Market Mondays

EYL Network
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Oct 6, 2024 • 24min

SMCI Stock Update, Using AI to Buy Stocks, & Is Plantinair the Next NVIDIA?

In this clip, we dive into what happened to SMCI stock and analyze its recent movements. We also explore how you can use AI tools to better time your stock purchases and maximize profits. Lastly, we discuss Plantinair and whether it has the potential to be the next NVIDIA in the tech industry. Stay tuned for insights and strategies for smart investing!Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Oct 1, 2024 • 2h 6min

MM 228: The Keys to Build Wealth

In this episode of Market Mondays, we tackle key investment topics, starting with the recent movements in SMCI stock and whether Palantir could become the next NVDA. We explore strategies for easing family members into investing, making it approachable without overwhelming them. Additionally, we provide wealth management tips, especially for those who have recently acquired significant assets, such as a $25 million inheritance.We also share our trading tip of the week and discuss the importance of selecting the right indicator when trading. META’s push into hardware is evaluated alongside long-term price predictions for Palo Alto Networks (PANW). For those interested in diverse investment options, we examine non-alcoholic beverage companies and their potential for growth.Emerging industries for millennials and Gen Z looking to build wealth are highlighted, offering insights into sectors that could provide long-term investment opportunities. Throughout the episode, we emphasize the importance of disciplined financial growth, ensuring that listeners can navigate the markets wisely and build sustainable wealth.Tune in for practical, actionable advice to enhance your investing strategy.#MarketMondays #StockMarket #Investing #AITrading #WealthManagement #Palantir #META #PANW #NonAlcoholicBeverages #EmergingIndustries #FinancialDiscipline #StockOptions #MillennialsInvesting #GenZInvesting #TradingTipsOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Sep 24, 2024 • 2h 20min

MM 227: 3 Stock Investing Keys, Real Estate Investing with IRAs, Microsoft's AI Move, & Time to Short Apple?

In this episode of Market Mondays, we explore the power of a self-directed IRA and how it can be used to invest in real estate. Understanding how to leverage this tool for real estate investments is a key topic for savvy investors looking to diversify their portfolios and plan for long-term wealth.We also dive deep into major developments in the tech and energy sectors, including Microsoft’s 20-year deal to revive the Three Mile Island nuclear plant to fuel AI data centers. What are the implications of tech giants investing in nuclear energy for AI, and how might this shape the future of sustainable energy partnerships? Additionally, we analyze Microsoft's AI leadership and the potential challenges it faces as recent reports suggest a decline in its competitive edge.Palantir Technologies' inclusion in the S&P 500 has caused a significant surge in its stock price. What does Palantir bring to the index, and what are the risks and rewards for investors? Meanwhile, we discuss leadership turmoil at 23andMe after all independent directors resigned due to disagreements with CEO Anne Wojcicki. What does this mean for investor confidence?We also tackle the resignation of Nike's CEO amid internal controversies. How will this leadership change affect Nike's strategic direction and stock performance? Intel has also been in the spotlight, with board meetings and potential acquisition talks with Qualcomm. Should investors adjust their positions based on this news?In the energy sector, investor Stephanie Link mentions that ExxonMobil is trading at extremely cheap levels. Do we agree with this assessment, and what should investors consider before buying Exxon stock? Additionally, a new ETF uses AI to emulate Warren Buffett’s investment style—an interesting innovation, but are there risks involved in relying on AI for such strategies?We also revisit stocks like e.l.f. Beauty and Celsius Holdings, which have seen recent declines. Are these good buying opportunities, or should investors be cautious? We dive deeper into Palantir Technologies' business model and future growth projections, considering its potential to become a significant holding in tech portfolios.Lastly, we examine whether Apple, despite perceptions of lackluster innovation, remains an underestimated investment. Plus, we explore how high-profile artists and influencers promote brands like Tesla without formal endorsement deals, and why black-owned companies don't receive the same level of public endorsements. What does this reveal about cultural influences on brand promotion, and how does it affect investment and growth opportunities?#MarketMondays #SelfDirectedIRA #RealEstateInvesting #MicrosoftAI #NuclearEnergy #Palantir #Nike #23andMe #ExxonMobil #AIinInvesting #AppleStock #InvestorStrategies #TechInvesting #Tesla #WarrenBuffett #FinancialEducation #StockMarketAnalysisOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Sep 17, 2024 • 1h 41min

MM #226: Bitcoin Bets, The Future of AI, Elon's World Takeover, Microsoft's Next Run & Life Insurance Buyouts

This discussion highlights Apple's challenges with declining iPhone sales and the importance of innovation to retain market share. It also explores the implications of MicroStrategy's substantial Bitcoin purchase for corporate crypto adoption. Learn about viatical settlements and their financial significance, and uncover the potential winners in a future led by Vice President Harris. Additionally, the impact of Elon Musk's satellite dominance and the evolving AI landscape makes for intriguing insights. Finally, trends to watch as we approach 2025 bring new investment opportunities.
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Sep 13, 2024 • 8min

A Deep Dive into ASML: The Backbone of the Chipmaking Ecosystem

Welcome to another insightful clip of Market Mondays! Today, we're diving deep into ASML, a pivotal player in the semiconductor industry that has remained somewhat under the radar despite its enormous influence. Join hosts Rashad Bilal, Ian Dunlap, and Troy Millings as they dissect the role of ASML in the chipmaking ecosystem and what the future holds for this tech giant.ASML is known for its near-monopoly on EUV (Extreme Ultraviolet) lithography technology, which is critical in creating the most advanced semiconductors. Although we frequently discuss industry giants like Nvidia and Taiwan Semiconductor Manufacturing Company (TSMC), it's crucial to understand the importance of the equipment that makes their success possible. And that's where ASML comes in.#### Key Points Discussed:- **ASML's Market Position**: Rashad introduces ASML as a gateway company vital to the technology ecosystem, highlighting its near-monopoly on EUV technology.- **Market Trends**: Ian and Troy discuss the current state of the semiconductor market, including a "chip recession," and how ASML is faring amidst these challenges.- **Price Predictions and Investment Strategy**: Ian provides an analysis of ASML's price fluctuations and offers insights on potential entry points for investors, emphasizing the value of being strategic, especially amidst market volatility.- **Technological Importance**: Troy elaborates on ASML's critical role in the semiconductor supply chain, particularly in creating nanometer chips that companies like Nvidia and TSMC rely on.- **Long-term Outlook**: The hosts discuss the future prospects of ASML, including the potential for geopolitical tensions affecting its market, but they also affirm its integral role in the continuing advancements in AI and chipmaking.#### Why ASML Matters:- **Monopoly on Cutting-edge Tech**: ASML's technology is indispensable for manufacturing the next generation of semiconductors, positioning it as a linchpin in the tech supply chain.- **Investment Potential**: Despite a 30% drop from its pandemic high, the hosts see significant long-term value in ASML, making it a compelling consideration for any tech-focused portfolio.- **Geopolitical Factors**: As a Dutch company, ASML operates within a complex landscape of international trade, which could either present opportunities or pose challenges, depending on the geopolitical climate.ASML is not a straightforward investment. Ian likens its volatility to that of Tesla, where the highs can be incredibly rewarding, but the lows can also be gut-wrenching. That's why knowing when to enter and exit positions is crucial.Moreover, the discussion highlights the broader implications of ASML's technology for the AI market and future chip innovations. For those interested in the mechanics of the tech supply chain and long-term investment strategies, this episode is a must-watch.Stay plugged into Market Mondays for more expert analyses and in-depth discussions on the key players and trends shaping the financial landscape. Make sure to like, comment, and subscribe for more valuable content.Hashtags:#MarketMondays #ASML #Investing #Semiconductors #TechStocks #Nvidia #TSMC #EUVTechnology #StockMarket #FinancialEducation #InvestFest #IanDunlap #RashadBilal #TroyMillings #AI #ChipRecession #LongTermInvestmentDon't miss this crucial episode as we peel back the layers on ASML, a company that may not be in the spotlight as much as its peers, but is undoubtedly a cornerstone in the world of technology and finance. Tune in to Market Mondays and stay ahead of the curve!Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Sep 10, 2024 • 1h 47min

MM #225: Hidden Gem Chip Stock, iPhone 16, Retirement Plan Guide, Become a CEO, & 2025 Recession Predictions

The discussion includes an in-depth analysis of ASML stock and its implications for the semiconductor industry. The hosts critique Apple's iPhone 16 innovations and highlight the importance of visionary leadership. There's a thorough breakdown of retirement planning options, alongside concerns about a potential recession and market corrections. Key economic indicators, including PMI and construction spending trends, are explored. The conversation wraps up with insights from Bevel's CEO on the grooming industry and community impact in business.
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Sep 6, 2024 • 21min

Nvidia Stock Performance Analysis: Overhyped or Reality Check?

Ian Dunlap, a savvy Market Mentor, joins the discussion to analyze Nvidia's recent stock performance amidst its positive earnings report. He delves into how hype can mislead investors, drawing parallels with past tech giants like Meta. The conversation also covers Nvidia's significant stock buyback, hinting at its confidence in future growth. Dunlap explores the effects of high-profile CEOs on company perception and contextualizes Nvidia's prospects with strategic leadership and market dynamics shaping the tech landscape.
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Sep 4, 2024 • 6min

Huawei vs Apple - The Battle for Smartphone Supremacy

Welcome back to another clip of Market Mondays! In this clip, hosts Rashad Bilal, Troy Millings, and Ian Dunlap delve into one of the most intriguing competitions in the tech world today: Huawei versus Apple. Huawei, often dubbed the Chinese version of Apple, is the world's second-largest cell phone manufacturer. Despite their relatively low presence in the American market, Huawei continues to gain ground globally, especially in China. Are they positioning themselves to be a real threat to Apple? Join us as we explore this topic in detail.Rashad kicks off the discussion by highlighting Huawei's market strategy and its massive presence in the Chinese market. With Apple being the leader in consumer electronics, it’s fascinating to see how Huawei is challenging the giant, despite having little to no market presence in the USA. Ian underscores the importance of being vigilant about competitors, remarking how other companies like Intel have regretted not taking early threats seriously.Troy brings in another interesting angle: the timing of product announcements. Huawei has strategically chosen to announce their new phone model right around the time Apple usually does, essentially stepping on Apple's release moment. This competitive tactic is an aggressive nudge that says Huawei is ready for the showdown.We also discuss the impact of geopolitical tensions on these tech giants. Sanctions and trade restrictions have played crucial roles in shaping the current tech battlefield. Ian emphasizes the significance of this by pointing out how Tim Cook, Apple’s CEO, should be proactive in navigating these diplomatic waters to ensure Apple’s stronghold in vital markets like China and India.From the broader perspective of technological advancements, Troy questions whether there has been anything innovative in the smartphone market recently that makes consumers genuinely excited. With the latest models offering AI capabilities, there's a lot at stake for Apple to maintain its innovation lead.Moreover, Huawei's recent ventures into the electric vehicle market add another interesting dimension to this competition. This move signifies Huawei's ambition to diversify and branch out into new industries, something Apple has been cautious about.Our hosts also consider the brand loyalty factor. While Apple enjoys massive loyalty, especially domestically, the scenario overseas is dynamic and ever-changing. They emphasize the need for both companies to innovate continually and adapt to changing market conditions to stay relevant.Stay tuned until the end of the episode where we tackle various angles of this heated competition and offer our insights into who might emerge as the ultimate winner.If you enjoy our content, please remember to like, subscribe, and share this video. Also, don't forget to hit the notification bell so you never miss an update from Market Mondays!**Hashtags**: #MarketMondays #HuaweiVsApple #TechCompetition #SmartphoneMarket #Innovation #TechNews #Geopolitics #ElectricVehicles #Apple #Huawei #BusinessStrategyOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Sep 3, 2024 • 1h 47min

MM #224 Eli Lilly - Trillion $ Health Company?, Apple’s Competition, NVIDIA & Ian's Invest Fest Presentation

In this episode of Market Mondays, we dive deep into the future of Eli Lilly as it potentially becomes the first trillion-dollar pharmaceutical company, fueled by the booming weight-loss drug market. We also explore the strategic showdown between Huawei and Apple as Huawei aims to challenge Apple by launching a new product just hours after the iPhone 16 unveiling. We feature a segment from Ian's Invest Fest presentation, where he shares expert insights on becoming a successful trader. Next, we discuss concerns about NVIDIA's market performance, analyze their recent earnings report, and evaluate the company's expansion into self-driving cars and networking businesses. We also address an ambitious $10 trillion valuation prediction for a tech giant and discuss NVIDIA's long-term strategy.For personal finance enthusiasts, we offer advice on managing sudden wealth to ensure financial stability. We also cover the impact of market volatility in September, emerging market trends, Warren Buffett's investment strategy, and the looming recession risks based on the latest economic indicators.Finally, we provide an earnings overview, highlighting Zscaler, Asana, Hormel, C3.ai, Dick’s, Dollar Tree, Shoe Carnival, Tilly’s, Nio, and DocuSign.#MarketMondays #EliLilly #NVIDIA #Investing #HuaweiVsApple #PersonalFinance #WarrenBuffett #EmergingMarkets #TechStocks #Recession #StockMarket #IanDunlap #EarningsSeasonOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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Aug 30, 2024 • 13min

Sector Rotation: Analyzing the Shift from Tech to Energy Investments

FINAL SALE OF THE YEAR FOR RED PANDA STOCK CLUBGET 3YRS ACCESS FOR 50% OFF!http://www.ianinvest.com Welcome back to another insightful clip of Market Mondays with your hosts Rashad Bilal, Troy Millings, and Ian Dunlap. In this clip, we dive deep into the geopolitical tensions impacting the energy market, analyze top-performing stocks, and discuss the future of artificial intelligence in the tech industry.🌐 **Geopolitical Impacts on Energy Markets**We kick off the episode discussing a vital topic that has sent waves through the global economy: the recent geopolitical events involving Libya and the Middle East. With US crude oil prices surging by 3% due to the halt in Libya's production and an Israel-Hezbollah attack, Rashad and Troy break down the significant factors affecting the energy market. Ian keeps it light-hearted but shares insightful thoughts on how conflicts typically drive oil prices upward, a trend seen throughout history.📉 **Sector Rotation and Stock Analysis**The hosts delve into sector rotation, particularly the shift out of tech into energy due to geopolitical factors. Troy elaborates on how production shutdowns can cause ripple effects across global economies, leading to potential price hikes in oil exports. Ian adds an interesting twist by highlighting how savvy investors like Nancy Pelosi navigate these turbulent waters.🚀 **High-Potential Stocks**Rashad cues up a discussion on high-potential stocks, asking Ian which ones analysts believe have the greatest potential. Ian points to Nvidia and Super Micro as the clear winners, while also bringing up the intriguing aspect of stock price fluctuations and where true value lies. Troy supports this by providing additional data, showing the performance trends and potential growth in companies like Boeing and PDD.🌐 **The AI Revolution**A segment of the episode is dedicated to artificial intelligence, a buzzword that's driving the stock market. Ian shares his journey of predicting Nvidia's price movements and ties it back to the importance of understanding mispricings in stock valuation. This discussion evolves into an informative session on how AI is poised to disrupt multiple industries, emphasizing its role in driving economic growth.🔍 **Stock Club Insights**Before wrapping up, Rashad highlights the exclusive advantages of joining the Stock Club, especially post-Invest Fest. With a current 50% discount, Ian reiterates how catching stocks at the right time, such as Nvidia at $100, can exponentially maximize returns, setting the stage for lucrative investment opportunities.💡 **Educational Gems**This episode is packed with educational gems. Ian emphasizes the importance of understanding the true value price of stocks, using Fibonacci retracements, and identifying the best times to enter and exit the market. Troy complements this with practical examples, while Rashad holds it all together by summarizing key takeaways and enticing new viewers to join the Stock Club.🗣️ **Interactive Q&A**The camaraderie between the hosts makes the complex topics accessible and engaging. The episode features a dynamic Q&A session where they answer questions from the audience, making it a must-watch for anyone looking to gain a deeper understanding of market trends and investment strategies.👥 **Connect With Us**Don’t forget to like, comment, and subscribe for more Market Mondays content. Hit the notification bell so you never miss an update.Stay tuned and keep investing wisely!---**Hashtags:**#MarketMondays #Investing #StockMarket #Geopolitics #EnergyMarket #AIRevolution #Nvidia #SuperMicro #SectorRotation #StockAnalysis #InvestmentTips #FinancialFreedomOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

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