Building a Resilient Investment Portfolio

Tonight on Market Mondays, we broke down the truth about the DeepSeek situation and shared our thoughts on the developments since last week. We also discussed six stocks that could be DeepSeek-proof for those concerned about a potential AI or chip sector crash. With Nvidia’s earnings on the horizon, we explored whether the company needs to blow out expectations to keep the stock market afloat.

We also took a deep dive into Tempus as a long-term investment, especially now that Nancy Pelosi has revealed she’s trading it. The conversation then shifted to the impact of tariffs on the market, particularly semiconductor stocks, and which companies could benefit from these changes. As AI and tech continue to evolve, we discussed how we can better prepare our youth to compete in this rapidly changing space. Another key topic was the recent wave of hedge funds selling off stocks—what it means and how investors should respond. Additionally, we highlighted a few stocks we like under $100 and addressed the burning question: Should investors consider selling Nvidia?

To close out the episode, we sat down with Timbaland for a powerful conversation about the state of music, AI’s growing influence in the industry, the importance of independence, and key lessons from some of the greatest artists of all time.

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