

MM #274: Stocks That Benefit From Trump, Nvidia’s Top Risk, Ozempic $2B Lawsuits, & September Market Strategy
This week’s Market Mondays is packed with high-level investing questions and timely market insights. We break down which five companies could thrive under a Trump administration, discuss whether Nvidia has a revenue concentration problem, and share advice for investors earning $50K–$100K per year on how to balance stocks, bonds, and real estate. We also dive into how to calculate intrinsic value—Ben Graham style, Warren Buffett style, or your own strategy—and what to actually do when your 5–10 year holding period is up.
We also explore September 2025 market outlooks, Morgan Stanley’s latest stock picks, and Alibaba’s surprising surge after reports it may challenge Nvidia in the AI chip space. From fixed income products like MSTY and NVDY to the crypto markets hovering at key Fibonacci levels, we break down what’s holding Bitcoin and ETH back, and how investors should be positioning in a historically tricky month. Plus, we play a round of “Don’t Love, Marry, Kill” with Charter Communications, Hormel Foods, and Keurig Dr Pepper.
Finally, we dig into the brewing legal storm around Novo Nordisk and Eli Lilly, facing over 2,000 lawsuits tied to Ozempic and similar drugs, with potential liability estimated in the billions. Is this the “death of Novo Nordisk,” or just another chapter in the evolving GLP-1 drug story? Tune in for sharp analysis, real strategies, and answers to the questions you’ve been asking all week.
#MarketMondays #Investing #Stocks #Crypto #AI #Trump #Nvidia #Ozempic #WealthBuilding #FinancialLiteracy
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