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Episodes


SentinelOne (S) Supports Cybersecurity Bull Case Through Earnings

GOOGL "Quiet" All-Time High: Cloud Growth & Search Dominance Lead Rally

MRVL Sell-Off "Overreaction?" Earnings Show "Intact" A.I. Story, Success Linked to Cloud

The Big 3: SPOT, COST, DDOG

AFRM Rallies 20%, ADSK Surges, BABA Beats & ULTA Slides After Earnings

Survey Says Tesla FSD Not Attractive to Most Consumers

"Who's Going to Replace Boeing?" BA's Runway to All-Time Highs

SPX Pullback as Investors Prepare for September, XLK v. XLU Broad Market Signals

Tech Tumbles Ahead of Holiday Weekend: MRVL & DELL Earnings Disappoint

Options Corner: GOOGL

Hakimian: Fed's Preferred Inflation Gauge Shows Steady Uptrend

BABA Taking on NVDA, Making Chips in China

A.I. Rotation Ahead of Historical September Seasonality

Capitalizing on Robotics with KOID: Investing Into Future of Evolving Tech

Newman: A.I. Bubble Story "Blown Out of Proportion"

EARNINGS ALERT: DELL, MRVL

Economic Uncertainty in France & China's "DeepSeek Moment" Sparking Innovation

SPX Resistance Push, VIX Treads Lower & NVDA Breakout Potential

Ways to Manage A.I. Downside Risk as Tech Takes Up SPX Space
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