AI infrastructure vs applications thesis

🕒 Time Stamps

00:05:00 — Investing Fact of the Week

00:09:00 — Biotech Check-In

00:15:00 — Biggest NVIDIA Takeaways

00:36:00 — Real Opportunity vs. a Finesse

00:42:00 — Pelosi Portfolio Moves

00:50:00 — Morgan Stanley Top Picks

00:53:00 — How 9–5 Investors Should Properly Take Profits

00:59:00 — Gold at All-Time Highs — Is Copper Next?

01:06:00 — Best Research & “Follow the Money” Sites

01:07:00 — Battle of the Best

01:13:00 — The Blackwell Story

01:57:00 — Earnings Report

This episode is packed with real-time market insight and practical investing strategy. We break down the Investing Fact of the Week, check in on the biotech sector’s momentum, and discuss how to tell the difference between a real opportunity and a finesse. We also dive into Pelosi’s latest portfolio moves, debate Morgan Stanley’s top picks, and explain how everyday 9–5 investors should think about properly taking profits without sabotaging long-term growth.

We also look at gold at all-time highs and whether copper is next, share the best research and “follow the money” websites, and go head-to-head in a Battle of the Best segment. Plus, we close with The Blackwell Story—why it matters, what it signals about the future of AI, and what investors should actually be paying attention to right now.

Invest Fest Tickets: investfest.com

Link to David Blackwell Movie Page: https://www.gameofgeniusfilm.com/

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