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

🔔 Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://stansberrydigest.com/ Is the world entering its most dangerous geopolitical and economic transition in decades? According to geopolitical strategist Peter Zeihan, the answer is yes. In this week's Stansberry Investor Hour, Dan Ferris sits down with bestselling author and geopolitical expert Peter Zeihan for a wide-ranging discussion on the wars, demographic shifts, energy shortages, and political upheaval that could reshape the global economy over the next decade. While many investors remain focused on interest rates and stock prices, Peter argues that the real story lies elsewhere. Globalization is breaking down. And the consequences could affect everything—from oil prices and supply chains to China's economy, America's industrial future, and the balance of global power. Peter explains: • Why the Middle East conflict could create a much larger energy crisis than markets expect • Why oil production can't simply be turned back on overnight • How drones are permanently changing modern warfare • Why Europe is rapidly preparing for a new security reality • And why investors should pay close attention to geopolitical risks—not just economic data The conversation begins with one of Peter's biggest concerns today: The world may be underestimating just how fragile the global energy system has become. Peter explains: • Why the Strait of Hormuz remains one of the world's biggest economic chokepoints • How refinery shutdowns and diesel shortages could impact global markets • Why energy infrastructure is becoming increasingly vulnerable • And why the next supply shock may look very different from previous oil crises But the discussion doesn't stop there. Dan and Peter also explore China's demographic crisis, the future of manufacturing, America's political transition, AI-powered warfare, Europe's changing defense strategy, and which countries may emerge stronger over the next decade. The discussion covers: • Why Peter believes China's population may be far smaller than official estimates • The demographic challenges facing the world's largest economies • How AI and autonomous drones are changing the future of warfare • Why Ukraine has become the world's testing ground for military innovation • The long-term outlook for globalization and international trade • Which countries Peter believes are best positioned for the future • Why industrial investment has slowed despite growing global uncertainty • The challenges facing U.S. manufacturing and infrastructure • How geopolitical instability could affect investors for years to come • And why the next decade may look nothing like the last Perhaps the biggest takeaway from the episode is this: The biggest investment risks may no longer come from the markets themselves. Instead, Peter argues that demographics, geopolitics, energy security, and global supply chains are becoming the forces that will shape economies—and investment opportunities—for decades to come. Whether or not all of Peter's predictions play out, understanding these structural shifts could help investors better prepare for an increasingly uncertain world. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why Geopolitics Matters More Than Ever 1:20 – The Iran Conflict & Global Oil Markets 11:00 – How Drones Are Changing Warfare Forever 22:45 – Is Ukraine Winning the Technology Race? 23:10 – Is China Really Collapsing? 34:10 – Why Birth Rates Matter for Investors 35:25 – Can Africa Become the Next Economic Power? 39:15 – Which Countries Will Thrive Over the Next Decade? 41:45 – Why U.S. Manufacturing Has Stalled 46:00 – The Coming Diesel & Energy Crunch 49:00 – Peter'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/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 --- --- --- Lilly is sitting at the center of a $150B weight-loss drug market exploding toward 2030, and its new peptide data is putting up numbers we've never seen before. We walk through why we're calling LLY a screaming buy even at $1,200, plus the conservative December credit spread (sell 1000 puts / buy 980 puts) that gives an 18% cushion if it just holds above $1,000. Then we shift to BMY — trading independent of the broader tape at 35% IV — with both a downside credit spread (sell 60/buy 55 puts) and an upside call spread (buy 70/sell 80 calls) on the table.This is exactly the kind of setup we trade live every day inside Masters in Trading — biotechs move on data, not headlines, which makes them one of the cleanest options trading plays in a volatile tape. 🔴 LIKE this video if you want the trade of the day 🚨 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 #StockMarketLive #LLY #BMY #EliLillyStock

📈 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 --- --- --- Nothing is cheap or expensive on its own. That's the law of the market, and it's the only framework that makes sense of what's happening across the major indexes right now. The QQQs are leaking below their 702 price anchor, while SPY and IWM notch multi-week lows of their own. Looked at separately, that price action looks ambiguous — but the spreads between these assets aren't ambiguous at all. Today Jonathan breaks down the Butterfly Spread — three NQ contracts against one ES, one YM, and two RTY — the cleanest read on the board for isolating Nasdaq-specific weakness from broad-market noise. He walks through the key setups building inside this ratio shift, how the crowd's favorite trades are being repriced in real time, and how each of the volatility indicators we track is holding up against it. 📈 What we cover today: — Why QQQ, SPY, and IWM are pricing three different stories right now — The Butterfly Spread build: 3 NQ vs. 1 ES, 1 YM, 2 RTY — What pure Nasdaq premium is signaling about the next leg — The volatility indicators confirming (or denying) the shift — Live Q&A; and trade setups from the Masters in Trading community 🚨 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 #ButterflySpread #QQQ #IWM #MarketAnalysis

📈 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

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

This week on **Being Exponential**, Luke Lango is joined by special guest **Louis Navellier** of *Navellier Market Buzz* for a deep dive into the sectors they believe are poised to lead the next leg of this bull market. From semiconductors and memory to AI infrastructure, energy, defense, and space, they break down where they're finding the biggest opportunities—and why today's market volatility could be creating attractive entry points for long-term investors. Luke and Louis discuss the companies and themes they're watching most closely, how the AI investment cycle continues to reshape the global economy, and why capital spending on data centers, power infrastructure, and next-generation computing may still be in the early innings. They also explore the growing importance of defense and space technologies, the energy demands of the AI revolution, and what investors should focus on as the market looks beyond the current selloff. If you're looking for the sectors with the potential to outperform over the coming years, this episode offers an in-depth look at the trends, technologies, and investment themes shaping the future. Louis Channel: https://www.youtube.com/@UCqm9Z0DfGXZ8oMF70ic3B1A 📍Timestamps📍 00:00 - Semi's Sector 3:15 - Memory Sector 8:37 - AI Infrastructure Sector 14:00 - Energy Sector 17:55 - Defense Sector 20:43 - Space Sector Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #LouisNavellier #Navellier #ArtificialIntelligence #AIStocks #StockMarket #Investing #GrowthStocks #Semiconductors #MemoryStocks #AIInfrastructure #DataCenters #Nvidia #Broadcom #AMD #Micron #EnergyStocks #DefenseStocks #SpaceStocks #SpaceEconomy #TechStocks #FutureOfAI #MarketAnalysis #LongTermInvesting #WealthBuilding #Innovation #Finance #InvestSmart #BullMarket

Has Wall Street become too bearish on AI? In this episode of Being Exponential, Luke Lango breaks down Google's latest earnings and explains why they may have fundamentally strengthened—not weakened—the long-term AI investment thesis. Despite persistent concerns about AI spending, valuations, and slowing momentum, Google's results point to an AI economy that continues to accelerate beneath the surface. Luke examines what Google's earnings reveal about AI monetization, cloud computing, Gemini, search, and AI infrastructure spending, and why the company's continued capital investment could be one of the clearest signals that the AI buildout is still in its early innings. He also tackles the growing disconnect between market sentiment and market fundamentals. While investors remain cautious following the recent AI selloff, Luke explains why bearish positioning often creates the best long-term buying opportunities—and why this environment looks more like a healthy reset than the end of the AI bull market. Finally, Luke shares what he's watching as Microsoft, Amazon, Meta, and other hyperscalers prepare to report earnings, why AI capital expenditures remain the most important metric for investors, and which areas of the AI ecosystem he believes offer the greatest upside from today's prices. If you're wondering whether the AI trade is breaking down—or simply setting up for its next major move—this episode provides the roadmap investors need. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, Big Tech earnings, macro trends, semiconductor stocks, and exponential technologies. 📍Timestamps📍 00:00 - Google's Earnings & The AI Sell Off 14:03 - Stocks We're Looking At Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #Google #GOOG #GoogleEarnings #AIStocks #BuyTheDip #AIInfrastructure #ArtificialIntelligence #BigTech #TechStocks #StockMarket #Investing #Semiconductors #GrowthStocks

In this episode of Being Exponential, Luke Lango breaks down five companies shaping the future of artificial intelligence, autonomous technology, cloud computing, and space innovation: Alphabet (GOOG), Tesla (TSLA), Intel (INTC), Nebius (NBIS), and SpaceX (SPCX). We begin with Google (GOOG) and the company's aggressive AI push. From Gemini, custom AI chips, and Google Cloud to the race for AI dominance, Luke explains why Alphabet remains one of the most important players in the AI infrastructure boom. Next, we dive into Tesla (TSLA) and the future of robotaxis, Optimus humanoid robots, autonomous driving, and Physical AI. Is Tesla evolving beyond an EV company into the world's leading AI and robotics platform? We also examine Intel (INTC) and whether the chipmaker can stage a comeback. As governments prioritize domestic semiconductor manufacturing and Intel expands its foundry ambitions, Luke discusses whether the company can reclaim relevance in the AI era. Then we turn to Nebius (NBIS), one of the fastest-growing AI-native cloud providers. As demand for GPU compute explodes, Luke explores whether Nebius can compete with hyperscalers and become a key beneficiary of the next wave of enterprise AI. Finally, we break down SpaceX (SPCX) and why its historic IPO could mark the beginning of a new era for the space economy. From Starlink, orbital compute, satellite communications, and defense technology to Elon Musk's ambitious long-term vision, Luke explains why SpaceX could become one of the defining technology companies of the next decade. From AI infrastructure, semiconductors, robotics, cloud computing, autonomous vehicles, and space technology to the biggest investment opportunities in exponential growth, this episode is packed with actionable insights for long-term investors. 🎧 Subscribe to Being Exponential with Luke Lango for weekly analysis on AI investing, tech stocks, macro trends, space innovation, and exponential technologies. 📍Timestamps📍 00:00 - GOOG 3:19 - TSLA 6:41 - INTC 8:55 - NBIS 10:59 - SPCX Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #BeingExponential #LukeLango #Google #GOOG #Tesla #TSLA #Intel #INTC #Nebius #NBIS #SpaceX #AIStocks #AIInfrastructure #TechStocks #StockMarket

Nvidia dropped 5% in a day and dragged the chip sector with it. Louie breaks down what's really going on, why he's still buying Google, and what he's watching this week: a Fed rate decision, Iran, and huge earnings from Seagate and Apple. Stanford link: https://www.youtube.com/watch?v=BBl8bNJP6ds CHAPTERS 00:00 – Nvidia's 5% drop & the "circular deals" controversy 02:11 – Is AMD holding up on its own? 03:06 – Still safe to buy Google? 03:38 – AT&T + D-Wave: quantum computing's next move 05:08 – Gold stocks Louie still trusts 05:44 – Will the Fed hike rates Wednesday? 06:42 – Is the Iran/U.S. fighting over? 07:42 – Earnings to watch: Seagate & Apple 09:00 – Q&A: Oracle, Bloom Energy, SNDK vs. MU 10:31 – Michael Burry's short on Micron 11:41 – Is a memory stock rally coming? 12:58 – Louie's take on Ciena 13:49 – Rare earth stocks: USAR, AG, FCX 15:24 – This week's 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 ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #Nvidia #StockMarket #AIStocks #FederalReserve #Investing Navellier & Associates owns Nvidia Corp (NVDA), Advanced Micro Devices, Inc.  (AMD), Barrick Mining Corporation (B), Kinross Gold Corporation (KGC), IonQ, Inc. (IONQ), D-Wave Quantum Inc. (QBTS), Rigetti Computing, Inc. (RGTI), Bloom Energy (BE), Alphabet Inc. Class A & C (GOOGL), HF Sinclair Corporation (DINO), Ciena Corporation (CIEN), Seagate Technology Holdings PLC (STX), Idaho Strategic Resources Inc (IDR), USA Rare Earth, Inc. Class A (USAR), and Micron Technology, Inc. (MU), in managed accounts.  A few accounts have Apple Inc (AAPL) in managed accounts per client request. We do not own Freeport Mc MoRan (FCX), or First Majestic Silver (AG).  Louis Navellier and his family own Nvidia Corp (NVDA), Advanced Micro Devices, Inc.  (AMD), Barrick Mining Corporation (B), Kinross Gold Corporation (KGC), IonQ, Inc. (IONQ), D-Wave Quantum Inc. (QBTS), Rigetti Computing, Inc. (RGTI), Bloom Energy (BE), Alphabet Inc. Class A & C (GOOGL), HF Sinclair Corporation (DINO), Ciena Corporation (CIEN), Seagate Technology Holdings PLC (STX), Idaho Strategic Resources Inc (IDR), USA Rare Earth, Inc. Class A (USAR), and Micron Technology, Inc. (MU),  via a Navellier managed account and Nvidia Corp (NVDA), and Apple in a personal account. They do not own Freeport Mc MoRan (FCX), or First Majestic Silver (AG).

The market had a volatile week—but while the Dow struggled, many AI infrastructure stocks continued to surge. In this episode of Navellier Market Buzz, Louie Navellier explains why his portfolio outperformed despite market volatility, why earnings season is becoming the biggest catalyst of the year, and why expanding AI infrastructure spending is creating opportunities far beyond Nvidia. Chapters 00:00 Why Our Portfolio Beat the Market 01:50 Why We Ignore the Benchmarks 03:00 Supermicro, Google & Comfort Systems Earnings 05:16 Alpha vs. Beta Investing Explained 06:58 Britain's Economy & Global Opportunities 08:17 Bond Vigilantes & America's Debt 10:19 Is Inflation Coming Back? 10:31 Why the Phillips Curve No Longer Works 12:01 Louie's Best Stocks to Buy Right Now 12:40 How Stock Grader Finds Winners 13:15 The Optimization Model Explained 14:37 Final Thoughts & Next Week's Gold Update 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #AIStocks #Supermicro #EarningsSeason #Investing #Nvidia #FederalReserve #StockMarketToday #GrowthStocks #Navellier Navellier & Associates owns Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A & C (GOOGL), Comfort Systems USA, Inc. (FIX), and GE Vernova Inc. (GEV), in managed accounts. A few accounts own Tesla (TSLA), and Meta Platforms Inc Class A (META), per client request.  We do not own Space Exploration Tech Corp (SPCX). Louie Navellier and his family own Nvidia (NVDA), Micron Technology, Inc. (MU), Eli Lilly and Company (LLY), Super Micro Computer, Inc. (SMCI), Alphabet Inc. Class A & C (GOOGL), Comfort Systems USA, Inc. (FIX), and GE Vernova Inc. (GEV),  via a Navellier managed account and Nvidia (NVDA), in a personal account. . They do not own Tesla (TSLA), Meta Platforms Inc Class A (META), or Space Exploration Tech Corp (SPCX), personally.

The market has been pulling back, AI stocks have been volatile, and many investors are wondering if it's time to sell—or buy. In this episode of Navellier Market Buzz, Louie Navellier explains why the recent weakness is a normal market correction ahead of earnings season and why he believes strong earnings growth could send many leading stocks significantly higher. We also answer your biggest investing questions, including: ✔️ Why the market pulled back ✔️ Is Nvidia still a buy? ✔️ Should you buy Supermicro after its decline? ✔️ Is Bloom Energy a buying opportunity? ✔️ Should investors sell covered calls? ✔️ The best time of day to buy stocks ✔️ How the midterm elections could affect markets ✔️ Why Louie continues to focus on fundamentals over market noise If you're investing in AI, semiconductors, infrastructure, or growth stocks, this episode is packed with actionable insights. Chapters 00:00 Why Is the Market Falling? 00:20 Is This Just a Normal Pullback? 01:38 How to Spot a Real Buying Opportunity 03:42 Bloom Energy: Buy or Avoid? 05:00 Is Nvidia Still the AI Leader? 06:28 Should You Buy EQT? 07:00 Will the Midterm Elections Affect Stocks? 08:09 What's Happening With Supermicro? 09:03 Should You Sell Covered Calls? 10:31 Covered Calls Explained 11:03 Best Time of Day to Buy Stocks 11:28 Louie's Biggest Advice for Investors 14:09 Final Thoughts: Why This Pullback Is Healthy 🔔 Subscribe to Navellier MarketBuzz for daily market analysis and stock picks: https://www.youtube.com/@NavellierMarketBuzz?sub_confirmation=1 📲 Follow us on social media: X (Twitter): https://x.com/NavMarketBuzz Instagram: https://www.instagram.com/navelliermarketbuzz Substack: https://substack.com/@louisnavellier ---------------------------------------------------------------------------------------------------- Get Your Copy of My Book Here: 👉 Sacred Truths of Investing https://a.co/d/0WXtqZr 💡 📊 Access Louis Navellier's FREE Market Tools & Commentary! Links Below! 🔹 Navellier's Stock Grader – Find Out How Your Stocks Rank Free! https://secure.investorplace.com/?cid=MKT772937&eid=MKT815588&assetId=AST353203&page=3 📈 Louis Navellier’s Market360 https://investorplace.com/market360/ 📩 Get Market Updates Straight to Your Inbox! https://navellier.com/market-mail/ 🔍 Navellier Graders – Deep Stock Analysis https://www.navelliergrader.com/nsd/ #StockMarket #Investing #AIStocks #Nvidia #BuyTheDip #EarningsSeason #GrowthStocks #StockMarketToday #Navellier #LongTermInvesting Navellier & Associates owns Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Bloom Energy Corporation Class A (BE), Procter & Gamble Company (PG), Sezzle Inc. (SEZL), and Kroger Co. (KR), in managed accounts and some accounts own Apple Inc (AAPL), and Microsoft Corporation (MSFT). We do not own  EQT Corp (EQT), in managed accounts. Louis Navellier and his family own Nvidia (NVDA), Super Micro Computer, Inc. (SMCI), Micron Technology, Inc. (MU), Bloom Energy Corporation Class A (BE),   Procter & Gamble Company (PG), Sezzle Inc. (SEZL), and Kroger Co. (KR),  via a Navellier managed account and Nvidia (NVDA), and Apple (AAPL) in a personal account. They do not own EQT Corp (EQT), or Microsoft Corporation (MSFT), personally.

AI stocks continue delivering incredible earnings—but many of the biggest winners are still selling off. What's the market trying to tell investors? In this episode of Navellier Market Buzz, Crystal Navellier and Louie Navellier are joined by technology analyst Tiernan Ray to discuss one of the biggest risks facing the AI boom. Video Chapters: 00:00 AI Stocks Sell Off Despite Strong Earnings 00:19 Tiernan Ray Joins Navellier Market Buzz 00:40 ASML & TSMC Earnings: Why AI Chip Stocks Dropped 02:14 AI Infrastructure Stocks vs AI Software Stocks 03:25 Elon Musk's Power Strategy for AI Data Centers 04:30 Data Center Moratorium: The Biggest AI Growth Risk? 07:46 AI Tokens Explained: How ChatGPT Makes Money 09:44 AI Token Deflation & OpenAI's Business Model 11:28 Could OpenAI, Anthropic & Meta Face AI Pricing Pressure? 13:56 Top Semiconductor Stocks for the AI Boom 15:43 Tiernan Ray's Favorite Long-Term Tech Investments 16:04 Technology Letter & Where to Follow Tiernan Ray 16:22 Like, Subscribe & More AI Investing Updates 🔔 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/ #AI #Nvidia #StockMarket #Investing #Semiconductors #OpenAI #DataCenters #ArtificialIntelligence #TechStocks #MarketBuzz

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

When Algorithms Control Every Market Move: https://www.youtube.com/watch?v=J7EYHiNEVAY Fed, Inflation & Interest Rates: https://www.youtube.com/playlist?list=PLJazk_1wSKko #LarryBenedict #FedRateDecision #InterestRates #Nasdaq 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/

After running a desk of about 500 traders, Larry Benedict says who survives has little to do with being the smartest person in the room. It comes down to temperament: taking real risk while still respecting it, trading a size you can actually sit through, and never letting one bad day tip you into revenge trading. What separates traders who last from the ones who blow up? Larry's take is discipline over raw horsepower. The ones who survive can be aggressive and a little scared at the same time, they keep their size small enough that a swing can't force them out, and they step away before a loss turns personal. Watch the full episode: https://www.youtube.com/watch?v=9bnCx9RbMK4 #Trading #TradingPsychology #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/

The Hidden Pressure Behind Record Highs: https://www.youtube.com/watch?v=ftuukOW-IgI Market Crash, Volatility & Warnings: https://www.youtube.com/playlist?list=PLLXIIxWvJm9o #LarryBenedict #KoreaStockMarket #NasdaqCorrection #StockMarketCrash #MicronStock 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 South Korea's stock market crash could be a warning sign for U.S. stocks on Trading With Larry Live. On July 28, 2026, Larry Benedict and Eric Shamilov broke down South Korea's KOSPI plunging from above 9,000 to below 6,000, a drop of more than 40% from its high. Larry also says the Fed is 100% not raising rates at this week's meeting, even as Micron's (MU) wild swings keep driving the Nasdaq around. KEY QUESTIONS Why is Larry Benedict watching South Korea's stock market crash? Larry Benedict flagged the KOSPI's single overnight drop of about 10% on July 28, 2026, calling it a preview of how fast U.S. indexes could unravel if the same kind of algorithmic selling hits Wall Street. Is the Nasdaq actually in a correction right now? Larry Benedict says yes. As of July 28, 2026, the Nasdaq is down 8.6% from its highest close, even as the S&P stays calm. Why does Larry Benedict say Micron is running the entire stock market? Micron (MU) is swinging up or down about $50 a day on razor-thin liquidity as of July 28, 2026. Larry says that one stock is moving the Nasdaq more than any other Mag Seven name. MARKET SNAPSHOT As of July 2026: Nasdaq down 8.6% from its high; KOSPI down more than 40% and trading below 6,000; WTI crude at $81.35 per barrel; 10-year Treasury yield near 4.73%, stabilizing. "There is no human being, no thinking mind that is trading right now." - Larry Benedict CHAPTERS 0:00 Nasdaq Correction Debate Begins 5:35 Is This Really a Technical Correction 14:04 Long the Equally Weighted S&P Trade 15:15 Seagate Earnings Preview Tonight 18:30 Korea's KOSPI Crash Explained 20:41 Nvidia's Market Cap Dwarfs Boeing 27:19 Micron's Wall Street Target-Chasing Frenzy 37:28 Credit Default Swaps Flash Mag Seven Risk 39:01 SpaceX Short Thesis and Poster Child Warning 41:10 Why Micron Is Running the Market 43:16 Fed Meeting Odds Against a Rate Hike 45:57 No Human Is Trading This Market WATCH NEXT Zero Fear Pricing Signals Hidden Risk: https://www.youtube.com/watch?v=YfKTy4ZZCqY The Hidden Pressure Behind Record Highs: https://www.youtube.com/watch?v=ftuukOW-IgI Market Crash, Volatility & Warnings: https://www.youtube.com/playlist?list=PLLXIIxWvJm9o #LarryBenedict #KoreaStockMarket #NasdaqCorrection #StockMarketCrash #MicronStock 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/

🔔 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

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ Most investors think AI runs on chips. They're wrong. AI runs on electricity. And when the power goes out... It runs on diesel. Right now, a little-known shortage is quietly developing in one of the most important commodities in the global economy. Diesel powers: • trucks • trains • ships • pipelines • farms • military equipment • and the backup generators that keep America's AI data centers online And according to recent reports... The United States may have only 20 days of diesel supply in reserve. So the real question is: What happens if diesel inventories keep falling... And how can investors position themselves before the rest of Wall Street catches on? In this episode, we break down: Why AI is creating a new source of diesel demand... Why refinery capacity is disappearing... How Middle East disruptions could make the situation worse... And why one overlooked group of stocks could be among the biggest beneficiaries. Welcome to the hidden fuel behind the AI revolution. CAN'T WATCH THE FULL EPISODE? START HERE: 2:26 – AI's Hidden Diesel Crisis 11:07 – The Diesel Supply Crunch 16:22 – Why America Can't Build New Refineries 20:24 – The Economy Runs on Diesel 26:14 – How to Profit From the Diesel Shortage 28:35 – The New Magnificent Seven 30:00 – Why Marathon Is a Top Stock 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Dan Ferris to answer one critical question: Could a diesel shortage become one of the most important investment stories of the next several years? This conversation goes far beyond energy. It's about: • AI infrastructure • data centers • diesel demand • refinery economics • commodity investing • energy security • capital allocation • and one of the most overlooked supply shortages in America We break down: • Why AI data centers rely heavily on diesel backup generators • The surprising connection between artificial intelligence and fuel demand • Why the U.S. may have only 20 days of diesel supply in reserve • How refinery shutdowns have reduced domestic fuel production • Why diesel inventories could fall to levels not seen since the 1960s • The impact of disruptions in the Strait of Hormuz • Why diesel can actually go bad if it sits too long • How supply shortages affect transportation, agriculture, and manufacturing • Why America hasn't built a major refinery in decades • The economics behind refinery construction and permitting • Why some energy companies are positioned to benefit • Dan's case for Marathon Petroleum and Valero • The investment implications of higher diesel prices • What the "New Magnificent Seven" really means • Why the next AI winners may be physical infrastructure companies instead of software businesses • And whether Marathon Petroleum deserves a place among today's top stocks This isn't just a conversation about diesel. It's a deep dive into how AI, energy, infrastructure, and commodity markets are colliding to create one of the most misunderstood opportunities in the market today. 👤 ABOUT THE GUEST: Dan Ferris • Host of Stansberry Investor Hour • Editor of Extreme Value • Long-time value investor and macro analyst • Specialist in commodities, capital cycles, and overlooked 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 – America May Be Running Out of Diesel 2:26 – AI's Hidden Diesel Crisis 11:07 – The Diesel Supply Crunch 16:22 – Why America Can't Build New Refineries 20:24 – The Economy Runs on Diesel 26:14 – How to Profit From the Diesel Shortage 28:35 – The New Magnificent Seven 30:00 – Why Marathon Is 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 #Diesel #EnergyCrisis #MarathonPetroleum #OilStocks #Investing #StockMarket #AI #ArtificialIntelligence #DataCenters #EnergyStocks #CommodityInvesting #Refineries #ExxonMobil #Valero #EnergySecurity #WealthBuilding #OilAndGas