Nasdaq futures are sitting five points off 30,000, NVIDIA is up 28% since April, and Adobe has shed 62% of its value in three years. Jerremy Alexander Newsome calls dollar-collapse fears "irrevocably incorrect" and makes the case that cash is the right position for the next four to five years. Dave Conley puts the Iran deal at roughly 40% odds and warns oil stays volatile until troops are physically off the ground. A 50% market correction is coming — but Jerremy frames it as one of the largest buying opportunities on Earth, not a reason to panic. Bitcoin gets flagged as an AI accumulation play, and Zoom, Roku, and GoDaddy land on the watch list as beaten-down rotation targets once the correction lands.

Timestamps:

• (00:00) Memorial Day, markets open – what's actually moving this week
• (01:30) Iran deal at 40% – why the confidence isn't higher than that
• (04:23) Nasdaq touches 30K – AI chip supply squeeze driving the move
• (06:11) NVIDIA up 28% – why Jerremy's still buying the dip
• (07:33) Bitcoin as an AI play – the accumulation thesis explained
• (08:45) Cash is the real move – why hoarding wins the next four years
• (10:34) Adobe gutted 62% – where the rotation money actually goes
• (13:37) No bubble claim – 50% correction coming, biggest buy on Earth
• (16:02) 17 sold-out flights – what that says about consumer spending now
• (16:58) Dollar-collapse fears – why that thesis is irrevocably wrong
• (18:57) Zoom, Roku, GoDaddy – three beaten-down names worth watching
• (24:57) Data superstorm Thursday – and why the SpaceX IPO is a trap

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