The market is hitting all-time highs as AI fuels optimism—but is overvaluation creeping in? We break down investment strategies, biotech momentum, healthcare sentiment, and the rising space sector. Plus, what mergers & acquisitions mean for small caps and why a correction could be short-lived.

Speculation arises about a potential stock market correction, with concerns over valuations and performance trends. The tech sector shows signs of stalling, while the biotech sector highlights strong companies. Investment strategies focus on small-cap portfolios and timing. GDP growth revisions i...

Family dynamics and the impact of wealth on children are discussed, alongside market updates featuring significant deals from Microsoft and Nvidia. The conversation highlights current market trends, risks, and the influence of AI. Investment strategies, particularly in options trading, are explor...

Sam and Logical kick off the session talking about how the market continues to melt up against consensus skepticism. $ORCL grew their backlog by 359% and the $650B company rallied $200B in market cap the very next day. On top of that $NBIS signed a $17.4B contract with $MSFT launching the stock 4...

The session covers Nvidia's recent earnings report, noting a -2.6% decline in after-hours trading amid high implied volatility. Market sentiment reflects concerns about corrections and the ongoing bull market, with strong institutional buying despite fluctuations. The discussion also highlights t...

Palantir's unique market position leads to a premium valuation, despite concerns over its stock price amid market volatility. The biotech sector thrives while short selling in small caps rises. Market sentiment fluctuates between recession and inflation fears, with seasonal weakness expected in A...

Investors need to be clear about their investment goals amid recent market volatility, especially in the software sector. While many stocks are near 52-week lows, signs of recovery are emerging. Companies like GitLab and Okta remain vital, despite challenges. Tecogen's innovative technology in th...

The episode covers recent market volatility, focusing on $HIMS, which faces revenue decline and margin compression amid broader healthcare sector challenges from $NVO. Despite this, Hims is expanding its services. $DOCN is poised for growth, potentially reaching a valuation of $15 to $20 billion ...

In this Season 2 premiere of IWTB, Logical, Shay and Sam break down the latest market trends and the growing influence of AI across sectors. They review key earnings reports, highlight the market’s surge to all-time highs, and explore how AI is shaping investment strategies.