In episode 27, Michelle examines Nvidia's after-hours stock rise and the potential for a tech sector rebound, assessing the market's heavy reliance on tech megacaps and the associated risks of dependency. The episode also reviews recent movements in the Nasdaq Composite, emphasizing the importance of portfolio diversification. Michelle discusses DeepSeek AI's impact on tech stock valuations and the concerns it raises among investors. Additionally, she analyzes IBM's fourth-quarter earnings report and its implications for the market. The episode concludes with closing remarks and a call to follow the podcast for ongoing financial insights and updates.

(0:00) Nvidia's after-hours rise and potential tech sector rebound

(0:38) Market reliance on tech megacaps and risks of dependency

(1:49) Nasdaq Composite's recent movements and portfolio diversification

(2:42) DeepSeek AI's influence on tech stock valuations and investor concerns

(3:54) IBM's fourth quarter earnings report and its market implications

(5:07) Closing remarks and call to follow the podcast