00:00 Introduction to Non Consensus Investing

00:28 Market Speculation and Trends

01:35 Negative Momentum Rally Explained

03:58 Sector Analysis: Semiconductors and AI

08:41 Energy Sector Insights

10:23 Restaurant Industry Overview

13:02 Small Caps vs. Semiconductors

13:47 Deep Dive: Taiwan Semiconductor and ASML

24:05 TSMC's Market Expansion and AI Demand

24:55 NVIDIA's Pricing Strategy and Market Impact

26:00 Semiconductor Valuations and Industry Trends

28:00 Qualcomm's Position in the Smartphone Market

29:22 Schwab's Financial Challenges and Market Reaction

31:25 LPLA's Business Model and Market Opportunities

37:20 Investment Strategies and Market Analysis

41:46 Final Thoughts and Investment Insights

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WOYM: Momentum Correction, Semis, TSMC, LPLA