00:00 Market Dynamics & 9 Stocks

28:36 Tom Lee On July Strength

31:00 Fail Of The Week: Michael Saylor

00:00 Jeremy Grantham Predictions

18:20 Zuckerberg Talks About Meta's Spend

33:40 Fail Of The Week: Polen Capital Collapse

00:00 The AI Trade Is Cracking

07:36 Netflix At 52 Week Low

17:00 Meta Sell-Off Continues

23:40 Fail Of The Week: JP Morgan Community Manager

00:00 Introduction

02:00 The Market Is Focused on AI

13:40 Why Uber & DoorDash

25:00 Google's Stock Goes Down Today

29:00 Fail Of The Week: Polymarket

Why Meta is my biggest single bet today.

00:00 Intro

02:00 Portfolio Update

10:00 SpaceX IPO Reaction

22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

00:00 Intro

02:00 11 Top Undervalued Stocks To Buy

18:26 ASML's Dominance Continues

25:00 Social Reckoning Movie Trailer

00:00 Overview

02:00 The Market Is Getting More Volatile

08:00 Steve Eisman's Bearish Take

19:48 Meta Rumored Equity Raise

22:00 Fail Of The Week: Sam Bankman-Fried

0:00 Intro

02:00 Google's Strategic Reason For Record Dilution

26:09 Tom Lee Explains Next 3 Year Bull Run

19:00 YouTubers Are Taking Over Hollywood

32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.

0:00 AI winners, losers, and the investing roadmap

2:21 Phase 1: The AI scarcity boom

5:31 Why today’s AI winners may not stay winners

7:00 ASML, Nvidia, and durable supply-chain advantages

9:04 The danger of assuming cyclicals are no longer cyclical

11:13 Phase 3: Hyperscalers take control

16:09 Software stocks: AI disruption or rerating opportunity?

20:06 How I’m positioning my portfolio

23:13 Ferrari’s EV and the risk to the brand

27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption