⚠️ Discover the AI Stock Whitney Tilson Says Could Have 22X Upside Dan Ferris shares a free presentation from Whitney Tilson about a company he believes could be one of the most compelling ways to play the AI boom. 👉 Watch free: https://2026RetirementStock.com/ 🔔 Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://stansberrydigest.com/ What if the smartest thing you could do with your portfolio... Was take LESS risk? For years, PensionCraft founder Ramin Nakisa was 100% invested in global equities. Then he changed his mind. Not because he became bearish... But because he realized he had already made enough money. In this week's Stansberry Investor Hour, Dan Ferris sits down with Ramin for a wide-ranging discussion about portfolio construction, risk, index investing, bonds, market crashes, and his unique 90/10 investing strategy. After reaching his retirement number, Ramin shifted from 100% equities toward a 60/40 stock-and-bond portfolio. His reasoning was simple: He didn't need the extra return. So why take the extra risk? Ramin explains: • Why he moved away from 100% stocks • Why today's bond market looks more attractive • How diversification can protect investors during crashes • Why keeping fees low matters so much • Why a simple global index fund beat his complicated portfolio • And why knowing your own risk tolerance is critical But Ramin also admits something... Index investing is boring. That's why he created his 90/10 approach. He keeps roughly 90% of his investments in a core portfolio that he barely touches. The remaining 10% is his "toy box"... Where he experiments with crypto, leveraged trades, copper miners, small caps, and other active investments. That allows him to scratch the itch to beat the market... Without putting his entire portfolio at risk. Dan and Ramin also discuss the rise of passive investing, risks surrounding today's AI leaders, the Federal Reserve, stock valuations, and why a major market crash isn't necessarily something investors should fear. In fact, Ramin says a 50% S&P 500 crash could be the opportunity of a lifetime for some younger investors. But perhaps his most important lesson has nothing to do with markets. It's knowing what's "enough." Once you know how much money you actually need... It can completely change how you invest—and how you live. CAN'T WATCH THE FULL EPISODE? START HERE: 1:55 – Why Ramin Moved Away From 100% Stocks 4:11 – Why He No Longer Needs the Risk 5:21 – Does the 60/40 Portfolio Still Work? 9:30 – Building a Better Diversified Portfolio 12:32 – How Ramin Went From Physics to Finance 16:32 – What PensionCraft Teaches Investors 20:03 – Why Ramin Doesn't Give Stock Tips 24:53 – Why Understanding Finance Changes Everything 30:24 – Why Long-Term Investors Should Ignore the Noise 35:11 – The Advantage of Index Investing 35:43 – Could Passive Investing Break the Market? 40:33 – Why a 50% Market Crash Could Be a Huge Opportunity 43:03 – How to Think About Stocks During a Crisis 48:00 – Ramin's 90/10 Portfolio Strategy 50:22 – What's Inside Ramin's "Toy Box" Portfolio 52:37 – The Most Important Number Every Investor Should Know

⚠️ Discover the Gold Stock Opportunity That Could Surge 500%–1,000% Dan Ferris shares a situation that could send one particular type of gold stock dramatically higher—while potentially devastating millions of Americans’ retirement accounts. ? Watch free: https://BestGoldStock.com/ ? Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://stansberrydigest.com/ What if most traders are focused on the WRONG thing? They obsess over predicting where the market will go next... But according to Market Wizard Jason Shapiro... That's not how you make money consistently. In this week's Stansberry Investor Hour, Dan Ferris sits down with Jason Shapiro for a wide-ranging discussion about contrarian trading, market positioning, sentiment, risk management, discipline, and the mistakes that separate professional traders from amateurs. Jason's approach comes down to three things: Positioning. Sentiment. And market tone. He looks for moments when traders are overwhelmingly positioned in one direction... Then waits for the market itself to tell him they're wrong. For example, if traders are extremely bearish and bad news hits—but the market refuses to go down... Jason pays attention. He calls it a "news failure." And it can be a powerful signal that the trend is about to reverse. Jason explains: • Why being contrarian doesn't mean automatically betting against the crowd • How positioning, sentiment, and market tone work together • Why he waits for the market to CONFIRM a contrarian trade before entering • How "news failures" can signal that a trend is exhausted • And why predicting the future isn't the key to successful trading Along the way, Dan and Jason also discuss: • Why all four major U.S. stock indexes recently reached unusually crowded positioning • How Jason uses Commitment of Traders data to identify asymmetric opportunities • Why positioning is NOT a magical market-prediction tool • Why patience can be one of a trader's biggest advantages • How Jason determines exactly when to enter and exit a trade • Why his winning trades typically last around two to three months • How the structure of a trade helps him determine exactly where to place his stop • Why he doesn't size up or down once he's entered a position • Why professional traders focus on RISK while novices focus on PROFIT • Why trading less could actually make you a better trader • How Jason's Crowded Market Report has evolved into a global trading community • What Jason learned from legendary trader Paul Tudor Jones • Why Jason manages hundreds of millions of dollars without a single employee • How spending a month at a monastery in Burma influenced his outlook on life • And why making more money eventually stopped being Jason's primary goal But perhaps Jason's biggest lesson is about something many traders overlook: Risk. Novice traders tend to obsess over finding the perfect entry. Professional traders think about what happens when they're WRONG. Jason believes having a clearly defined stop is one of the biggest advantages a trader can have. Because once you know where you're wrong... You know how much you're risking. You know how to size the trade. And you can focus on finding opportunities where the potential gain is significantly larger than the potential loss. Perhaps the biggest takeaway from this episode is this: Forget about being right. Focus on making money. Jason doesn't believe successful trading is about predicting exactly what the market will do next. It's about identifying asymmetric opportunities... Taking small losses when you're wrong... Because if Jason is right... The traders who survive over the long run won't necessarily be the ones who make the best predictions. They'll be the ones who understand risk, stay disciplined, and know when the crowd has gone too far. CAN'T WATCH THE FULL EPISODE? START HERE: 1:29 – Jason Shapiro's Contrarian Trading Strategy 2:52 – The 3 Things Jason Watches Before Every Trade 4:48 – The Fine Line Between Contrarian and Stupid 6:03 – How "News Failure" Can Signal a Market Turn 10:13 – A Market Setup Jason Has Never Seen Before 12:56 – Why Positioning Isn't a Prediction Machine 14:30 – How Jason Knows When to Exit a Trade 17:17 – Why Having the Right Stop Is So Powerful 18:32 – How Jason Sizes His Trades 19:28 – Why Professionals Focus on Risk, Not Profit 21:04 – Why Successful Trading Shouldn't Be Exciting 23:13 – Why Jason Encourages People to Trade LESS 24:31 – Inside Jason's Crowded Market Report 31:52 – How Sharing His Trades Made Jason Better 34:29 – Did Jason Beat Paul Tudor Jones? 39:02 – The Month Jason Spent in a Monastery 42:02 – Why More Money Doesn't Always Mean More Happiness 44:38 – How Jason Manages Hundreds of Millions Alone 48:05 – Why Jason Shares His Trading Strategy 50:22 – Jason Shapiro's Most Important Trading Advice

⚠️ Learn How to Get Ahead of the Next Wave of Capital in Natural Resources Free presentation on critical minerals, energy, and the investment opportunities emerging from today's resource shortages. ? Watch free: https://ProjectVault2026.com/ ? Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://stansberrydigest.com/ What if the biggest threat to the global financial system isn't a weak U.S. dollar... But a dollar that becomes too strong? According to Santiago Capital's Brent Johnson... That's exactly what investors need to understand. In this week's Stansberry Investor Hour, Dan Ferris sits down with Brent Johnson for a wide-ranging discussion about the U.S. dollar, gold, global debt, geopolitics, and the investment opportunities emerging from a rapidly changing world. While many investors remain convinced America's debt will eventually destroy the dollar... Brent believes they're missing a critical part of the story. Trillions of dollars of debt around the world are denominated in U.S. dollars—creating constant demand for a currency foreign borrowers cannot print. And if the dollar strengthens enough... That demand could put enormous pressure on the global financial system. Brent explains: • Why a stronger dollar could ultimately be more dangerous than a weaker one • How global dollar-denominated debt creates constant demand for U.S. dollars • Why gold can soar even while the dollar remains strong • What central-bank gold buying really means for the dollar • And how the U.S. can use dollar liquidity as a powerful geopolitical weapon Along the way, Dan and Brent also discuss: • Why the global investing regime may be changing • How COVID revealed the mechanics of the Dollar Milkshake Theory • Why currency moves have played a role in major financial crises • What the conflict with Iran and the Strait of Hormuz could mean for global markets • Why Brent sees an opportunity developing in corn and wheat • How supply-chain disruptions can create unexpected second- and third-order investment opportunities • Why the United States may be better positioned than many investors realize • And why investors must separate what they WANT to happen from what is actually LIKELY to happen Perhaps the biggest takeaway from this episode is this: The world doesn't operate according to your political beliefs, your morals, or what you think should happen. If you're putting your hard-earned money on the line... You need to understand what is actually happening. Because if Brent is right... The next major monetary crisis may not begin when the dollar collapses... But when the dollar becomes too strong. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why Macro and Geopolitics Matter More Than Ever 8:33 – Why the U.S. Dollar Remains So Powerful 12:44 – Why Gold and a Strong Dollar Can Rise Together 15:29 – What Central-Bank Gold Buying Really Means 21:46 – The Global Dollar-Debt Problem 23:25 – How the Dollar Milkshake Theory Works 26:13 – How a Strong Dollar Could Break the System 30:12 – The $80 Trillion Dollar Problem 37:30 – Iran, Hormuz, and the Global Economy 42:03 – Brent's Opportunity in Corn and Wheat 46:48 – Brent Johnson's Most Important Investing Advice

Could one of the greatest businesses ever built still be one of the market's best investment opportunities? Or has its incredible run finally come to an end? In this week's Stansberry Investor Hour, Dan Ferris sits down with value investor Matt Franz, portfolio manager at Stansberry Asset Management, for a fascinating discussion about two businesses that couldn't be more different—but share one thing in common: They're quietly generating extraordinary returns while most investors are looking elsewhere. The conversation begins with Constellation Software, one of the greatest compounders in stock market history. While investors remain obsessed with AI leaders and mega-cap tech stocks... Matt explains why Constellation has quietly outperformed nearly everyone by following a remarkably simple strategy: buying hundreds of small, mission-critical software businesses and allowing them to compound over decades. But that's only half the story. The discussion then shifts to one of the market's most overlooked opportunities: Natural Resource Partners. Despite operating in an industry many investors avoid, Matt argues the company owns irreplaceable mineral assets, generates enormous cash flow through royalties, and could continue rewarding shareholders for years to come. Matt explains: • Why Constellation Software has become one of history's greatest compounders • How acquiring small software businesses created billions in shareholder value • Why Natural Resource Partners' royalty model makes it different from traditional mining companies • And why patient investors often find their biggest opportunities where few others are looking Along the way, Dan and Matt also discuss: • Why capital allocation matters more than flashy growth stories • The power of recurring revenue and disciplined acquisitions • Why royalty businesses can produce exceptional long-term cash flows • The difference between metallurgical coal and thermal coal • How AI and data centers could increase demand for electricity and energy infrastructure • Why commodity cycles create opportunities for long-term investors • The importance of management quality when evaluating businesses • And why buying great companies at reasonable prices can outperform chasing market trends Perhaps the biggest takeaway from this episode is this: The best investments aren't always the companies making the most headlines. Sometimes they're businesses with exceptional management, durable economics, and decades of disciplined capital allocation quietly compounding wealth in the background. If Matt is right... Some of the market's biggest opportunities may still be hiding in plain sight. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why Great Businesses Keep Winning 13:22 – The Secret Behind Constellation Software's Success 21:15 – Why Capital Allocation Matters More Than Growth 30:45 – Lessons From History's Greatest Compounders 36:18 – The Hidden Opportunity in Natural Resource Partners 41:10 – Metallurgical Coal vs. Thermal Coal 45:30 – Why AI Still Depends on Energy & Commodities 50:20 – Matt's Investing Philosophy for Long-Term Success

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 🎯 Featured in recent shows: • UOA Scanner Breakdowns • Options Order Flow Analysis • Sector Spotlights (Uranium, Quantum, Drones) • Tactical Trading Psychology • Real-Time Market Reactions 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- Jonathan Rose breaks down tomorrow's CPI print, why Treasury tripled its buyback to $6B, and what flattening 2s vs 30s, crumbling 2-year futures, and VIX at 17.32 mean for the September hike odds at 62%. In this session: → Why CPI is the big number of the week for the Fed → Treasury buyback $6B vs normal level + yield curve flattening → VIX hedge: long VIX 18s / short 22s for $0.50 risk → Relative value: POS vs SLV, NASDAQ vs S&P, QQQ 100-period MA 708.44 support → Unusual options activity in EWZ, PBR, ITUB + refiners VO, CVI, DK → Long silver/gold as fear hedge + SLV Oct 48% vol setup → Dollar-cost averaging AIS and buying pullbacks vs chasing 🚨 JOIN THE FREE UOA CHALLENGE → investorplace.com/challenge2026 Learn to spot unusual options activity before the news hits — 100% transparent, 0% fluff. 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #StockMarketLive #TradingEducation #InsiderTrades

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- Markets ripped on the 163K jobs beat, but Friday's CPI is the real test for the Fed — and for where volatility heads next. Jonathan Rose goes live to map what matters now and how he's trading it with the Expected Move. In this session: • CPI PREVIEW: How Friday's print hits Fed rate cuts and why small caps (IWM) move harder than hyperscalers (NVDA, AAPL, MSFT, GOOGL) on rates • PORTFOLIO MAP: Why diversification across hyperscalers, metals, oil, VIX and beta matters right now • URANIUM EXIT: Why we took profits on UROY — from $2.97 entry to $4.89 exit right at the weekly Expected Move ($4.84) • COPPER = AI CHOKE POINT: Why copper is the gating factor for AI data centers + how to trade FCX and Rio Tinto • TRADE LAB: FCX 80/105 bull call spread at $72.83 — $4.50 debit, 134 days, $20.50 max profit per share, $4.50 defined risk • UOA IN REAL TIME: SLV silver flow that looked bullish but flagged bearish (synthetic put) + BP unusual activity decoded • ENERGY & REFINERS: Why the crack spread rolling over has him cautious on VLO, CVI, DK despite the run • LONG-TERM SETUP: Why Eli Lilly (LLY) at the bottom of its Expected Move is a portfolio anchor idea 🔴 LIVE EVERY MARKET DAY AT 11 AM ET — Masters in Trading LIVE with Jonathan Rose We track unusual options activity, volatility dislocations, and actionable setups in real time. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot unusual options activity before the news hits — 100% transparent, 0% fluff. 📢 SUBSCRIBE & hit the bell 🔔 so you don't miss the next CPI/Fed move 📌 JOIN THE CONVERSATION: Comment your tickers & questions — we feature real trades live! #UnusualOptionsActivity #OptionsTrading #MastersInTradingLIVE #JonathanRose #CPI #FederalReserve #ExpectedMove #UOA #StockMarketLive #TradingEducation #FCX #CopperStocks #UROY #Uranium #SLV #BP #LLY #VIX #QQQ

📈 Welcome to Masters in Trading LIVE with Jonathan Rose We're live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas - Unusual Options, Investorplace, Investorplace Analyst, Masters in Trading LIVE --- --- --- One of the most important lessons after three decades in the options market: Stop trading the story and start trading the structure. That's the only way to separate a great story from a great investment.Today, Jonathan Rose welcomes his first-ever live guest — quantitative pioneer Louis Navellier (40+ years following the numbers: earnings growth, fundamentals & institutional buying pressure). Two playbooks, one conclusion:• Jonathan's thesis: Copper is the choke point in the AI infrastructure buildout 🔔 Louis's thesis: A second bottleneck is forming in Memory & DRAM that could stretch well into 2027 🔔 When flow/volatility and quant/fundamentals point to the same bottleneck — that's confirmation.Today we compare notes on: 🔔 Copper vs. DRAM — where the real AI squeeze is forming 🔔 Louis’s energy bets right now 🔔 What this week’s Jobs Report & bond market move means for the Fed 🔔 What’s actually hiding underneath S&P 500 headline earnings growth 🔔 How the Expected Move frames both playbooks heading into the print 🎯 MORE FROM LOUIS NAVELLIER Louis at InvestorPlace → https://investorplace.com/author/louis-navellier/ Subscribe to Navellier MarketBuzz → https://www.youtube.com/@NavellierMarketBuzz🚀 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. We’re live every market day at 11:00 AM ET sharing professional-grade trade setups, with a focus on unusual options activity (UOA), volatility dislocations, and actionable trade ideas. 💬 JOIN THE CONVERSATION: Comment your favorite tickers + questions — we feature real trades live on air! 📢 SUBSCRIBE & Hit the bell 🔔 so you don’t miss our daily edge. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTradingLive #LouisNavellier #AIBottleneck #Copper #DRAMShortage #MemoryShortage #SP500 #JobsReport #FederalReserve #ExpectedMove #UOA #StockMarketLive #TradingEducation

In this episode of Being Exponential, Luke Lango breaks down four major stories shaping the market right now—from escalating geopolitical risk to the next phase of the AI and crypto trades. We start with the Iran war and what continued conflict could mean for oil prices, inflation, interest rates, and the broader stock market. Could higher energy prices make the Fed’s job even harder—and ultimately become another obstacle for growth and AI stocks? Then, we turn to ChatGPT Astra and what the latest leap in AI capabilities could mean for adoption, productivity, and the massive investments being made across the AI economy. We also dive into the Amazon and Qualcomm partnership and the accelerating shift toward custom AI silicon. As hyperscalers increasingly design chips around their own workloads, could QCOM become a major new player in AI infrastructure—and what does that mean for Nvidia, Broadcom, Marvell, and the semiconductor trade? Finally, Luke checks in on Bitcoin and crypto, discussing what the latest price action is telling us about risk appetite, liquidity, and whether the next major crypto breakout could be taking shape. 📍Timestamps📍 00:00 - Iran War 7:34 - ChatGPT Astra 14:36 - Amazon & Qualcomm 16:52 - Hyperscaler Debt Issuance 23:29 - Crypto Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #Iran #ChatGPT #Astra #ArtificialIntelligence #QCOM #Qualcomm #Amazon #AIStocks #AIChips #CustomSilicon #Bitcoin #BTC #Crypto #StockMarket #Investing

In this episode of Being Exponential, Luke Lango breaks down five stocks sitting at major turning points across AI, semiconductors, aerospace, and consumer markets. We dive into Qualcomm (QCOM), Broadcom (AVGO), and Marvell (MRVL) as competition heats up in custom AI silicon. With hyperscalers increasingly developing chips specifically for their own AI workloads, could custom silicon represent the next major phase of the AI trade—and which company is best positioned to win? Luke also discusses Howmet Aerospace (HWM) and whether continued strength in aerospace and defense creates another buying opportunity, before turning to Lululemon (LULU) and the big question facing investors after its massive decline: is the growth story permanently broken, or is this becoming a compelling turnaround opportunity? We break down the opportunities, risks, valuations, and catalysts Luke is watching—and which of these stocks he believes have the most upside from here. 📍Timestamps📍 00:00 - QCOM 4:50 - AVGO 9:00 - MRVL 14:44 - HWM 19:53 - LULU Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #QCOM #AVGO #MRVL #HWM #LULU #AIStocks #SemiconductorStocks #ArtificialIntelligence #TechStocks #AerospaceStocks #StockMarket #Investing #GrowthStocks

In this episode of Being Exponential, Luke Lango tackles one of the most frustrating questions in the market right now: Why are AI stocks still stuck? The fundamentals certainly don’t look broken. AI revenues are growing, backlogs are expanding, hyperscalers continue pouring money into infrastructure, and Nvidia just delivered another monster report. Yet the broader AI trade has spent months struggling to produce a sustainable breakout. Luke argues the explanation may have less to do with AI itself and more to do with liquidity, the Federal Reserve, and a rapidly changing bond market. Recent analysis shows G10 excess liquidity has fallen sharply and turned negative around the beginning of this summer's choppy period. We break down how excess liquidity is being squeezed, why that can prevent valuation multiples from expanding even while earnings continue growing, and how the Fed's fight against inflation could be keeping the pressure on growth stocks. Meanwhile, Treasury yields remain elevated—the Fed's latest published data had the 10-year near 4.8% and the 30-year above 5.2%—raising both the discount rate on future earnings and the cost of financing the enormous AI infrastructure buildout. Luke explains what investors should be watching in the bond market, including whether the 10-year can sustainably move back below key levels, what falling yields would actually be telling us, and why the reason yields fall could be just as important as the decline itself. With governments and AI hyperscalers simultaneously competing for enormous amounts of capital, the bond market could ultimately hold the key to when liquidity conditions finally improve. Finally, we discuss the best course of action while we wait. Instead of trying to predict the exact day the next rally begins, Luke lays out how investors can navigate the sideways market, follow earnings and fundamentals rather than short-term price action, identify the strongest companies in the AI ecosystem, and position themselves for the moment liquidity returns and the next AI breakout begins. 📍Timestamps📍 00:00 - Why Stocks Are Stuck 13:40 - Bond Market 22:30 - What's Working Now? Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags

In this episode of Being Exponential, Luke Lango looks beyond Nvidia to find where money is flowing next across the rapidly expanding AI infrastructure trade. We break down Dell (DELL) and the enormous demand for AI servers, along with Credo Technology (CRDO) and its role in solving the connectivity and networking bottlenecks created by increasingly massive AI clusters. Then we move further down the AI stack to what could become an even bigger constraint: power. Luke discusses Fervo Energy (FRVO), FuelCell Energy (FCEL), and Eos Energy (EOSE) and the growing opportunity surrounding geothermal energy, behind-the-meter generation, energy storage, and the enormous electricity requirements of next-generation data centers. With AI compute demand continuing to accelerate, the question for investors is changing from “Who makes the chips?” to “Who provides everything needed to actually run them?” Could the next wave of AI winners come from servers, networking, power generation, and energy storage rather than the semiconductor names that dominated the first phase of the boom? ?Timestamps? 00:00 - DELL 2:38 - CRDO 7:23 - FRVO 9:29 - FCEL 11:42 - EOSE Visit Our Website: https://investorplace.com/hypergrowthinvesting/ ? Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #AIStocks #DELL #CRDO #FRVO #FCEL #EOSE #AIInfrastructure #DataCenters #EnergyStocks #TechStocks #Investing

AI stocks are breaking out again — but the real story may be the growing memory shortage. Dell, Micron, NVIDIA, SanDisk and Supermicro are showing renewed strength as demand from AI data centers continues to put pressure on memory supply. Louis Navellier explains why Dell and NVIDIA’s comments helped ignite memory-related stocks — and whether AI names are taking back market leadership. Louis also explains why he believes the market has reached “earnings nirvana.” After extraordinary S&P 500 earnings growth, he says earnings momentum may begin to decelerate — even while his strongest stocks continue delivering exceptional growth. Plus, Nancy Pelosi just disclosed her first-ever trade in Bloom Energy (BE). Louis breaks down why the AI power stock has been moving, how its data-center fuel-cell business fits into the AI infrastructure boom, and why its upcoming addition to the S&P 500 could create additional institutional buying pressure. Chapters: 00:00 AI stocks are breaking out again 00:37 What is “earnings nirvana”? 01:45 The memory shortage is hitting Apple 01:54 Apple’s rumored $2,300 iPhone Ultra 02:49 Apple, China & the White House 04:03 Oil prices, Iran & the Strait of Hormuz 04:57 Is Europe headed for a recession? 07:44 Could a European recession push rates lower? 08:56 U.S.-Canada tariffs & manufacturing 10:49 Nancy Pelosi’s first trade 11:58 Inflation vs. growth stocks 12:54 Are utilities a good AI data-center investment? 13:57 Fortinet (FTNT): Louis’ outlook 14:41 Final thoughts Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #AIStocks #NVIDIA #Micron #BloomEnergy #StockMarket Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc (AAPL), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), and Dell Technology (DELL), in managed accounts. A few accounts own Costco Corp (COST), Oracle Corporation (ORCL) and Microsoft Corp (MSFT), per client request. Navellier does not own Volkswagen (VWAGY), or Fortinet (FTNT), in managed accounts. Louis Navellier and his family owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc (AAPL), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), and Dell Technology (DELL), via a Navellier managed account and Nvidia (NVDA), Costco Corp (COST), and Apple Inc (AAPL), in a personal account. They do not own Volkswagen (VWAGY), or Fortinet (FTNT), Oracle Corporation (ORCL) and Microsoft Corp (MSFT), personally.

Two analysts. Three sectors. Six stocks. At the end, they can only keep ONE each. Louie Navellier and Jason Bodner (Money Flows) go head-to-head across energy, gold, and healthcare — then get forced to cut their own picks down to a single survivor. Plus: the September jobs report, Fed rate odds, the Canada-US tariff standoff, and why the AI data center trade isn't slowing down despite the headlines. Chapters: 00:00 Intro 00:49 Jobs Report & Fed Rate Odds 01:43 Canada-US Tariff Standoff at the G20 04:47 Is the AI Data Center Trade Really Slowing Down? 07:55 Round 1: Energy Stock Picks 10:48 Round 2: Gold Stock Picks 14:25 Round 3: Healthcare Stock Picks 17:41 The Draft: Down to One Final Pick Each 19:05 Catch Louie & Jason Live at The MoneyShow 19:41 Wrap-Up Drop in the comments: which stock would you own? Join Louie and Jason in Orlando! https://www.orlandomoneyshow.com/registration/?nobrand=true?scode=067869 Jason’s Links: https://moneyflows.com/ https://www.youtube.com/@MoneyFlowsCom Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #InvestingTips #stockpicks Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Barrick Mining Corporation (B), National Energy Services Reunited Corp. (NESR), Hecla Mining Company (HL), Kinross Gold Corporation (KGC), Dorian LPG Ltd. (LPG), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), and Dell Technology (DELL), in managed accounts. A few accounts own Exelixis, Inc. (EXEL), and Agnico Eagle Mines Limited (AEM) per client request. We do not own SK Hynix ADR (SKHYV), in managed accounts. Louis Navellier and his family owns Nvidia (NVDA), Micron Technology, Inc. (MU), Barrick Mining Corporation (B), National Energy Services Reunited Corp. (NESR), Hecla Mining Company (HL), Kinross Gold Corporation (KGC), Dorian LPG Ltd. (LPG), Ciena Corporation (CIEN), Eli Lilly and Company (LLY), and Dell Technology (DELL), via a Navellier managed account and Nvidia (NVDA), in a personal account. They do not own SK Hynix ADR (SKHYV), Exelixis, Inc. (EXEL), and Agnico Eagle Mines Limited (AEM), personally.

Is September creating another buying opportunity for investors? In this episode of Navellier Market Buzz, Louie and Crystal Navellier break down what investors should be watching as the market heads into September—including the Federal Reserve, rising Treasury yields, Nvidia and AI stocks, Micron and the memory shortage, gold, and refinery stocks. Chapters: 00:00 Could the Fed Raise Rates in September? 01:52 Why Are Jobs Disappearing? 03:05 Is an October Surprise Coming? 04:25 U.S.-Canada Tensions & the Auto Industry 06:35 Are Rising Yields a Threat to Stocks? 08:17 What Drove S&P 500 Earnings Growth? 09:25 Why Louie Is Still Bullish on Nvidia 11:32 When Should You Buy September Dips? 12:34 Howmet Aerospace (HWM) 12:51 Gold Bars vs. Gold Coins 13:46 The Diesel & Refinery Problem 16:16 Refinery Stocks to Watch 16:56 Why Micron Could Be Trading at 6x Earnings 18:54 Final Thoughts Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 ? Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: ? Sacred Truths of Investing https://a.co/d/0WXtqZr ? ? Access Louis Navellier's FREE Market Tools & Commentary! Links Below! ? Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 ? Louis Navellier’s Market360 https://investorplace.com/market360/ ? Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ ? Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #Stocks #StockMarket #Nvidia #NVDA #Micron #FederalReserve #Investing #aistocks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Alphabet Inc. Class A (GOOGL), HF Sinclair Corporation (DINO), Phillips 66 (PSX), Marathon Petroleum Corporation (MPC), Costco Wholesale Corporation (COST), Howmet Aerospace Inc. (HWM), Sandisk Corporation (SNDK), Seagate Technology Holdings PLC (STX), Western Digital Corporation (WDC), and Darling Ingredients Inc (DAR), in managed accounts. Some accounts own Amazon (AMZN), per client request. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Palantir Technologies Inc. Class A (PLTR), Alphabet Inc. Class A (GOOGL), HF Sinclair Corporation (DINO), Phillips 66 (PSX), Marathon Petroleum Corporation (MPC), Costco Wholesale Corporation (COST), Howmet Aerospace Inc. (HWM), Sandisk Corporation (SNDK), Seagate Technology Holdings PLC (STX), Western Digital Corporation (WDC), and Darling Ingredients Inc (DAR), via a Navellier managed account and Nvidia (NVDA), and Amazon (AMZN), and Costco (COST), in a personal account.

Nvidia might just be the beginning. The AI boom is creating a massive memory shortage—and according to industry executives discussed in this episode, tight supply conditions could persist for years. So where are the biggest opportunities for investors? In this episode of Navellier Market Buzz, Crystal and Louie Navellier are joined by Lucas Downey, co-founder of MoneyFlows, to follow the money across AI, memory, semiconductors and the broader stock market. Money Flows Links: https://moneyflows.com/ https://www.youtube.com/@UC4nueJix0bSLmZyilUuCVrQ Free Stock Grader Link: https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Stock Grader AI: https://secure.investorplace.com/?cid=MKT878360&eid=MKT880142&assetId=AST401206&page=3 ? Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 ? Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: ? Sacred Truths of Investing https://a.co/d/0WXtqZr ? ? Access Louis Navellier's FREE Market Tools & Commentary! Links Below! ? Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 ? Louis Navellier’s Market360 https://investorplace.com/market360/ ? Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ ? Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #NVIDIA #NVDA #NVIDIAStock #StockMarket #AppleStock Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK),  Western Digital Corporation (WDC),  Ciena Corporation (CIEN), Coherent Corp. (COHR), KLA Corporation (KLAC), Lam Research Corporation (LRCX), Seagate Technology Holdings PLC (STX), Amgen Inc. (AMGN), and Apple Inc.  (AAPL), in managed accounts. Navellier does not own SK Hynix Inc (SKHY), Corning (GLW), Lumentum Holdings (LITE), Moderna (MRNA), or Corcept Therapeutics (CORT),  in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), Western Digital Corporation (WDC), Ciena Corporation (CIEN), Coherent Corp. (COHR), Seagate Technology Holdings PLC (STX), and Apple Inc.  (AAPL), via a Navellier Managed account and Nvidia (NVDA), and Apple Inc (AAPL), in a personal account.  They do not own KLA Corporation (KLAC), Lam Research Corporation (LRCX), Amgen Inc. (AMGN), SK Hynix Inc (SKHY), Corning (GLW), Lumentum Holdings (LITE), Moderna (MRNA), or Corcept Therapeutics (CORT), personally.

In this episode of Market Swings – 19th Hole, Josh sits down with Josh Hansen of Hansen Surfboards for a laid-back, post-round conversation that goes way beyond golf. After a not-so-perfect (but highly competitive) scramble—with $100 and a couple martinis on the line—the guys dive into what it’s really like running a legendary family surf business, balancing work and life, and chasing passions outside the office. From surfing in Southern California to bow hunting elk in Montana, Hansen shares how he manages a multi-generational business while staying grounded in family, tradition, and adventure. Plus, we get stories you won’t hear anywhere else—including a world champion skydiver dad who once dropped into a Lynyrd Skynyrd concert. In this episode: Running a family business and keeping it strong across generations The reality of working with family (and keeping relationships intact) Surf culture, entrepreneurship, and legacy brands Elk hunting in Montana and life outside the office Rapid-fire golf questions (Tiger vs. Jack, caddy vs. solo, and more) Who’s actually taking home the $100… and the martinis Whether you’re into golf, business, surfing, or just great conversations, this episode is all about lifestyle, competition, and what happens after the final putt drops. Subscribe for more episodes of Market Swings and 19th Hole interviews featuring entrepreneurs, athletes, and industry leaders. 00:00 Welcome to the 19th Hole 00:21 Post-Round Recap + $100 & Martini Bet 00:49 “Best of the Worst” Golf Banter 01:05 Life Outside Work: Surfing, Golf & Hunting 01:28 Elk Hunting in Montana (Bow Hunting Stories) 02:04 Running a Family Business Together 02:15 Hansen Surfboards Legacy + Family Dynamics 02:50 Wild Story: Skydiving Into a Lynyrd Skynyrd Concert 03:53 Rapid Fire Golf Questions (Caddy, Walking, Weather) 04:39 Tiger vs. Jack + Dream Foursome & Outro #golf #golflife #golfpodcast #19thhole #marketswings #joshsurfboards #hansensurfboards #surfing #surflife #entrepreneurship #familybusiness #smallbusiness #businessowner #golfinterview #sportsbusiness #golfculture #golfvlog #golfchannel #bowhunting #elkhunting #outdoorlife #montana #rapidfirequestions #tigervsjack #golfbets #martinibets #postround #podcastclips #youtubegolf #lifestylepodcast

What happens when you mix golf, business strategy, and real-world market insights? In this episode of Market Swings, host Josh Baylin tees it up with Josh Hanson of Hanson Surfboards at the Omni La Costa North Course in Carlsbad, California for a two-man scramble with $100 and martinis on the line. Between swings, they dive into the real challenges facing retail businesses today—from supplier shocks and bankruptcies in major surf brands to tariffs, pricing volatility, and the growing pressure from online giants like Amazon. They discuss AI tools that help them ride the wave of retail change. Hanson shares an inside look at how a family-owned surf shop competes in a changing retail landscape, why experience still matters in brick-and-mortar retail, and how Hanson Surfboards has stayed relevant for decades. They also break down: • The brand licensing model and how private equity ownership impacts surf brands • How tariffs and supply chain disruptions are affecting retailers • The importance of customer experience vs. Amazon convenience • How AI tools are already changing business operations and analytics • The challenges and rewards of running a multi-generation family business • The story behind the iconic Hanson Surfboards in Encinitas Plus, plenty of bad golf, clutch birdies, and friendly trash talk along the way. If you’re interested in investing, entrepreneurship, retail strategy, or golf-course business conversations, this episode is for you. Subscribe for more episodes of Market Swings, where golf meets investing and real-world business insight. 00:00 Welcome to Market Swings at Omni La Costa 00:28 Retail pressure, bankruptcies, and tariffs hit surf brands 02:29 Supplier shocks and uncertainty in the surf retail business 05:13 Birdie on the 1st and the licensing model explained 08:27 Bad drives, scramble golf, and chasing par 12:12 Retail merchandising decisions and letting the numbers lead 14:31 The origin story of Hansen Surfboards 19:33 Why shopping at Hansen beats buying on Amazon 21:11 Good for Grades and giving back to the community 25:32 How AI is helping operations and business reporting #MarketSwings, #GolfAndBusiness, #GolfScramble, #BusinessPodcast, #RetailIndustry, #SurfIndustry, #Surfboards, #SmallBusiness, #FamilyBusiness, #Entrepreneurship, #RetailStrategy, #Tariffs, #SupplyChain, #PrivateEquity, #AIInBusiness, #GolfLife, #OmniLaCosta, #CarlsbadCalifornia, #InvestingInsights, #BusinessTalk

Welcome to The 19th Hole on Market Swings — our post-round sit-down where the stories get real (and the wagers get risky). In this episode, Josh chats with Alissa Kacar (aka @newladygolfer) after a hot, windy scramble in Southern California conditions — Santa Ana winds, tough lies, and a short game that showed up. Alissa breaks down why she’s built such a loyal following by documenting every shot of her golf journey with total authenticity — including the moments you might want to delete. She shares the hilarious Rams Hill bunker story where she “baseball swung” a shot, the sand slid out from under her, and somehow… it was still a good one. From there, the convo goes everywhere golf fans love: the best courses she’s ever played (her “religious golf experiences” at Pebble Beach, Riviera, and Royal County Down), why Torrey Pines is an underrated local blessing, and her take on social golf rules — mulligans, breakfast balls, improving lies (within reason), and why you shouldn’t be punished for landing in the fairway divot. Plus, rapid fire hits: favorite club (pitching wedge), pre-round snacks, post-round fish tacos, walking vs riding, and her dream foursome (with a meaningful personal pick) — and a pro spot that goes to Justin Rose (with honorable mentions for Jon Rahm and Tiger Woods). And yes… we leave room for the wager. (You’ll want to see this one.) Watch now for golf storytelling, course talk, creator life, and the kind of honest, funny clubhouse conversation that makes the 19th Hole the best part of the round. Featuring: Alissa Kacar (@newladygolfer) Series: Market Swings — 19th Hole Topics: golf interview, golf content creator, Pebble Beach, Riviera Country Club, Torrey Pines, Royal County Down, Santa Ana winds, Rams Hill, mulligans, breakfast ball, golf wagers, short game tips, golf authenticity, rapid fire questions 00:00 Intro + the scramble recap (tough course, Santa Ana winds) 00:48 Documenting every shot: staying authentic on camera 01:21 The Rams Hill bunker moment: “baseball swing” + the sand collapse 02:07 Surprise DMs: the Kaskade Vegas story 03:12 Best courses she’s ever played (Pebble, Riviera, Royal County Down + Cypress name drop) 04:21 What she misses about teaching (the kids + staying connected) 04:52 Rapid fire: favorite club + pre/post-round food 05:10 Golf rules talk: fairway divots + social golf (mulligans, breakfast balls) 06:02 Walking vs riding + what makes each one better 06:37 Dream foursome + pro pick (Justin Rose, Jon Rahm, Tiger) ? NEW EPISODES WEEKLY — SUBSCRIBE #golf, #golfinterview, #golfpodcast, #golfyoutube, #golfcontentcreator, #golfvlog, #golfmedia, #golfculture, #golfcommunity, #golfjourney, #alissakacar, #newladygolfer, #market_swings, #19thhole, #golfconversation, #golfstories, #pebblebeach, #rivieracountryclub, #royalcountydown, #torreypines, #rams_hill, #sandiego_golf, #golfcourses, #bucketlistgolf, #golftravel, #shortgame, #golfpractice, #mulligan, #breakfastball, #golfhumor

She went from high school teacher to the face of a PGA Tour event. @NewLadyGolfer's 7-year reinvention, told on the course. We went inside tournament ropes to see how Alissa Kacar (@newladygolfer) — a former high school teacher — became one of the most recognizable digital voices in professional golf. Classroom to clubhouse.Side hustle to full-time career.DM to driving range with legends. Welcome to the business of building a name in modern golf. CAN’T WATCH THE FULL 56 MIN? START HERE: 2:51 – The DM That Changed Everything 16:58 – Hitting the Ceremonial Tee Shot with Lee Trevino 31:04 – Leaving Teaching for Golf 41:43 – Losing the Driver for 9 Months 44:17 – “Influencer” vs. Professional 53:38 – The Algorithm, Virality & Authenticity In this episode of MARKET SWINGS, host Josh Baylin plays nine holes with Alissa Kacar (@newladygolfer) — the official social media host of the Farmers Insurance Open. Seven years ago, Alissa was teaching high school in New Jersey with no roadmap in media. Today, she’s inside the ropes at PGA Tour events, hosting digital coverage, working with global brands, and helping shape how the game is seen online. From hitting a ceremonial tee shot alongside Lee Trevino to holing out in a Pro-Am with a major champion, this episode breaks down what it actually takes to build credibility in a space where everyone is chasing views. This isn’t about going viral. It’s about: • Consistency over clout • Professionalism inside the creator economy • Managing impostor syndrome in elite rooms • Monetizing without losing authenticity • Knowing when to leave security for opportunity From early morning range sessions to late-night content edits, this is a ground-level look at how media careers are actually built in 2025. No overnight breakout.No algorithm fairy dust.Just reps, relationships, and reputation. And yes — she once whiffed a driver in front of a crowd. ? TOPICS COVERED: • The DM that opened the first door • What it really means to be the “face” of a PGA Tour event • The economics of the golf creator space • Influencer vs. professional — is there a difference? • Why golf is uniquely powerful for women • Building long-term brand equity vs. chasing virality • Leaving a stable career to bet on yourself • How authenticity compounds ? ABOUT THE GUEST: Alissa Kacar (@newladygolfer)Official Social Media Host, Farmers Insurance Open• Former high school teacher turned full-time golf media professional• Covers PGA Tour & Champions Tour events• Works with national brands and tournament partners• Advocate for growing the women’s game ?️ ABOUT MARKET SWINGS: Premium conversations on America’s finest golf courses — where the rhythm of the game creates space for real talk about money, media, ambition, and inflection points. Hosted by Josh Baylin, Wall Street veteran and MarketWise analyst. Market Swings isn’t about predictions.It’s about the moments that divide before and after. ⏱️ CHAPTERS: 0:00 – From Classroom to Clubhouse 2:51 – The DM That Changed Everything 8:30 – Breaking Tournament Records & Trophy Moments 16:58 – Ceremonial Tee Shot with Lee Trevino 19:15 – Holing Out in a Pro-Am 31:04 – Leaving Teaching for Golf 41:43 – Losing the Driver (And Getting It Back) 44:17 – Influencer vs. Professional 53:38 – The Algorithm & Authenticity 56:23 – Advice to Her Younger Self ? CONNECT: Instagram: @marketswingsLinkedIn: Market Swings with Josh Baylin #marketswings #golf #creator #sportsmedia #careerpivot #pgatour #womeningolf #influencer #golfmedia ? NEW EPISODES BIWEEKLY — SUBSCRIBE

A live Bloomberg screen for S&P 500 stocks near 52-week lows found zero tech names and only four financials among the weakest stocks in the index. Eric Shamilov ran a live Bloomberg screen for every S&P 500 stock trading near its 52-week low. The results: Lowe's, TJX, Builders FirstSource, Nike, AutoZone, Lululemon, Deckers, Tyson Foods, and Molson Coors — a list dominated by consumer discretionary, industrials, and consumer staples. Zero technology names show up. Only four financial stocks make the list at all. Eric's read: this isn't a story about broken businesses. Nike, Lululemon, and Deckers are still moving product people want to buy. What links the names on the list is exposure, not failure — these are sectors most sensitive to rising rates and rising inflation, not companies failing on their own merits. Technology doesn't face that same direct hit from rates the way retailers and industrials do, which is part of why no tech names, and only four financial names, show up on a list built almost entirely from rate-and-inflation-sensitive sectors. Clint Brewer's summary line: "the stock market is the greatest economist." The screen itself is telling both hosts what's happening in the real economy before any official data catches up to it. The bigger shift both hosts flag: this used to be a rotation story. Money moved out of one group of stocks and into another all year, which kept the index grinding higher even as individual names took turns being weak. Eric and Clint agree that pattern has broken down into something broader — not rotation, but deterioration spreading across more names at once. The only reason the S&P 500 and Nasdaq haven't followed these stocks lower is that mega-cap tech and semiconductor names are still propping the index up. If pressure eventually reaches those stocks too, the broader index has nothing left to hide behind — it catches down to what the average stock has already been showing for weeks. ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

Only 37% of S&P 500 stocks trade above their 50-day moving average, the lowest since the start of April, even as the index grinds sideways near highs. Clint Brewer opens on a signal Larry Benedict had flagged too: RSP, the equal-weight version of the S&P 500, topping out on a day when the headline index kept climbing. Clint reads it as the unwind of a pattern that's held for most of the year — money rotating in to buy whatever part of the market was showing weakness, which is why the broader market hasn't seen real capitulation days. He argues that pattern is now breaking down, describing aggressive, fast sector-to-sector rotation he calls "the quant space," since no human is trading that fast. Eric Shamilov follows with a second way to see the same breakdown. RSP treats every stock the same weight — Nvidia counts the same as Walmart — instead of letting a handful of mega-caps carry the cap-weighted index. Eric pairs that with a more direct breadth measure: the share of individual S&P 500 stocks trading above their own 50-day moving average. That number sits at 37% right now, the lowest reading since the start of April, when the index was still working through the depths of an earlier sell-off. In plain terms, more than six out of ten stocks in the S&P 500 are below their own trend line, even while the index itself hasn't given up much ground. Eric's framing: think of the index level as the paint job and breadth as the foundation. The paint still looks fresh. The foundation underneath it is cracking. Clint's response reframes the setup as a warning rather than a green light. He calls it a "fat pitch," a trade that looks almost too easy to take, which is exactly what makes him suspicious of it. His line: "if it's obvious, it's obviously wrong." When deterioration this visible sits right out in the open, that's often the moment the crowd gets caught leaning the same direction right before conditions shift. Clint isn't arguing the breadth data is wrong — he's arguing that everyone can see it, and that consensus itself is a reason to slow down before acting on it. Neither host puts a number on when the divergence resolves. The tell they're both pointing to is the same one: watch whether the index price catches down to what breadth has already been showing, or whether breadth quietly repairs itself instead. ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

The bond market called Bessent's bluff on Trading With Larry Live, sending the 30-year yield higher after he tripled his bond buyback to $6 billion. Eric Shamilov and Clint Brewer break down why the bond market didn't buy Bessent's latest intervention. The 30-year Treasury yield breaks out to its highest level since 2007, oil trades back above $100 a barrel on Iran's escalation, and the latest producer price index comes in hot at 5.4% year-over-year. KEY QUESTIONS Why did bond yields rise after Bessent tripled his bond buyback to $6 billion? Eric Shamilov explains that Bessent's first bond-buyback move got reversed within two days over concerns about circular financing. This time, on September 9, 2026, traders decided $6 billion against $40 trillion in public debt "is not going to do anything," sending the 30-year yield higher instead of lower. Is the U.S. facing a sovereign debt crisis? Clint Brewer, who has called sovereign debt a bubble for the 20-plus years he's been an analyst, points to debt-to-GDP at 120% right now, the highest level since World War II. What does falling S&P 500 market breadth mean for the rally? Eric Shamilov notes only 37% of S&P 500 stocks are trading above their 50-day moving average, the lowest reading since the start of April, and calls it a sign the rally's foundation is crumbling. MARKET SNAPSHOT: As of September 2026: WTI crude above $100 per barrel; 30-year Treasury yield at its highest level since 2007; PPI +5.4% year-over-year headline, +4.6% core; only 37% of S&P 500 stocks above their 50-day moving average; U.S. debt-to-GDP at 120%. CHAPTERS 0:00 PPI, Oil Above $100, And Iran's Next Move 1:48 Is Sovereign Debt The Real Bubble? 3:37 Bessent Triples The Bond Buyback To $6 Billion 5:32 The Bond Market Calls Bessent's Bluff 11:34 RSP And The Breakdown In Market Breadth 16:05 Only 37% Of The S&P Is Above Its 50-Day 19:25 Trading Fed Odds And CPI On Kalshi 24:08 The Stocks Hiding At 52-Week Lows 29:42 Micron's Bollinger Band Flashes A Warning 31:09 Watching The Dollar Index Into CPI WATCH NEXT Why No One Is Buying Our Bonds: https://www.youtube.com/watch?v=ty3pajFzcCI Where Are the Downside Volume Days? NYSE Breadth Signal Explained: https://www.youtube.com/watch?v=ogUYxdpOYlM Fed, Inflation & Interest Rates: https://www.youtube.com/playlist?list=PLJazk_1wSKko #LarryBenedict #BondMarket #SovereignDebt #MarketBreadth ABOUT LARRY BENEDICT Larry Benedict, a 40-year market veteran and former billionaire hedge fund manager who delivered a 20-year winning streak to his clients now helps everyday traders profit with a risk-focused approach to options, volatility, and macro trading. ABOUT ERIC SHAMILOV Eric Shamilov, a veteran trader with over a decade of experience, began his career trading commodities for Henry Kaufman's family office and later became the head trader of a quant-focused macro desk. He studied at NYU's Stern School of Business and is a member of the Economic Club of New York. ABOUT CLINT BREWER Clint Brewer is a 20-year investment veteran who managed over $2 billion in assets incorporating quantitative, fundamental, and technical disciplines and provided research for Fidelity, Capital Group, and Citadel. Clint also holds a bachelor's and a master's degree in finance. DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/

A quarter-point Fed rate hike would send the 10-year yield down, not up, according to Larry Benedict's read of how bond markets actually react. A viewer asked whether a 25-basis-point Fed hike would push the 10-year yield lower. Larry Benedict's answer runs opposite to the obvious guess. He argues that if the Fed hikes a quarter point, longer-end yields actually fall, because the market gets the move it was bracing for and treats the Fed as out of the way. Skip the hike, he says, and yields spike instead, because the uncertainty itself is what the market was pricing. From there the conversation turns to Treasury Secretary Bessent's public comment, "I am the house, don't bet against me," and Larry and Eric Shamilov work through what actually sits behind it. A weak yen sets off a carry-trade unwind: Japanese holders sell US Treasuries to cover the move. A strong yen, pushed higher by the Bank of Japan raising its own rates, works differently but lands in the same place. Cash gets repatriated back into Japan, which again means less demand, and more selling pressure, on US Treasuries. Larry's read is that Bessent isn't rooting for the yen to move in either direction. His actual goal, in Larry's telling, is a Goldilocks outcome: no yen volatility at all, because either direction ends up leaning on Treasuries. Larry closes with a real caveat rather than an absolute claim. He doesn't think yen moves are the single force driving the bond market. He calls it one real factor among several, worth watching but not worth overweighting on its own. For anyone trying to read Treasury yields off currency markets, that distinction, between a contributing factor and the whole story, is the actual lesson here. For more on what's driving the Fed's next move, watch: https://www.youtube.com/watch?v=C4V2Gn2jOWU DISCLOSURE Investing always involves risk. Never invest more than you are willing to lose. Past results do not guarantee future results. Trading With Larry Live is presented by Opportunistic Trader, a publishing company. The indicators, strategies, reports, articles, and all other features of our products - including these videos - are provided for informational and educational purposes only. We operate in accordance with the SEC's "publisher's exclusion" from certain securities laws. To qualify for this exclusion from securities licensing, we must be a "bona fide" publisher that offers non-individualized investment advice to the general public on a regular basis. Under no circumstances should you construe anything that appears in videos, newsletters, reports, or on our website as personalized investment advice. For more information visit our website at https://www.opportunistictrader.com/trading-with-larry-benedict/ #Treasuries #FedRateDecision #YenCarryTrade #BondMarket

🧬 Discover the AI Opportunity Most Investors Are Missing Josh Baylin reveals how artificial intelligence is transforming drug discovery — and why some of the biggest opportunities could emerge at the intersection of AI and medicine. 👉 Watch free: https://AltmanVenture2026.com/ 📈How Strong Are Your Investments? Go to https://GradeYourInvestmentsNow.com/ to get your investment grade and discover ways to strengthen your portfolio. 🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Palantir has become one of the biggest winners of the AI boom — but after an incredible run, has the stock simply gotten too expensive? The business itself is hard to ignore. Palantir was deploying artificial intelligence long before ChatGPT made AI a household name. Its software is now deeply embedded across intelligence agencies, militaries, and major corporations — helping organizations connect massive amounts of data and use AI to make real-world decisions. And the financials are getting increasingly difficult to dismiss. In this episode, Matt Weinschenk sits down with True Innovations Report editor Josh Baylin to break down what Palantir actually does, why its technology may be so difficult to replace, and whether one of the hottest AI stocks on Wall Street can still be worth buying. They discuss: • What Palantir actually does — and why its “ontology” matters • How Palantir became an operating system for AI • Why its hands-on approach could create a powerful competitive moat • Whether Palantir deserves its controversial reputation • Alex Karp, governance, and the risks investors should understand • Why Palantir could benefit even if AI models become commodities • The incredible numbers behind Palantir’s growth and profitability • Why Josh compares Palantir today to Microsoft in 1988 • The 4-to-1 risk/reward setup Josh sees in the stock • Whether Palantir is still a Top Stock at its premium valuation Palantir’s valuation is difficult to ignore. But so is its growth. In the episode, Josh highlights an 85% year-over-year revenue growth rate alongside a 60% adjusted operating margin — giving Palantir a “Rule of 40” score of roughly 145. Matt also points to 11 consecutive quarters of accelerating revenue growth and nearly $3 billion in free cash flow. The bigger question is whether that growth can eventually justify a roughly $300 billion valuation. Josh believes Palantir’s advantage comes from where it sits in the AI ecosystem. Rather than competing directly with OpenAI, Anthropic, or other AI models, Palantir can sit above them — helping companies actually integrate AI into mission-critical operations. He compares the opportunity to Microsoft in 1988: the operating system has been established, but the bigger question is what can eventually be built around it. Matt agrees that the valuation is a major risk. But his conclusion is that Palantir’s path to growing into that valuation isn't completely unreasonable — especially if the company can continue compounding its position at the center of enterprise AI. So is Palantir the next great AI platform — or are investors paying too much for even an exceptional company? CAN’T WATCH THE FULL EPISODE? START HERE: 2:40 – What Does Palantir Actually Do? 5:30 – Understanding Palantir’s “Ontology” 9:24 – Why Palantir’s Business Model Is Different 13:17 – Palantir vs. Salesforce 16:00 – Is Palantir an “Evil” Company? 20:04 – Alex Karp & Palantir’s Controversial Reputation 23:53 – Governance, Super-Voting Shares & Key Risks 27:00 – Palantir’s Role in the AI Boom 28:58 – The Numbers Behind Palantir 31:03 – Josh’s 4-to-1 Risk/Reward Setup 36:21 – Is Palantir the Next Microsoft? 38:04 – How Palantir Is Being Used in the Real World 41:33 – Is Palantir a Top Stock? 👤 ABOUT THE GUEST: JOSH BAYLIN Josh Baylin is editor of True Innovations Report. He began his career at Bloomberg, Legg Mason, and SAC Capital before spending more than a decade working in AI and robotics. Today, he focuses on identifying the next generation of breakthrough technology companies. 📈 ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. 📅 This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. 📱 FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #Palantir #PLTR #Investing #Stocks #StockMarket #PalantirStock #ArtificialIntelligence #AI #AIStocks #GrowthStocks #AlexKarp #TechnologyStocks #StockAnalysis #WallStreet #Microsoft #EnterpriseAI #TechStocks

?Discover the Market Setup That Could Drive Stocks Higher Brett Eversole and his team explain why they believe the current secular bull market still has years to run — and the game plan for what comes next. ? Watch free: https://NextMarketMeltdown.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Netflix has been one of the greatest growth stories in stock market history — but after a roughly 50% decline from 2024, is the opportunity finally over? The business itself tells a different story. Netflix has grown to roughly 350 million subscribers, generates about $11 billion in free cash flow, and continues to expand through advertising, live sports, premium content, and new formats. Yet Wall Street remains worried that slowing growth and intensifying competition from YouTube, TikTok, and other streaming platforms could mark the end of Netflix’s incredible run. In this episode, Matt Weinschenk sits down with DailyWealth Trader editor Chris Igou to debate whether Netflix’s falling stock price has created an opportunity — or whether investors should wait for more confirmation. They discuss: • Why Netflix stock has fallen despite improving fundamentals • How live sports could help Netflix keep subscribers • The growing importance of Netflix’s ad-supported tier • What the Warner Bros. bidding battle revealed about management • Whether AI could make Netflix stronger — or threaten its advantage • How Netflix went from burning cash to generating billions • Why slowing growth may already be priced into the stock • The technical signal Chris is watching before buying • Whether Netflix deserves to be called a Top Stock Chris argues that Netflix still has meaningful growth ahead. Even if revenue growth slows into the low double digits, expectations discussed in the episode have free cash flow potentially climbing from roughly $11 billion today to about $20 billion by 2029. But he isn’t calling the bottom yet. His approach is simple: cheap, hated, and in an uptrend. For Netflix, he’s watching the 200-day moving average for evidence that the stock’s long-term trend has finally turned higher. So is Netflix a high-quality growth company temporarily out of favor with Wall Street — or has one of the greatest runs in stock market history finally reached its limit? CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro: Can Netflix Still Double? 3:53 – Are We Still in a Secular Bull Market? 6:09 – What Happened to Netflix Stock? 10:03 – Netflix’s Strategy for Its Next Phase of Growth 11:24 – Why Netflix Is Betting on Live Sports 14:34 – Ads, Shorter-Form Content & the Battle for Attention 18:26 – Why Netflix Management Still Matters 21:00 – The Warner Bros. Deal That Almost Happened 25:57 – Could Netflix Be an AI Winner? 28:13 – Netflix’s Financial Transformation 32:05 – Is Netflix a Top Stock? 34:58 – The Technical Signal Chris Is Watching ? ABOUT THE GUEST: CHRIS IGOU Chris Igou is editor of DailyWealth Trader and a trend trader and analyst with more than a decade of experience at Stansberry Research. His approach combines valuation, market sentiment, and trend analysis to identify opportunities that are cheap, hated, and moving higher. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #Netflix #NFLX #Investing #Stocks #StockMarket #Streaming #NetflixStock #GrowthStocks #ArtificialIntelligence #AI #LiveSports #YouTube #MediaStocks #StockAnalysis #FreeCashFlow #TechnicalAnalysis #WallStreet

? Watch Rob Spivey’s Free Space Presentation Discover why Rob believes some of the biggest opportunities surrounding SpaceX may extend beyond SpaceX itself. ? Watch free: https://TheSpaceXSecret.com/ ? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ SpaceX is finally public — but is it actually worth nearly $2 trillion? After digging into the company’s financials, Altimetry Director of Research Rob Spivey came away more optimistic than he expected. His argument: Investors shouldn’t think of SpaceX as one business. There’s Starlink, a rapidly growing connectivity business. There’s launch, where reusable rockets have transformed the economics of reaching space. And now there’s AI and xAI, which could dramatically change the valuation equation. But Matt isn’t convinced. In this episode, Matt and Rob debate: • What SpaceX’s financials really reveal • Why Starlink could become its most valuable business • SpaceX’s competitive advantage in launch • How xAI and AI infrastructure fit into the valuation • The biggest risks facing investors • Whether SpaceX can ultimately justify its enormous valuation So is SpaceX one of the market’s most exciting long-term opportunities — or are investors already pricing in too much of the future? CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro 2:40 – How Much Is SpaceX Really Worth? 6:34 – What the Financials Reveal 11:39 – Why Starlink Could Drive Future Growth 18:37 – SpaceX’s Competitive Advantage 30:39 – The AI Opportunity 38:28 – The Biggest Questions for Investors 44:18 – Is SpaceX a Top Stock? ? ABOUT THE GUEST: ROB SPIVEY Rob Spivey is Director of Research at Altimetry and a CFA charterholder. He previously worked at the Abernathy Group and Credit Suisse and specializes in Uniform Accounting and fundamental equity research. ? ABOUT TOP STOCKS Hosted by investment analyst and economist Matt Weinschenk, Top Stocks goes beyond the headlines to analyze the companies and forces shaping the next decade of wealth creation. ? This episode was recorded in 2026. All market insights and valuations reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk | Instagram: @mattweinschenk | TikTok: @mattweinschenk #TopStocks #SpaceX #Starlink #ElonMusk #Investing #Stocks #StockMarket #SpaceInvesting #ArtificialIntelligence #AI #xAI #Tesla #RocketLaunch #SatelliteInternet #TechnologyStocks #GrowthStocks #Valuation #UniformAccounting

? Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. ? Learn more: https://TopStocksLetter.com/ Bitcoin is down 50%. Many investors think the bull market is over. But what if this is exactly what every Bitcoin cycle is supposed to look like? According to crypto analyst Eric Wade... This may not be the end of Bitcoin. It may be the beginning of the next accumulation phase. While ETF investors have been selling... Some of the world's largest Bitcoin whales have quietly been buying hundreds of thousands of coins. And if history repeats itself... Today's fear could become tomorrow's biggest buying opportunity. In this episode, we break down: Why Bitcoin's famous four-year cycle may still be intact... Why whale accumulation is telling a very different story than ETF outflows... How blockchain adoption continues accelerating even while crypto sentiment collapses... And why Eric believes Bitcoin's long-term fundamentals may be stronger than ever. Has Bitcoin finally broken the cycle... Or is this simply another chapter investors will wish they had bought? CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Is Bitcoin Dead? 2:53 – Does the Four-Year Bitcoin Cycle Still Matter? 17:02 – The Real Fundamentals Behind Bitcoin 27:32 – Bitcoin Treasury Companies Explained 36:17 – Bitcoin, Inflation & The Economy 40:03 – What's Next for Bitcoin? ? In this episode of TOP STOCKS, host Matt Weinschenk sits down with crypto analyst Eric Wade to answer one critical question: Has Bitcoin's bull market finally ended... Or is this setting up to become one of the best buying opportunities in years? This conversation goes far beyond Bitcoin's price. It's about: • Bitcoin • blockchain technology • cryptocurrency investing • Bitcoin ETFs • whale accumulation • institutional adoption • Bitcoin treasury companies • inflation • macroeconomics • and where crypto could be headed next We break down: • Why Eric believes Bitcoin's four-year cycle is still alive • What whale wallet accumulation may be signaling • Why ETF outflows don't necessarily mean Bitcoin is in trouble • How the Bitcoin halving influences long-term price cycles • Why blockchain adoption continues growing behind the scenes • How institutions like Franklin Templeton are embracing blockchain technology • Whether Bitcoin treasury companies helped fuel the recent boom—and bust • Why Strategy (formerly MicroStrategy) has become so important to Bitcoin's price • How inflation, interest rates, and Federal Reserve policy affect crypto markets • What Eric is watching to identify Bitcoin's next major move • Why widespread Bitcoin adoption may still be in its early stages • And what could determine whether Bitcoin's next move is back toward all-time highs—or one final leg lower Whether you're a long-time Bitcoin holder or just trying to understand what's really happening in crypto... This episode offers a clear, data-driven look at one of the market's most misunderstood assets. ? ABOUT THE GUEST: Eric Wade • Editor of Crypto Capital • Cryptocurrency analyst with more than a decade of experience • Specialist in blockchain technology and digital assets • Focused on identifying high-potential crypto investments before they become mainstream ? ABOUT TOP STOCKS: Serious analysis on the companies and forces shaping the next decade of wealth creation. Hosted by Matt Weinschenk—investment analyst and economist with over two decades of experience—Top Stocks goes beyond headlines to explain how markets actually work. ⏱️ CHAPTERS: 0:00 – Is Bitcoin Dead? 2:53 – Does the Four-Year Bitcoin Cycle Still Matter? 17:02 – The Real Fundamentals Behind Bitcoin 27:32 – Bitcoin Treasury Companies Explained 36:17 – Bitcoin, Inflation & The Economy 40:03 – What's Next for Bitcoin? ? This episode was recorded in 2026. All market insights reflect conditions at that time. ⚠️ This content is for informational purposes only and should not be considered investment advice. Always conduct your own research or consult a qualified financial professional before making investment decisions. ? FOLLOW MATT: https://link.me/mattweinschenk X: @MattWeinschenk Instagram: @mattweinschenk TikTok: @mattweinschenk #TopStocks #Bitcoin #Crypto #EricWade #Blockchain #Cryptocurrency #BTC #BitcoinETF #BitcoinHalving #CryptoInvesting #DigitalAssets #MicroStrategy #Strategy #Inflation #Investing #StockMarket