Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

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 

00:00 Welcome to Non Consensus Investing with Ram Ahluwalia00:27 Introducing the Experts: A Deep Dive into Ethereum's Future01:12 Ethereum ETF Speculation and Market Reactions01:47 Expert Opinions: Analyzing Ethereum's Position and Potential03:31 Regulatory Changes and Political Impacts on Crypto16:56 Market Dynamics and the 'Banana Zone': Predictions and Insights24:26 Navigating the Future: Crypto Bill Approvals and Public Market Exits27:25 Navigating the Complexities of Going Public in Crypto28:20 The Power of Stable Coins and Public Policy29:06 Decentralized Technology and the Future of Finance29:39 The Evolution of Public Consciousness in Crypto30:06 Predictions for 2024: What's Next in Crypto?32:29 The Role of Banks and Regulation in Crypto Adoption38:46 Investment Strategies and the Future of Ethereum48:48 The Excitement Around ETFs and Future Predictions49:56 Closing Thoughts and Future Bets 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 Investing and Guest Introduction01:45 Deep Dive into AI, Semiconductors, and Social Change29:50 Exploring the Future of AI and Humanoids50:35 The Evolution of Operating Systems and AI Integration54:19 Exploring the Complexities of Voice Control and AI Investments54:49 The Reality of Full Self-Driving Technology: Hype vs. Progress57:33 The Future of AI and Self-Driving: Challenges and Predictions01:06:14 AI's Impact on Job Creation and the Gig Economy01:09:31 The Battle for AI Supremacy in Search Engines01:16:22 Energy Demands and Nuclear Power: A Global Perspective01:23:05 Unpacking the Geopolitical Implications of AI and Technology01:31:41 The Potential of Unbundling in Tech for Innovation and Growth 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 Welcome to Non Consensus Investing: Unveiling Alternative Investment Strategies00:28 Introducing Doug O'Laughlin: A Semiconductor and AI Expert01:02 The Semiconductor Industry: A Gateway to AI Advancements02:16 Exploring the End of Moore's Law and the Rise of AI04:48 NVIDIA's Strategic Moves in the Semiconductor Space12:20 The Battle of Custom Silicon: NVIDIA vs. The World30:55 AI's Role in Future Technologies and Societal Impact38:24 Exploring the Future of Email Automation and AI Assistants40:36 Historical Lessons from IBM's Decline41:21 Microsoft's Strategic Moves in the AI Era45:48 The Evolving Landscape of Computing and AI's Role50:38 The Semiconductor Industry's Current State and Future Trends01:00:48 Memory and HBM: The Next Big Thing in Semiconductors01:08:47 Exploring the Semiconductor Landscape01:09:36 The Big Players in Semiconductor Manufacturing01:10:02 The High Cost of Semiconductor Innovation01:11:01 Semiconductor Companies to Watch01:13:16 EDA Tools: The Unsung Heroes of Chip Design01:16:51 The Rise of Data Centers and Cooling Technologies01:26:44 Investing in the Future: Energy and Infrastructure01:31:33 Navigating the Semiconductor Investment Landscape01:32:24 Final Thoughts on NVIDIA's Market Position 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