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 explored, with a focus on companies like Duolingo and VKTX. The future of AI and quantum computing is examined, including IonQ's strategic role in the market.
Up Next in Season 1 | 2025
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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...
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IS PALANTIR GOING TO $40? | IWTB Ep. 20
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...
