The Stock Doctor

Episode 113 – DeepSeek Saga Brutally Exposes the Irrational Exuberance of the AI Trade, Budget 2025 Should Turbocharge Consumer Spending, and FedEx Finally Answers My Prayers

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On this week's episode of The Stock Doctor podcast, I discuss:


1. How the DeepSeek AI saga demonstrated just how irrationally exuberant US investors were,


2. The key takeaways from Budget 2025 and which stocks stand to benefit,


3. Why investors should choose FedEx Frieght over FedEx (ticker: FDX) post the spinoff


Thank you once again for listening. See you next week! Until then, stay safe and make some money!

P.S: If you have a specific Indian or US stock suggestion for the doctor to diagnose, do tweet me @uthamvinay or email me on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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The Stock DoctorBy Dr Vinay Utham