Wall Street Unplugged - What's Really Moving These Markets

How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing? In this episode: A tough start for the 49ers [0:56] What Nvidia's results mean for the AI trade [5:09] Why Nvidia still looks like a bargain at current levels [15:02] Dick's disastrous quarter: Is it time to go bottom-fishing? [19:39] Smith & Wesson is a great business—but that doesn't mean it's a buy [28:43] How midterms will impact the data center trade [36:16] Why is Peter Thiel's Bullish (BLSH) crashing? [43:45] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… And trading ideas from the latest 13Fs. In this episode: These stocks could rally after Nvidia reports earnings [2:59] A huge AI worry has been eliminated [13:05] Is Bessent's bond tinkering a big mistake? [23:48] Why everyone is up in arms over Druckenmiller's AI op-ed [36:30] These assets will benefit from Bessent's intervention [40:30] Two trading ideas from the latest 13Fs [49:10] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter.: href="https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors. In this episode: Is Northern Dynasty Minerals (NAK) worth another look? [2:11] Coppernico Metals (CPPMF) is a great buy right now [7:045] Walmart (WMT) vs. Target (TGT): Which is the better stock? [8:28] My No. 1 pick for fantasy football [17:02] Will the Clarity Act finally pass this year? [20:46] Institutions are ruining tokenization [28:11] Another horrible SPAC crushing retail investors [33:16] Ask us anything at askcurzio.com! [49:07] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us. In this episode: What an amazing time at Saratoga! [0:30] Penn State in the news for the wrong reasons [1:22] A confusing market is historically good for stocks, here's why [5:10] Why the latest move by the U.S. Treasury should scare the sh*t out of you [11:02] The credit crisis monster [22:43] These assets and sectors will benefit from higher interest rates [31:44] The battle of AI: Anthropic vs OpenAI, who's really in the lead? [37:24] This Magnificent 7 stock is in trouble [44:51] 13F moves that caught our attention [48:56] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 stocks for your humanoid robot watchlist… And politicians need to change the data center narrative. In this episode: Trump pulled off an illusion… and the Lakers sold for $12 billion! [0:34] Here's what's really driving Trump's sudden shift on Iran [5:16] 2 stocks for your humanoid robot watchlist [14:03] Politicians need to change the data center narrative [22:54] Cerebras is sinking after its earnings miss—is it a buying opportunity? [37:09] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and Super Micro (SMCI) earnings… Nvidia's (NVDA) $500B announcement… And the gold rally. In this episode: Sports scandals: WNBA, golf, and college football [0:51] Inflation is still hot—will the Fed do anything about it? [4:57] CoreWeave and Super Micro earnings show AI demand is alive and well [18:18] Nvidia's $500B announcement is great for AI stocks [29:15] What gold's rally says about the Fed's interest rate plans [35:59] Think the U.S. dollar isn't backed by anything? Think again [38:51] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on Coppernico… what investors can expect over the next 18 months… and the stock's enormous upside potential. In this episode: Welcome back, Ivan Bebek, CEO of Coppernico Metals [4:34] The permit that completely changes Coppernico's story [5:25] Why mining giants are betting on Coppernico [8:04] Could Sombrero become a multibillion-dollar copper discovery? [12:48] Coppernico's next move: Adding a major U.S. asset? [23:27] What investors can expect over the next 18 months [31:22] The blueprint for turning a tiny miner into a billion-dollar company [35:02] The math behind a potential 35,000% return [40:09] MARKETING DISCLOSURE: Coppernico Metals pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/08/2608-Coppernico-Metals-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) loses key executives? … Gold and oil companies have undergone a transformation… And more. In this episode: Is AI creating a cybersecurity crisis? [0:24] AI brought back the short sale: What it means for the market [8:53] Why sector rotations are good for the market [14:17] Alphabet keeps losing key executives—should investors be worried? [18:44] How Japan's currency crisis could ripple through the global markets [28:56] Gold and oil companies have undergone a transformation [44:45] Why we took gains and moved on from Boeing [46:43] How to get in on our private placement opportunities [51:16] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers. In this episode: A volatile pattern is emerging this earnings season [0:28] The market isn't as expensive as it looks [5:54] Hyperscaler earnings: The massive capex is paying off [11:05] Should you buy SpaceX (SPCX) on its pullback? [17:07] Disney (DIS) is uninvestable [30:39] Why is AMD (AMD) down on solid earnings? [44:38] The midterms are a huge headwind for data centers [54:18] Ask us anything! [1:00:19] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?... And steer clear of SpaceX (SPCX) until after this event. In this episode: South Korea's meltdown could spread to the U.S. market [0:48] Did a hedge fund cause the AI crash? [11:30] Today's AI stock surge is a double-edged sword [16:50] Here's what could cause a 2008-style crash [29:11] Which hyperscaler stock is most attractive here? [32:11] How to get in on our latest Curzio One private placement [45:25] Steer clear of SpaceX until after this event [55:06] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stocks are thriving… Energy bull should look offshore… Fauci's hearing… The Fed meeting… Tim Cook… And more. In this episode: Fireworks at Fauci's hearing [0:28] Will the Fed surprise the market with a rate hike? [7:06] Inside BlackRock's historic bond deal funding Meta's next data center [11:36] AI is getting hit, but the power thesis is alive and well [12:45] The pullback is creating several opportunities: Stocks to watch [17:39] Several non-AI stocks are trading at 52-week highs—here's why [24:14] Tim Cook should be on Mt. Rushmore of CEOs [29:08] Energy bulls should look offshore [37:21] GM and Ford were smart to get out of EVs [38:55] Our latest private placement deal for Curzio One members [43:10] This stock is perfectly positioned for the future of the film industry [56:15] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades. In this episode: Sports recap: Big wins for Ryan Fox and the Boston Red Sox [0:30] Oil's volatility isn't going anywhere: Several stocks to profit [2:29] Alphabet is in a league of its own among hyperscalers [8:50] Data centers will be a major topic during the midterms [17:52] The thesis for this power stock is alive and well [25:54] The Clarity Act is close to passing—and that's great for crypto [31:06] Coinbase just scored a major victory for crypto against the SEC [38:32] Are crypto treasury companies still solid trades? [45:12] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI power winners… The sector with the most AI risk… China's market manipulation… And stay cautious on SpaceX (SPCX). In this episode: OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? [2:06] SuperMicro's latest numbers prove AI demand is alive and well [16:06] Does open-source AI have a chance vs. closed-source models? [23:01] 2 no-brainer stocks to play the AI power trade [27:07] This sector faces the most AI competition risk [38:59] How to trade China's market manipulation [51:08] Be cautious about SpaceX right now [55:10] A private placement deal coming to Curzio One members! [59:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-as-a-service… key catalysts through 2026… and why DigiPower X is in a league of its own. In this episode: Welcome back, Michel Amar, CEO of DigiPower X [0:01] DigiPower's $1 billion contract with Cerebras is a major milestone [0:53] Why DGXX is exempt from New York's moratorium on data centers [6:33] From real estate to GPU-as-a-service: DigiPower's full AI stack roadmap [10:51] Management's plans to keep executing through 2026 and beyond [19:49] DigiPower X is in a league of its own [24:43] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Earnings season is off to a concerning start. Plus, oil winners and losers… The GLP-1 stock rotation… Why AI is reviving the short trade… A major headwind is coming for SpaceX (SPCX)... Why AI capex is a positive… And more. In this episode: Argentina vs. England was beyond amazing [0:16] A huge thank you for sending goodies to the office [4:38] Winners and losers as oil prices climb back to $80 per barrel [8:34] The GLP-1 trend is causing a huge rotation in stocks [16:46] A concerning start to earnings season [19:20] Why AI is reviving the short trade [25:46] A major headwind is coming for SpaceX [28:52] One of the best ways for a beaten-down stock to boost EPS [32:25] AI capex is great for the economy [36:15] Will growing AI power demand lead to blackouts? [39:36] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

BM's (IBM) worst day in 58 years—is it a buying opportunity? Plus, Fed Chair Warsh's testimony… The odds of a rate hike dropped significantly… Two AI buys… The perfect backdrop for big banks… And Wrap's (WRAP) growing TAM. In this episode: The Rule Symposium was great—with one catch [2:40] Key takeaways from Day 1 of Fed Chair Warsh's testimony [8:34] Why the odds of a rate hike dropped significantly [16:08] IBM just had its worst day in 58 years. Is it a buying opportunity? [20:39] These two power plays are buys on the AI pullback [26:27] The greatest environment ever for big banks [29:34] Wrap's total addressable market just grew by 3x [41:13] Everything included in our new all-in-one investing hub, Curzio Alpha [51:31] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter. https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Meb Faber, cofounder and chief investment officer of Cambria Investment Management, breaks down his new book on the rise of the 250-year bull market… and how much longer it can last. Plus, why U.S. investors should look abroad. In this episode: Welcome back, Meb Faber, cofounder of Cambria Investment Management [0:01] How long can this bull market last? [2:16] Why U.S. investors should look abroad [11:30] How Cambria navigates the market for investors [16:21] The power of networking [27:26] Meb's new book breaks down America's 250-year bull run [28:47] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

What the end of the ceasefire means for oil prices—and stocks—through the summer. Plus, the release of the Fed minutes should shake the market… Can Q2 earnings meet Wall Street's huge expectations? … And Saylor is backtracking on Bitcoin. In this episode: Say hello to Frank in Boca Raton [0:19] What the end of the ceasefire means for oil prices [1:26] July will be a rough month for stocks [5:32] The release of the Fed minutes should shake the market [8:29] Can Q2 earnings meet Wall Street's huge expectations? [17:41] Saylor is backtracking on Bitcoin… Why that's good for crypto [26:48] Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Savvy CEO Eric Goldreyer on the company's success—and its next growth phase… how AI is helping unlock customer savings… and his exit plan for this hospitality disruptor. In this episode: Welcome back, Eric Goldreyer, CEO of Savvy [4:02] The secret to Savvy's success… and its next growth phase [9:23] How AI is helping unlock customer savings [14:28] The key to building a successful startup [24:14] Eric's exit plan for this hospitality disruptor [34:48] Why we believe in the Savvy story… and its ROI potential [38:43] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America! Politics pay: Breaking down Trump's $1B income [2:05] How politicians game the system [5:51] The ultimate winning political strategy (for any party) [15:16] Meta is reading from the Amazon playbook—why it's controversial [17:29] AI companies are fighting data center pushback… with incentives [24:04] Bitcoin's free fall: Is the crypto market near a bottom? [30:48] Happy birthday, America! [40:38] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they'd see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

These tech stocks are buys on the pullback. Plus, is it still a "buy-the-dip" market? … What's driving the outperformance in small caps? … Steer clear of this SPAC… Accenture's (ACN) management should be fired… And the broken housing market. In this episode: Curzio Alpha has launched! [2:56] Is it still a "buy-the-dip" market? [6:30] These stats show just how wild market speculation has gotten [10:36] What's driving the outperformance in small caps? [14:53] These tech stocks are buys on the pullback [19:22] A special deal on your next vacation rental [23:48] This chipmaker is a screaming buy [25:01] Steer clear of this SPAC [33:07] Accenture's management should be fired [39:13] Grand Theft Auto VI will be a boon for Take-Two Interactive [46:17] Why is nobody talking about the horrible housing market? [54:08] This episode is brought to you by Savvy, the direct-booking marketplace for vacation rentals. Savvy helps travelers find the same kinds of homes they'd see on major rental platforms, without the extra markup ($500 savings on average!). Every listing is managed by a professional host, so travelers can book with confidence. And right now, Wall Street Unplugged listeners can get $50 cash back on their first stay with Savvy. Here's how to book: https://www.savvy.com/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Khadija Mustafa, advisory council member of VivoPower (VIVO), breaks down why the AI race is moving upstream… where the hyperscaler capex is actually going… why AI can't be compared to the dot-com boom… and much more. In this episode: Welcome, Khadija Mustafa, advisory council member of VivoPower [0:02] The AI race is moving upstream, thanks to the power bottleneck [3:52] AI is a critical national asset—and these countries have the lead [7:10] Here's where the hyperscaler capex is actually going [14:54] Why AI can't be compared to the dot-com boom [19:55] The future of AI: Does the reward outweigh the risk? [23:44] What sets VIVO apart in the AI landscape [28:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will crashing oil lead to lower inflation? And what to expect from Kevin Warsh's first Fed meeting. Plus, SpaceX's (SPCX) move to buy Cursor… AI capex is unlike anything we've ever seen… And introducing Curzio Alpha. In this episode: Congrats to the New York Knicks! [0:25] Introducing the only newsletter you'll ever need: Curzio Alpha [8:55] SpaceX's move to buy Cursor is brilliant [19:46] Will crashing oil prices lead to lower inflation? [28:29] Get your popcorn ready for Kevin Warsh's first Fed meeting [30:14] AI capex is unlike anything we've ever seen [47:58] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Rick Rule breaks down why he's buying gold stocks again… his favorite place to look for oil & gas winners… whether it's time to buy uranium… how Battle Bank is revolutionizing banking… and what to expect from the Rule Symposium. In this episode: Welcome, Rick Rule, the GOAT of the resource industry [1:41] What to expect from the Rule Symposium, 30 years in the making! [2:53] Why Rick is buying gold stocks again after trimming exposure last year [16:20] Rick is incredibly bullish on oil & gas—and these stocks are his favorite plays [25:38] Is it time to buy uranium stocks again? [33:15] How Battle Bank is turning the banking industry on its head [39:28] Editor's note: This July, Rick is hosting the 2026 Rule Symposium, a premier natural resource investing conference. The speaker lineup is a "who's who"of the resource industry (including yours truly)... and the event is designed to leave you with powerful industry connections, deep market insights, and possibly your next big winner! In-person tickets to the symposium are sold out…But you can still attend the livestream: https://cvent.me/XOqdLa?via=Curzio Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

A market correction is coming… and that's good news. Plus, Senator Warren vs. the SpaceX IPO… Hot CPI data… New Fed chair, old Fed tricks… Gold has more room to fall… And $1 million Bitcoin (BTC) is off the table. In this episode: The California election is chaos [1:06] Why Senator Warren is trying to delay the SpaceX IPO [5:31] Breaking down the market's reaction to the hot CPI [10:22] The cost of living is killing the market [17:02] New Fed chair, old Fed tricks [24:03] Gold prices have more room to fall [31:26] A market correction is coming… and that's good news [38:43] $1 million Bitcoin is off the table [43:08] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

John Stephenson of Granite Point Research breaks down the structural shift in the oil market… the new risk/reward setup for deepwater drilling… why oil companies are flocking to Africa… and a junior pure play with generational upside. In this episode: Welcome, John Stephenson, founder of Granite Point Research [5:32] A structural shift is taking place across the oil market [6:30] The risk/reward setup for deepwater drilling has changed [10:27] Why oil companies are flocking to Africa [19:28] A generational opportunity in offshore oil [21:20] How an unknown company beat the majors to a prolific reserve [26:51] MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://curzio.me/bluenergies-disclosure. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

$500k Bitcoin (BTC) is off the table, thanks to AI. Plus, stop worrying about hyperscaler spending… Why the latest AI stock moves caught analysts off guard… The SpaceX, Anthropic, and OpenAI IPOs… And Dimon's comments on the Clarity Act. In this episode: My pick to win the NBA championship [1:27] Stop worrying about hyperscaler spending [6:35] Why the latest AI stock moves caught analysts off guard [15:56] The entire market outside of AI is struggling [28:45] The SpaceX, Anthropic, and OpenAI IPOs scare me [30:41] Dimon's comments on the Clarity Act are B.S. [37:28] $500k Bitcoin is off the table, thanks to AI [41:29] This episode brought to you by Savvy: Stay smarter. https://curzio.me/wsu Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Mining legend Ivan Bebek breaks down his latest project, 10 years in the making—including Peru's incredible mining opportunity… the "who's who" of mining investing alongside him… and why this could become the world's largest copper mine. In this episode: Welcome, mining legend Ivan Bebek! [5:06] Tapping into Peru's incredible mining opportunity [10:34] A world-class project 10 years in the making [18:53] Why this could become the world's largest copper mine [27:40] A "who's who"+ of mining is investing in this project [36:36] Coppernico Metals' game plan over the next 12 months [41:40] The episode sponsored by: Savvy: Stay smarter. https://www.savvy.com/ Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Why investors must prepare for a pullback. Plus, a sector to buy—and one to avoid—amid rising inflation… Expectations for Nvidia's (NVDA) earnings… Could voters slow down the AI train? … Berkshire's (BRK.B) 13F moves… And Target's (TGT) turnaround. In this episode: Skydiving for my birthday [0:28] The New York Knicks' incredible comeback [2:45] Why investors must prepare for a pullback [6:36] A sector to buy—and one to avoid—amid rising inflation [12:58] Nvidia's earnings tonight: Here's what I want to hear [19:24] Could voters slow down the AI train? [35:56] The No. 1 takeaway from Berkshire's latest 13Fs [43:41] It took years, but this retailer finally figured it out [52:04] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

How to profit from Trump's latest overseas visit. Plus, CPI takeaways… Data centers just caught Wall Street off guard in a big way… DigiPower X (DGXX) has more room to run… Cerebras' IPO… And will the Clarity Act finally pass? In this episode: The New York Knicks are on fire! [0:44] Spencer Pratt's insane bid for LA mayor [2:58] CPI takeaways: AI is powering the market… How long can it last? [7:46] Data centers just caught Wall Street off guard in a big way [18:33] DigiPower X is up over 400%—and there's more room to run! [22:12] Cerebras' IPO tomorrow will be insane [27:27] How to profit from Trump's trip to China [38:26] Will the Clarity Act finally pass? Oddsmakers think so [45:11] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

BluEnergies (BLUGF) CEO Craig Steinke on why Big Oil is rushing into West Africa… the company's "multibillion-barrel" opportunity, legendary leadership, and TotalEnergies (TTE) partnership… And catalysts for the stock over the next 12 months. In this episode: Why Big Oil is rushing into West Africa right now [1:10] CEO Craig Steinke on BluEnergies' (BLUGF) "multibillion-barrel" opportunity [4:47] The key to BlueEnergies' success: A major early-mover advantage [8:08] A game-changing partnership with one of the supermajors [12:07] This legendary mining exec is backing BluEnergies [15:24] Catalysts for the stock over the next 12 months [18:52] An all-star management team aligned with shareholders [23:26] Disclosure Statement in Compliance with Section 17(b) of the Securities Act Curzio Research, Inc. (CRI) is a communication and marketing company that provides services to BluEnergies Ltd (TSXV.BLU), a publicly traded company (the "Company"), including awareness and engagement or opinions on the Company. Compensation CRI receives compensation from the Company in the amount of two hundred fifty thousand dollars over a two-month period from April 15, 2026 through June 15, 2026. However, this compensation is not contingent upon any specific opinions or recommendations being issued, and no price targets are set by CRI. All reports are intended to reflect the independent views of those preparing them. As required by Section 17(b) of the Securities Act of 1933, CRI hereby discloses this compensation arrangement, which may result in potential conflicts of interest. Investors should be aware that compensation has been provided by the Company to CRI who is preparing any reports or opinions. You can read the full disclosure here: https://curzio.me/bluenergies-disclosure. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's exit is the beginning of the end for OPEC [21:11] Big Tech is reporting—and this stock's results matter most [29:36] The Wall Street Journal's piece on OpenAI is B.S. [33:55] Bloom Energy is up 10x… and big changes coming to Curzio Research [50:19] Betting tips for the Kentucky Derby [57:09] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Kevin Chin, executive chairman of VivoPower (VIVO), breaks down why power represents a generational opportunity… VivoPower's strategy to dominate AI… 3 key factors that drive Vivo's success… and the single biggest value driver for the stock in 2026. In this episode: Welcome, Kevin Chin, executive chairman of VivoPower (VIVO) [5:00] A generational opportunity: Why power is the new oil [11:55] VivoPower's strategy to dominate AI [19:15] 3 key factors that drive Vivo's success [24:57] The art of structuring great deals for shareholders [32:29] How management is prioritizing giving back [37:46] The single biggest value driver for the stock in 2026 [46:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Jason Hein, founder of Telescope Innovations (TELIF), breaks down how Telescope's robotic labs are revolutionizing biotech… the company's renowned management team and Big Pharma partnerships… and why 2026 will be a game changer for Telescope. In this episode: Welcome, Jason Hein, founder of Telescope Innovations (TELIF) [5:16] Telescope's robotic labs are revolutionizing biotech [8:27] Leveraging AI to reduce costs and improve patent timelines [14:02] Partnerships with the biggest names in Big Pharma [16:28] TELIF's management team is renowned in the scientific community [26:46] Why this year will be a game changer for Telescope Innovations [31:56] Telescope Innovations recommendation disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/04/2603-Telescope-Innovations-Marketing-Disclosure.pdf Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Andrew Horowitz of The Disciplined Investor breaks down the market's reaction to Iran… and some of his favorite ideas right now. Plus, rising inflation… Earnings season… The private credit crisis… AI spending… And is Musk intentionally tanking Tesla (TSLA)? In this episode: Welcome back, Andrew Horowitz of The Disciplined Investor [0:15] Andrew breaks down the market's non-reaction to the Iran conflict [1:40] How the Strait of Hormuz is driving inflation across the board [8:44] Why this earnings season is unlike any other [16:01] The timing of the private credit crisis was great for retail investors [22:34] Is Musk intentionally tanking Tesla? [26:12] Hyperscalers need to calibrate their AI capex [38:35] Some of Andrew's favorite ideas in the market right now [51:08] Sign up now for the Curzio One Wealth Forum 2026 [1:01:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Oil's drop: What's driving it and what it means for stocks. Plus, Microsoft (MSFT) has been hammered—is it a buying opportunity? … Levi Strauss' (LEVI) major warning for big box stores… And Tesla's (TSLA) risk/reward setup. In this episode: My pick for Masters week! [3:21] Oil's plunge: What's driving it and what it means for stocks [7:45] Key expectations for earnings season [14:56] Don't go bottom fishing in this sector [20:26] Proof the market isn't expensive at current levels [23:59] Microsoft has been hammered—is it a buying opportunity? [26:00] Levi Strauss' earnings signal a major warning for big box stores [33:09] Is Tesla a good risk/reward setup right now? [45:25] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Nike (NKE) is tanking—is it time to buy? Plus, the market's historic move… The Strait of Hormuz… Carnival's (CCL) credibility problem… This commodity is about to skyrocket… And OpenAI's valuation surge. In this episode: Tiger Woods is stepping away from golf [0:15] What drove yesterday's historic market move? [4:30] The Strait of Hormuz remains key to the market's health [8:55] Carnival has a credibility problem [14:52] Forget oil—this commodity is about to skyrocket [17:51] This recent report on Disney is nonsense [26:25] Nike is tanking—is it time to buy? [28:41] OpenAI's valuation hit $850 billion—what's behind the surge? [34:43] Reserve your spot at our upcoming Curzio Wealth Forum! [41:24] AI is dead without this sector [44:07] Enjoy the NCAA final four and happy Easter! [51:42] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

U.S./Iran ceasefire talks—and why Trump NEEDS a resolution. Plus, how the Clarity Act drove Circle's (CRCL) plunge… Agentic AI is coming for big banks… And Disney (DIS) just blew its OpenAI partnership. In this episode: How's your NCAA bracket? [0:49] U.S./Iran ceasefire talks are pushing the market higher [7:04] Why Trump NEEDS a resolution in Iran [14:42] How the Clarity Act drove Circle's plunge [27:18] Agentic AI is coming for big banks [34:51] Disney just blew its OpenAI partnership [43:24] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The PPI came in hot: What it means for interest rates… Why the market NEEDS a rate cut… Key takeaways from Nvidia's (NVDA) GTC conference… Is NVDA a buy at current levels? … And the latest massive tech layoffs. In this episode: Happy late St. Patrick's Day! (And my Irish car bomb story) [0:15] The PPI came in hot: What it means for interest rates [5:30] Why the market NEEDS a rate cut [7:57] Key takeaways from Nvidia's GTC conference [22:02] Is NVDA a buy at current levels? [24:47] Is AI to blame for the massive tech layoffs? [38:14] My pick for the March Madness champion [48:56] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Michel Amar, CEO of DigiPower X (DGXX), returns to break down the US Data Centers (USDC) drama… why USDC is great for DGXX shareholders… and why the next few weeks will be a game-changer for the company. In this episode: Breaking down the DigiPower X (DGXX) drama [0:20] Welcome back, Michel Amar, CEO of DGXX [5:13] Why USDC is great for DGXX shareholders [7:21] Power demand continues to outpace supply [23:56] Major news at the North Carolina and Alabama sites [28:30] Why the next few weeks will be a game-changer for DGXX [37:12] Plans for the future: $100M per month in revenue [41:27] A word for the social media haters [48:26] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%. Inside this Episode Did anyone catch this incredible NBA performance? Hedge funds are ramping up oil volatility Should you buy stocks during the Iran War? Did Oracle finally find its bottom? The AI power crisis is 10X bigger than people realize The spots in our latest private placement are going fast! Stay patient with Wrap Tech An overlooked—and critical—metric when picking stocks Everything I've learned from Jim Cramer This tiny uranium stock could easily surge over 250% We're making some big changes to better serve you Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade. In this episode: War with Iran: Why all eyes are on the Strait of Hormuz [1:27] U.S. producers will benefit from the Iran War [5:55] Should you buy stocks during a war? [17:07] Is AI to blame for Block's big layoff? [19:11] Private equity is crashing—is it time to buy? [32:07] The betting markets are going wild over the Iran War [41:20] I hate Bank of America's Tesla upgrade [48:39] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company. In this episode: Welcome, Chris Doornbos, President and CEO of E3 Lithium [2:12] AI is driving massive demand for lithium batteries [7:07] E3's early-mover advantage [11:22] Why government support is key for junior resource companies [17:32] An oil & gas partnership could be on the horizon [24:09] E3 has a stellar management team at the helm [29:17] Why 2026 marks a paradigm shift for E3 Lithium [32:30] Disclosure Statement in Compliance with Section 17(b) of the Securities Act Curzio Research, Inc. (CRI) is a communication and marketing company that provides services to E3 Lithium, a publicly traded company (the "Company"), including awareness and engagement or opinions on the Company. Compensation CRI received compensation from the Company in the amount of EIGHT THOUSAND FIVE HUNDRED DOLLARS for a one-time interview published on March 2, 2026. However, this compensation is not contingent upon any specific opinions or recommendations being issued, and no price targets are set by CRI. All reports are intended to reflect the independent views of those preparing them. As required by Section 17(b) of the Securities Act of 1933, CRI hereby discloses this compensation arrangement, which may result in potential conflicts of interest. Investors should be aware that compensation has been provided by the Company to CRI who is preparing any reports or opinions. Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge. In this episode: Shots to celebrate Daniel's 40th! [0:25] Congrats to the USA men's and women's hockey teams [3:04] Key takeaways from Trump's State of the Union [6:38] Trump Accounts are a game-changer [12:58] Why I expect Nvidia to fall after reporting earnings tonight [21:43] Act now if you want in on this coffee disruptor [31:55] Should you follow Tepper into Whirlpool? [35:41] Netflix will lose Warner Bros.—and that's great for the stock [44:39] What's behind Circle's surge? [51:48] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

This household name could surge 50% this year. Plus, why software stocks are getting rerated… Bullish moves from ServiceNow (NOW) insiders… Key takeaways from the Trumps' World Liberty Forum… And 13Fs from Buffett, Tepper & Druckenmiller. In this episode: The Olympic curling cheating scandal [1:46] This megacap stock could surge 50% this year [7:41] The Palo Alto Networks CEO is dead wrong on AI [14:53] Why software stocks are getting rerated [17:35] The latest moves from ServiceNow insiders are great for the stock [27:01] Key takeaways from the Trumps' World Liberty Forum [36:35] 13F moves that caught our eye: Buffett, Tepper & Druckenmiller [47:24] One of the best private placement opportunities of my career [58:01] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

3 small caps for 2026: A data center play… A company tokenizing gold… And a public safety stock ready to surge. Plus, what could crash the market in 2026… Truflation… Rare earth stocks… And much more. In this episode: Wall Street Unplugged Premium LIVE on X! [0:12] Which was better: the Super Bowl or the commercials? [1:30] The No. 1 factor that could crash markets in 2026 [10:32] Truflation vs. government data: Who can you trust? [16:31] Proof the AI trend is alive and well—and how to play it [19:46] Small cap No. 1: This data center play has a ton of upside [27:30] Are rare earth stocks buys? [36:58] Is it time to sell Uranium Energy Corp.? [46:54] How to join our exclusive Curzio One membership [48:19] Small cap no. 2: A tiny company bringing commodities to the blockchain [59:50] Small cap no. 3: This public safety stock is one major contract away from surging [1:06:55] Why investors must pay attention to politics [1:14:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Crypto expert Lark Davis breaks down the signs we're near a crypto bottom… why tokenization will bring trillions into the crypto industry… two digital asset treasuries to watch… advice to entrepreneurs… and 3 cryptos to buy on the dip. In this episode: Welcome, crypto expert Lark Davis [0:02] Signs we're near a crypto bottom [4:13] Tokenization will bring trillions into the crypto industry [13:09] Two digital asset treasuries to watch [22:12] Lark's advice to entrepreneurs [26:03] 3 cryptos to buy on the dip [36:44] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Morgan Lekstrom of Streamex (STEX) breaks down how the company is bringing commodities to the blockchain… how it got the Warren Buffett of the resource sector on board… its visionary gold-backed token, GLDY… and its multitrillion-dollar total addressable market. In this episode: Streamex (STEX) is the 'Uber of tokenization' [0:16] Welcome, Morgan Lekstrom, cofounder and chairman [6:15] How STEX is bringing commodities to the blockchain [14:25] The Warren Buffett of the resource sector is all in [16:10] Streamex's visionary process for generating yield from gold [25:04] Introducing the first gold-backed token: GLDY [35:55] STEX's total addressable market is in the trillions of dollars [42:04] How STEX is building a moat against the competition [43:23] Core insiders own ~50% of the stock—why that's key [46:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will Trump take a stake in this uranium stock next? Plus, this commodities bull market is unlike any other… Trump's USA Rare Earth (USAR) stake… The Fed meeting could surprise the market… Starbucks' (SBUX) turnaround… And Boeing's (BA) upside. In this episode: Recapping my trip to VRIC [0:56] This commodities bull market is unlike any other [4:16] What Trump's USA Rare Earth stake means for commodities [12:02] This uranium leader could be Trump's next investment [18:11] Today's Fed meeting could surprise the market [26:23] Starbucks' turnaround story is alive and well [34:17] Boeing is going to $400 per share [39:36] This tech stock has a bright future for the first time in 20 years [45:15] Only a few spots left in our Savvy private placement [53:33] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

World Economic Forum: Trump on Greenland… Canada's losing fight with the U.S… Central bankers and Bitcoin (BTC)… Ray Dalio's investment advice… and the U.S. dollar. Plus, Netflix's (NFLX) earnings… A megacap buy… And the year of retail. In this episode: Congrats to Indiana University, college football champs! [0:27] The market jumped after Trump's latest Greenland remarks [4:58] Canada is picking a losing fight with the U.S. [9:32] How investors should react to a political Davos [15:15] France just confirmed central bankers are clueless on Bitcoin [19:22] Ray Dalio's investment advice as the global system breaks down [23:53] Is the U.S. dollar at risk of losing its reserve currency status? [31:10] Why Netflix is down after reporting solid earnings [39:52] This megacap stock is still a buy at 52-week highs [44:58] Why AI could make 2026 the year of the retailers [49:10] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Netflix (NFLX) is a dead stock—here's what killed it. Plus, small caps are starting 2026 off strong… Trump's Powell investigation is a bad move… Big bank earnings… Bitcoin's (BTC) rebound… And crypto vs. crypto treasuries: Which is the better investment? In this episode: The NFL season is over for me [0:19] Small caps are starting 2026 off strong [3:45] Why you shouldn't worry about high valuations [7:12] Trump's Powell investigation is a bad move [9:15] Don't buy the "independent Fed" narrative [13:42] Big banks are coming in hot this earnings season [23:02] What's driving Bitcoin's rebound? [33:33] Crypto vs. crypto treasuries: Which is the better investment? [43:36] Netflix is dead [51:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li