Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Dive into the intriguing world of hedge funds and their strategies. Uncover the secrets of 13F filings, revealing key stock picks and economic indicators. Explore trends in healthcare, biotech, and energy sectors, analyzing shifts from growth to value investing. Discover overlooked investment opportunities, including lesser-known companies and the impact of management decisions. Curb your curiosity about Michael Burry's unexpected moves in biotech and evaluate promising investments from firms like Acadian Capital and CVS.

00:00 Introduction to Non Consensus Investing00:42 Welcoming the Guest: Michael's Background01:39 Tesla Earnings and Elon Musk's Vision03:51 Humanoids and Future Prospects05:39 Challenges and Competition for Tesla07:58 AI and Robotics: The Bigger Picture18:48 Conflicts of Interest in Financial Analysis21:03 Sovereign AI and Global Implications31:07 Google's Earnings and Cloud Business46:03 Generative AI and CapEx Dynamics47:34 Positioning in Mag7: NVIDIA, Meta, and Google49:34 Meta's Open Source Strategy with Llama 353:59 AI's Impact on Business Models and CapEx01:00:44 Crypto and Digital Assets in the Political Landscape01:02:53 Tech Market Trends and Predictions01:11:46 Energy Sector Outlook in a Trump Presidency01:20:53 Investment Strategies and Market Sentiment01:26:59 Conclusion and Final Thoughts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:40 Meet the New Team Member: Stein02:53 Market Recap and Key Topics03:24 Insights from the Lumida Ledger05:05 Daily and Weekly Research Process06:44 Small Caps and Market Trends09:31 Consumer Discretionary Sector Analysis20:10 China's Market Impact and the Trump Effect22:17 Reversal Factor and Market Dynamics24:17 Momentum Factor and Market Trends25:10 Analyzing Momentum Stocks and ETFs27:37 Tech vs. Energy: A Negative Correlation29:23 Small Cap Growth vs. Value31:28 Semiconductors and Market Sentiment37:41 Sector Analysis and Investment Strategies42:25 Crypto and Alternative Investments44:40 Final Thoughts and Market Outlook Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:28 Market Speculation and Trends01:35 Negative Momentum Rally Explained03:58 Sector Analysis: Semiconductors and AI08:41 Energy Sector Insights10:23 Restaurant Industry Overview13:02 Small Caps vs. Semiconductors13:47 Deep Dive: Taiwan Semiconductor and ASML24:05 TSMC's Market Expansion and AI Demand24:55 NVIDIA's Pricing Strategy and Market Impact26:00 Semiconductor Valuations and Industry Trends28:00 Qualcomm's Position in the Smartphone Market29:22 Schwab's Financial Challenges and Market Reaction31:25 LPLA's Business Model and Market Opportunities37:20 Investment Strategies and Market Analysis41:46 Final Thoughts and Investment Insights Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:32 Market Overview and Recent Activities00:50 Deep Dive into Lululemon (LULU)02:00 Investment Strategies and Opportunity Cost05:39 Small Caps and Market Reactions07:44 Momentum and Negative Momentum Rallies08:37 MAG7 and Market Trends11:06 Sector Analysis and Broader Market Impacts19:25 Investment Opportunities in Brazil25:25 Identifying High-Quality Assets in Dislocations26:10 Analyzing CVS and Its Turnaround Potential28:57 Exploring Small Cap Opportunities29:03 In-Depth Look at Innova and Other Small Caps30:04 Advanced Materials and Speculative Bets30:39 American Public Education and Small Cap Picks31:58 Investment Strategies and Market Analysis37:36 Thematic Baskets and Short Interest Rally39:39 Speculation in Tesla and Palantir41:00 Concluding Thoughts and Market Outlook Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:30 Meet Nic Carter: Philosophy Major to Non Consensus Investor00:57 Nic Carter's Transformation and Digital Asset Journey01:22 The Intimidation Video: Nic Carter's Boxing Journey02:51 Training Regimen and Discipline in Combat Sports10:16 From Philosophy to Bitcoin: Nic's Career Path19:12 Investing in CoreWeave: A High-Stakes Bet25:53 The Rise of CoreWeave and AI's Impact35:33 Investing in AI: Strategies and Concerns40:04 AI and the Post-Truth Era42:12 AI's Role in Verifying Information49:07 Fragmentation of AI Models Across Nations53:39 AI's Economic Impact and Future Growth01:04:35 The Intersection of AI and Digital Assets01:08:22 Conclusion and Final Thoughts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:31 Guest Introduction: Mike McGlone00:45 Market Impact of Trump and Biden00:51 Commodities and Economic Indicators01:12 Political Influence on Markets01:49 Historical Market Trends and Volatility05:30 Global Economic Shifts and Gold10:30 Energy Market Dynamics14:26 Equity Market Analysis30:47 Unemployment and Inflation Dynamics31:30 Commodities and Economic Indicators34:11 The Role of the U.S. Dollar34:51 Cryptocurrencies and Market Trends38:37 Bitcoin's Market Position49:22 Copper and Commodity Market Analysis55:49 Gold vs. Bitcoin: A Comparative Analysis58:33 Closing Thoughts and Future Outlook Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

Delve into market analysis, investment strategies, and financial themes such as US dollar trends, commodities, digital assets, ETFs, and Fed rate cuts. Explore the tax advantages of ETFs over mutual funds, running systematic strategies, and utilizing protected puts and covered calls. Analyze recent investment moves, technical analysis, Saba coins' disruptive potential, Visa's market strategy with cryptocurrencies, and strategic investing with a focus on Tesla's valuation.

00:00 Introduction to Non Consensus Investing00:31 Meet Paul Mann: Chairman and CEO of ASP01:42 The Importance of Silicon 28 in Semiconductors07:11 Geopolitical and Technological Aspects of Isotope Enrichment13:53 Challenges and Innovations in Uranium Supply22:53 Exploring HALU and Quantum Enrichment28:09 Medical Applications and Isotope Opportunities32:37 Business Potential and Market Dynamics36:20 Discussing Margins and Business Strategy37:53 Technical Feasibility and Readiness39:06 Investment and Plant Operations41:42 Customer Contracts and Capital Investment45:32 Company Background and Founding Story52:25 Building the Team and Overcoming Challenges54:02 Public Markets and Financing Strategy59:31 Future Plans and Market Position01:06:06 Conclusion and Final Thoughts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

00:00 Introduction to Non Consensus Investing00:28 Welcoming Giuliano and SoFi Discussion01:28 Giuliano's Background and CompassPoint04:52 Deep Dive into SoFi's Business Model13:08 Valuation and Accounting of Personal Loans17:57 Fair Value Accounting and Market Comparisons39:16 Credit Performance and Default Rates43:43 Impact of Management Assumptions on Earnings47:44 Earnings and Revenue Quality Analysis49:18 Tech Business Potential and Challenges51:14 NBA Sponsorship and Marketing Strategy54:33 Mortgage Servicing Rights Explained54:51 Mr. Cooper Group: A Deep Dive01:04:23 SoFi's Loan Quality and Growth Strategy01:23:57 Life as an Analyst: Insights and Challenges01:30:16 Conclusion and Final Thoughts Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth