deal announced this week. We had Solstice on the show. The rationale for the deal was frankly brilliant. They're putting together a modern-day materials colossus, by the way, including key materials needed to make semiconductors for nuclear power plants.. And another time both stocks would have rallied. Instead, right out of the gate, both stocks were losers. They got killed. Now ultimately, I think it would be a good deal. I'm actually gonna buy for the Chapel Trust, but we have too many stocks right now and Solstice is being lost in the shuffle and it just won't work. Now consider the possibilities this week. I don't know if you saw, but once SK Hynix started rallying on Friday, So did Nvidia. Now, this was a big deal because Nvidia has been trying our patience, right? I think buyers of SK Hynix sold Nvidia stock to get into the SK Hynix deal. Why Nvidia? Because it's big, it's liquid, it's doing nothing. If you sold a lot of Nvidia to get SK Hynix, then got a smaller piece of that Hynix than you wanted, well, then you had a lot of leftover cash to be able to put back in Nvidia. Same for if you sold the SK Hynix, flipped it into strength on Friday. So the buyers moved Nvidia up to $210 even as it pulled back hard again today. Can the stock go higher? No, actually, I don't think so. Not unless the company dramatically expands the size of its buyback and gets much more aggressive. NVIDIA needs to make the claim that Apple used to do when I used to hector them about why they weren't more aggressive about buying other companies. They always said because there was nothing cheaper to buy than their own stock. It's not enough to buy back stock when shown stock, big blocks, which is how I think this buyback seems to be run. It needs to walk right behind buyers in lockstep so they are ready to buy when the stock gets walloped like it was today. If I were running the buyback, and I have run a lot of buybacks in my time, I would have gone 208 bid, 1 million shares, Soon after the open, the stock opened at $208.54. If I got hit, I would then bid $207 for 1 million shares. If it dropped to $206, I would have bid 2 million, 2 million, $206, 2 million. Same with $205, I bid $205 for another 2 million and then $204 for another 2 million if necessary. Now see, the stock only went out at $203 and change, but it would most likely have not gotten that low and the company would have bought a lot of stock. Now the SEC allows the company to buy back stock 3:50 PM. It doesn't want the company to manipulate the close. But I watch this stock like a hawk, probably closer than anybody else in America, and it's manipulated down almost every single day between 3:50 and 4 PM, almost every single day, including today. I don't think it would have ever gotten down to $204 with my method, but it did. The company's getting its stock on the cheap if you listen to me, which is a terrific goal. If I were NVIDIA, I would petition the SEC to allow it to bid for stock right into the close. 4 o'clock, because everyone can see that the last few minutes are an artificial breakdown. But again, my point here is that the big tech companies always have something they can do to change the equation, and that's why I love these things. Look, if the food or drug stocks could engineer the same kind of upside, I'd be all over ConAgra or Pfizer, but they just don't have that level of control over their own destiny. On the other hand, let's consider Alphabet for a moment. If it were announced tomorrow that Waymo would be a separate company and it would float a piece of it to get started, well, you know what? Who knows how high the stock would go? At this moment, Waymo's self-driving technology is far ahead of Tesla's in terms of trials and data. So I believe we get a ridiculous valuation. Once it did that, I think Alphabet stock would move up dramatically. It would require nothing else to do. It would just show you exactly how undervalued Alphabet really is here, even after it did that big secondary. How about Apple? Oh, the stock's been on a roll, right? Perhaps because word is that memory-related price increases are already baked into the stock. Or maybe it's because the lawsuit against OpenAI could eliminate any near-term risk from AI hardware. More on that later. But it sure seems like the Street's too afraid of Apple's price increases, perhaps because it doesn't understand that the phone companies will end up eating a huge chunk of those costs. They're in a battle royale. Hardly anybody pays full price for a smartphone. They're heavily subsidized by the carriers. So Apple trades to a new high of $323 before retreating to $317, up almost $2. Oh, I'm thinking, what is it? What does he say? Apple, own it, don't trade it. I want so much this week to find a bank stock that could rally 20% like a tech could. But Goldman Sachs, my favorite, reports tomorrow morning, will most likely have to vastly exceed consensus if it is able to go higher. Than it is already. A gigantic quarter might only give you a 4% gain. So I stick with endless tech narratives of Kasey veering off to a healthcare company that has some pretty good news, or perhaps a retailer that can have a run like a Target, or a middleman like Cardinal Health that shows you it's changing its stripes to help small and medium-sized doctor groups. I will keep trying because that's my job. But the bottom line, after a month where Meta does the obvious and picks up 100 points like this, Tech certainly seems to be a much more fertile ground to plow than any other sector, almost all of which can't help themselves and need a rotation to send any of them dramatically higher. Why don't we start with Jeff in California? Jeff.
Kramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/13/26 · 2026-07-13maybe the reason it might have sold off also is that the full-year forecast— FedEx guided for 11% revenue growth and earnings per share from, uh, $16.90 to $18.10. In comparison to Wall Street estimates, at first glance that seemed like a mixed set of numbers. Slightly better than expected revenue, worse than expected earnings. But that's wrong too. It wasn't mixed at all. See, with the FedEx Freight spinoff, legacy FedEx decided to transition from the old— its old calendar year where it was a fiscal year ends in May to a standard calendar year. Okay. The kind that ends in December. So, you know, you have these two different kinds of count. You have a calendar year and you have a fiscal year and they've merged them to the right way, which is the way you and I think, which is January, December. So even though that was telegraphed, I think it created a lot of confusion for investors because the so-called consensus estimates included a lot of figures that were based on the old fiscal calendar. That's not apples to apples. Plus, don't forget, the FedEx is famously conservative with its guidance. When management first introduced their forecast for fiscal 2026, the 12-month period that just ended in May, they were initially guiding for $17.20 to $19 of earnings per share. Turns out that was a super lowball forecast, as in reality FedEx earned $20.24 per share. So I'm not sweating either of the things that investors seem to be taking issue with. FedEx reported last month. I still think the company is just in the best position I've seen in ages. Strong overall demand, tremendous cost initiatives. The stock trades at less than 18 times the midpoint of management's full year earnings forecast. Take and share, take and names. History's any guide. That forecast is too low. Long story short, I'm as bullish on FedEx as ever. I think it's house of pleasure. Now let's talk about FedEx Freight, which had really had the more dramatic pullback. The stock had a hot start coming from around $150 to close on June 1st. That's the stock's first day of regular way trading after the spinoff. All the way up to $194 and change on June 9th. That was rapid. Since then, though, FedEx Freight has given up all those gains and then some, falling to $143 today. At this point, the stock's down 26% from the high set about a month ago. So I thought it was a good time to do this piece. Just like with FedEx, though, I'm not worried. FedEx Freight's been getting slammed because this is what happens right after this kind of corporate breakup. FedEx gave you all the shareholders a chunk of FedEx Freight, right? So you're a FedEx shareholder. Suddenly you get this FedEx Freight and you don't know what it is. You just say, oh, I don't need this little thing, and you throw it away. It costs you causes a temporary beatdown. Let me give you some examples. When a company I really like, Solstice Advanced Materials, was spun out of Honeywell last fall, the stock initially fell from $53 on the first day of regular way trading down to $40 and change a few weeks later. Then Solstice found some traction, embarked on a fantastic rally, climbing all the way to $90 and change in recent weeks before plummeting back to the $60s after we learned they're acquiring Element Solutions. But that was wrong. It's good. Good deal. The market seemed to hate it. I disagree. But even after the recent decline, Solstice is still up huge from that low. Or how about an example that's a little closer to home? At the beginning of this year, Comcast spun off its cable channels, including CNBC, as Versant Media. Versant fell from $45 on the day of the spinoff down to $27 in mid-February. But then the stock found its footing. Now it's back to $36. I can't express opinion about the stock of my parent company. I'm just citing this as an example of post-spin-off blues like the ones that FedEx Freight shareholders have experienced. Now, FedEx Freight's now experiencing, I'd say, what I think is a level where it reminds me very much of a reversing bottom. Doesn't help that when the company reported on June 25th, though, the numbers were quirky. That's the word I'm searching for. And the stock fell nearly 3% the next day. Quirky because I don't want to be too— I want to be a little more subjective about this. See, FedEx Freight offered limited numbers in its first report as a public company. There were no earnings per share figure. But what we did was get at least pretty solid, I thought, FedEx Freight reporting a revenue beat as sales grew nearly 5% year over year, small operating income beat even as their operating margin was light versus expectations. That did hurt. Remember, we saw the same problem with FedEx original. It was again that fuel charge and put artificial pressure on the margin numbers. Making things worse, FedEx Freight also gave odd guidance. Like their old parent company, they moved from a fiscal year ending in May to a standard calendar year. Now they're in a transition period, the 7 months from June through December, because their fiscal 2026 is over. But the new calendar doesn't go till 2027 in January. I know it's so— it's confusing as all get out. I know that analysts aren't really programmed to receive guidance for 7-month periods. So the numbers weren't comparable. Again, not apples to apples. For what it's worth, FedEx Freight is guiding for 4 to 6% revenue growth for the transition period, and it expects an adjusted operating margin of 11.5 to 12%, up slightly from the year before. It looked fine enough to me, but it was really confusing. When I made the call to hold on to FedEx Freight for the Travel Trust at our monthly club meeting after the spinoff, I wasn't really thinking about what the just completed quarter would look like, or whether the guidance for the next 7 months will be better or worse than expected. My thesis is much more simple and much longer term. FedEx Freight is instantly the largest player in the less-than-truckload market, which is an attractive one as the freight business comes out of a multi-year bear market with much less capacity. Kind of like what happened to the airlines. I think FedEx Freight also benefits from being an independent company with dedicated management. They can think solely about how to improve service and grow the business rather than being buried within a larger entity where its profitability was not a priority. That's why I want to own this one for the long haul. Here's the bottom line. While FedEx and FedEx Freight have pulled back over the past few weeks, I'm viewing these declines as buying opportunities. I still like FedEx as much as ever. Thought it was a great opportunity midday today. And as for FedEx Freight, we're mostly dealing with the standard post-spinoff weakness with a dash of confusion stemming from that confusing earnings report and the change in calendar. In both cases, that confusion makes it so you've got a huge opportunity to buy, and that's precisely the advice that I'm giving to members of the CMEC Investing Club.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/8/26 · 2026-07-08