What's really moving these markets

Ep.1345 Apr 23, 2026

If you own Tesla shares, you need to listen to this

Tesla

Tesla

Inside this episode

The iconic Scarface house is for sale
Why the markets don't care about the Iran War
Fed Chair nominee Kevin Warsh's hearing
Earnings breakdown: AI capex continues to surge
3 AI winners with way more upside
Avis Budget proves why you should never short a stock

My advice for all Tesla shareholders
Boeing is going to $300
Why we sold Netflix and ServiceNow
A rare opportunity to buy a monopoly
Will we see you at the 2026 Curzio One Wealth Forum?

This week's trade

It’s not often you get the chance to invest in a true monopoly… but that’s what this week’s pick gives us.

This company is the only U.S. producer of a specialized fuel needed to support advanced nuclear reactors.

That matters because these reactors are expected to play a major role in everything from AI infrastructure to military operations.

In fact, the U.S. government just awarded the company a multimillion-dollar contract to scale production of this critical commodity.

And its post-earnings pullback gives us a great entry point.

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Opportunities to leverage market dislocations
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