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Episodes


4Q "Great Earnings Season", Opportunities in Big Banks & Industrials

DELL Consumer vs Commercial Businesses, Example Trades in DELL & SMCI

Tech Corner: XYZ

A.I., Jobs & Tariffs: Dissecting AAPL’s $500B U.S. Investment

Pelosky: DeepSeek "Shot a Hole in the Heart of U.S. Exceptionalism"

TSLA an "A.I. Vertical", SMCI "Catching a Falling Knife"

Risk Radar Working as Stocks Hold, Bonds Rally

Overlooked Stock: ARLO

Investor "Indecision" as Markets Weigh Earnings, Tariffs & Volatility

SPX Monthly Chart Signals Major Pullback

Diton: NVDA's "Look Out Below" Warning & "Wary" of Consumer Discretionary

Baehr: "Don't Lose Faith" in Crypto, Bitcoin Back to $85,000

SOUN Rallies on Earnings, "Improving" Growth Picture

NFLX Live Sports "Ultimate Driver" for Growth

Future of DELL Dependent on DeepSeek & Tariff Impacts

The Big 3: TSLA, PLTR, PYPL

Options Trades: NVDA & TSLA Week-Long Sell Off

META Plans ChatGPT Rival, A.I. Battle Heating Up

NTAP Shaky Earnings, ADSK Activist Pressure & SOUN Beat
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