Ep. 428: Frankly Speaking – Building a Diversified Portfolio
These sectors are poised for major upside in 2026
Frank's favorite plays on AI, Big Tech, rising oil prices, and more. Plus, the CPI paves the way for rate cuts… Trump's plans to reignite the economy… Ford (F) is quitting EVs… And a rare opportunity in a hospitality disruptor.
Are we in an “AI-or-bust” market?
Katie Stockton, founder and managing partner of Fairlead Strategies, breaks down whether we're in an "AI-or-bust" market… her step-by-step process for finding winners… the sectors she's watching closely in 2026… and much more.
The Fed just quietly confirmed QE is back
Key takeaways from the Fed meeting: Quantitative easing is back. Plus, Disney's (DIS) OpenAI partnership… Why Oracle (ORCL) is tanking… Steve Eisman on what could shrink AI demand… And 3 reasons this small AI stock is poised to surge.
3 sectors set to surge in 2026
Interest rates are going down—regardless of the Fed… and these 3 sectors will profit as bond yields steepen. Plus, 2 housing stocks to buy… The real winner in Trump's China chip deal… And the Warner Bros. (WBD) bidding war.
Bitcoin is getting ready for a rebound
Bitcoin (BTC) is getting close to a bottom—and a simple trade to profit. Plus, Jim Cramer and big banks… Why Netflix (NFLX) won't win the Warner Bros. (WBD) bid… Disney's (DIS) "power" move… And power stocks to buy on the…
Why DGXX could surge over 500%
Michel Amar, CEO of DigiPower X (DGXX), breaks down the stock's incredible six-month rise… how the company's Supermicro (SMCI) partnership will drive massive growth… and why DGXX's market cap could soar from $250M to over $2B.
Thank you for being part of the Curzio Research family
Our office will be closed Thursday and Friday for Thanksgiving. Check out this video of Frank discussing why his dad is one of his biggest mentors. And thank you for your support.
Google’s new chips: Is Nvidia in trouble?
Will Alphabet (GOOG) dethrone Nvidia (NVDA) with its new chips? Plus, what Dell's (DELL) earnings prove about the AI trend… The best spinoff ever… Why is Bitcoin (BTC) in a freefall? … JPMorgan's (JPM) debanking mistake… And forecasts for 2026.
NVDA just debunked the ‘AI bubble’ myth
Nvidia's (NVDA) earnings: Key takeaways. Plus, investing in collectibles… This energy infrastructure play is a steal… Time to throw in the towel on Target (TGT)? … 13Fs… The downside of Berkshire's (BRK.A) balance sheet… And an ecommerce dumpster fire.
3 reasons to buy this market pullback
3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett?

















