Investing Unscripted First Fridays 25. November 2025
In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floated a hot take on Apple's "wait and license" strategy, and answered live questions from viewers. We also announced the Q3 portfolio contest winner.
01:58 Market Vibes and Stock Performance
10:29 AI Revolution and Market Speculations
25:41 Brookfield Asset Management and Sentinel One Insights
34:13 Exploring the Cybersecurity Landscape
34:58 The Impact of Cybersecurity Outages
37:42 SanDisk and the AI Boom
41:43 Investing Unscripted Portfolio Contest
45:58 Reflections on Stock Picks and Market Trends
56:17 Political Implications on the Stock Market
59:44 Closing Remarks and Future Plans
Companies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA
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