⚠️ 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

Could the next great investing opportunity have nothing to do with AI software... And everything to do with the raw materials that make AI possible? According to macro strategist Craig Tindale, the global economy is entering a historic transition—one that could reshape supply chains, commodity markets, manufacturing, and even national security for decades to come. In this week's Stansberry Investor Hour, Dan Ferris sits down with Craig Tindale to discuss one of the most thought-provoking investment theses you'll hear this year: what Craig calls "The Hard Bifurcation." While many investors remain focused on software, cloud computing, and financial assets... Craig argues that the real opportunity may lie in rebuilding the physical economy. As globalization begins to unwind, countries are being forced to relearn how to manufacture critical materials, secure supply chains, and rebuild industrial capacity that has been outsourced for decades. Craig explains: • What "The Hard Bifurcation" means for the global economy • Why financial assets may no longer be the biggest winners • How decades of outsourcing created dangerous supply-chain vulnerabilities • And why commodities, refining, and industrial infrastructure could become some of the decade's biggest investment opportunities The conversation begins with a simple but profound question: What happens when the world forgets how to make things? Craig argues that Western economies became too dependent on China for critical minerals, manufacturing, and refining—and rebuilding those capabilities won't happen overnight. He also discusses: • Why rare earth metals have become geopolitical weapons • How China's refining dominance gives it enormous strategic leverage • Why AI data centers require far more copper, silver, and energy than most investors realize • How environmental regulations accelerated deindustrialization in the West • Why rebuilding manufacturing capacity could take a decade or longer • The historical lessons from World War II industrial mobilization • Why investors may need to rethink traditional portfolio strategies • And why resilience—both economically and personally—may become increasingly important Perhaps the biggest takeaway from this episode is this: The future may not belong to the companies building the next app... It may belong to the companies mining the metals, refining the materials, generating the electricity, and building the infrastructure that powers the modern economy. If Craig is right, one of the biggest investment trends of the next decade has only just begun. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why the World Is Entering a "Hard Bifurcation" 1:25 – How the West Lost Its Manufacturing Base 7:30 – Why China Controls Critical Supply Chains 17:00 – The Geopolitical Battle Over Rare Earths 22:15 – Can the U.S. Rebuild Industrial Capacity? 27:00 – Why Silver, Copper & Critical Minerals Matter 33:30 – The Hidden Cost of Deindustrialization 41:15 – AI's Massive Infrastructure Demands 46:00 – Investing in the New Industrial Era 51:45 – Craig's Final Advice: Build Resilience

🔔 Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://stansberrydigest.com/ Could the biggest risk to the stock market have nothing to do with tariffs, wars, or even the Federal Reserve? According to geopolitical strategist Marko Papic, the real threat may be something investors aren't paying enough attention to: A fundamental shift in the global economic order. In this week's Stansberry Investor Hour, Dan Ferris sits down with BCA Research's Chief Strategist Marko Papic for a fascinating discussion about geopolitics, AI, inflation, energy markets, and why today's investment landscape may be approaching a major turning point. While markets remain focused on AI optimism and hopes for lower interest rates, Marco argues that investors may be missing a much bigger story. The world is moving away from decades of globalization... And that transition could reshape everything—from inflation and commodity prices to AI infrastructure, supply chains, and global markets. Marko explains: • Why the end of globalization could fuel years of higher inflation • Why the AI infrastructure boom may be creating its own economic headwinds • How geopolitical tensions are changing the world's supply chains • And why the next great investment opportunity may lie in physical infrastructure—not software The discussion begins with one of Marko's most provocative ideas: The recent conflict in the Middle East may not be the biggest risk investors should worry about. Instead, Marko believes the real question is: What happens after the geopolitical headlines fade? He explains: • Why oil prices may remain elevated even after tensions ease • Why rebuilding strategic petroleum reserves could keep energy demand strong • How AI spending is driving inflation through massive infrastructure investment • And why investors shouldn't assume the Federal Reserve will be cutting rates anytime soon But the conversation doesn't stop there. Dan and Marko also explore the future of AI spending, the coming wave of IPOs, why commodities could outperform technology over the next several years, and how a multipolar world is forcing countries to rebuild decades of physical infrastructure. The discussion covers: • Why AI capital spending may be approaching an important inflection point • How slowing AI investment growth could affect the stock market • Why copper, steel, and industrial metals could benefit from a new global investment cycle • The investment implications of a multipolar world • Why infrastructure—not software—may become the dominant investment theme • How supply chain restructuring is creating long-term demand for physical assets • Why higher interest rates may persist longer than investors expect • The risks posed by massive upcoming AI-related IPOs • And why the market could face meaningful headwinds in 2027 Perhaps the biggest takeaway from the episode is this: The next decade may be defined less by technological innovation... And more by the enormous amount of physical infrastructure the world must build to support it. Whether it's AI data centers, energy systems, pipelines, power grids, or global supply chains, Marco believes investors should be paying close attention to the companies providing the raw materials and infrastructure that make the new world economy possible. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why Geopolitics Still Matters for Investors 2:40 – Is the AI Boom Starting to Slow? 7:15 – Why Inflation Could Stay Higher for Longer 13:00 – The Real Endgame in the Middle East 22:45 – Why Oil Prices May Stay Elevated 28:30 – The End of Globalization & A New Investment Cycle 33:30 – Hardware vs. Software: The Next Big Trend 41:40 – The Coming Wave of AI IPOs 47:15 – Why AI CapEx Could Become a Headwind 54:15 – Marko's Final Message for Investors

📈 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 🚨 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 🚨 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 --- --- --- Over $1 billion in options premium hit Nvidia in August alone — but at a $5.4 trillion market cap, that's only 0.02% of the company. CoreWeave's flow is running 11x Nvidia's size-adjusted premium. That gap is the tell: market makers are consistently bad at pricing risk on mid-caps carrying outsized premium relative to their market cap — and that mispricing is where the next big move hides. In this session we cover: • Why premium-to-market-cap (not raw premium) is the real "follow the money" signal • CoreWeave, NBIS, BE, RK, and LB — the mid-caps showing the most distorted flow • Expected Move reliability across NVDA (79%), MSFT (79%), AAPL (75%), CoreWeave (60%), and Rocket Lab (58%) — and what it means when a stock blows through its range • How to repair a losing trade by tranching into it • Community proof: ERO trades up 250%, 300%, 400%, plus multiple copper wins over 200% This is the same premium-to-market-cap framework we use daily on Masters in Trading Live to spot unusual options activity before the crowd. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades 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 #marketmakers #optionsflow #midcapstocks #insiderbuying #daytrading #MITLIVE

In this episode of Being Exponential, Luke Lango dives into five of the biggest names shaping the rapidly expanding space economy: Redwire (RDW), BlackSky (BKSY), Rocket Lab (RKLB), AST SpaceMobile (ASTS), and SpaceX (SPCX). Luke breaks down Redwire’s opportunity across space infrastructure and defense, BlackSky’s role in real-time Earth intelligence, and why Rocket Lab remains one of the most important companies to watch as it expands beyond launch and moves toward Neutron. We also examine AST SpaceMobile and the race to build space-based cellular broadband before turning to SpaceX, Starlink, and the company’s potential to dominate everything from satellite communications and launch to defense and the next generation of space infrastructure. With government spending, defense demand, direct-to-device connectivity, and commercial space investment accelerating, Luke asks the big question: Which space stocks have the greatest upside from here? 📍Timestamps📍 03:51 - RDW 6:37 - BKSY 9:48 - RKLB 12:52 - ASTS 15:30 - SPCX Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags

Was the recent AI correction driven by deteriorating fundamentals—or by one of the largest forced liquidations Wall Street has ever seen? In this episode of Being Exponential, Luke Lango breaks down the "Leopold Low"—the sharp market selloff sparked by the collapse of AI-focused hedge fund Situational Awareness following a series of margin calls. Luke explains how billions of dollars in forced selling temporarily pressured AI infrastructure stocks, why the market mistook technical liquidation for fundamental weakness, and what investors can learn from one of the most dramatic unwinds of the AI era. Next, Luke explores why the worst may now be behind us. With the forced seller out of the market, hyperscaler AI spending remains strong, corporate earnings continue to validate the AI infrastructure buildout, and Wall Street's fears around peak AI CapEx are beginning to fade. Luke explains why he believes the long-term AI investment thesis is stronger today than it was before the correction. Finally, Luke reveals the sectors and stocks he believes are best positioned to lead the next leg of the AI bull market. From semiconductors, optical networking, cloud infrastructure, power generation, AI data centers, and enterprise software to overlooked high-growth opportunities, he discusses where investors should focus as the AI trade regains momentum. If you're wondering whether you missed the dip—or whether the next wave of AI leadership is just getting started—this episode provides the roadmap. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macro trends, and exponential technologies. 📍Timestamps📍 00:00 - Leopold Low 14:45 - What to Buy Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #AIStocks #BuyTheDip #LeopoldLow #AIInfrastructure #StockMarket #TechStocks #Semiconductors #Palantir #Nvidia #GrowthStocks #ArtificialIntelligence #Investing #marketupdate AI Selloff, Leopold Low, Situational Awareness, AI Stocks, Buy the Dip, AI Infrastructure, Palantir, Nvidia, Semiconductor Stocks, Data Centers, Optical Networking, Cloud Computing, Hyperscalers, Artificial Intelligence, Tech Stocks, Growth Stocks, Stock Market, Investing, Margin Call, AI Bull Market

In this episode of Being Exponential, Luke Lango breaks down five companies driving some of the biggest investment themes in today's market: enterprise AI, data center infrastructure, optical networking, cloud computing, and industrial growth. We begin with Palantir (PLTR) and its blockbuster earnings, discussing why accelerating AI adoption across both government and commercial customers continues to strengthen the long-term bull case. Is Palantir becoming the dominant enterprise AI platform of the decade? Next, we examine Caterpillar (CAT) and why the industrial giant has quietly become a major beneficiary of the AI revolution. As billions of dollars flow into data centers, power infrastructure, and manufacturing expansion, Luke explains why heavy equipment demand could continue climbing. We also take a closer look at Applied Optoelectronics (AAOI) and why optical networking has become one of the most critical pieces of AI infrastructure. With hyperscalers racing to deploy faster AI clusters, Luke discusses whether AAOI can continue benefiting from the surge in demand for next-generation connectivity. Then we dive into Nebius (NBIS), one of the fastest-growing AI cloud providers. As GPU demand remains constrained and enterprises look for alternative cloud platforms, Luke explores whether Nebius is emerging as one of the market's most compelling AI infrastructure stories. Finally, we break down Fabrinet (FN) and its under-the-radar role in the AI boom. As a key manufacturing partner for optical communications and networking hardware, Fabrinet sits squarely in the middle of the AI data center buildout—and Luke explains why it could be one of the market's overlooked winners. From AI infrastructure, enterprise software, cloud computing, optical networking, and industrial expansion to the companies building the backbone of the AI economy, this episode highlights where Luke sees opportunity in the next phase of the bull market. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macro trends, semiconductor stocks, and exponential technologies. 📍Timestamps📍 00:00 - PLTR 5:26 - CAT 9:28 - AAOI 12:53 - NBIS 17:20 - FN Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #PLTR #Palantir #Caterpillar #CAT #AAOI #Nebius #NBIS #Fabrinet #AIStocks #AIInfrastructure #TechStocks #StockMarket #Investing

s this AI selloff the beginning of a dot-com-style collapse—or simply the latest shakeout in a long-term secular bull market? This week on Being Exponential, Luke Lango breaks down the recent market selloff and tackles one of the biggest questions facing investors today: How similar is today's AI boom to the dot-com bubble? He examines where the comparisons make sense, where they fall apart, and what would actually have to happen for this correction to turn into something much more severe. Luke explores the biggest risks to the AI trade, including slowing hyperscaler spending, stretched valuations, and the possibility of multiple compression, while explaining why AI infrastructure investment continues to play an increasingly important role in the U.S. economy. He also discusses how investors can position themselves during periods of volatility by looking beyond traditional AI winners into sectors that could help hedge portfolios, including energy, defense, infrastructure, and other areas benefiting from long-term macro trends. Whether you're wondering if this is another 2022, another 2000, or simply a healthy correction in an ongoing AI supercycle, this episode will help you separate market fear from market fundamentals. 📍Timestamps📍 00:00 - Capital Case Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #AI #ArtificialIntelligence #StockMarket #Investing #AIStocks #TechStocks #DotComBubble #MarketCrash #MarketCorrection #Semiconductors #Nvidia #EnergyStocks #DefenseStocks #Infrastructure #GrowthStocks #LongTermInvesting #Finance #MarketAnalysis #WealthBuilding #FutureOfAI #BullMarket #EconomicOutlook #PortfolioStrategy

Try Stock Grader AI Search: http://investorplace.com/getstockgraderai In this video, we reveal the new AI-enhanced Stock Grader and show how investors can use it to search thousands of stocks, identify highly rated companies, and dig deeper into fundamentals. We also answer subscriber questions and break down some of the biggest AI, semiconductor, data center, and technology stocks in the market, including Palantir (PLTR), Super Micro Computer (SMCI), Taiwan Semiconductor (TSM), Celestica (CLS), Applied Digital (APLD), Ubiquiti (UI), Ciena (CIEN), and Coherent (COHR). CHAPTERS 00:00 AI Is Coming to Stock Grader00:49 How Stock Grader Works01:27 New AI Stock Search02:15 How the Stock Screening System Works02:41 Is AI Coming for His Job?03:04 Subscriber Stock Questions03:10 Celestica (CLS)03:37 Applied Digital (APLD)04:20 Ubiquiti (UI)05:19 Ciena (CIEN)06:18 Coherent (COHR)06:39 Palantir (PLTR)07:35 Super Micro Computer (SMCI)09:34 Taiwan Semiconductor (TSM)09:48 AI, Data Centers & the Power Bottleneck10:51 Gold Stocks11:18 CPI, PPI & Inflation12:37 AI, Productivity & Corporate Profits13:12 How to Try Stock Grader 🔔 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/ #Palantir #AIStocks #StockMarket #GDP #Investing #PLTR #ArtificialIntelligence #EconomicGrowth –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   ––––––––––––––––––––––––––––––

Washington-level records, a red-hot AI power trade, and one stock that beat earnings and got punished anyway — this week's MarketBuzz breaks it all down with returning guest Adam Johnson, founder of the Bullseye Brief. Louie Navellier and Crystal Navellier sit down with Adam to unpack why the market rally still has room to run, what's really driving the wild swings in AI and memory stocks, why GE Vernova and Bloom Energy are becoming the go-to AI power trade, and why SanDisk fell despite a blowout quarter. Plus: the most overlooked AI infrastructure stocks right now, the real story behind DeepSeek, and what last week's jobs report is really telling us about the economy. Timestamps: 0:43 – Is the rally healthy or overextended? 1:44 – Volatility & leveraged ETFs 5:19 – Bloom Energy & GE Vernova 6:57 – Data center pipeline & NY moratorium 9:06 – Overlooked AI stocks: Coherent & Micron 11:25 – AI's real bottleneck: power 14:05 – SanDisk beats, stock falls anyway 16:05 – The DeepSeek narrative, debunked 19:04 – Jobs report surprises 2 3:31 – Wrap-up Adam Johnson is the founder of the Bullseye Brief — links to his work below. https://bullseyebrief.com/ https://x.com/AJInsight?lang=en 🔔 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/ #Palantir #AIStocks #StockMarket #GDP #Investing #PLTR #ArtificialIntelligence #EconomicGrowth Navellier & Associates owns Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK),  Coherent Corp. (COHR), Oracle Corporation (ORCL), and Alphabet Inc. Class A (GOOGL), in managed accounts. Some accounts own ServiceNow, Inc. (NOW). Navellier does not own Corning (GLW),  Intuit Inc. (INTU), or Deere & Co (DE), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), Micron Corp (MU), Sandisk Corporation (SNDK), ServiceNow, Inc. (NOW),  Coherent Corp. (COHR), and Alphabet Inc. Class A (GOOGL), via a Navellier managed account and Nvidia (NVDA), in a personal account. They do not own Corning (GLW), Oracle Corporation (ORCL),  Intuit Inc. (INTU), or Deere & Co (DE), personally.

Louie called 5% Q3 GDP growth back in December — now the Atlanta Fed's GDPNow model is tracking 6.2%. In this episode: InTest and Palantir's earnings reactions (and why short sellers are running for cover), FactSet's 47.4% Q2 earnings growth forecast, a 4-year-high ISM manufacturing print, whether the GDP call already came true, what a refinery shortage and the Iran situation mean for energy stocks, and subscriber questions on Eli Lilly, Comfort Systems, Nebius, Parsons, Seagate vs. Western Digital, and Aurinia Pharmaceuticals. Chapters 00:25 Palantir vs. InTest Earnings 03:25 FactSet Raises Earnings Forecasts 05:55 ISM Manufacturing Hits 4-Year High 06:48 GDPNow Forecast Jumps to 6.2% 08:10 Energy Stocks & Iran 09:21 Subscriber Q&A 10:03 Nebius (NBIS) 12:18 Aurinia Pharmaceuticals (AUPH) 🔔 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/ #Palantir #AIStocks #StockMarket #GDP #Investing #PLTR #ArtificialIntelligence #EconomicGrowth Navellier & Associates owns Palantir Technologies Inc. Class A (PLTR),  InTest Corporation (INTT), Eli Lilly and Company (LLY), Comfort Systems USA, Inc. (FIX), EMCOR Group, Inc. (EME), Bloom Energy (BE), Sandisk Corporation (SNDK), Micron (MU), Aurinia Pharmaceuticals Inc. (AUPH), and Advanced Energy Industries, Inc. (AEIS), in managed accounts. We do not own FactSet (FSFT), Nebius Group (NBIS), Western Digital (WDC), Parsons Corp (PSN),  Novo Nordisk A/S Sponsored ADR Class B (NVO), or Caterpillar (CAT), in managed accounts.  Louis Navellier and his family own Palantir Technologies Inc. Class A (PLTR),  InTest Corporation (INTT), Eli Lilly and Company (LLY), Comfort Systems USA, Inc. (FIX), EMCOR Group, Inc. (EME), Bloom Energy (BE), Sandisk Corporation (SNDK), Micron (MU), Aurinia Pharmaceuticals Inc. (AUPH), and Advanced Energy Industries, Inc. (AEIS), via a Navellier managed account. They do not personally own FactSet (FSFT), Nebius Group (NBIS), Western Digital (WDC), Parsons Corp (PSN),  Novo Nordisk A/S Sponsored ADR Class B (NVO), or Caterpillar (CAT). –––––––––––––––––––––––––––––– Music: Hypnosis by meloddict     / meloddict   License: Creative Commons — Attribution 3.0 Unported — CC BY 3.0 Free Download / Stream: https://audiolibrary.com.co/meloddict... Music promoted by Audio Library:      • Melodic, Progressive, Trance No Copyright ...   ––––––––––––––––––––––––––––––

Is the AI investment boom just getting started? In this interview, Rob Spivey (Director of Research at Altimetry) explains why the AI buildout is expanding beyond semiconductors into energy, infrastructure, and industrials. Topics covered: * Why the recent market pullback is normal * Why semiconductors can continue leading * Apple's AI strategy * Why natural gas is becoming an AI play * Baker Hughes (BKR) investment thesis * United Rentals (URI) investment thesis * Private credit vs. banks * Why AI CapEx is still accelerating If you're investing in AI, this interview breaks down where the next opportunities may be emerging. CHAPTERS 00:44 Was This Selloff Caused by Leveraged ETFs? 01:05 Why This Pullback Is Normal 02:05 Lessons From the Dot-Com Boom 04:10 Why AI Leadership Looks Different This Time 05:20 The Bond Market vs. the Fed 07:28 Why Every Fed Chair Gets Tested 08:30 The Real Reason Markets Are Nervous 10:05 Less Fed Data = More Volatility 12:00 Is Inflation Being Measured Wrong? 13:30 Owner's Equivalent Rent Explained 15:10 Trueflation vs. CPI 16:35 Why This Volatility Is a Buying Opportunity 17:45 AI Boom Is Expanding Beyond NVIDIA Rob’s Links: https://altimetry.com/ 🔔 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/ #nvidiastock #StockMarket #AIStocks #NVIDIA #Investing #FederalReserve Navellier & Associates owns Nvidia (NVDA), GE Vernova Inc. (GEV), Bloom Energy (BE), and Alphabet Inc. Class A (GOOGL), in managed accounts. A few accounts own Microsoft Corporation (MSFT), Apple (AAPL), and Meta Platforms Inc Class A (META), per client request. Navellier does not own Warner Brothers (WB), United Rentals, Inc. (URI), Baker Hughi (BKR), Wells Fargo (WFC), Space Exploration Tech Corp (SPCX), Caterpillar (CAT), or Goldman Sachs (GS), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), GE Vernova Inc. (GEV),  Bloom Energy (BE), and Alphabet Inc. Class A (GOOGL), via a Navellier managed account and Nvidia (NVDA), and Apple (AAPL),  in a personal account. They do not own Microsoft Corporation (MSFT), Meta Platforms Inc Class A (META), Warner Brothers (WB), United Rentals, Inc. (URI), Baker Hughi (BKR), Wells Fargo (WFC), Space Exploration Tech Corp (SPCX), Caterpillar (CAT), or Goldman Sachs (GS), 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

Energy Could Be Setting Up Again: https://www.youtube.com/watch?v=V1f6P_loqsM Fed, Inflation & Interest Rates: https://www.youtube.com/playlist?list=PLJazk_1wSKko #LarryBenedict #CPIReport #FedRateHike #OilPrices 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/

Options market makers won't buy puts right now, and it's not because anyone is selling them. Larry Benedict walks through the exact rule keeping sellers locked out of the market, and why it's dragging implied volatility lower for reasons that have nothing to do with conviction. Q: Why won't market makers buy puts even with volatility already this low? A: Larry Benedict says it comes down to a specific risk threshold almost nobody can clear, not a lack of interest in selling. Watch the full episode: https://youtube.com/live/zMt3i-15dO8 #OptionsTrading #VolatilityTrading #RiskManagement 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/

Larry Benedict says the market got today's CPI report wrong, even as oil prices climb back higher, on Trading With Larry Live. Recorded August 12, 2026, Larry Benedict and Eric Shamilov break down a CPI print that came in at 3.4%. Oil fell at least 25% during that reading period, and has since climbed back higher. The hosts also debate a big overnight jump in Fed rate-hike odds, from 50-50 to 58%, and flag Bitcoin's downside risk near $45,000 if stocks turn lower. KEY QUESTIONS Why does Larry Benedict think the market misread today's CPI report? Larry says the CPI print looks fine at 3.4%. But oil fell at least 25% during the reading period and has since climbed back higher. He expects that to show up as a fresh inflation uptick in future reports. How much did Fed rate-hike odds move after the CPI report? Larry says futures-implied odds of a Fed rate hike were roughly 50-50 the day before the report. Eric corrects him: they sit at 58% after the report. Larry calls the jump "a pretty interesting, scary scenario." Why does Larry Benedict say popular chart levels stop working? Larry tells Eric that once a support or resistance level is widely known, it stops working in a vacuum, in his experience. Eric flags a point of control at 7,775 on the ES as today's key level. The two disagree over whether that kind of level still holds up. MARKET SNAPSHOT As of August 12, 2026: CPI at 3.4%; futures-implied Fed rate-hike odds at 58%; ES point-of-control support at 7,775; Bitcoin near $63,000. CHAPTERS 0:00 The CPI Number the Market Got Wrong 8:26 How Larry and Clint Cashed In on Kalshi's CPI Bet 11:35 The Fed Rate-Hike Odds Jump Overnight 12:51 Reading SPX Options for a CPI Fade 14:50 Is a Rug Pull Coming After the CPI Pop? 20:55 The ES Point of Control Traders Are Watching 22:45 Why Crowded Chart Levels Stop Working 24:40 The Down-300 Day Nobody's Prepared For 27:10 How Deep the AI Trade Runs Through the Market 28:30 What $200 AI Landscaping Says About Jobs 30:03 Gold, Silver, and Larry's Vanishing Trade 31:55 Could Bitcoin Trade Back Below 50,000? 34:58 Currencies and Dollar Strength Into the Close Watch Next A Fed Divide Could Blindside Markets: https://www.youtube.com/watch?v=EOevITFHr9c Energy Could Be Setting Up Again: https://www.youtube.com/watch?v=V1f6P_loqsM Fed, Inflation & Interest Rates: https://www.youtube.com/playlist?list=PLJazk_1wSKko #LarryBenedict #CPIReport #FedRateHike #OilPrices 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/

Clint Brewer says the energy sector could be setting up for another move higher on Trading With Larry Live. On August 11, 2026, Eric Shamilov and Clint Brewer cover a market still consolidating ahead of the August 12 CPI report, walk through a technical read on Marathon Petroleum (MPC) and Apple, break down why Japan can only defend the yen for so long, and push back on Wall Street's pitch that computing power is now its own asset class. KEY QUESTIONS What makes Clint Brewer think energy stocks could be setting up again? Clint Brewer points to the global energy ETF IXC testing its 50-day moving average and what he thinks may be an inverse head-and-shoulders forming, with the broader energy trade already sharply higher on the year, and says the sector could be building toward another move higher. Why can Japan only defend the yen for so long, according to Eric Shamilov? Eric Shamilov says a country has unlimited capacity to weaken its own currency but limited reserves to strengthen it, pointing to Japanese officials repeatedly stepping in whenever the yen nears the 160 level against the dollar. What does the IPO research Clint Brewer cites say about stocks like SpaceX after they go public? Citing Truist Research's study of blockbuster IPOs, Clint Brewer says the median and average drawdown within the first 12 months runs around 50% to 55% — a pattern he says SpaceX has already tracked since its 2026 debut. MARKET SNAPSHOT As of August 2026: XLE up over 40% year-to-date; Marathon Petroleum (MPC) near $310 after a 20-point single-day move; SpaceX back near its $135 IPO price after falling from about $200 to $100 in 2026; USD/JPY near 155, with Japanese officials intervening whenever it nears 160; CPI due August 12, 2026 with year-over-year expected near 3.3%. CHAPTERS 0:00 S&P Consolidation Ahead of CPI 3:43 Is Compute Really a New Asset Class? 6:24 SpaceX Options Activity and IPO Drawdown Risk 10:46 Apple's Bollinger Band Setup 14:10 Marathon Petroleum (MPC) Trade Update 16:33 Gold: Bearish Bias as Dollar Strength Builds 18:29 Energy Setup: XLE and IXC Breakout Watch 20:40 Treasury Yields: TLT Breakdown Confirmed 23:12 Yen Intervention and Currency Ammo 27:49 CPI Preview for Tomorrow 28:26 Trading on Probability, Not Certainty 31:30 Intraday Setup Into the Close WATCH NEXT Oil Pullback After Ceasefire News: Buy the Dip or Warning Sign?: https://www.youtube.com/watch?v=z6WCdkuV9IM Oil at $103 and the Fed's Big Day: https://www.youtube.com/watch?v=hfVSlT_dcp4 Oil, Energy & Geopolitics: https://www.youtube.com/playlist?list=PLVE2294OB3rs #LarryBenedict #EnergyStocks #SpaceXStock #CPIReport 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/

🚀 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

🔔 Gain an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://TopStocksLetter.com/ Everyone keeps asking the same question: Is the AI bubble about to burst? But what if they're asking the wrong question? According to Brett Eversole... The AI boom isn't ending. It's just entering Phase Two. For the past several years, the biggest AI story was companies spending hundreds of billions of dollars building data centers, buying chips, and racing to develop the world's most powerful AI models. Now something has changed. Those investments are beginning to generate real revenue. And if Brett is right... The most profitable phase of the AI boom may still be ahead. In this episode, we break down: Why AI is shifting from a spending boom to a selling boom... Why Wall Street may still be underestimating enterprise AI adoption... How AI is spreading beyond Nvidia into dozens of overlooked technology companies... And why Brett believes we're still in the middle of a secular bull market that could last for years. Welcome to Phase Two of the AI revolution. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – AI's Phase Two Has Begun [Time] – Why This Isn't an AI Bubble [Time] – The Next AI Winners [Time] – The Secular Bull Market [Time] – Ignore the Market Noise [Time] – Dow 150,000? [Time] – The Biggest Mistake Investors Could Make 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Brett Eversole to answer one critical question: Has the AI boom already peaked... Or is the biggest opportunity still ahead? This conversation goes far beyond artificial intelligence. It's about: • AI infrastructure • enterprise software • hyperscalers • technology investing • secular bull markets • market psychology • capital markets • and one of the biggest long-term investment opportunities of the decade We break down: • Why Brett believes AI has entered "Phase Two" • The difference between the AI spending boom and the AI selling boom • How Anthropic's explosive revenue growth changes the investment story • Why enterprise AI adoption is accelerating faster than expected • The real reason Brett doesn't believe AI is in a bubble • How company fundamentals continue to outpace soaring stock prices • Why AI spending could exceed $7 trillion over the next five years • How companies like Cisco, Dell, Hewlett Packard Enterprise, and Ciena are becoming major AI beneficiaries • What a secular bull market is—and why Brett believes we're still in one • Why investors shouldn't panic over headlines about tariffs, banking crises, or geopolitical conflicts • The math behind Brett's bold prediction that the Dow could eventually reach 150,000 • Why today's market resembles the early stages of previous historic bull markets • And the biggest mistake investors could make before this cycle eventually ends This isn't just a conversation about AI. It's a deep dive into market history, investor psychology, and why the next several years could become one of the greatest wealth-building periods for long-term investors. 👤 ABOUT THE GUEST: Brett Eversole • Editor of True Wealth • Long-time trend follower and macro market analyst • Specialist in secular market cycles and long-term investing • Focused on identifying major investing trends 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 – Why the AI Boom Is Just Getting Started 2:43 – AI's Phase Two Has Begun 17:19 – Why This Isn't an AI Bubble 26:01 – The Next AI Winners 30:04 – The Secular Bull Market 36:30 – Ignore the Market Noise 43:04 – Dow 150,000? 46:45 – The Biggest Mistake Investors Could Make 📅 This episode was recorded in June 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 #ArtificialIntelligence #AI #BrettEversole #BullMarket #StockMarket #Investing #Nvidia #Anthropic #OpenAI #Semiconductors #TechStocks #SecularBullMarket #Dow150000 #GrowthStocks #LongTermInvesting #WealthBuilding

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ Everyone knows Nvidia. Far fewer investors understand memory. But without memory... AI doesn't work. Every chatbot. Every reasoning model. Every AI agent. Needs enormous amounts of memory to process information, store context, and deliver intelligent responses. And as AI shifts from simple chatbots to autonomous agents... Memory demand is exploding. The question is: Have investors already missed the opportunity... Or is this only the beginning of one of the biggest infrastructure booms in technology history? In this episode, we break down: Why AI's biggest bottleneck may no longer be GPUs... How the memory cycle has created fortunes—and destroyed them... Why this AI cycle could be fundamentally different from every previous semiconductor boom... And why Micron could still have substantial upside despite its massive run. Welcome to the AI memory revolution. CAN'T WATCH THE FULL EPISODE? START HERE: 7:37 – The Memory Cycle Explained 10:09 – Why This Cycle Is Different 12:56 – The AI Spending Race 20:32 – Why Memory Stocks Keep Winning 29:27 – How High Can Micron Go? 35:30 – What Could End the AI Boom? 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Luke Lango of Innovation Investor to answer one critical question: Is Micron still one of the best AI investments after its historic rally? This conversation goes far beyond one semiconductor company. It's about: • artificial intelligence • memory chips • hyperscalers • AI infrastructure • semiconductor investing • data centers • capital spending • and the next phase of the AI boom We break down: • Why memory has become one of AI's biggest bottlenecks • How GPUs, networking, and memory all work together • Why AI agents require dramatically more memory than chatbots • The history of semiconductor memory cycles—and why they often end badly • Why Luke believes this cycle could be different • How Google, Microsoft, Amazon, Meta, and other hyperscalers are driving unprecedented demand • Why Wall Street may still be underestimating AI infrastructure spending • The investment case for Micron versus other memory companies • How the "rolling bottleneck" in AI keeps creating new investment opportunities • Why physical infrastructure may matter more than software • The risks that could eventually end the current AI spending boom • How to think about position sizing and portfolio risk during a technology supercycle • And whether Micron still deserves to be considered a Top Stock. This isn't just a conversation about memory chips. It's a deep dive into how AI infrastructure, semiconductor economics, and hyperscaler spending are creating one of the biggest investment opportunities of the decade. 👤 ABOUT THE GUEST: Luke Lango • Editor of Innovation Investor • Growth stock analyst focused on disruptive technology • Specialist in AI, semiconductors, and emerging technology investing • Long-time investor in transformational innovation trends 📈 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 – Why AI Needs More Memory Than Ever 7:37 – The Memory Cycle Explained 10:09 – Why This Cycle Is Different 12:56 – The AI Spending Race 20:32 – Why Memory Stocks Keep Winning 29:27 – How High Can Micron Go? 35:30 – What Could End the AI Boom? 📅 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 #Micron #ArtificialIntelligence #AI #Memory #Semiconductors #Nvidia #DataCenters #AIInfrastructure #TechStocks #StockMarket #Investing #Hyperscalers #SemiconductorStocks #GrowthInvesting #WealthBuilding