🔔 Gain an instant edge over Wall Street: https://stansberrydigest.com/ Should investors buy SpaceX when it goes public? According to longtime Stansberry analyst Dave Lashmet, the answer is a resounding no. In this week's Stansberry Investor Hour, Dan Ferris sits down with Dave Lashmet for a fascinating deep dive into one of the hottest investment themes of the decade: space. But instead of telling investors to chase the biggest name in the industry, Dave explains why he believes SpaceX—and particularly Starlink—may be one of the most misunderstood businesses in the market. Dave argues that despite its technological achievements, Starlink faces fundamental economic challenges: • Why satellite internet may never compete with terrestrial cell towers • The hidden capital costs investors aren't paying attention to • Why Starlink's economics worsen as more users join the network • And why SpaceX could become a massive capital sink rather than a cash-generating machine The conversation begins with one of Dave's most controversial claims: SpaceX is a "Tower of Babel." Dave explains: • Why Starlink suffers from a negative network effect • How satellite bandwidth limitations create structural challenges • Why space-based communications are always technologically behind ground networks • And why investors should separate technological success from investment success But the discussion doesn't stop there. Dave then reveals where he believes the real opportunities in space investing exist—not in the companies burning billions to launch satellites, but in the businesses building critical infrastructure, observation systems, and next-generation space technologies. The discussion covers: • Why Google, Apple, and Amazon may be the real winners from satellite connectivity • The economics behind Starlink and SpaceX's growing capital requirements • Advanced shortwave infrared satellites that can see through clouds, fog, and dust • Near-space aerospace platforms and the future of missile defense • Lunar landers, moon-based energy systems, and NASA's next frontier • Why government spending could create massive opportunities in space infrastructure • And how investors can identify the businesses with real competitive advantages before Wall Street does Perhaps the biggest takeaway from the episode is this: Space is valuable. But that doesn't mean every space company is a good investment. The investors who succeed in this sector may not be the ones buying the most famous names—but the ones identifying the businesses with unique technologies, durable moats, and long-term economic value. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro: Should You Buy SpaceX? 1:30 – Why SpaceX Is a "Tower of Babel" 4:30 – The Economics of Starlink 8:00 – Why Satellite Internet Faces Structural Limits 12:30 – The Hidden Cost of Space Infrastructure 15:00 – Google, Apple & Amazon as Space Winners 20:00 – Why SpaceX May Be a Trade, Not an Investment 24:00 – The Future of Space Investing 30:00 – The Accidental Breakthrough in Satellite Imaging 34:00 – Shortwave Infrared Technology Explained 38:00 – The Space Observation Opportunity 40:00 – Near Space & Golden Dome 45:00 – Lunar Landers & Moon Infrastructure 49:00 – The Government's Growing Role in Space 51:00 – Final Takeaway: Space Is Valuable

🔔 Gain an instant edge over Wall Street: https://stansberrydigest.com/ Is value investing dead? According to ETF manager Matthew Tuttle, the answer is yes—or at least the version investors have relied on for decades. In this week's Stansberry Investor Hour, Dan Ferris sits down with Matthew Tuttle, CEO of Tuttle Capital Management, for a fascinating conversation about the future of investing in an AI-driven world. Matt argues that traditional value investing has been fundamentally disrupted by technology, AI, and the democratization of information. But that doesn't mean investors can't find bargains—it just means they need a new framework for identifying them. The discussion begins with one of Matt's most controversial ideas: The death of value investing. Matt explains: • Why traditional value metrics like low P/E ratios may no longer be enough • How AI is changing the way investors should analyze businesses • Why information advantages have largely disappeared • And what investors should be looking for instead Matt introduces his concept of HALO investing: Heavy Asset, Low Obsolescence The idea is simple: focus on businesses that AI can't easily replace but can help make more efficient. Examples include: • Railroads • Energy infrastructure • Utilities • Commodity producers • Transportation companies The conversation then shifts to one of the most important investment themes of the next decade: Artificial Intelligence. Dan and Matt discuss: • Which businesses AI could permanently disrupt • Why some software companies may be more vulnerable than investors realize • How cybersecurity could become an even bigger opportunity • Why infrastructure providers may benefit more than many AI application companies • And how investors can identify second- and third-order winners Matt also explains his approach to thematic investing and why he believes investors should "peel the onion" to find opportunities further down the supply chain. Rather than simply buying obvious winners, he argues investors should look for: • Suppliers to the winners • Suppliers to the suppliers • Infrastructure providers • Critical materials and bottlenecks The discussion also covers: • Why most ETFs fail to add value • The rise of thematic investing • The problem with marketing-driven investment products • Cathie Wood, ARKK, and the cult of star investors • Why Wall Street's incentives often don't align with investors' • And how investors can develop a genuine edge in today's markets Matt then breaks down his HEAT investing framework: Hedges. Edges. Asymmetry. Themes. Including: • Why bonds may no longer provide the protection investors expect • How professional investors think about hedging • Why limiting downside matters more than maximizing upside • And how asymmetry drives long-term investment success Perhaps the biggest takeaway from the episode is this: The market hasn't gotten easier because information is more accessible. It's gotten harder. The investors who succeed over the next decade may not be the ones looking for the cheapest stocks—but the ones who can identify durable businesses, emerging themes, and opportunities that Wall Street hasn't fully recognized yet. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro 1:30 – Is Value Investing Dead? 4:00 – The HALO Investing Framework 8:30 – CoreWeave, AI & Infrastructure 10:00 – Cybersecurity as an AI Winner 13:00 – Why Most ETFs Fail Investors 16:00 – Factor Investing & Market Edges 19:00 – Trading Strategies That Still Work 21:00 – The Problem with Wall Street Incentives 27:00 – Cathie Wood, ARKK & Star Managers 35:00 – Hedges, Edges, Asymmetry & Themes 39:00 – Why Bonds Aren't a Hedge 42:00 – Thematic Investing & AI Supply Chains 45:00 – Finding Opportunities Before Wall Street 49:00 – Final Takeaway: Bonds Are Not a Hedge

🔔 Get smarter about markets before everyone else: https://stansberrydigest.com/ What do passive investing, AI disruption, oil wars, and Salesforce all have in common? According to investor Bryan Beach… they may all be connected to the next major wave of market volatility. In this week’s Stansberry Investor Hour, Dan sits down with Bryan for a wide-ranging conversation covering passive investing, mega-cap tech, AI winners and losers, options trading, energy markets, and why investors should be paying very close attention to what’s happening in the Middle East right now. This isn’t your typical market interview. It’s a fast-moving discussion about how massive structural forces — from passive 401(k) flows to AI infrastructure spending to geopolitical conflict — are reshaping the investment landscape in ways most investors still don’t fully appreciate. The conversation begins with the growing influence of passive investing and the “relentless bid” pushing money into the market’s largest stocks. Bryan explains: • How passive investing may be permanently changing market valuations • Why mega-cap stocks like Apple and Microsoft keep attracting enormous inflows • The risks that emerge when fewer active investors drive price discovery • And why market volatility could eventually become far more extreme than most investors expect But the discussion quickly expands into another major theme: How AI may impact today’s dominant software companies. Dan and Bryan break down: • Why investors may be underestimating the staying power of companies like Salesforce, Microsoft, Oracle, and Intuit • How switching costs create powerful competitive advantages • Why AI may strengthen incumbents instead of destroying them • And how today’s software selloff could create opportunities for value investors Bryan also shares real-world “scuttlebutt” research from sales executives actually using Salesforce — offering insight into why deeply embedded enterprise software is far harder to replace than many investors assume. The conversation then shifts toward volatility, trading, and energy markets: • Why options traders thrive during periods of uncertainty • How volatility itself can become an investment opportunity • Why Bryan and Dan are both closely watching the Strait of Hormuz • How energy supply disruptions could reshape global manufacturing • And why North American energy and infrastructure companies may benefit from ongoing geopolitical conflict Perhaps the biggest takeaway from the episode is this: Markets aren’t driven by one single force anymore. Passive investing… AI… Geopolitics… Energy shocks… And volatility itself… They’re all interacting at the same time — often in ways investors haven’t fully modeled yet. And the investors who understand those connections early may have a major edge in the years ahead. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro & Why Volatility Matters 2:00 – AI, Augmented Humans & Future Investing Themes 3:00 – The Rise of Passive Investing 5:00 – How 401(k) Flows Changed Market Valuations 8:00 – Why Mega-Cap Stocks Keep Rising 10:00 – Could Passive Investing Create Extreme Volatility? 13:00 – SaaS, AI & Why Microsoft Survived the SaaS Revolution 16:00 – Why AI May Strengthen Big Software Companies 19:00 – Salesforce, Switching Costs & Competitive Moats 24:00 – Duolingo vs. Enterprise Software 29:00 – How Investors Should Research Companies 33:00 – Energy Markets & Middle East Conflict 37:00 – North American Energy Opportunities 40:00 – Trading Volatility & Options Strategies 45:00 – Final Takeaway: Watch the Strait of Hormuz

What do blackjack, chaos theory, AI, and the 1987 market crash all have in common? According to physicist and philosopher James Owen Weatherall… they all help explain how modern markets actually work. In this week’s Stansberry Investor Hour, Dan sits down with the author of The Physics of Wall Street for a fascinating conversation about the hidden mathematical ideas driving today’s financial system — and why investors need to understand the assumptions buried inside the models Wall Street relies on. This isn’t your typical market interview. It’s a deep dive into the history of probability, risk, options pricing, algorithmic trading, passive investing, and the unintended consequences of turning mathematical theories into trillion-dollar financial products. The discussion begins with legendary figures like Louis Bachelier, Edward Thorp, Benoit Mandelbrot, and John von Neumann — the mathematicians and physicists whose ideas quietly shaped modern finance. James explains: • How probability theory became the foundation of options pricing • Why Wall Street borrowed ideas directly from physics • How Ed Thorp used math to beat blackjack… then built the first quant hedge fund • Why Mandelbrot warned markets were far more chaotic than traditional finance believed • And how “fat tail” events like market crashes happen far more often than standard models assume But the conversation quickly expands into bigger questions: What happens when everyone relies on the same models? What risks emerge when passive investing dominates markets? And how could AI reshape finance, education, and the economy itself? Dan and James also discuss: • Why the 2008 crisis exposed the limits of financial modeling • The hidden assumptions behind Black-Scholes and portfolio theory • How the “volatility smile” revealed flaws in options pricing • Why passive ETFs may weaken price discovery • The dangers of extreme leverage and speculative trading • Why survival — not prediction — is the real key to investing success Along the way, James shares insights from decades studying philosophy, physics, and financial history — and explains why the smartest people in finance were often the most humble about what models could actually predict. Perhaps the biggest takeaway from the episode is this: Models are powerful… But every model rests on assumptions. And when those assumptions disappear from view, markets can become far more fragile than investors realize. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro & Why Physics Matters to Markets 2:00 – The Origins of Quant Finance 7:30 – Louis Bachelier & Options Pricing 10:00 – Ed Thorp, Blackjack & The First Quant Hedge Fund 13:30 – Mandelbrot & “Fat Tail” Risk 18:00 – Why Extreme Events Happen More Often Than Expected 23:00 – Survival, Position Sizing & The Kelly Criterion 26:00 – Lessons From the 2008 Financial Crisis 31:00 – The Volatility Smile Explained 35:30 – Passive Investing & Hidden Market Risks 40:00 – Why ETFs Could Distort Markets 43:00 – John von Neumann & The Origins of AI 47:00 – AI, Coding & The Future of Work 51:30 – Final Takeaway: Think About The Assumptions

📈 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 --- --- --- One month ago, Jonathan named 12 companies AI is quietly eating. Nearly every single one is now lower. Today he adds Expedia (EXPE) and ADP — and breaks down the exact 4-tell framework used to identify which companies are next.In today's session: 🤖 The AI Destruction Basket grows to 14 — DXC, EPAM, ServiceNow, Workday, Adobe, Palantir, CRM, Salesforce, CSGP, and more — plus the 2 new additions 🔎 The 4 tells that signal a company is being eaten by AI: coordinated insider selling, top talent fleeing to OpenAI/Anthropic, per-seat pricing collapse, and management denial on earnings calls ✈️ Why Expedia (EXPE) is a credit spread setup — selling the 270s/280s and why buying puts outright is too expensive 💼 Why ADP just joined the destruction list — and what the chart is telling you now 📊 IWM line-in-the-sand — how the 280 level called the bottom live in Discord, and what 285/280 means going forward 📈 Quick update on LLY — and why it remains Jonathan's top long right now 👍 Hit 150 likes to unlock today's live trade setup 💬 Join the Masters in Trading Discord for real-time alerts, 4 live portfolios (Advanced Notice, Divergence, Earnings, All-Access), and daily trade discussions 🏆 Take the Masters in Trading Challenge — 30 days in the Discord + 10 trading education videos: investorplace.com/challenge2026 📅 Jonathan goes LIVE every day the markets are open at 11 AM EST 🔔 Subscribe for daily unusual options activity breakdowns, real-time market analysis, and institutional-grade trade setups from a former CME floor trader with 28 years of experience 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #AIDestructionBasket #EXPE #Expedia #ADP #AIStocks

Two trades today: I'm bearish Palantir (PLTR) and bullish Eli Lilly (LLY). PLTR closed above its expected move Friday and with the White House moving on AI regulation, I think Palantir is dangerously exposed. Meanwhile LLY is my favorite long — peptides (GLP-1, insulin) are only getting bigger, and Lilly is dominating. In this session I break down a bearish PLTR August options play (the 105 puts, or a 105/85 put vertical spread to lighten the cost) and why I'm staying long Eli Lilly. 🦉 Want the open portfolio + live trade alerts? We break off into our All-Access group and Discord right after the free portion. Come trade with the owls — you were never meant to trade alone. 📈 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/challenge2025 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 --- --- --- LLY isn't just a weight loss story. With 45% revenue growth, Monjaro sales accelerating, and a GLP-3 drug (retatrutide) showing 28% average weight loss in clinical data, this is one of the top 15 most valuable companies in the world. Institutional money hasn't stopped accumulating — that's why Jonathan is long on LLY. In today's session: 📊 The "Line in the Sand" framework — one price level that separates bull from bear for IWM (292 / 280), QQQ, and SPY 💊 Why Eli Lilly (LLY) could 2x–3x in the next 18 months — the GLP-3 / retatrutide thesis Wall Street is still underpricing 🎯 Trade of the Day: QURE — bulk October options order on the 33s and 43s, the vertical spread setup Jonathan recommends, and how to read the skew for directional conviction 👍 Hit 150 likes to unlock today's live trade setup 💬 Join the Masters in Trading Discord for real-time alerts and live trade discussions with the all-access group 📅 Jonathan goes LIVE every day the markets are open at 11 AM EST 🔔 Subscribe for daily unusual options activity breakdowns, real-time market analysis, and trade setups from a former CME floor trader with 28 years of experience 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2026 Learn to spot insider trades before the news hits — 100% transparent, 0% fluff. 📌 JOIN THE CONVERSATION: Comment below your favorite tickers or ask questions — we feature real trades live on air! #UnusualOptionsActivity #OptionsTrading #MastersInTrading #JonathanRose #UOA #EliLilly #QURE #aidrugdiscovery

In this episode of Being Exponential, Luke Lango tackles the biggest macro and AI stories driving markets right now: the recent stock market selloff, the surprisingly strong jobs report, growing government interest in frontier AI companies, and the looming possibility of OpenAI and Anthropic IPOs. We start by breaking down the latest market correction and why AI stocks, semiconductors, and high-growth tech names have come under pressure. Is this the beginning of a larger downturn, or simply a healthy reset after one of the strongest AI-driven rallies in history? Next, we dive into the latest U.S. jobs report and what it means for the Federal Reserve, interest rates, Treasury yields, and liquidity. With employment remaining resilient, investors are reassessing the timing of future rate cuts—and the implications for AI, tech stocks, and the broader market. We also explore a rapidly emerging trend: increasing government involvement in frontier AI models. As artificial intelligence becomes a national security priority, could the U.S. government ultimately take stakes in leading AI companies like OpenAI, Anthropic, xAI, and other frontier model developers? Finally, we discuss the future of OpenAI and Anthropic IPOs. Could these become the most anticipated public offerings since Facebook, Alibaba, or even a future SpaceX IPO? Luke breaks down the investment implications, valuation questions, and why the AI race is increasingly becoming a battle for strategic dominance. From AI stocks and Federal Reserve policy to OpenAI, Anthropic, jobs data, interest rates, and market volatility, this episode connects the dots across the most important themes shaping the future of investing. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macroeconomics, and exponential technologies. 📍Timestamps📍 00:00 - The Sell Off 9:09 - Government AI Stakes 12:16 - AI IPO's 15:27 - Job Apocalypse? Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #investing #OpenAI #Anthropic #AIStocks #ArtificialIntelligence #StockMarket #JobsReport #FederalReserve #InterestRates #TechStocks #Semiconductors #MarketSelloff #IPO #ExponentialGrowth

In this episode of Being Exponential, Luke Lango dives into five stocks sitting at the intersection of some of the market's most powerful trends: Bitcoin, AI infrastructure, optical networking, space technology, and custom silicon. We begin with MicroStrategy (MSTR) and the evolving Bitcoin investment thesis. As institutional adoption of digital assets accelerates, Luke examines whether MSTR remains the ultimate leveraged Bitcoin play and what it means for crypto investors moving forward. Next, we break down Corning (GLW) and why fiber optics, connectivity, and AI networking infrastructure are becoming increasingly critical as hyperscalers race to build the next generation of AI data centers. We also explore Redwire (RDW) and the rapidly expanding space economy. From orbital infrastructure and national security to the future of space-based computing, Luke explains why Redwire remains one of the most compelling pure-play space stocks on the market. Then we turn to Ciena (CIEN), one of the key enablers of the AI boom. As AI clusters become larger and more complex, networking capacity and optical transport are emerging as critical bottlenecks in the AI infrastructure stack. Finally, we discuss Broadcom (AVGO), one of the most important companies powering the AI revolution. With leadership in custom AI chips, networking, and data center infrastructure, Broadcom has become a cornerstone of the AI investment story and a major beneficiary of hyperscaler spending. From Bitcoin and crypto to AI infrastructure, semiconductors, optical networking, and space technology, this episode covers the trends shaping the future of investing. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI stocks, tech stocks, space investing, crypto, and exponential technologies. 📍Timestamps📍 00:00 - MSTR 4:42 - GLW 8:00 - RDW 10:16 - CIEN 13:40 - AVGO Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #investing #BeingExponential #LukeLango #MSTR #Bitcoin #RDW #AVGO #AIStocks #StockMarket

In this special Subscriber Q&A Edition of Being Exponential, Luke Lango answers some of the most frequently asked questions from the community and tackles the stocks, sectors, and technologies investors are watching most closely. First, Luke addresses one of the hottest questions in the market right now: Is Redwire (RDW) still a buy? With growing excitement around a potential SpaceX IPO, orbital compute, defense spending, and the expanding space economy, Luke breaks down whether Redwire's long-term thesis remains intact. Next, we discuss Qualcomm (QCOM) and whether the company's AI opportunity remains attractive following Nvidia's latest chip announcements. Is Edge AI still the next major bottleneck, or has Nvidia changed the competitive landscape? We also tackle the future of Nebius (NBIS) and CoreWeave (CRWV) now that Google has entered the neo-cloud race. As AI infrastructure spending continues to explode, Luke explains whether these AI compute providers can maintain their edge against hyperscale competition. Then we turn to CrowdStrike (CRWD) and the rapidly evolving cybersecurity landscape. With AI transforming both cyber defense and cyber threats, Luke shares his thoughts on CrowdStrike's positioning and whether cybersecurity remains one of the strongest long-term AI investment themes. Finally, we explore the future of autonomous trucking. From self-driving freight networks and logistics automation to AI-powered transportation, Luke discusses why autonomous trucking could become one of the biggest real-world applications of artificial intelligence over the next decade. If you're interested in AI stocks, space stocks, cybersecurity, autonomous vehicles, semiconductors, cloud computing, and the future of technology investing, this subscriber Q&A episode is packed with insights. 🎧 Subscribe to Being Exponential with Luke Lango for weekly discussions on AI investing, tech stocks, macro trends, and exponential technologies. 📍Timestamps📍 00:00 - RDW 1:39 - QCOM vs NVDA 4:35 - NBIS & CRWV vs. GOOG 6:09 - Thoughts on CRWV 8:02 - AUR & KDK and the future of trucking Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #LukeLango #RDW #QCOM #CRWV #CRWD #AIStocks #AutonomousTruckingtags

In this episode of Being Exponential, Luke Lango breaks down two of the biggest stories shaping markets right now: the potential SpaceX IPO and Nvidia’s next-generation AI chip roadmap. We start with the growing excitement around a future SpaceX IPO and why it could become one of the most important public offerings in history. From Starlink and satellite communications to defense contracts, orbital infrastructure, and the future of space-based AI compute, Luke explains why SpaceX sits at the intersection of multiple trillion-dollar trends. Next, we dive into Nvidia's newest AI chip announcement and what it means for the future of AI infrastructure, data centers, semiconductors, and hyperscale computing. As Big Tech continues to spend hundreds of billions on AI, Nvidia is pushing the boundaries of performance, efficiency, inference, and next-generation AI workloads. We also examine the surprising bounce back in software stocks after months of AI disruption fears. Is this a temporary relief rally, or are investors beginning to recognize a new generation of AI-powered software winners? Luke breaks down the opportunities and risks facing SaaS, enterprise software, and AI applications. Finally, we discuss why the White House is increasingly focused on drones, autonomous systems, and defense technology. As geopolitical tensions rise and military modernization accelerates, drone stocks and defense AI are emerging as major investment themes with implications for national security, manufacturing, and automation. From SpaceX, Nvidia, AI chips, software stocks, drone technology, defense spending, and AI infrastructure, this episode covers the most important trends driving markets today. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, space stocks, defense technology, macro trends, and exponential growth opportunities. 📍Timestamps📍 00:00 - SpaceX Ipo 8:57 - Nvidia New Chip 12:54 - Software Bounce Back 16:52 - White House & Drones Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #LukeLango #SpaceXIPO #Nvidia #AIStocks #AIInfrastructure #Semiconductors #SoftwareStocks #DroneStocks #DefenseStocks #Starlink

AI stocks took a hit — then bounced right back. But while everyone was distracted by the SpaceX IPO frenzy, Louie Navellier quietly added two new names to his Breakthrough Stocks portfolio. This week, Crystal asks Louie whether the AI pullback was a real correction or just noise, why he thinks the Bank of America strategist call was overblown, and where he's actually putting money right now. Plus — is Anthropic's IPO going to be bigger than SpaceX? Louie makes the case, and we want to hear what you think. 📩 Subscribe to Breakthrough Stocks → https://investorplace.com/author/louis-navellier/ 📊 Free Stock Grader → https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 Timestamps 0:00 — AI stocks corrected. Now what? 1:30 — Was this correction technical or fundamental? 2:47 — SpaceX IPO: smart money or hype? 4:00 — Why Louie doesn't buy IPOs (and when he will) 5:50 — $7 trillion on the sidelines + summer seasonality 7:00 — How Louie picks stocks 8:10 — Micron, Nvidia, Palantir: are they still buys? 9:10 — AI infrastructure is beating AI stocks 10:16 — Stock #1 10:55 — Stock #2 11:19 — Middle East energy + data center fuel demand 13:12 — Is Anthropic going to be bigger than SpaceX? You decide. 🔔 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/ #NavellierMarketBuzz #StockMarket #AIStocks #Broadcom #ArtificialIntelligence #StockMarket #Investing #GrowthStocks #DataCenters #WallStreet #Nvidia #Stocks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Palantir Technologies Inc. Class A (PLTR),Ciena Corporation (CIEN), MYR Group Inc. (MYRG),  Bloom Energy Corporation Class A (BE), National Energy Services Reunited (NESR), and Micron Technology, Inc. (MU), in managed accounts. We do not own Bank of America (BAC), or Morgan Stanley (MS), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Palantir Technologies Inc. Class A (PLTR),Ciena Corporation (CIEN), MYR Group Inc. (MYRG),  Bloom Energy Corporation Class A (BE), National Energy Services Reunited (NESR), and Micron Technology, Inc. (MU), via a Navellier managed account. They do not own Bank of America (BAC), or Morgan Stanley (MS), personally.

Broadcom beat earnings. Ciena nearly tripled earnings. Both stocks fell. So where is Wall Street putting money now? In this episode, Louie Navellier explains why investors are rotating away from some of the biggest AI winners and into a new group of AI infrastructure stocks benefiting from the massive data center buildout. You'll learn why these companies may be positioned to benefit from the next phase of the AI boom. Timestamps 00:00 Broadcom beat earnings and fell 00:50 Why Broadcom and Ciena sold off 02:07 Argan's blowout quarter 02:37 The AI Gold Rush analogy 03:08 Stock #1 03:48 Stock #2 04:49 Stock #3 05:29 Stock #4 06:16 Stock #5 07:45 Stock Grader results revealed 08:49 Strong payroll report analysis 11:40 D-Wave (QBTS) outlook 13:16 CoreWeave (CRWV) analysis 14:03 Final AI infrastructure takeaway 🔔 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 ---------------------------------------------------------------------------------------------------- My New Book is Out! 🎉 Get Your Copy 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/ #NavellierMarketBuzz #StockMarket #AIStocks #Broadcom #ArtificialIntelligence #StockMarket #Investing #GrowthStocks #DataCenters #WallStreet #Nvidia #stocks Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A (GOOGL), Ciena Corporation (CIEN), Argan, Inc. (AGX), Quanta Services (PWR), Comfort Systems USA, Inc. (FIX), nVent Electric plc (NVT), MasTec, Inc. (MTZ), Sterling Infrastructure, Inc. (STRL), and Broadcom Inc. (AVGO), in managed accounts. Navellier does not own CoreWeave (CRWV), or DWave Quantum Inc (QBTS), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A (GOOGL), Ciena Corporation (CIEN), Argan, Inc. (AGX), Quanta Services (PWR), Comfort Systems USA, Inc. (FIX), nVent Electric plc (NVT), MasTec, Inc. (MTZ), Sterling Infrastructure, Inc. (STRL), and Broadcom Inc. (AVGO), via a Navellier managed account, and Nvidia (NVDA), in a personal account. They do not own CoreWeave (CRWV) or DWave Quantum Inc (QBTS) personally.

Stock market outlook 2026 — Louie and Crystal Navellier break down why the bear case is collapsing and what investors should be buying right now. This week: short seller Andrew Left of Citron Research has been convicted, and Louie explains why it's scaring the entire industry. Manufacturing has surged for five straight months, oil prices are falling nearly 17%, and the AI buildout is accelerating across Cisco, Dell, and Hewlett Packard. Meanwhile investors are piling into the SpaceX IPO story — but Louie argues they may be missing a much bigger opportunity. Louie also shares why his Stock Grader A-rated stocks are outperforming in 2026, why he still expects 30-40% gains this year, and why the market is broader and stronger than most investors realize. Plus subscriber questions on Oracle, Robinhood, Credo Technology, and the new PDT rule changes from the SEC. Timestamps: 00:00 Biggest Investing Mistake 01:10 Andrew Left Conviction 02:42 SEC Rule Changes 03:53 SpaceX IPO Mania 05:13 AI Stocks Beyond Nvidia 05:58 Manufacturing Rebound 06:52 Earnings Growth Outlook 07:43 Oil Prices Falling 08:40 America's Growth Advantage 09:45 Canada Recession 11:18 Oracle Stock 12:29 Robinhood Stock 13:07 Credo Technology 14:18 PDT Rule Changes 15:00 Market Outlook 🔔 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 ---------------------------------------------------------------------------------------------------- My New Book is Out! 🎉 Get Your Copy 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/ #NavellierMarketBuzz #StockMarket #AIStocks #Investing Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Sezzle Inc. (SEZL), Cisco Systems, Inc. (CSCO),Advanced Micro Devices, Inc. (AMD), Micron Technology, Inc. (MU),  in managed accounts. We do not own Oracle (ORCL), CRDO (CRDO),or Robinhood Markets, Inc. Class A (HOOD).  Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Sezzle Inc. (SEZL), Cisco Systems, Inc. (CSCO),Advanced Micro Devices, Inc. (AMD), Micron Technology, Inc. (MU), via a Navellier managed account, and Nvidia (NVDA), in a personal account.  They do not own Oracle (ORCL), CRDO (CRDO), or Robinhood Markets, Inc. Class A (HOOD).

What if market fear is actually an opportunity? In this interview, options trader Jonathan Rose explains how professional traders use options, volatility, VIX, and VVIX to identify opportunities during uncertain markets. Learn how call options, put options, covered calls, option premiums, and volatility trading work—and why some traders look for opportunity when everyone else is panicking. Whether you're a beginner or an experienced investor, this conversation will help you better understand options trading, portfolio protection, and market volatility. Chapters 00:00 Intro 00:45 What Are Call Options? 02:39 Understanding Option Premiums 03:50 Picking Expiration Dates 05:15 Jonathan's Trading Strategy 09:21 Using Options for Protection 10:47 VIX vs. VVIX Explained 12:15 Why Buy Puts in Strong Markets? 13:32 Russell Rebalancing Trade Ideas 14:25 Ferrari, EVs & Volatility 17:21 Biggest Options Trading Myth 18:27 Where to Follow Jonathan Rose Jonathans links: https://investorplace.com/author/jrose/ https://www.youtube.com/@LiveOptionsWithJR 🔔 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 ---------------------------------------------------------------------------------------------------- My New Book is Out! 🎉 Get Your Copy 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/ #NavellierMarketBuzz #stocks #investing #optionstrading #optionstrading #options #optionbuying Navellier & Associates owns Nvidia Corp (NVDA), and Micron Technology, Inc. (MU) in managed accounts. We do not own Freeport McMoRan Inc (FCX), Teck Resources (TECK), ERO Copper Corp (ERO), or Ferrari NV(RACE), in managed accounts. Louis Navellier and his family own Nvidia Corp (NVDA), and Micron Technology, Inc. (MU),via a Navellier managed account and Nvidia Corp (NVDA), in a personal account. They do not personally own Freeport McMoRan Inc (FCX), Teck Resources (TECK), ERO Copper Corp (ERO), or Ferrari NV(RACE),

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

📍 In this episode: The market just changed the rules — and most traders haven't caught on yet. Eric Shamilov and Clint Brewer break down the new volatility regime, what's really driving inflation, and where the best trade setups are hiding right now. Today's episode covers the Iran escalation and its ripple effects on oil, the Strait of Hormuz, and market sentiment. They dig into the CPI inflation category the media ignores and why it's the Fed's most important signal for what comes next on rates. Plus, a deep dive into the hidden force pressuring long-term yields: a third of all U.S. Treasury securities up for refinancing this year. On the trade side: gold is approaching a critical $4,000 level, Bitcoin is refusing to make new lows, and energy stocks are setting up as oil tests a key range. Eric also breaks down today's zero DTE levels on the ES, including the 7420 point of control that keeps acting as a magnet. 🕒 Timestamps: 3:42 - The Knicks Were Down 29 — What It Means for Traders 5:30 - Momentum Hits a Brick Wall: The Vol Regime Just Changed 8:52 - Oracle Tanks, Iran Escalates — Markets React 11:00 - PPI at 6.5%: The Inflation Gauge Nobody's Watching 14:44 - Why Are Rates Falling While Inflation Runs Hot? 17:15 - The Hidden Force Pressuring Long-Term Rates 20:13 - The 2-10 Spread: #1 Trend Line in Global Macro 21:48 - 0DTE Setup: Key Levels on the ES 26:45 - Don't Fight the Tape — Market Bounced on Bad News 29:22 - Gold at $4,000, Dollar at 100 — What Comes Next 33:41 - Why the Dollar/Oil Relationship Flipped 34:48 - Trade Ideas: Gold, Bitcoin, and Energy 37:33 - Larry's Back Next Week + Special Event Preview 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

The SpaceX IPO is set to be the largest in history — $75 billion raised, a $1.75 trillion target valuation, and already 3–4x oversubscribed. But does that mean you should rush to buy shares on day one? In this video, Opportunistic Trader research analyst Clint Brewer breaks down why jumping into the SpaceX IPO at open may not be the smart play — and what to do instead. What we cover: Why SpaceX's IPO will shatter records (and why that's a warning sign) How SpaceX's price-to-sales ratio compares to Nvidia, Palantir, Tesla, and Cisco at their peaks The reason retail investors may be the "exit plan" for early private backers How the IPO could trigger volatility across QQQ and the Mag Seven Historical IPO drawdown data across 30 major companies — and what it tells us about timing your entry. Two strategies: one for active traders, one for long-term buy-and-hold investors. 0:00 - Should You Buy the SpaceX IPO? 2:01 - SpaceX's Record-Breaking Valuation Explained 4:02 - The Easy Money Has Already Been Made 6:05 - SpaceX's Price-to-Sales Ratio vs. Nvidia, Palantir & Tesla 8:06 - Dot-com Comparisons: Cisco, Tesla & the Valuation Warning 10:07 - How Active Traders Can Play the IPO Volatility 12:08 - Why Buy-and-Hold Investors Should Wait for the Pullback If you want to own SpaceX stock, this video will help you think through when and how — not just whether. Subscribe for ongoing SpaceX IPO coverage as it unfolds. #SpaceXIPO #SpaceX #ElonMusk #StockMarket #SpaceXStock #StockMarketNews #InvestingTips #Palantir #Nvidia #MagSeven #QQQ #RetailInvesting #IPOStrategy #ValueInvesting #StockAnalysis #FinancialEducation #OpportunisticTrader 📈️3 Ways to Trade Smarter With Larry 1. Watch Larry’s Show LIVE + Get Daily Emails (Free) Access Trading With Larry Live at 8:30 a.m. ET before the market opens, plus get premarket insights by email every weekday. GET LIVE ACCESS AND FREE INSIGHTS NOW: https://www.tradingwithlarry.com/ 2. Get Larry’s Trade Setups! Get Larry’s trade recommendations, exclusive Friday “Ask Me Anything” sessions, his step-by-step options guide, and more with his One Ticker Trader advisory service. GET LARRY’S TRADE SETUPS NOW: https://secure.brownstoneresearch.com/?cid=MKT836807&eid=MKT838283&assetId=AST368515&page=3 3. Subscribe on YouTube Like, subscribe, and hit the bell 🔔 to get Larry’s daily trading videos and bonus clips. https://www.youtube.com/@opportunistictrader?sub_confirmation=1 👤 About Clint Brewer Clint Brewer brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 👤 About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 📢 Stay Connected 📢 - Email: [email protected] - Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

📍 In this episode: 🕒 Timestamps: 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

📍 In this episode: CPI came in below estimates — but don't let the headline fool you. Eric Shamilov and Clint Brewer break down why this market is operating under a completely different volatility regime, and what that means for how you should be trading right now. They cover the massive mean reversion unfolding in tech, why strong breadth doesn't matter when the Mag Seven are all down double digits, and what the SpaceX IPO and Nasdaq's rule changes could mean for QQQ vs. SPY. Then they walk through three specific trade setups: Google holding key support, Bitcoin refusing new lows, and a gold/dollar divergence that nobody else is talking about. 🕒 Timestamps: 4:15 - CPI Comes In Below Estimates 4:56 - Why This Market Regime Has Changed 7:28 - The Rotation Trade: What's Working Under the Hood 8:15 - Tech's 6-Standard-Deviation Extreme Explained 11:33 - Gamma Regime Shift: Why Dips Aren't Getting Bought 13:58 - SpaceX IPO and S&P 500 Inclusion Rules 17:21 - ES Levels and Today's Trading Plan 21:37 - How to Trade Call Spreads in a High-Vol Market 23:14 - VIX, CTAs, and the Negative Feedback Loop 25:33 - Trade Setup: Google 27:45 - Trade Setup: Bitcoin at $60K Support 31:22 - Trade Setup: Gold vs. Dollar Divergence 34:42 - Wrap-Up 👤About Larry Benedict Larry Benedict, a 40-year trading veteran and former billionaire hedge fund manager, delivered a 20-year winning streak to his clients through some of the worst market meltdowns. Now he helps everyday traders profit with hedge fund-level insights, strategies, and trade recommendations. 👤 About Eric Shamilov Eric Shamilov has over a decade of experience in trading and research. He began his career trading commodities for Henry Kaufman’s family office and later became the head trader of a quant-focused macro desk. More recently, he has been trading managed accounts for family offices and working alongside Larry Benedict. 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 brings 20 years of investment industry experience. That includes providing research for some of the largest institutions in the world, including Fidelity, Capital Group, and Citadel. He managed more than $2 billion in assets incorporating quantitative, fundamental, and technical disciplines. Clint also holds a bachelor’s and a master’s degree in finance. 📢 Stay Connected 📢 Email: [email protected] Website: https://www.opportunistictrader.com/ #LarryBenedict #OneTickerTrader #Trading #StockMarket #Volatility #FedMoves #Premarket DISCLOSURE Investing always involves the risk of loss. You should never invest more than you are willing to lose. Past results are no guarantee of any future result. Trading With Larry Live is presented by Opportunistic Trader. Opportunistic Trader is a publishing company and the indicators, strategies, reports, articles, and all other features of our products — including these videos — are provided for informational and educational purposes only. For this reason, 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 these videos, in our newsletters and reports, or on our website as personalized investment advice. If you have any questions or want more information about Opportunistic Trader and our policies, you can call our Member Services team Monday–Friday, 9 a.m.–5 p.m. ET at 888-206-3481 or email them at [email protected]

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ Everyone is talking about AI. Almost nobody is talking about power. But here's the reality: Every AI model. Every data center. Every chip factory. Needs electricity. And the amount of power required over the next decade could be far larger than most investors realize. We're talking about one of the biggest infrastructure buildouts in modern history. A surge in demand that could reshape: • the electrical grid • energy markets • industrial companies • and some of the biggest investment opportunities of the next decade So the real question is: What's the smartest way to invest in the AI boom? Is it the AI companies themselves... Or the businesses supplying the electricity that makes AI possible? In this episode, we break down: The coming power crisis... Why AI is creating an unprecedented surge in electricity demand... How GE Vernova became one of the biggest beneficiaries of this trend... And why one of the most overlooked opportunities in AI may have nothing to do with software at all. Welcome to the power behind the AI revolution. CAN'T WATCH THE FULL EPISODE? START HERE: 2:24 – The Coming Power Crisis 5:31 – Why AI Needs So Much Electricity 10:00 – How GE Vernova Wins 14:23 – The Grid Bottleneck 20:02 – The Natural Gas Advantage 37:00 – Is GE Vernova a Top Stock? 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Rob Spivey of Altimetry to answer one critical question: Could the biggest winners of the AI boom be power companies instead of AI companies? This conversation goes far beyond artificial intelligence. It's about: • electricity demand • data centers • power generation • natural gas • grid infrastructure • industrial investing • capital allocation • and one of the most important bottlenecks facing the future of AI We break down: • Why the U.S. power grid may be unprepared for the coming AI wave • The shocking amount of electricity AI data centers require • Why demand could exceed supply over the next decade • How decades of underinvestment created today's grid challenges • Why GE Vernova is uniquely positioned to benefit • The hidden opportunity inside electrification and transmission infrastructure • How transformer shortages are creating massive backlogs • Why natural gas may become the dominant source of new power generation • The oligopoly controlling the turbine market • Why GE's backlog provides unusual visibility into future growth • The competitive advantages that make GE difficult to disrupt • How management and capital allocation can create shareholder value • Why margins may expand much faster than investors expect • How Altimetry analyzes embedded expectations • And whether GE Vernova is still attractive after its massive run higher This isn't just a conversation about one stock. It's a deep dive into how AI, energy, infrastructure, and economics are colliding to create one of the biggest investment themes of the decade. 👤 ABOUT THE GUEST: Rob Spivey • Analyst at Altimetry • Expert in valuation, embedded expectations, and industrial businesses • Focused on identifying misunderstood opportunities with asymmetric upside • Specialist in energy infrastructure and long-term market 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 Could Trigger a Power Crisis 2:24 – The Coming Power Crisis 5:31 – Why AI Needs So Much Electricity 10:00 – How GE Vernova Wins 14:23 – The Grid Bottleneck 20:02 – The Natural Gas Advantage 37:00 – Is GE Vernova a Top Stock? 📅 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 #GEVernova #ArtificialIntelligence #AI #PowerGrid #DataCenters #NaturalGas #EnergyStocks #Infrastructure #Investing #StockMarket #Electricity #AIInfrastructure #EnergyTransition #WealthBuilding

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ Most people think professional wrestling and UFC are just entertainment. But behind the fights, storylines, and massive live events… there’s one of the most profitable media businesses in the world. We’re talking about TKO Group — the company that now controls both WWE and UFC. And what started as scripted wrestling and a controversial fighting league has evolved into a global sports entertainment empire worth tens of billions of dollars. From sold-out arenas and billion-dollar streaming deals… to superfans willing to spend hundreds — sometimes thousands — of dollars for live events… TKO has quietly become one of the most powerful monetization machines in entertainment. So the real question is: Is TKO just another media company… or one of the best long-term business models in the market today? In this episode, we break down: How WWE and UFC became cultural phenomena… Why fans are more loyal than almost any other audience… And how TKO turned attention into an incredibly profitable business. Welcome to the business of sports entertainment. CAN’T WATCH THE FULL EPISODE? START HERE: 1:10 – Wrestling’s Billion-Dollar Boom 7:05 – How UFC Took Over 14:20 – The TKO Empire 18:15 – Why Fans Spend So Much 21:40 – WWE’s Storytelling Machine 32:30 – Why TKO Prints Money 43:10 – Profiting From the White House Fight 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down to break down one critical question: How did WWE and UFC become one of the most profitable entertainment businesses in the world? This conversation goes far beyond wrestling and fighting. It’s about: • media rights • fan psychology • live event economics • storytelling • monopoly power • sports entertainment • and how attention becomes a massive business We break down: • How Vince McMahon transformed wrestling into a global business • Why UFC was once considered too controversial to survive • How Dana White helped bring UFC into the mainstream • The business strategy behind the TKO merger • Why WWE and UFC fans spend so much money • The psychology behind wrestling storylines and fan loyalty • How live events became major profit drivers • Why media rights are so valuable for TKO • The hidden economics behind sports entertainment margins • Why TKO is more scalable than traditional sports leagues • How the White House UFC event could become a massive marketing moment • And how investors might profit from the growing popularity of combat sports This isn’t just a conversation about wrestling or UFC. It’s a deep dive into how storytelling, fandom, media, and business economics combine to create one of the most unique companies in the market today. 👤 ABOUT THE GUEST: Sean Michael Cummings • Investor and media-focused market analyst • Expert in entertainment businesses, branding, and consumer behavior • Focused on identifying companies with powerful audience loyalty and long-term monetization potential 📈 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 – Intro 1:10 – Wrestling’s Billion-Dollar Boom 7:05 – How UFC Took Over 14:20 – The TKO Empire 18:15 – Why Fans Spend So Much 21:40 – WWE’s Storytelling Machine 32:30 – Why TKO Prints Money 43:10 – Profiting From the White House Fight 📅 This episode was recorded in May 19 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 #TKO #WWE #UFC #Investing #SportsBusiness #StockMarket #DanaWhite #VinceMcMahon #MediaRights #SportsEntertainment #WealthBuilding

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ The housing market used to be simple. Now it feels completely broken. Home prices exploded. Mortgage rates doubled. Affordability collapsed. And millions of Americans are wondering: Should I buy a home right now… or wait for prices to crash? But beneath all the chaos, one thing still drives the housing market: Supply and demand. And according to Brett Eversole, the U.S. may still be millions of homes short. That shortage could reshape housing prices, affordability, homebuilding stocks, and even the broader economy for years to come. In this episode, we break down: Why the housing market feels so strange… Why prices may not crash the way many people expect… And why one little-known homebuilder may be one of the greatest long-term stocks in America. Welcome to the economics behind the housing market. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – Why the Housing Market Feels Broken 1:38 – The Massive U.S. Housing Shortage 5:19 – Why Housing Prices Exploded 7:49 – The Real Reason We Don’t Build Enough Homes 13:46 – How Mortgage Rates Changed Everything 20:44 – Will Housing Prices Crash? 25:25 – The Best Homebuilding Stock in America 29:36 – The Genius Business Model Behind NVR 32:32 – One of the Greatest Stocks of the Past 30 Years 42:49 – Should You Buy a Rental Property? 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Brett Eversole to answer one of the most important financial questions in America today: What’s really happening in the housing market? This conversation goes far beyond mortgage rates and home prices. It’s about: • supply and demand • housing affordability • interest rates • real estate investing • demographic shifts • homebuilder economics • and how capital-efficient businesses create extraordinary long-term returns We break down: • Why the U.S. may be millions of homes short • How underbuilding created today’s affordability crisis • Why local politics and regulation make housing so difficult • The real impact of rising mortgage rates • Why the housing market is “frozen” • Whether home prices are likely to crash • Why some local housing markets are already correcting • The overlooked economics of homebuilding • How NVR built one of the greatest long-term stock records ever • Why asset-light business models outperform • The hidden risks of rental properties • Why owning builders may outperform owning real estate itself • And how understanding incentives helps explain the entire housing market This isn’t just a conversation about buying a house. It’s a deep dive into the economics, psychology, and investment opportunities shaping the future of housing in America. 👤 ABOUT THE GUEST: Brett Eversole • Editor of True Wealth • Macro-focused market analyst and trend follower • Specialist in real estate, market cycles, and long-term investing trends • Former analyst covering housing, commodities, biotech, and global macro opportunities 📈 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 Housing Market Feels Broken 1:38 – The Massive U.S. Housing Shortage 5:19 – Why Housing Prices Exploded 7:49 – The Real Reason We Don’t Build Enough Homes 13:46 – How Mortgage Rates Changed Everything 20:44 – Will Housing Prices Crash? 25:25 – The Best Homebuilding Stock in America 29:36 – The Genius Business Model Behind NVR 32:32 – One of the Greatest Stocks of the Past 30 Years 42:49 – Should You Buy a Rental Property? 📅 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 #HousingMarket #RealEstate #Investing #Homebuilders #NVR #MortgageRates #RealEstateInvesting #StockMarket #WealthBuilding #HousingCrisis #InterestRates #RentalProperties #Macro

⚡ Learn more about the AI power boom: AIpower2026.com 🔔 Gain an instant edge over Wall Street: TopStocksLetter.com Most investors think making money in the stock market is complicated. But the biggest opportunities often come down to something much simpler: Supply and demand. And right now, one of the most overlooked investment opportunities in the market isn’t another AI software company… It’s the infrastructure powering the entire AI revolution. From electricity and natural gas… to semiconductors and critical manufacturing bottlenecks… A massive wave of AI investment is colliding with years of underinvestment in the real economy. And the consequences could reshape entire industries. So the real question is: Where will the real money be made during the AI boom? In this episode, we break down the simple economic framework behind some of the biggest opportunities in the market today — and why understanding supply may matter far more than chasing hype. Welcome to the hidden infrastructure layer of AI. CAN’T WATCH THE FULL EPISODE? START HERE: 0:00 – How to Make Money in Markets 1:55 – Why Supply Matters More Than Demand 8:20 – How to Understand Any Stock 11:05 – The AI Power Boom 14:35 – Why a Power Shortage Is Coming 27:30 – The Overlooked Bet: Natural Gas 47:00 – ASML & The Top Stock Strategy: Where the Real Money Is Made 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Gabe Marshank to break down one critical question: How do you actually identify the biggest opportunities in the market before everyone else does? This isn’t just a conversation about AI. It’s about understanding: supply and demand capital cycles infrastructure bottlenecks and where economic incentives create massive opportunities And right now, AI is accelerating all of it. With: • Exploding electricity demand from AI data centers • Years of underinvestment in power infrastructure • Natural gas emerging as a critical bridge fuel • Semiconductor bottlenecks shaping the future of AI • And companies like Nvidia and ASML sitting at the center of it all …the market may be entering one of the biggest infrastructure booms in decades. We break down: • Why supply matters more than demand in investing • The easiest framework for understanding any stock • Why AI could dramatically increase electricity demand • The real reason a power shortage may be coming • Why natural gas may become one of the most important AI investments • How to identify “picks and shovels” opportunities during technology booms • Why the market is already signaling what’s coming next • The difference between owning “spenders” vs owning suppliers • Why ASML may be one of the most important companies in the world • How bottlenecks create extraordinary investment opportunities • The long-term risks to the energy grid and infrastructure system • And how simple economic thinking can outperform complicated investing narratives This isn’t just a conversation about stocks. It’s a deep dive into how AI, infrastructure, energy, and economics are converging to shape the next decade of investment opportunities. 👤 ABOUT THE GUEST: Gabe Marshank • Investor and macro-focused market analyst • Focused on long-term economic trends and asymmetric opportunities • Specialized in understanding supply-demand imbalances and market cycles 📈 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 – How to Make Money in Markets 1:55 – Why Supply Matters More Than Demand 8:20 – How to Understand Any Stock 11:05 – The AI Power Boom 14:35 – Why a Power Shortage Is Coming 27:30 – The Overlooked Bet: Natural Gas 47:00 – ASML & The Top Stock Strategy: Where the Real Money Is Made 📅 This episode was recorded in April 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 #Investing #AI #ASML #Nvidia #NaturalGas #Energy #StockMarket #ArtificialIntelligence #Infrastructure #Semiconductors #WealthBuilding