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Welcome back to another episode of Frankly Speaking!
My new newsletter, Curzio Research Advisory, is just a couple weeks away…
And to start off today’s episode, I need to clear up some confusion.
Listeners will hear all about my special offer, how to sign up, and a general description of what the newsletters entails.And as you’ll hear, there’s more to it than just stock picks…
Moving on, today’s main segment covers one of the most hated stocks on Wall Street – Target (TGT).
All the analyst are negative… the price is sitting at multi-year lows… and the retail sector is spiraling downwards.
I always advise my listeners to “never catch a falling knife” but for Target, this isn’t the case anymore.
Tune in as I explain why the risk/reward looks favorable. There are 3 major catalysts that I believe will finally drive this depressed stock higher.Other topics talked about include: Why the automation trend is good thing, despite less manpower… And the importance of “boots on the ground” research.
Special thanks to Christian, Luke, John, Evan, and Mike.
Keep the questions coming!
Read the signs. Beat the market.
The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
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Could South Korea trigger another 2008 crash?
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event.
BlackRock and Meta’s $12B bond deal changes the AI landscape
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Are smarter AI models creating a cyber threat?
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX).
How DigiPower X’s $1B Cerebras deal is powering execution
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own.
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How much longer can this bull market last?
Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad.
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