📈 Watch Dan's New Presentation on Trump's July 4 Announcement Discover why Dan believes July 4 could mark one of the biggest shifts in U.S. monetary history—and what it could mean for your investments. here: https://www.DanMessage.com/ 🔔 Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://stansberrydigest.com/ Could President Trump be preparing to make one of the biggest monetary announcements in modern U.S. history? According to precious metals expert Andy Schectman, the answer may be yes. In this week's Stansberry Investor Hour, Dan Ferris sits down with Andy Schectman, CEO of Miles Franklin Precious Metals, for a fascinating conversation about the physical gold market, the future of the U.S. dollar, and why Andy believes July 4, 2026, could become a historic turning point for America's financial system. While most investors are focused on falling gold and silver prices, Andy argues they're watching the wrong signal. Behind the scenes, central banks, institutional investors, and sophisticated traders continue taking physical delivery of gold and silver at record levels—a trend he believes tells a far more important story than short-term price movements. Andy argues that the biggest story in finance isn't the price of gold... It's who keeps buying it. Andy explains: • Why record physical gold deliveries are happening despite falling prices • The massive difference between paper gold and physical gold ownership • Why central banks continue accumulating gold at an unprecedented pace • How China is quietly reshaping the global monetary system • And why the mainstream media may be overlooking one of the biggest financial stories in decades The conversation begins with one of Andy's boldest predictions yet: President Trump could announce a gold-linked Treasury initiative on July 4. Andy explains: • Why he believes gold-backed Treasury bonds could become reality • How a weaker dollar could help revive American manufacturing • The role stablecoins may play in creating new demand for U.S. Treasuries • And why gold could become increasingly integrated into the global financial system But the discussion doesn't stop there. Dan and Andy also explore inflation, central bank policy, Bitcoin, AI, the future of manufacturing, and why investors should rethink what it really means to preserve wealth. The discussion covers: • Why physical gold demand remains historically strong • Record gold and silver deliveries through the COMEX • China's accelerating accumulation of precious metals • How ETF flows can mask what's happening in the physical market • Why central banks continue repatriating their gold reserves • The long-term outlook for the U.S. dollar • How AI could reshape manufacturing and the labor market • The similarities—and differences—between Bitcoin and gold • Why Andy believes investors should own real assets instead of cash • And what could happen if America moves toward a new monetary framework Perhaps the biggest takeaway from the episode is this: Price isn't always reality. While headlines focus on short-term volatility, Andy believes the world's largest and most sophisticated investors are positioning for a very different future—one where gold once again plays a central role in the global financial system. Whether or not his July 4 prediction comes true, Andy argues that investors who understand what's happening beneath the surface may be better prepared for the next chapter of the global economy. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Why July 4 Could Change Everything 0:55 – Is It Time to Buy the Gold Dip? 2:20 – Record Physical Gold Deliveries Explained 9:25 – Why Gold Prices May Be Misleading 17:05 – Why Central Banks Keep Buying Gold 23:55 – Gold vs. Inflation & Preserving Wealth 27:35 – Gold vs. Bitcoin 31:40 – Trump's Manufacturing Plan 34:10 – The End of Dollar Dominance? 36:55 – Stablecoins, Treasuries & Gold 40:05 – Could Gold-Backed Treasury Bonds Be Coming? 46:00 – Dan's Thoughts on AI & the Economy 49:05 – Andy's Final Advice for Investors

📈 Watch Dan’s Complete MAG 7 Presentation Get the full breakdown of the market’s most influential stocks. 👉 Watch now: https://backdoorprofits2026.com/ 🔔 Get an Instant Edge Over Wall Street Stay ahead with timely market insights and analysis. 👉 Learn more: https://stansberrydigest.com/ 📊 Follow Top Stocks with Matt Weinschenk Market analysis, stock ideas, and investing insights delivered regularly. 👉 Subscribe: https://youtube.com/@topstocksofficial?si=IcIwbXluE6tJo8OR Could one of the biggest investment opportunities of the next decade be hiding in the most overlooked corner of the economy? According to Top Stocks editor Matt Weinschenk, the answer may be yes. In this special crossover episode of the Stansberry Investor Hour and Top Stocks, Dan Ferris sits down with Matt Weinschenk for a wide-ranging discussion on a growing diesel fuel crisis, the energy demands of artificial intelligence, and why the next generation of market winners may look nothing like today's Magnificent Seven. As AI data centers continue to spread across the country, Matt argues that investors are focusing on the wrong side of the story. While Wall Street obsesses over software, chips, and AI models, the real bottleneck may be the physical infrastructure required to keep the entire system running. Matt explains why diesel fuel, refining capacity, and energy infrastructure could become some of the most important investment themes of the coming years. Matt argues that we're entering an era where the "world of bits" is colliding with the "world of atoms": • Why AI's biggest challenge may be energy—not technology • How shrinking refining capacity is creating supply risks for diesel fuel • The surprising connection between data centers and diesel demand • Why diesel inventories have fallen to historically low levels • And how geopolitical events could further tighten already strained energy markets The conversation begins with one of Matt's most important observations: The AI boom isn't just a digital story—it's a physical one. Matt explains: • Why more than 90% of data centers rely on diesel backup generators • How a major power outage could trigger a sudden surge in diesel demand • Why years of refinery closures have created a supply-side problem • And why investors may be underestimating the importance of physical infrastructure But the discussion doesn't stop there. Dan and Matt also dive into energy markets, commodity investing, capital allocation, and the investment opportunities emerging from AI's growing appetite for electricity and raw materials. The discussion covers: • Why diesel inventories are approaching critically low levels • The impact of refinery closures across the United States • How disruptions in the Strait of Hormuz could affect global energy markets • Why ExxonMobil remains one of the best-run companies in the energy sector • The investment case for refiners like Marathon Petroleum and Valero • How data centers are creating a new source of long-term energy demand • Why commodity businesses with disciplined management deserve more attention • The concept behind Matt's "New Magnificent Seven" • Why copper, uranium, energy, and industrial infrastructure could become major winners • And how the physical economy may benefit from trends investors currently view as purely digital Perhaps the biggest takeaway from the episode is this: The next great investment opportunities may come from the businesses that make technological progress possible. AI may dominate the headlines. But behind every data center, every semiconductor, and every breakthrough model is a vast network of physical assets, energy systems, and industrial infrastructure. Matt believes investors who understand that connection may be positioned for some of the biggest opportunities of the next decade. CAN'T WATCH THE FULL EPISODE? START HERE: 0:00 – Intro & Special Crossover Episode 2:00 – Why Matt Started Researching AI 4:30 – The Energy Bottleneck Behind Artificial Intelligence 7:00 – Diesel Demand, Data Centers & Refining Capacity 10:00 – The Impact of Middle East Energy Disruptions 13:00 – Why Diesel Inventories Are So Low 16:00 – Can America Build New Refineries? 20:00 – Why Diesel Powers the Economy 23:00 – Energy Markets, Commodities & Inflation 26:00 – How Investors Can Profit From the Diesel Shortage 28:00 – Marathon Petroleum, Valero & ExxonMobil 30:00 – The New Magnificent Seven 33:00 – The Future of the "Atoms Economy" 34:00 – Final Thoughts

🔔 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

📈 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 --- --- --- Stanley Druckenmiller filed his Q1 2026 13F — 54 position changes, $3.38B AUM, and one stock now holds 18% of his entire book. That's the loudest concentration signal in the filing. The headlines completely missed it.Jonathan breaks down the full filing live — the 433% Argentina stake, the AI underweight, and the 3 takeaways every trader needs before H2 2026. 🚨 JOIN THE FREE UOA CHALLENGE → https://investorplace.com/challenge2025👍 Like this for today's trade of the day 💬 Drop your questions below — we go live every market day at 11 AM ET #UnusualOptionsActivity, #OptionsTrading, #MastersInTradingLive, #JonathanRose, #Druckenmiller, #13F, #SmartMoney, #OptionsFlow, #MacroTrading, #StockMarket

📈 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 --- --- --- The market is news-driven and volatile, but the framework doesn't change: find the line, trade the side. SPY needs to hold 732 and break 739. QQQ has support at 702–705 with resistance at 720. IWM is the strongest index on the board. When the VVIX is falling, uncertainty is draining — and that's when markets rally. Jonathan Rose breaks down these macro economic factors - plus two high-conviction setups: Lilly (LLY) as a structural long on GLP-1 dominance, and STRC — a MicroStrategy preferred stock trading at a massive discount to par with a 15% dividend yield and 40%+ total return potential. 🔔 Join us LIVE every market day at 11:00 AM ET for Masters in Trading LIVE — professional-grade trade setups, unusual options activity, and real-time market analysis. 🎯 Hit 150 likes in the livestream and we'll drop 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 #SPY #QQQ #LinesInTheSand #VVIX #EliLilly #GLP1

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

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

In this episode of Being Exponential, Luke Lango breaks down five companies at the forefront of some of the market's biggest long-term investment themes: space infrastructure, artificial intelligence, data center power, robotics, and AI computing. We begin with Rocket Lab (RKLB) and why it continues to emerge as one of the strongest public plays on the rapidly expanding space economy. From launch services and defense contracts to satellite systems and the highly anticipated Neutron rocket, Luke explains why Rocket Lab could be a major long-term winner alongside the continued growth of commercial space. Next, we dive into Meta (META) and its massive AI ambitions. As one of the world's largest investors in AI infrastructure, large language models, AI agents, and smart wearables, Meta is positioning itself to compete directly with OpenAI, Google, and Anthropic in the race to dominate consumer AI. We also discuss Bloom Energy (BE) and why the AI revolution isn't just about chips—it's also about power. As hyperscalers build more AI data centers than ever before, Bloom's fuel cell technology could play a critical role in meeting the enormous energy demands of next-generation AI infrastructure. Then we turn to Ouster (OUST) and the future of Physical AI. From autonomous vehicles and industrial robotics to smart infrastructure and defense applications, Luke explains why LiDAR technology could become an essential building block of the automation economy. Finally, we break down Super Micro Computer (SMCI), one of the biggest beneficiaries of the AI infrastructure boom. As demand for AI servers, liquid cooling, and high-performance computing accelerates, Luke discusses whether Supermicro remains one of the best ways to capitalize on enterprise AI spending. From AI infrastructure, semiconductors, robotics, autonomous systems, space technology, and energy to the next generation of exponential growth, this episode covers the companies driving tomorrow's economy. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macro trends, space stocks, and exponential technologies. 📍Timestamps📍 00:00 - RKLB 4:48 - META 8:42 - BE 12:52 - OUST 18:10 - SMCI Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags

Is the recent AI stock selloff the beginning of the end—or the buying opportunity of a generation? In this episode of Being Exponential, Luke Lango explains why he believes the latest correction in AI stocks, semiconductors, and AI infrastructure is not a reason to panic, but a chance for long-term investors to position themselves for the next leg of the AI revolution. Luke compares today's AI market to the dot-com era, separating fact from fiction and explaining why the current AI cycle is fundamentally different. Are we witnessing a replay of the internet bubble—or are we still in the early innings of a multi-decade technology transformation? Next, Luke analyzes market sentiment and why, despite recent volatility, the tape simply isn't hot enough to signal a true market top. From institutional positioning and investor psychology to AI capital expenditures and earnings growth, he breaks down the indicators he believes investors should actually be watching. Finally, Luke reveals the sectors and stocks he believes are best positioned to outperform as the AI bull market resumes. From AI infrastructure, semiconductors, memory, networking, and Edge AI to the companies leading the next phase of artificial intelligence, he shares where he sees the biggest opportunities following the pullback. If you're wondering whether to buy the dip, rotate into AI leaders, or prepare for what's next in the market, this episode is packed with actionable insights. 🎧 Subscribe to Being Exponential with Luke Lango for weekly analysis on AI investing, tech stocks, macro trends, semiconductors, and exponential technologies. 📍Timestamps📍 00:00 - AI Sell Off 13:30 - Stocks To Consider Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #AIStocks #BuyTheDip #StockMarket #ArtificialIntelligence #Semiconductors #Nvidia #TechStocks #MarketCorrection #AIInfrastructure #GrowthStocks #Investing #Broadcom #Micron

In this episode of Being Exponential, Luke Lango breaks down five companies shaping the future of artificial intelligence, semiconductors, quantum computing, and cloud infrastructure: Micron (MU), Qualcomm (QCOM), Cerebras (CBRS), IonQ (IONQ), and Alphabet (GOOG). We begin with Micron (MU) and why the AI memory boom is still one of the strongest secular investment themes. As demand for HBM, DRAM, and next-generation memory continues to surge, Luke explains what it means for AI infrastructure and semiconductor stocks. Next, we dive into Qualcomm (QCOM) and the future of Edge AI. From AI smartphones and PCs to autonomous vehicles and connected devices, Luke discusses why inference at the edge could be the next major growth wave—and where Qualcomm fits into that ecosystem. Then we turn to Cerebras (CBRS) and its disruptive approach to AI computing. Can wafer-scale processors challenge Nvidia's dominance, and what role could Cerebras play as enterprises seek faster, more efficient AI training and inference? We also examine IonQ (IONQ) and the latest developments in quantum computing. As governments and tech giants ramp up investment in quantum technologies, Luke explores whether the recent momentum is the beginning of a long-term growth story or simply the next speculative cycle. Finally, we cover Alphabet (GOOG) and its expanding AI strategy. From Gemini and cloud AI to custom silicon and AI infrastructure, Luke breaks down Google's competitive position in the race against OpenAI, Anthropic, Microsoft, and Meta—and what it means for investors. From AI stocks, semiconductors, quantum computing, cloud infrastructure, and Edge AI to the future of exponential technologies, this episode covers the trends driving tomorrow's market leaders. 🎧 Subscribe to Being Exponential with Luke Lango for weekly insights on AI investing, tech stocks, macro trends, and exponential growth opportunities. 📍Timestamps📍 00:00 - MU 2:05 - QCOM 4:40 - CBRS 6:46 - IONQ 8:07 - GOOG Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #hashtags #Micron #MU #Qualcomm #QCOM #Cerebras #IONQ #GoogleAI #GOOG #AIStocks #QuantumComputing #Semiconductors #AIInfrastructure #StockMarket

In this special Subscriber Q&A Edition of Being Exponential, Luke Lango answers some of the most important investing questions from the community, covering everything from financial statement analysis to some of the market's most exciting AI, energy, defense, and space stocks. We begin by breaking down one of Wall Street's most misunderstood metrics: EBIT vs. EBITDA. What do these profitability measures actually tell investors, when should you use them, and why do growth companies, infrastructure plays, and technology firms often emphasize EBITDA over traditional earnings? Next, Luke tackles questions on Redwire (RDW) and whether the investment thesis remains intact following the historic SpaceX IPO. As the space economy, orbital infrastructure, defense spending, and AI-driven space technologies continue to expand, where does Redwire fit into the long-term opportunity? We also discuss BWX Technologies (BWXT) and the growing role of nuclear power in an AI-driven world. With data center energy demand exploding, could nuclear energy become a critical piece of the future AI infrastructure stack? Then we dive into Bloom Energy (BE) and why fuel cells, distributed power generation, and energy resiliency are becoming increasingly important as hyperscalers race to power the next generation of AI data centers. Finally, Luke shares his latest thoughts on Micron (MU) and the ongoing AI memory boom. As demand for HBM, DRAM, and AI storage continues to surge, is Micron still one of the best ways to play the AI infrastructure buildout? From AI stocks, nuclear energy, memory stocks, space stocks, and data center power to fundamental investing concepts like EBITDA, this episode is packed with actionable insights for long-term investors. 🎧 Subscribe to Being Exponential with Luke Lango for weekly discussions on AI investing, tech stocks, macro trends, energy infrastructure, and exponential technologies. 📍Timestamps📍 00:00 - EBIT Vs. EBITDA 2:29 - RDW 3:57 - BWXT 6:20 - BE 8:26 - MU Visit Our Website: https://investorplace.com/hypergrowthinvesting/ 🔔 Subscribe: https://www.youtube.com/c/HypergrowthInvesting?sub_confirmation=1 #artificialintelligence #RDW #BWXT #BloomEnergy #Micron #MU #AIStocks #SpaceStocks #NuclearEnergy #AIInfrastructure #Semiconductors #StockMarket #Investing #TechStocks

SpaceX just joined the Russell 1000. Semiconductors surged 41.6% in Q2. And Louie Navellier thinks Q3 is going to be even stronger. This week: the ECB's AI crash warning, Trump's 100% tariff threat on Europe, and why Louie is still calling every AI dip a buying opportunity — even with Jeremy Grantham saying this is the most expensive market in American history. Plus: two stocks Louie likes right now (Ciena and Celestica), subscriber questions on Palantir, SMCI, MP Materials, the housing market, and whether gold is losing its mojo to a surging dollar. 0:00 Intro — SpaceX, tariffs, and why Louie's still bullish 0:22 Kevin Warsh vs. ECB President Lagarde 1:30 Trump's 100% tariff threat — does he mean it? 2:47 is the AI dip still a buy? 3:58 "the most expensive market in history" 5:56 Two stocks to buy now: 7:08 is gold losing its mojo to a strong dollar? 8:42 Is Louie trimming his gold stocks? 9:20 Subscriber Q — MP Materials: buy, hold, or sell? 11:03 Subscriber Q — Palantir: good entry point or time to get out? 12:32 Subscriber Q — SMCI: what's going on behind the scenes? 14:30 Subscriber Q — housing market outlook for summer and beyond 15:27 SpaceX, Russell 1000, and why semis are still the trade heading into Q3 🔔 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 #AIstocks #StockMarket #Investing #Palantir #Micron #Nvidia #SMCI #SpaceX #Semiconductors #GoldStocks Navellier & Associates owns NVIDIA Corporation (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc. (AAPL), Ciena Corporation (CIEN), Celestica Inc. (CLS),  Microsoft Corporation (MSFT), Palantir Technologies Inc. Class A (PLTR),  AppLovin Corp. Class A (APP), and Micron Technology, Inc. (MU), in managed accounts. We do not own MP Materials Corp Class A (MP), or own Space Exploration Tech Corp (SPCX), in managed accounts.  Louis Navellier and his family own NVIDIA Corporation (NVDA), Super Micro Computer, Inc. (SMCI), Apple Inc. (AAPL), Ciena Corporation (CIEN), Celestica Inc. (CLS),  Microsoft Corporation (MSFT), Palantir Technologies Inc. Class A (PLTR),  AppLovin Corp. Class A (APP), and Micron Technology, Inc. (MU), via a Navellier managed account and NVIDIA Corporation (NVDA), and  Apple Inc. (AAPL), in a personal account.

Is the AI trade really over—or is it simply shifting? In this episode of Navellier's Market Buzz, former Wall Street specialist Jason Bodner joins Louie and Crystal Navellier to discuss: • Why Micron has become one of the market's new leaders• The AI memory shortage that could last through 2028• Why Apple and Microsoft are already raising prices• The Japanese carry trade and why the yen remains weak• How earnings growth—not falling stock prices—can lower P/E ratios• The Big Money Index and where institutional investors are moving capital• Space infrastructure, photonics, and the next AI investment themes If you're investing in AI, semiconductors, technology, or growth stocks, this episode breaks down where institutional money may be flowing next. CHAPTERS 00:00 Intro 00:59 Why AI leadership is shifting 01:37 Micron's explosive earnings 02:08 Why the AI memory shortage could last until 2028 02:53 Japan's economy and AI productivity 03:41 The weakening Japanese yen 05:01 Understanding the carry trade 06:24 Was Micron's selloff manufactured? 07:51 Why rising earnings lower P/E ratios 09:12 UAP disclosure conference 12:48 Space investing opportunities 14:50 Jason's Big Money Index 16:23 Why equal-weight stocks are outperforming 17:00 Final thoughts 🔔 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 #AI #Micron #Stocks #Investing #StockMarket #Semiconductors #ArtificialIntelligence #MarketBeat #Nasdaq #TechStocks #MemoryStocks

Everybody wants to know the same thing: What is Louie buying right now? In this week's Market Buzz, Louie opens up his portfolio and walks through the four sectors where he's finding the strongest opportunities today. CHAPTERS 00:00 Inside Louie's Portfolio 00:42 Why Louie Is Buying More Stocks 01:20 Portfolio Sector #1: AI Stocks 02:20 Portfolio Sector #2: Tankers & Energy Stocks 03:05 Portfolio Sector #3: Refiners 03:35 Portfolio Sector #4: Materials Stocks 04:45 The AI Infrastructure Stocks Louie Loves 06:00 Why Earnings Matter More Than Hype 07:00 Russell Reconstitution & Small Caps 08:25 Summer Market Outlook 11:13 AUPH Stock Analysis 12:00 Are Memory Stocks Still a Buy? 12:22 Should Investors Worry About AI Stocks? 13:35 Final Portfolio Takeaways 🔔 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 #AIStocks #StockMarket #Investing #AIStocks #EnergyStocks #GrowthStocks #StockMarketNews #Portfolio #MarketBuzz #LouieNavellier

4,000 new SpaceX millionaires just got made overnight — but their shares unlock soon, and that could change everything. Luke Lingo joins us to break down what happens when the lockup expires, why Rocket Lab insiders sold hard right before the SpaceX IPO priced, and when SpaceX might actually turn a profit (hint: it all comes down to Starship). We also get into the energy bottleneck behind the entire AI trade, why traditional space stocks like Rocket Lab, Planet Labs, and ASTS got crushed as proxies once SpaceX went public — and why Luke thinks that's now a buy-the-dip setup. Plus: the US-China retail sales split, where inflation and Fed cuts are headed, two consumer stocks flying under the radar, and why Christine Lagarde's AI warning at the G7 has Luke watching Europe closely. 🚀 TIMESTAMPS 00:00 – 4,000 new SpaceX millionaires (and the catch) 00:21 – Inside the SpaceX IPO from a Caltech insider's view 01:00 – Why Rocket Lab insiders sold before SpaceX priced 02:28 – When will SpaceX actually be profitable? 04:07 – The UAP conference and the real energy bottleneck 05:34 – US retail sales jump vs. China's slump 06:51 – The $800B hyperscaler CapEx trade, explained 08:15 – Where inflation and Fed cuts go from here 09:36 – 2 consumer stocks Luke's watching (Dutch Bros, Lifetime) 10:48 – Christine Lagarde's AI warning at the G7 14:20 – AI vs. space vs. robotics: Luke's ranked order 16:13 – 3 space stocks to buy on the dip Luke's links: https://investorplace.com/author/lukelango/ https://www.youtube.com/@BeingExponential 🔔 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 #AIStocks #StockMarket #LouieNavellier #MarketBuzz #SpaceX #StockMarket #InvestingForBeginners Navellier & Associates owns Nvidia Corp (NVDA), Rocket Lab Corporation (RKLB),  GE Vernova Inc. (GEV), and Micron Technology, Inc. (MU), in managed accounts. We do not own Space Exploration Tech Corp (SPCX), Planet Labs (PL), Amazon (AMZN), Microsoft (MSFT), Life Time Group (LTH), Disney (DIS), or Dutch Bros (BROS), in managed accounts. A few accounts own Tesla (TSLA), per client request. Louis Navellier and his family own Nvidia Corp (NVDA), Rocket Lab Corporation (RKLB), GE Vernova Inc. (GEV), and Micron Technology, Inc. (MU), via a Navellier managed account and Nvidia Corp (NVDA) in a personal account. They do not own Space Exploration Tech Corp (SPCX), Planet Labs (PL), Amazon (AMZN), Microsoft (MSFT), Life Time Group (LTH), Disney (DIS), or Dutch Bros (BROS), personally.

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

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

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

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

📍 In this episode: Larry's back after two days away, and he wastes no time. He opens with the market dynamic that's been bothering him most — one stock, Micron, moving the entire Nasdaq more than Apple, Nvidia, or any Mag Seven name. Not because it deserves to, but because it's volatile enough to be gamed. He watched it swing $180 overnight — 18% on a trillion-dollar company — and then get jammed back up before the open. His read: it's not a signal, it's a manipulation instrument. The non-farm payrolls number comes in at 57,000 against expectations of 113,000, and the market rallies anyway. Larry and Eric break down why a weak number threads the needle perfectly for bulls — rate hike odds drop, bonds barely move, and suddenly bad news is good news again. On the Fed, Larry makes a point worth hearing: if Powell were still chair, there would be zero chance of a rate hike. Warsh has a different agenda, and Larry thinks he knows why — margin borrowing is up over 150% year over year, leverage ETFs are pulling in billions, and somebody at the Fed is watching the speculation build. They also get into Meta selling excess GPU compute. If you're trying to sell capacity you're not using, that's not a monetization story, that's a demand problem. SpaceX comes up too, with Larry laying out exactly why he thinks the stock is the most overvalued company in Wall Street history and what the unlock timeline means for anyone holding it. 🕒 Timestamps: 2:00 - Larry's Back — And He Has a Lot to Say 2:43 - Trump's Crypto Grift and the OpenAI Bailout Play 5:38 - Meta's Excess Compute — Bear Signal or Buzzword? 8:10 - Why Micron Now Runs the Entire Nasdaq 11:22 - Korean Gamblers, Leverage ETFs, and a Rigged Game 13:54 - Jobs Number Comes In — Bad News Is Good Again 16:44 - Warsh, Rate Hikes, and What Powell Would Never Do 19:19 - Gold Ripping — Is Larry Getting Short? 22:10 - Rotation Every 24 Hours — Is This Even a Market? 25:20 - Micron Moves $50 in Minutes — Here's Why That's Dangerous 27:51 - Larry vs. Eric: Who's Really the Veteran Here? 30:21 - Short Upside Into a Holiday — Larry's Live Risk 33:10 - Straddle Levels and the Line That Held to the Tick 35:44 - Warsh Doesn't Want This Rally — Here's Why 38:18 - Analysts Have $2,000+ Price Targets on Micron 41:02 - Is AI Just a Very Expensive Google Search? 43:34 - The Junior Analyst Problem — Can You Trust AI? 46:05 - Trading a Micron Call Spread From Max Loss to Zero 49:10 - Why Larry Won't Put Subscribers in Illiquid Options 51:43 - SpaceX Data Centers in Space — Larry's Not Buying It 54:13 - Certainty Is for Gamblers — Probability Is for Traders 56:58 - 35-Point Straddle on a Holiday — Too Tight to Touch 👤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. 📢 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: Larry's out today, so Eric and Clint take the desk — and they come in with a clear thesis: yesterday's big S&P rally was purely mechanical quarter-end buying, and the algos shut off the moment the market closed. The average stock was actually down on the day. Market breadth was 290 down versus 210 up inside the S&P 500. That's not a bull move — that's a window dressing job. From there, they break down what's actually happening beneath the surface of the Mag Seven. Google and Tesla are holding up. Meta and Microsoft are drifting, and Meta's pre-market 6% pop on news that it's building a cloud business to sell excess AI compute gives Eric and Clint exactly the short setup they were looking for — a test of the 50-day moving average near 600, with a breakdown level to watch at 530 to 535. They also flag the macro setup heading into tomorrow's non-farm payrolls number. Job openings are ticking higher, the two-year yield has been rising, and the last time a strong jobs report came out, the Nasdaq dropped 4.6%. Eric draws the parallel to the yield curve tobogganing into late 2021 — and what happened next. On the options side, Eric maps out an iron condor structure for the day with the put spreads anchored well below the eight-day moving average, explains why the 38-point straddle isn't paying much, and walks through exactly why he's avoiding zero DTE today in favor of a cleaner range play. First day of the second half. The question on the table: was yesterday a clean breakout, or is the market about to hand it all back? 🕒 Timestamps: 2:00 - Larry's Out — Clint and Eric Hold It Down 2:31 - Yesterday's Rally Was Mechanical — Here's the Proof 8:26 - Meta Rips 6% Pre-Market — Short or Chase? 12:10 - Drawing the Line on Meta's Chart 14:58 - Gold Trade Closed for 175% — What's Next 17:54 - Setting Up the Straddle for Today's Open 24:32 - Jobs Report Tomorrow — Good News May Be Bad News 27:30 - The Yield Curve Is Telling a 2021 Story 30:57 - Strong Jobs Number Already Priced In? 33:34 - Final Trades: Meta, Micron, and the Range Play 👤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: Eric and Clint break down a quarter-end tape that looks stronger than it feels. With the S&P closing out its best quarter in six years, they dig into the QQQ outflows hinting at institutional selling into strength — and why the market keeps rallying on the same recycled headlines. 🕒 Timestamps: 3:44 - Why Today Feels Different at the Open 4:42 - Quarter-End and the Institutional Selling Tell 5:53 - Crude's Confusing Setup: False Flag? 6:47 - The New Normal in the Strait of Hormuz 7:22 - Emerging Markets: Where the Real Gains Are 8:16 - The China Question Nobody Can Answer 9:31 - The International Chart That Looks Like Biotech 10:37 - The Dollar Catalyst That Changes Everything 11:46 - Inside the Currency Wizard Trades 12:49 - The Failed Breakdown Signal I Love 14:35 - The Rate-Differential Lag Effect 17:08 - Why Oil Is Still Too Low 18:02 - The IPO Trap: A 55% Drawdown Warning 20:23 - Reading the Space Chart for a Short 22:32 - The OpenAI Headline Flying Under the Radar 24:16 - Bullish Narratives Are Starting to Crack 25:13 - Today's Trade Setups: Working the Straddle 28:48 - The QQQ Outflows Chart Explained 30:12 - The Basket-and-Call-Spread Strategy 33:02 - Bitcoin's Hidden Link to Software Stocks 34:11 - The Microsoft Breakdown Setup to Watch 37:58 - Final Watchlist: Dollar, Banks, and Earnings 👤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 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

🔔 Gain an instant edge over Wall Street: https://TopStocksLetter.com/ Retirement is supposed to be simple. Work hard. Save money. Build a nest egg. And enjoy the rest of your life. But for millions of Americans, retirement feels more uncertain than ever. The stock market is near all-time highs. The cost of living keeps rising. Healthcare expenses are climbing. And Social Security faces an uncertain future. So the real question is: How do you make sure you don't outlive your money? And just as importantly... How do you make sure you actually enjoy retirement once you get there? In this episode, we break down: The biggest retirement mistakes people make... Why purpose matters as much as wealth... How to think about Social Security... And the simple decisions that could add hundreds of thousands of dollars to your retirement over time. Welcome to the blueprint for a wealthy retirement. CAN'T WATCH THE FULL EPISODE? START HERE: 6:35 – Why Retirement Doesn't Mean Stopping 11:10 – Building the Perfect Retirement 13:05 – Protecting Your Nest Egg 16:30 – Retirement Millionaire Hacks 23:00 – The Social Security Decision 28:35 – The Biggest Retirement Mistakes 32:45 – The Best Investments for Retirement 📈 In this episode of TOP STOCKS, host Matt Weinschenk sits down with Dr. David Eifrig to answer one critical question: What are the biggest decisions that determine whether you'll retire rich... or struggle financially later in life? This conversation goes far beyond stocks and retirement accounts. It's about: • retirement planning • Social Security • inflation • healthcare • investing • wealth preservation • longevity • and how to create a retirement you'll actually enjoy We break down: • Why many retirees struggle after leaving work • The surprising connection between purpose and longevity • How to design a retirement lifestyle before you retire • Why asset allocation becomes more important as retirement approaches • How retirees can generate income while reducing risk • The hidden danger of staying too aggressive near retirement • Why inflation remains a major threat to retirement plans • Retirement Millionaire strategies for reducing everyday expenses • How to think about Social Security and when to claim benefits • The retirement decisions that can cost investors hundreds of thousands of dollars • Why fees matter more than most people realize • How bond ladders can improve retirement income • The opportunities Doc sees in healthcare stocks • Why Eli Lilly remains one of the most important healthcare companies today • How AI could impact healthcare, retirement, and the future economy • And the stocks and sectors that may help investors preserve and grow wealth over the long term This isn't just a conversation about retirement. It's a deep dive into the financial, personal, and lifestyle decisions that shape your future long after your working years are over. 👤 ABOUT THE GUEST: Dr. David Eifrig • CEO of MarketWise • Former Goldman Sachs trader • Former eye surgeon • Retirement and wealth-building expert • Editor of Retirement Millionaire 📈 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: 3:33 – Can You Afford to Retire? 6:35 – Why Retirement Doesn't Mean Stopping 11:10 – Building the Perfect Retirement 13:05 – Protecting Your Nest Egg 16:30 – Retirement Millionaire Hacks 23:00 – The Social Security Decision 28:35 – The Biggest Retirement Mistakes 32:45 – The Best Investments for Retirement 📅 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 #Retirement #RetirementPlanning #SocialSecurity #Investing #StockMarket #WealthBuilding #FinancialFreedom #RetireRich #RetirementIncome #HealthcareStocks #EliLilly #PersonalFinance #LongTermInvesting #RetirementMillionaire

🔔 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