Huge Week for Chips 5/26/23

1

Introduction

00:00 • 2min

2

The Divergence of Stocks

01:46 • 2min

3

The Divergence Between the Equal Weights and the NASDAQ

03:19 • 2min

4

The Watershed Week for AI-centric Names

05:40 • 2min

5

The Disconnected Market for Technology

07:14 • 2min

6

The Future of Valuation

09:02 • 3min

7

The Role of Valuation in the Market

11:50 • 2min

8

The Importance of Risk Management in NVIDIA

13:30 • 2min

9

The Importance of Position Size in Roku

15:10 • 2min

10

How to Manage a Stock Trade From the Here and Now

16:43 • 5min

11

The Future of AI

21:18 • 2min

12

How to Choose the Right Internet Provider for Your Business

23:26 • 4min

13

The Dead Money of Disney Plus

27:06 • 2min

14

The Cost of Waiting for the Turn Is Expensive

28:43 • 2min

15

How to Deal With Disney's Downturn

30:18 • 2min

16

Contessa Brewer's Take on Gaming

32:24 • 2min

17

Paramount Upgrades Jim to Hold From Cell

34:31 • 2min

18

United Health and CVS Initiated Overweight at Piper Sandler

36:44 • 2min

19

The S&P 500 Is Still Holding Above 4200

38:31 • 2min

20

Advanced Auto Parts Earnings Next Week

40:11 • 2min

21

Salesforce Is Up 32% in Three Months

41:55 • 2min

22

Rio Tinto: Overweight Price Target, 75 Bucks

43:48 • 2min

23

Delta Airlines: The Opposite of an AI Play

45:24 • 2min