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 indicate economic recovery, and the market reacts to the Fed's cautious rate stance. Predictions suggest a strong year-end, with AI's influence and optimism for healthcare and emerging markets.
Up Next in Season 1 | 2025
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Will Intel Become The New TSM? | IWTB...
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...
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Market Melt Up | IWTB Ep. 22
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...
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NVIDIA : IS THIS THE TOP? | IWTB Ep. 21
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...
