Brace yourself, key economic shifts are coming, and we have one of the most exciting weeks of the economy ahead of us.
In this conversation, we discuss the current state of the US economy, focusing on key topics such as the national debt, inflation, gold and energy stocks, corporate earnings, and innovative business models. We emphasizes the importance of staying informed and adaptable in a rapidly changing financial landscape, while also highlighting specific investment opportunities in AI infrastructure and other sectors.
Chapters:
00:00 Introduction and Market Overview
01:09 US National Debt and Economic Concerns
02:54 Inflation, CPI Data, and Currency Erosion
04:29 Gold, Metals, and Energy Stocks
05:30 Government Shutdown Predictions and Corporate Highlights
07:00 Beyond Meat's Stock Surge and Market Dynamics
08:18 Housing Market Insights and Mortgage Rates
09:05 Macro Insights on Dollar, Debt, and Digital Policy
11:29 Upcoming Federal Reserve Meeting and Earnings Reports
14:32 AI Infrastructure and Investment Opportunities
20:45 Innovative Business Models and Closing Thoughts
Watchlist for 10/27/2025: Bull-ish in the long-term for all... if and only if they hit key resistance points mentioned in the video.
- SMCI: $48.3
- APLD: $33.44
- ASML: $997.98
- NVDA: $183.84
- WULF: $12.88
Remember the 40/30 rule. Be smart. Set stop losses. This is not financial advice. Do your due diligence.
Link to sources, inspirations, and graphics:
@amitinvesting
@DayTradingCo
Yahoo Finance
Market Watch
Coin Gecko
Seeking Alpha
Investing.com
Zacks
Kalshi
Company that sells sunlight: Reflect Orbital
Takeaways:
- The US national debt has reached an all-time high of $38 trillion.
- CPI data shows inflation at 3.0%, but the dollar's long-term erosion is concerning.
- Gold experienced a significant drop, but long-term demand remains strong.
- Beyond Meat's stock surge was driven by a short squeeze and positive news.
- Mortgage rates have decreased, improving housing market affordability.
- The upcoming Federal Reserve meeting is crucial for market direction.
- November and December are historically bullish months for equities.
- Investing in AI infrastructure is a key opportunity for growth.
- SMCI and ASML are pivotal players in the AI and chip manufacturing sectors. Be on the lookout for APLD as well.
- Innovative business models, like selling sunlight, are emerging in the market.
Follow me on Instagram, Tik Tok, Threads: @Somehow.Stocks
#uschina #somehowstocks #useconomy #economy #nationadebt #inflation #cpi #data #gold #energy #stocks #corporate #earnings #AI #AIinfrastructure #housingmarket #digitalfinance