JPM - JPMorgan Chase

Referred to as 'Chase Bank' and described as 'a little bit on sale' on his scorecard.

Chase Bank is on sale.

Mentioned as a bank that already built its own stablecoin system; presenter expresses distrust of banks and warns tokenized deposits will eventually reach retail customers.

Listed as cream of the crop, considered undervalued and high quality.

JPMorgan loaded up on low-rate held-to-maturity bonds during the cheap money years and now sits on large buried losses, a potential systemic risk if depositors start pulling money.

Positive earnings bounce, straddling all-time high, breakout above $345 could continue upside.

Best positioned bank, strong earnings, favorite among the hosts

Arguably the best bank in the world. Genius, conservative CEO. Thinks for shareholders for the long term. Extremely good long-term investment at a reasonable price.

JP Morgan is named as one of the large banks looking to offload risk tied to hundreds of billions in AI data center debt through stake sales and risk transfers (SRTs).

Basically on the radar now, potentially becoming attractive.