Semiconductors and Geopolitical Tensions

In this episode of Market Mondays, we tackled some of the most critical developments in the investment world. We began by exploring the launch of the Trump ETF, analyzing which powerhouse companies could dominate its portfolio and whether politically influenced funds should have a place in the market. The rise of Chinese AI giant DeepSeek, which has surpassed OpenAI’s ChatGPT on Apple’s platforms, was another hot topic as we examined its potential to dethrone OpenAI as the leader in artificial intelligence. We also discussed Mark Zuckerberg’s massive $60 billion commitment to Meta and what this means for investors and the future of the company.

The recent tech crash created unique buying opportunities, and we broke down where savvy investors should focus their attention. Alphabet’s shares crossing the $200 milestone on a split-adjusted basis for the first time highlighted major growth drivers, while the historic low in the VIX signaled intriguing shifts in market volatility. We also looked at the latest AI rally, which appears to have left Apple behind, raising questions about whether the tech giant can catch up or if a new leader is emerging. Meanwhile, the rivalry between Elon Musk and Sam Altman took center stage as we debated its implications for AI innovation.

Finally, we turned our attention to bearish sentiment on Nike despite its stock dropping to $70, discussing whether this presents a hidden opportunity or a long-term concern. We also explored whether DeepSeek’s AI model is legitimate and if NVIDIA could face a Cisco-like downfall post-dot-com bubble. Wrapping up the episode, we had a powerful conversation with Derek Lewis on the importance of DEI and leadership in today’s evolving business landscape.

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