CNBC's "Fast Money" Fast Money 9/29/25
16 snips
Sep 29, 2025 In a lively debate, traders weigh the pros and cons of investing in U.S. versus Chinese tech stocks. They explore whether the AI sector is in bubble territory amidst soaring demand. The impact of a potential government shutdown on markets is dissected, alongside Trump's tariff threats affecting furniture and media stocks. A surge in gold prices and miners' success sparks discussion on commodities. Lastly, innovative tech solutions like OpenAI's instant checkout are reshaping e-commerce, while Robinhood and crypto trends are also analyzed.
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China Tech Valuations Versus U.S. Strength
- Chinese tech valuations look compelling after a long penalty-box period, offering catch-up upside.
- U.S. tech may be pricier but benefits from stronger rule of law and structural advantages.
Hedge Overheated AI Positions
- Protect positions in highly valued AI names by using collars or put spreads to limit downside.
- Reduce exposure when a trade feels "bubblicious" and valuations outrun fundamentals.
AI Infrastructure Still Early Inning
- AI PowerGen and related infrastructure remain strong themes despite high tactical valuations.
- If you believe the narrative, you may still be in early innings of the AI data-center trade.