In this episode, we dive into the big questions shaping today’s market – from Nvidia climbing to 8% of the S&P 500 to whether buying at all-time highs is smart or reckless. We break down the timeless debate on market timing, unpack why free cash flow plus growth is such a powerful formula, and take a closer look at stocks like Crocs, Lululemon, Adobe, Novo Nordisk, and many more.

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