Can the AI trade survive without Jensen?

Jensen Huang resigned—what does it mean for the AI trade? And what should you do with Nvidia (NVDA)? Plus, Bank of America’s AI bubble note … Why Bitcoin (BTC) is no longer scalable… OpenAI’s total addressable market… And more.

AI-generated illustration of a red SALE sign hanging outside Wall Street, representing beaten-down stocks on sale

The biggest buying opportunity in 30 years

A list of beaten-down stocks to start buying now. Plus, biotech will be a huge AI winner… CoreWeave’s (CRWV) report is exactly what AI needed… Taiwan Semiconductor (TSM) proves AI isn’t slowing down… And Nvidia’s (NVDA) probe into Jensen Huang.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

Latest episodes
Ep. 1412

Skyline Executive Chair: Why shares should be trading 200% higher right now

Skyline Builders’ (CRMN) executive chair Paul Mann discusses the company’s massive tungsten opportunity, potential U.S. government funding, upcoming catalysts, and why he believes the stock is significantly undervalued.

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Ep. 1411

Can the AI trade survive without Jensen?

Jensen Huang resigned—what does it mean for the AI trade? And what should you do with Nvidia (NVDA)? Plus, Bank of America’s AI bubble note … Why Bitcoin (BTC) is no longer scalable… OpenAI’s total addressable market… And more.

WATCH NOW
Ep. 1410

The biggest buying opportunity in 30 years

A list of beaten-down stocks to start buying now. Plus, biotech will be a huge AI winner… CoreWeave’s (CRWV) report is exactly what AI needed… Taiwan Semiconductor (TSM) proves AI isn’t slowing down… And Nvidia’s (NVDA) probe into Jensen Huang.

WATCH NOW
Ep. 1409

Will Democrats fix the cost of living?

Will the blue wave fix the affordability crisis? Plus, everyone is panicking about AI capex—but there's a silver lining… Is the data center trade over? … And Galaxy Digital (GLXY) is tanking—is it a buying opportunity?

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Will Democrats fix the cost of living?

Will the blue wave fix the affordability crisis? Plus, everyone is panicking about AI capex—but there's a silver lining… Is the data center trade over? … And Galaxy Digital (GLXY) is tanking—is it a buying opportunity?

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Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power shell" business model… sovereign AI… and why VIVO is a tremendous long-term…

The blue wave is great for stocks

Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earnings… And higher energy prices will outlast the Iran war.

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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