This Monopoly Stock Keeps Getting Stronger
00:00 Overview02:00 ASML Earnings14:35 Brad Gerstner on AI Bubble25:30 Agentic Commerce28:00 Waymo Expansion28:50 Salesforce OpenAI Deal
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5 Stocks That Will Lead The AI Revolution
00:00 Introduction02:00 Top 5 AI Winners21:30 Broadcom OpenAI Deal24:30 Tom Lee Remains Nvidia vs Costco23:30 Fail Of The Week
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Why Investors Are Concerned About Circular Financing Of Top AI Companies
00:00 Overview02:00 AMD Open AI Deal11:40 The 1999 Stock Bubble Is Here15:30 Portfolio Construction
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AMD Stock Surges +30% After Deal With OpenAI
AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.
6 Loka 202534min
The Stock Market Valuation Is Worrying Analysts
- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview React...
3 Loka 202532min
Uber, Spotify, Google Hedge Fund Analysis (My Reaction)
Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.
1 Loka 202523min
5 Quality Stocks To Buy In An Overvalued Market
The market is getting overvalued. We look at five high quality stocks that are still a deal.
29 Syys 202533min
Billionaire Investor Gives Critical Warning About AI CAPEX
00:00 Overview02:00 AI Capex Warning13:22 Costco Earnings Report18:50 Tia Lopez RadioShack Scheme24:00 Duolingo Chess
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