Podcast appearances and mentions of Tom Lee

In this eye-opening and insightful discussion, Chris Perkins, Managing Partner and President of CoinFund and macro thinker and founder of Visserlabs, Jordi Visser, explore the profound impacts of AI and crypto on the future of the global economy and investment landscape. Jordi argues we will soon see a significant societal and financial shift: that traditional business cycles are dead, the Fortune 500 will not exist and Stablecoins are the bridge to the future. Thanks to legislation like the “Genius Act” and “Clarity Act”, Jordi feels investors and financial institutions will see Stablecoins as a critical bridge between traditional and digital investing — and give an accessible money alternative to people in countries with volatile currencies. Jordi and Chris also talk about ALT coins, including what they see as a big boom coming for Ethereum and Robinhood's breakthrough act to take private equity public through tokenization. Takeaways: Why Jordi Believes a Political and Financial Revolution is Coming Robinhoods, Robin Hood Like Move to Take Private Equity, Public How the Genius Act Will Save the U.S. Dollar and Make It and Stablecoins the Global Currency of the Future The Huge Upside for Ethereum 1:15 What Jordi is Talking to Chat GPT About Right Now 2:50 The Business Cycle is Dead 5:00 The Big, Beautiful Bill = Same Old Money Printing 6:30 Elon Musk's New Party & Why a Revolution is Coming 11:20 Why the 2030s Will Be A Graveyard for the Fortune 500 14:00 The Next Investing Revolution? Private Equity Going Public Through Tokenization 17:50 The Genius Act & How It Ensures the U.S. Dollar Will Be a Reserve Currency Forever 21:47 The Future is Stablecoin to Defi to AI and the Impact on Developing Nations 27:15 The Next Big Thing: FX (Forex=Foreign Exchange) 30:30 AI Will Destroy Established Businesses & Bitcoin Will Be the Only Game in Town 32:45 What About ALT Coins? And an Ethereum Boom to Come? 38:45 Tom Lee's New ETH Treasury Company Bitmine and the Eruption of Treasury Companies 42:50 The Fortune 500 Company That Won't Die 43:27 The Clarity Act Jordi says he's been talking to ChatGPT about our insatiable appetite for Copper. Get our Free Report on Investing in Copper here https://wealthion.com/copper/ and watch our video with some of the biggest Copper miners and junior miners here Subscribe to our YouTube Channel: https://www.youtube.com/@Wealthion Follow us on X: https://x.com/wealthion Follow us on Facebook: https://www.facebook.com/Wealthion Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://wealthion.com/free/ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://hardassetsalliance.com/?aff=WTH ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Will tariff uncertainty hit the economy and the stock market? We discuss with Fundstrat's Tom Lee,  New York Life's Lauren Goodwin and Charles Schwab's Kevin Gordon. Plus, Rick Heitzmann from FirstMark Capital weighs in on the big thaw in the IPO market. And, American Century CEO Jonathan Thomas breaks down his second half playbook. 

BTCS Inc. has announced its strategic intent to raise $100 million in 2025 to acquire Ethereum and support the growth of its ETH-first infrastructure model. The strategy is designed to increase ETH per share, drive scalable revenue, and minimize shareholder dilution.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!Guest: Charles Allen, CEO and Chairman of the Board at BTCSBTCS Website ➜ https://bit.ly/BTCSethereum00:00 intro00:15 Sponsor: Tangem00:55 Four Years Later01:20 What is $BTCS?01:49 Ethereum Treasury Strategy02:50 Bitcoin vs ETH Business Model04:10 Tom Lee on Circle IPO05:20 BTCS name change?06:19 Record Revenue07:35 Sharplink vs BTCS08:34 Aave Borrowing09:14 Buying $100 Million More ETH!10:16 Tom Lee: ETH Company Mergers Incoming?11:00 BTCS + Tom Lee Merger?12:48 Bitcoin exiting to Ethereum14:56 Schwab Excited About Tokenized Stocks16:05 Ethereum Hype Incoming17:29 Tom Lee: Ethereum "WallStreet Put"19:25 Technical Expertise Needed20:26 Polymarket Dominates Politics21:41 Gaming Will Surpass Countries21:56 Michael Saylor Buying ETH?23:33 outro#Crypto #Ethereum #bitcoin ~$100mil Ethereum Mega-Strategy!

This holiday-shortened trading week ends with a tension-release rally pushing the key infexes further into record territory. So what could be next for your money? We discuss with Fundstrat's Tom Lee, Truist's Keith Lerner and Wealth Enhancement Group's Aya Yoshioka. Plus, former Fed Governor Frederic Mishkin breaks down his first reaction to the jobs report and what it might mean for the Fed's next move. And, Lisa Shalett – CIO of Morgan Stanley Wealth Management – tells us where she is finding opportunity in the second half of the year. 

In this jam-packed episode, Matty A and Ryan Breedwell break down the Fed's latest interest rate predictions and what Wall Street's betting on for the back half of 2025. They cover the booming stock market, Trump's bold tariff plays and their real economic impact, and why Bitcoin may be taking a back seat to Ethereum in the crypto space. Plus, they tackle the big, beautiful bill moving through Congress, how crypto is now being counted toward real estate lending, and the looming ripple effects for investors and small business owners alike.If you want to understand the direction of markets, inflation, and crypto regulation—and what it all means for your portfolio—this is a must-listen.Timestamps: 00:00 – Fed outlook: rate pause in July, first cut likely in September 02:00 – Why aggressive rate cuts might backfire 04:00 – Powell's balancing act & political pressure 06:00 – Trump's massive global interest rate comparison 08:00 – Breakdown of tariff revenue & impacts on inflation11:00 – Domestic production shift = long-term economic win 13:00 – Real estate + stock market synergy = true wealth15:00 – "Big Beautiful Bill" clears Senate – what it means 17:00 – Tax cuts on tips, small biz wins, W2 vs corp benefits 19:00 – Why omnibus bills suck & how politicians weaponize them 22:00 – Elon vs Trump, Massey vs establishment – a brewing primary battle 24:00 – Cutting spending vs driving more economic growth 25:00 – Pat Bet-David's take on capitalism and state policy 27:00 – California business exodus: policy fallout 28:00 – S&P and Nasdaq hit all-time highs—why the market's surging 30:00 – Domestic equities: overlooked and underweighted31:00 – Oracle & Palantir: why they're leading the charge33:00 – Bitcoin vs Ethereum: Ryan's strong stance 36:00 – Tom Lee's Ethereum fund strategy vs MicroStrategy's Bitcoin bet 39:00 – Fannie Mae & Freddie Mac greenlight crypto as mortgage asset 42:00 – Crypto's bridge to real estate just got real 43:00 – Housing updates: mortgage rates dip, multifamily struggles 44:30 – Why the second half of 2025 looks bullish 45:00 – Napa Wealth Mastermind Announcement – Sept 23–26 47:00 – Eddie Murphy wisdom: stop fearing, start livingWhat You'll Learn:When the Fed is most likely to start cutting rates—and why it mattersHow Trump's tariffs are actually impacting inflation, GDP, and tradeWhy tariffs may spark a resurgence in U.S. manufacturing jobsThe truth behind omnibus bills and political manipulationWhy Ethereum may be the smart long-term crypto bet over BitcoinHow crypto is now playing a real role in real estate lending decisionsNotable Quotes:“Tariffs have worked out very well—and the critics are now backpedaling hard.” – Matty A“If Tom Lee is choosing Ethereum over Bitcoin, that tells you everything you need to know.” – Ryan Breedwell“It's time people stop fearing, and start living. You get 75 summers—don't waste them.” – Eddie Murphy (via Holy Man)“This bill fuels capitalism, not kills it—and that's why the market loves it.” – Matty ACalls to Action:Text “XRAY” to 844.447.1555 to get your portfolio reviewed Text “DEALS” to 844.447.1555 to get access to top investment opportunities Follow @officialmattya on Instagram for daily wealth-building content Visit: Shop.MillionaireMindcast.com – Wealth-building resources & gearWant In On Our Private Napa Mastermind? Text “NAPA” to 844.447.1555 to apply for the 2025 Wealth Builder Experience Only 15 seats available — 6 already claimed! Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555

Senate Republicans have passed President Trump's signature domestic policy bill, setting the stage for a final vote in the House on legislation that would cut trillions of dollars in taxes while scaling back spending on Medicaid, food assistance and clean energy programs.~This Episode is Sponsored By Coinbase~ Buy $50 & Get $50 for getting started on Coinbase➜ https://bit.ly/CBARRON00:00 Intro00:15 Sponsor: Coinbase00:45 Tax Bill Passed01:42 Tax Bill heads to The House02:30 Polymarket03:00 Scott Besssent on cutting medicaid04:04 Josh Hawley sells out04:35 Inflation / Rate cut odds06:23 CNBC: Goldman raises rate cut odds to 3 this year08:00 Mike Wilson: Bull case for second half09:22 Jerome Powell on stablecoins10:18 Circle Gate way11:13 USDG l Kamino APY11:52 Tom Lee #1 investor12:14 Tom Lee was right13:15 Tom Lee vs Bitcoin14:30 ETH shorts15:05 ETH/BTC bottom15:45 ETF launches getting easier17:09 Outro#Crypto #Bitcoin #Ethereum~Tax Bill Passes✅House Vote Chaos Next? Crypto Market Update

Tom Lee has been appointed chairman of the board of directors of bitcoin miner BitMine Immersion Technologies, effective Monday. Fundstrat's Tom Lee is joining a little known bitcoin miner aiming to become the biggest publicly traded holder of ether. The company also announced a $250 million private placement to implement a buying strategy around ether, which it aims to make its primary treasury reserve asset while continuing with its core bitcoin mining business.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:15 Sponsor: iTrust Capital00:50 Treasury trends01:35 Microstrategy02:01 Bitmine to buy $250 in ETH02:36 Tom Lee super investor03:05 Tom Lee: Stablecoins are the ChatGBT of crypto04:25 Scott Bessent bullish on stablecoins04:50 Tom Lee: This is the new Bitcoin at an early stage06:00 ETH reserves07:00 Robinhood staking08:10 Axelar08:41 Sharplink buys more ETH09:30 $SBET vs $BMNR10:11 Tokenized Stocks10:30 Vlad: Custody & Portability11:45 Will Robinhood flip Charles Schwab?12:53 Greed is back13:12 Crypto is mainstream14:12 Circle top signal?16:00 Outro#Crypto #Ethereum #~Tom Lee Buying $250 Million Ethereum

Is the concept of the “stock pickers” market being replace by a “theme-pickers” market? Plus, a crypto conundrum and some international ETF intrigue.      

Tom Lee is the chief investment officer at Fundstrat Capital and head of research at FSInsight. He joins Big Technology Podcast to discuss whether generative AI wave is actually holding up the stock market and what would happen if it stalled or fell apart. We discuss what an AI 'Black Swan' event would look like, whether the bubble would pop, and what happens if AI gets too good. Tune in for the second half where we discuss how Lee predicts stock market movements, why the market is holding up well, and whether bitcoin has room to grow. For complimentary access to Tom's daily insights, market alerts, live webinars, and stock lists, you can visit ⁠⁠fundstrat.com/tom⁠⁠ --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Welcome to another episode of Lambos or Food Stamps, where we break down the hype, slice through the noise, and focus on data-driven stock analysis that actually helps you win.In today's video, we put a viral clip under the microscope: a bold claim that 5 stocks will make millionaires in 2025. The pitch is loud, the thumbnails are clicky, and the promises? Let's just say… they need a reality check. That's exactly what we do.We're diving into Tesla, Nvidia, AMD, Palantir, and SoFi—each of them pushed as must-buys due to a potential Fed rate cut. But here's the deal: trading on hope is not a strategy. We don't play guessing games with your money. Instead, we apply the OVTLYR Slingshot Setup to objectively evaluate each stock using market trend, sector health, buy signals, greed sentiment, order blocks, and more.This isn't about predicting the future. It's about trading what's actually happening.What you'll learn in this video:➡️ Why Tesla made the cut as a “baby Lambo” despite mixed signals➡️ Why Nvidia looks more like dead money than a breakout➡️ How AMD is unexpectedly looking sharp (and might deserve a spot on your radar)➡️ Why Palantir's setup is a clear red flag, despite the hype➡️ The truth behind SoFi's bullish case—and why it's not as strong as influencers claimWe don't just take anyone's word for it—we show you live market data with the OVTLYR tools and walk through every piece of the trade logic. This video isn't about wishful thinking or clickbait headlines. It's about empowering you to make smarter, faster, and lower-risk trading decisions by filtering out noise and following a tested, structured approach.We also touch on trading psychology, discipline, and why sometimes the best trade you can make… is no trade at all.If you're tired of the “buy now before it's too late” crowd and want a smarter, more methodical way to grow your portfolio, you're in the right place. No masterclasses. No fluff. Just real talk, backed by real tools!Gain instant access to the AI-powered tools and behavioral insights top traders use to spot big moves before the crowd. Start trading smarter today

Stocks shrugging off growing conflict abroad after a weekend strike by U.S. troops of Iran's nuclear facilities: Carl Quintanilla, Sara Eisen, and David Faber got the latest from the ground in the Middle East – and talked possible next steps here with former Israeli Ambassador to the U.S. Michael Oren… Plus: how an unprecedented closure of the Strait of Hormuz could be a major wild card for energy markets, alongside with fresh data on the housing front – and market-moving headlines out of Fed Governor Bowman top of the hour.   On the macro front: longtime bull Tom Lee broke down where he sees opportunity here – while Allianz Chief Economic Advisor joined the team with his take on what the America's weekend strike means for the market, the Fed, and the global economy.  Squawk on the Street Disclaimer

New this morning: President Trump and Chinese President Xi officially holding their first trade call – boosting stocks across the board. Chinese officials saying the two sides should strive for a “win-win” outcome… Carl Quintanilla, Sara Eisen, and David Faber broke down the latest out of Washington and what it all could mean for equities.  Plus: an interview you don't want to miss – a wide-ranging and 20+ minute deep-dive with Palantir CEO Alex Karp, alongside the Co-CEO of key customer TeleTracking Technologies. Hear Karp's thoughts on the future of the business, AI demand, and even a recent NYT article that's led to criticism from some.  Also in focus: Fundstrat's Tom Lee joined the team to start the broadcast – as he continues to forecast more gains ahead… Calling the market's push off the lows “the most hated rally” in history. Plus: what's at stake for the chips when Broadcom reports earnings tonight with one tech analyst who calls the stock a buy.  Squawk on the Street Disclaimer

#bitcoin #btc #etf Esto te puede interesar si quieres cambiar tu vida: - Enlace Programa de Acompañamiento 2025: https://www.cryptomercadosypymes.com/programa-de-acompanamiento-2025/ - Enlace para suscribirte a la Newsletter de Crypto Mercados y Pymes: https://www.cryptomercadosypymes.com/ - Enlace para suscribirte a la Newsletter de PERITAJES TIC en la que vas a encontrar casos judiciales reales en los que un peritaje digital hace ganar el caso. Cuando lo leas te darás cuenta de que la realidad supera a la ficción: https://peritajestic.com/ - Escríbeme a este mail si la suscripción a la newsletter o la Masterclass te da problemas: cryptomercadosypymes@gmail.com *********************************************************************** Conviértete en miembro de este canal para disfrutar de videos solo disponibles para miembros: https://www.youtube.com/channel/UC4DBbWZ3S16HxxgCLI5saAA/join *********************************************************************** Enlace de afiliación a la web de la billetera fría Ledger: https://shop.ledger.com/?r=96c89dbd786b *********************************************************************** Y este enlace de Amazon a varios libros muy recomendables: 1. "La filosofía de Bitcoin" de Álvaro D. María: https://amzn.to/3KiB5EE 2. ·"Imbatible. La fórmula para alcanzar la libertad financiera" de Tony Robbins: https://amzn.to/3yA003K 3. "Ten peor coche que tu vecino" de Luis Pita: https://amzn.to/3R2nQeR 4. "El sutil arte de que (casi todo) te importe una mi@rda" de Mark Manson : https://amzn.to/45aE4HZ 5. "La psicología del dinero. Cómo piensan los ricos". Morgan Housel: https://amzn.to/3WYj7Pi 6. "La medusa inmortal. Todo lo que hay que saber para vivir más años" de Nicklas Brendborg: https://amzn.to/4aDktSB 7. "El futuro de la humanidad". Michiu Kaku: https://amzn.to/3ysIPB2 *********************************************************************** Disclaimer: este video y su contenido son solo para fines informativos y no constituyen una oferta de venta o intercambio, una solicitud de compra o recomendación de ningún valor, criptomoneda o producto relacionado, ni constituye una oferta para proporcionar inversión asesoramiento u otros servicios relacionados por parte de Crypto Mercados y Pymes. Crypto Mercados y Pymes puede tener una inversión financiera con las criptomonedas discutidas en este video. Al preparar este video, NO se han tenido en cuenta las necesidades financieras o de inversión individuales del espectador ni se ofrece ningún consejo financiero o de inversión. Todas las opiniones expresadas en este video se prepararon en función de la información disponible en el momento en que se escribieron y/o publicaron dichas opiniones. Información modificada o adicional podría hacer que tales opiniones cambien. *********************************************************************** Crypto Mercados y Pymes, el mejor canal online sobre mercados financieros y criptomonedas: #bitcoin #cryptocurrency #news #btc #ethereum #eth #cryptocurrency #litecoin #altcoin #altcoins #forex #money #best #trading #bitcoinmining #invest #trader #cryptocurrencies #top #investing #entrepreneur #business #success #investment #finance #motivation #coinbase #stocks #wallstreet #investor #wealth #bullish #bearish #cryptolive #altcoindaily *********************************************************************** cryptocurrency, crypto, altcoin, altcoin daily, news, best investment, top altcoins, las mejores altcoins, ripple, la mejor inversion en cripto, best crypto investment, ethereum, xrp, crash, bottom, suelo, crash, price, precio, predicción, prediction, podcast, interview, entrevista,finanzas,finance, stock, investment, inversión, too late, demasiado tarde, bitcoin, cryptocurrency news, noticias de criptomonedas, bitcoin news, noticias de bitcoin, cryptocurrency news media online, noticias de criptomonedas online, defi, finanzas descentralizadas, ¿debería comprar bitcoin?, ¿debería comprar Ethereum?, bitcoin una buena inversión, la mejor inversión cripto, ethereum una buena inversión, ethereum a good investment, best crypto investments, predicción 2025, 2025 prediction, nfts, los mejores ntfs, best nfts, ¿debería comprar cardano?, should I buy cardano?, coin bureau, binance, coinbase, coffeezilla, predicción 2026, 2026 prediction, trump, etfs, bitcoin etf, etfs de bitcoin, dominancia de bitcoin

Tom Lee, Fundstrat's head of research, raised his Bitcoin price target to reach $250,000 by year-end, forecasting that it could soar to $2 million – $3 million or even higher. This puts his average terminal target for Bitcoin at $2.5 million, representing a surge of 2,300% from the current value. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tom Lee, co-founder, managing partner, and head of research at Fundstrat Global Advisors, anticipates a bright trajectory for bitcoin as adoption continues to widen. “You know gold, if it's a $23 to $30 trillion asset, that means bitcoin should be, at least a million, [to a] million and half dollars.” Learn more about your ad choices. Visit megaphone.fm/adchoices

The markets have had a volatile ride so far in 2025, falling hard in March & April, but recovering nearly all of those losses here in May.So was the painful drop we experienced just a standard correction within an ongoing bullish market trend?Or has this been a bear market rally, poised to roll back over soon?For insight, we're fortunate to welcome Mark Newton to the program today. Mark is the Head of Technical Strategy at market research firm Fundstrat, where he works with its founder Tom Lee.SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com#technicalanalysis #bullmarket #stockrally _____________________________________________ Thoughtful Money LLC is a Registered Investment Advisor Promoter.We produce educational content geared for the individual investor. It's important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators who can develop & implement a personalized financial plan based on a customer's unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, money market funds, and other types of securities involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security's or a firm's past investment performance is not a guarantee or predictor of future investment performance.Thoughtful Money and the Thoughtful Money logo are trademarks of Thoughtful Money LLC.Copyright © 2025 Thoughtful Money LLC. All rights reserved.

Host Jeremy C. Park talks with Dr. Joseph A. Michelli, an internationally sought-after speaker, bestselling author, and organizational consultant who highlights his new book, "All Business Is Personal: One Medical's Human-Centered, Technology-Powered Approach to Customer Engagement." The book currently is available for pre-purchase with a release date of May 13, 2025 by BenBella Books.Dr. Michelli is a Wall Street Journal, USA Today, Publishers Weekly, Nielson BookScan, and New York Times #1 bestselling author. Some of his other books include "Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on ThrivingDuring the Toughest Challenges," "The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging," "Driven to Delight: Delivering World-Class Customer Experience the Mercedes-Benz Way," "Leading The Starbucks Way: 5 Principles for Connecting with Your Customer, Your Products, and Your People," and "The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company." During the interview, Dr. Michelli shares his background as a consultant, focusing on delivering greater experiences for team members and customers, and how his work with One Medical led to the book. He discusses the evolution of healthcare technology, highlighting the role of Dr. Tom Lee, founder of One Medical, in developing a technology that enabled same-day appointments and improved patient experience. He emphasizes the importance of balancing technology with human interaction to enhance customer experience and drive efficiencies, and shares some examples from the book that have broad applications for all businesses and industries. Joseph emphasizes the need for technology to empower humans and not replace them, and carries that into some of the key takeaways for readers. He concludes by stressing the importance of safeguarding the soul of a brand amidst technological advancements.Visit https://www.josephmichelli.com to follow Dr. Joseph Michelli and order "All Business Is Personal: One Medical's Human-Centered, Technology-Powered Approach to Customer Engagement" on Amazon or your preferred online or local bookstore.

Moody's downgrade of the United States' credit rating front and center this morning: Carl Quintanilla, Courtney Reagan, and David Faber kicked off the hour with fresh data – and discussed the move with Fundstrat's Tom Lee, who remains bullish on U.S. equities here. Plus, more on the growing battle between Walmart and President Trump over possible tariff-related price hikes, along with fresh comments out of the White House on tariffs and China. Also a number of individual stories to get to: Coinbase the first crypto stock to make it into the S&P 500 – what it means for shareholders and the index; A deep dive on Nvidia – amid a rise in “Jensanity”; The key headlines so far out of JPMorgan's investor day in NYC; and more from Washington, including the murky road ahead for President Trump's “One Big, Beautiful Bill”. Squawk on the Street Disclaimer 

James goes into market news for the week and discusses his ideal allocation for individual equities in a portfolio. At the end of the episode James deep dives into direct quotes from some of history's best investors- Ray Dalio, Warren Buffett, Peter Lynch, and Tom Lee. Have a question or topic you want to hear covered in a future episode? Send us a direct message here: ⁠Contact - West & Walters⁠Want to talk to a professional investment advisor, or schedule your FREE financial planning meeting? ⁠Schedule A Call - West & Walters

Tom is an award-winning architect and founder of Tom Lee Studio. He has experience across a diverse set of typologies and firms including HDR where he served as Design Principal, and other leading firms including John Ronan Architects, Goettsch Partners, JAHN, Leers Weinzapfel, and Kohn Pedersen Fox.Listen in to hear how drawing influenced Tom's journey in architecture and how he uses sketching as a unique form of communicating design.

Chris Herrington joins the show to discuss part 2 of his column about Grizzlies' player values. Bill Dries joins the show to discuss his big piece on Tom Lee.

On this week's Spectator Out Loud: Petroc Trelawny reads his diary for the week (1:14); Gareth Roberts wants us to make book jackets nasty again (6:22); Tom Lee writes in defence of benzodiazepines (13:44); Leyla Sanai reflects on unethical practices within psychiatry, as she reviews Jon Stock's The Sleep Room (19:41); and, Iram Ramzan provides her notes on cousin marriages (24:30).  Produced and presented by Patrick Gibbons.

On this week's Spectator Out Loud: Petroc Trelawny reads his diary for the week (1:14); Gareth Roberts wants us to make book jackets nasty again (6:22); Tom Lee writes in defence of benzodiazepines (13:44); Leyla Sanai reflects on unethical practices within psychiatry, as she reviews Jon Stock's The Sleep Room (19:41); and, Iram Ramzan provides her notes on cousin marriages (24:30).  Produced and presented by Patrick Gibbons.

SEASON 3 EPISODE 117: COUNTDOWN WITH KEITH OLBERMANN A-Block (1:45) SPECIAL COMMENT: Trump has already LOST the tariff wars he finally claimed he paused yesterday (without really pausing). Already. Took him only eight days. From Liberation Day to a day when in any other war, literal or figurative, he would have been deposed - 8 days. And never mind how much YOU AND I think he’s crazy; a high-priced adviser to macro fund managers says “a few have quietly wondered if the president might be insane." And after Wall Street came off the ledge and got back to where it was Monday – only, what, seven trillion lost – he declared victory. “Up 2500 points. Nobody has ever heard of it. Gotta be a record.” Because he can’t admit he made a mistake; his head would fall off. His approval numbers have cratered. He’s underwater by an AVERAGE of six points. LAST Wednesday it was an average of TWO points. Since the election he’s lost 20 points among those over age 65; he’s lost 50 points among those under age 30. And he still raised the tariffs on the Chinese again – to 125 percent – because he’s mad at them. Because they of course are winning. Because the Chinese are not negotiating; the Chinese are as they have been for centuries, waiting for their opponents to DIE. The Chinese are apparently dumping our 10-Year Treasuries, driving up our debt. And they’ve opened trading partnership negotiations with the head of the European Union. And for all the claims about pausing the tariffs, a universal TEN percent tariff will be maintained. He didn't pause anything. He simply lost everything. B-Block (27:10) THE WORST PERSONS IN THE WORLD: Joe Manchin writes a book celebrating his middle of the road bona fides. The cover photo shows only the right half of his face, naturally. Marjorie Stupid Greene reveals she does not know what the word "Merch" means. And the president of the hockey writers' association, a bonehead named Frank Seravalli, not only defends Wayne Gretzky's attacks on Canada but his bringing FBI Director and Election Denier Kash Patel to the Ovechkin game - and calls CRITICISM of those decisions "political BS." Instead of, maybe, calling out Gretzky for BRINGING political BS into a moment of sports history. C-Block (49:15) THINGS I PROMISED NOT TO TELL: She's still at it. Even as Trump's boasts of pausing the tariffs while INCREASING them on China and maintaining them on everybody else, Laura Ingraham is still carrying his water for him. It's time for me to review my dates with her last century, and the extraordinary revelation she made during the first of them about the then-nascent Republican-Media Industrial Complex.See omnystudio.com/listener for privacy information.

Stocks record one of the best sessions on record after President Trump announced a 90-day tariffs pause on some countries. Our Eamon Javers gives the latest developments out of the White House and Trump's policy stance. Dan Niles of Niles Investment Management talks the market surge and where tech fits in. More market reaction with Fundstrat's Tom Lee and Calamos Investments CEO John Koudounison if you can trust the rally. Our Steve Kovach on Apple's best day since 1998 and what keeping tariffs on China means for production. Barbara Doran of BD8 Capital Partners and Drew Pettit of Citi Research joined for a market panel, plus insight from former Kansas City Fed President Thomas Hoenig on how the central bank should navigate current volatility. Atlassian CEO Mike Cannon-Brookes wrapped up the show with a conversation on managing risk in a turbulent environment.  

This week's Swan Signal Live unpacks a major market anomaly: on a day when the S&P 500, Nasdaq, and gold all dropped sharply, Bitcoin stayed strong—even ticking up. The team explores whether we're witnessing the early stages of a true decoupling, as more voices from TradFi, including Joe Weisenthal and Larry Fink, acknowledge Bitcoin's resilience.They also dive into Trump's new tariff strategy, branded “Liberation Day,” raising questions about trade math, inflation, and how tariffs could play into broader economic negotiations. While some call the plan misguided, the crew sees it as a blunt but intentional negotiation tactic—one that may pair with interest rate cuts to boost markets before the midterms.The show also calls out Galaxy Digital's shady Terra Luna dealings, with Novogratz dumping $100M worth of Luna while publicly promoting it. It's a clear reminder of why Swan stays Bitcoin only—to protect investors from altcoin pump-and-dumps.On Jack Dorsey's claim that Bitcoin will “fail” if it doesn't become a medium of exchange, the team pushes back. Bitcoin is following a natural monetary evolution: first a collectible, then a store of value, and eventually, a medium of exchange—driven not by consumers, but businesses who want to be paid in Bitcoin.Finally, they react to Tom Lee's $150K BTC prediction by year-end. Some see it as a floor, not a ceiling—especially if the U.S. adopts the Bitcoin Strategic Reserve Act. Start buying your first Bitcoin in just minutes. Search "Swan Bitcoin" in your app store or visit swan.com/app. Swan Private helps HNWI, companies, trusts, and other entities go beyond legacy finance with BItcoin. Learn more at swan.com/private. Put Bitcoin into your IRA and own your future. Check out swan.com/ira.Swan Vault makes advanced Bitcoin security simple. Learn more at swan.com/vault.

It's officially a bear market now. I sold quite a bit yesterday. Here's what and why I sold - HAVE A PLAN. PLUS here is what I sold and a look at the Core Portfolio⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the Top 10 stocks of 2025 from Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Limited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1. A letter to investors from analysts - it's BAD2. VIX continues to spike 3. My spaces episode with Tom Lee and Dan Niles4. Dan's take on Apple, NViDIA and META5. China strikes back - official trade war now - NOBODY WINS6. My stocks I sold 7. Market sentiment 8. Tik Tok Sale9. Stocks that were winners - FIND THEM 10. The Core Portfolio 11. 3 reasons I'm selling and what I'm buying to protect my money12. A great use of ChatGPT to create an active trading system 13. Why I like AMZN 14. $SPOT is a good tariff proof investment TRENDSPIDER SALE - best offer available  -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Will today's tariff announcement clear the way for stocks to move higher or only underscore why they've been falling? We discuss with The Wharton School's Professor Jeremy Siegel, Solus' Dan Greenahus and Fundstrat's Tom Lee. 

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Wall Street's got everyone guessing—but what if the next 48 hours actually do define your financial future?In this high-energy, straight-talking market breakdown, we react to Tom Lee's latest bold prediction: that April 2nd could be the ignition point for a massive V-shaped rally. Forget the doom-and-gloom headlines. Tom Lee says clarity is coming, and with it, a shift that could send markets surging higher.We're diving deep into:➡️ Why April 2nd is Tom Lee's “Liberation Day”➡️ What he says about tariffs, policy shifts, and political catalysts➡️ How hedge fund exposure, cash levels, and margin debt tell a different story than the media➡️ Which “Magic 7” tech stocks (like Tesla, Apple, Nvidia) might lead the chargeBut this isn't just a hype video. We also unpack why you shouldn't just follow the crowd or chase headlines. Using tools like OVTLYR, the fear & greed index, and real technical analysis, we show you how to trade smarter, manage risk, and spot real opportunities—whether the market's rising or falling.You'll learn how we use our 10-20-50 moving average system, interpret market breadth, and evaluate order blocks to make data-driven decisions in volatile conditions. Plus, we walk through:

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Wall Street can feel like a rollercoaster — wild, confusing, and downright ruthless. One moment you're on top, the next you're wondering what just happened. In this video, we're diving deep into why most traders get wrecked and how you can flip the script and start winning. No fluff, no fake hype — just real market talk, strategy, and some tough truths about trading psychology.You'll learn why "buying the dip" might be the worst advice in a bear market, how to read the market like a pro using trend confirmation tools (like the 10/20/50 EMAs), and why only price pays. We're talking actionable insights based on over two years of backtested trades — not some generic YouTube hype telling you to go all-in on the next hot stock.We also unpack why holding cash is a legitimate trade, the power of the Master Key trading system, and how to avoid FOMO-driven mistakes. If you've ever been stuck in a losing position hoping it'll turn around, this is the reset you need. This isn't just technical analysis — it's about emotional discipline, risk management, and understanding the market from a higher level.Plus, we'll break down stocks like Tesla, AMD, and Nvidia with our outlier momentum strategy. You'll see how the fear and greed heatmap tells you when to act — not just what to buy. Forget the "buy this stock and never work again" promises. We're here to help you spot the real turning points before they become obvious to everyone else.If you're tired of playing guessing games with your portfolio and want a smarter, data-driven way to approach trading — you're in the right place. Whether you're swing trading, investing long-term, or sitting on cash waiting for your moment, this episode has something powerful for you.Topics Covered:➡️ The truth about trend trading using 10/20/50 EMAs➡️ Why paper hands save portfolios➡️ How to use fear and greed as buy/sell signals➡️ The Master Key trading framework explained➡️ Market breadth, sector momentum, and how they work together➡️ Real-time analysis of Tesla, Nvidia, AMD, and more➡️ Why sitting in cash isn't weak — it's strategic➡️ The myth of “buying every dip”If you're ready to stop losing and start playing the market like an outlier, hit that subscribe button and join the movement. We're not here to predict the market. We're here to read it — and react with precision!

It's Friday so there's a lot to cover from Tom Lee calling for a rally next week all the way down to FREE screeners including 1 that I built that chooses stocks that legendary investor Peter Lynch would invest in. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the Top 10 stocks of 2025 from Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Limited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1. Inflation 2. Coreweave IPO - trade it 3. If there's a recession coming - here are 10 dividend growth stocks 4. GLP 1 - is it time for a Novo bounce? $LLY is my pick 5. AI taking over Google search6. META throwback - good or bad? 7. GPUS are melting - boom for NVIDIA? 8. Applovin - short report - time to buy? 9. Broadcomm ($AVGO) - where is it going? 10. China has a new Mag 7 11. Tesla could double from here12. Amazon going full AI? 13. $HOOD vs. $SOFI 14. Tom Lee's prediction15. Peter Lynch Screener TRENDSPIDER SALE - best offer available  -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Fundstrat's Tom Lee joins us with the four positive signs he sees in the market this week. Plus, Tesla is becoming the new political football in Washington, and now even the White House is stepping in to support it. And Robinhood is getting on the action ahead of the NCAA Tournament.

- Markets still unsettled - Retail spending down - another bankruptcy (but who they blame?) - Consumer frayed A New Closest to The Pin! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter  Warm-Up - Markets still unsettled - Retail spending down - another bankruptcy (but who they blame?) - Consumer frayed - Announcement #1 Closest to the Pin is a good one... - Announcement # 2 New DH Shirts - attention collectors... - March madness - BBall and Markets Markets -Worst month since 2023 - and it is not over - USD is dropping - loss of confidence - Gold - keeps shining - wow what a run! - Revenge of the Dems on Markets? Tesla stock pummeled...(We initiated a new position on this drop - today) - US Stocks  - where is the money going? Attention Collectors!  - The New DHUnplugged shirts are finally here! We are going to sell only 6 - the donations received by this Friday - March 21 above $250 will get a shirt - Nice white swim/light long sleeve. (The rest are reserved for winners and special occasions) - We will also have the #1 as the first shirt ever out to the public for $1,000. -  Put your address and size in the comments Consumer Confidence - The preliminary University of Michigan Index of Consumer Sentiment for March experienced a significant drop, falling to 57.9 compared to the Briefing.com consensus of 65.6 and the final reading of 64.7 in February. This marked the third consecutive decline in consumer sentiment. --- A year ago during the same period, the index stood notably higher at 79.4. - Several key factors contributed to this decline. -- The Current Economic Conditions Index decreased from 65.7 to 63.5, down from 82.5 a year earlier. -- Similarly, the Index of Consumer Expectations saw a sharp drop from 64.0 to 54.2, compared to 77.4 a year ago. -- Inflation expectations also played a significant role, with year-ahead inflation expectations climbing from 4.3% to 4.9%, marking the highest level since November 2022. --- Additionally, long-run inflation expectations increased from 3.5% to 3.9%, the largest month-over-month rise since 1993. !--The overarching takeaway from the report was that the decline in sentiment affected various demographic groups across age, income, wealth, political affiliations, and geographic regions, with inflation concerns and policy uncertainty emerging as critical factors behind the drop. Consumer Confidence Private Equity - Time Bomb Twitter post? - Yes, agree PE is getting too mainstream and not a good amount of liquidity - not right for most investors - Is it the next bomb waiting to happen? HANG ON!!!!!!!!!!!!!!!!!!! - Jeremy Siegel is sayibg market could go lower (Tom Lee !!!! We need you!!!!) - Speaking on current market conditions, Siegel pointed to several risk factors that could push stocks lower in the near term. Key concerns include persistently high inflation, Federal Reserve policy decisions, and growing fears of an economic slowdown. While markets have shown resilience in recent months, he believes investors may be overly optimistic about the trajectory of interest rates and economic growth. - “The market has priced in a near-perfect landing,” Siegel said, referencing investor expectations that the Fed will successfully bring inflation down without triggering a recession. - However, he warns that there are still significant headwinds that could derail this outlook. Retail - Forever 21 filed for bankruptcy protection for the second time in six years on Sunday and blamed fast-fashion e-tailers Shein and Temu for its demise. - The retailer's operating company is expected to cease all operations in the U.S. and has already begun liquidation sales at its mor...

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Retail traders are making a huge mistake—again. The market is shifting, and if you're not paying attention, you could be the one left holding the bag. In this video, we break down what's really happening, why traders are FOMO-ing into the wrong moves, and the key signals that actually matter.Sentiment is at an extreme, and history shows what happens next. With order blocks forming, market breadth shifting, and fear reaching new highs, the next move could catch traders completely off guard. The question is: Will you be ready?Here's what you'll learn in today's session:✔ Why traders are loading up on puts at the worst possible time✔ The critical mistake most investors make in corrections✔ How to read market breadth like a pro and get ahead of the next move✔ The importance of knowing EXACTLY when to exit your trades✔ How to avoid the emotional traps that destroy portfolios

This week on Market Mondays, we covered key topics shaping the market right now. We discussed the state of the market, where it's headed, and Ian's process for predicting prices. We also tackled whether a recession is coming, what to do with stock options, and the latest insights on Bitcoin and altcoins.We broke down Tom Lee's stance on buying stocks, the potential bottom of the market, and whether it's time to bunker down. Plus, we explored the impact of Nasdaq's 24-hour trading, the best companies to start trading with, and opportunities in solar energy.For those looking for investment opportunities, we analyzed whether MicroStrategy is still a good buy, the top stocks to buy right now, and gave crucial advice for new traders.Don't miss out on this in-depth breakdown of the market!Link to 48 Hour Stock Club Sale: https://ianinvest.com #MarketMondays #Investing #StockMarket #Bitcoin #Altcoins #Recession #StockOptions #Trading #SolarEnergy #Crypto #Finance #MicroStrategy #TopStocksTime Stamps:  •  6:42 – Top investing quote / State of the market  •  16:12 – Where is the market headed  •  23:00 – Ian's process for predicting market prices  •  33:00 – Is a recession coming?  •  45:22 – What to do with stock options  •  49:55 – Bitcoin  •  1:00:00 – Where is the bottom?  •  1:01:00 – Tom Lee says now is the time to buy stocks  •  1:02:50 – Time to bunker down?  •  1:06:00 – Nasdaq trading 24 hours  •  1:14:50 – What company to start trading with  •  1:18:30 – Solar energy  •  1:38:00 – Altcoins vs. Bitcoin  •  1:41:00 – Is MicroStrategy still a good buy?  •  1:50:00 – Advice for new traders  •  1:55:00 – Top stocks to buy nowOur Sponsors:* Check out NerdWallet: https://www.nerdwallet.comSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Carl Quintanilla, Leslie Picker, and Michael Santoli discussed the latest for stocks – as new Jobs data (JOLTS) crossed the tape alongside a fresh announcement from Trump on tariffs: promising to raise all charges on Canadian Steel and Aluminum to 50% from 25%. What it means for the automakers, packaged food companies, and the broader markets. Plus, Fundstrat's Tom Lee broke down why he thinks stocks are massively oversold here, and Citi's Head of Commodities Research gave his take on the tariffs news. Additionally, the team talked big tech and what to do with stocks like Meta and Nvidia here - with one portfolio manager who oversees more than $9 billion in funds. Also in focus – the odds of a recession, what elections have to do with it, and how small businesses are viewing the economy; Bitcoin tries to hold on above $80K; Oracle slumps on disappointing guidance and numbers Squawk on the Street Disclaimer

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla's crash, Tom's “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: http://fundstrat.com/tom Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Is this dip the golden opportunity everyone is missing? Tom Lee, the mastermind behind Fundstrat, just made a bold market prediction that could change everything. He claims that despite all the doom and gloom, the next 90 days could be the launchpad for the next wave of millionaires.But is he right?In this video, we break down his explosive call, fact-check the analysis, and debunk the dangerous “buy the dip” mentality. The market is full of fake gurus screaming that it's time to buy, but here's the truth—if you're jumping in without understanding the trend, you're playing with fire.

Where are stocks likely to go from here? We discuss with Trivariate's Adam Parker and Fundstrat's Tom Lee. Plus, Sycamore Tree's Mark Okada tells us how he is navigating all the market volatility and economic uncertainty. And, Richard Saperstein from Treasury Partners makes the case for two sectors that have been beaten down this week. 

Eric Semler, chairman of Semler Scientific, shares his journey from being an investor in technology and media to adopting a Bitcoin treasury strategy for his company. He discusses the origins of Semler Scientific, the challenges faced in the healthcare sector, and how he became convinced of Bitcoin's potential as a store of value. Eric elaborates on the transition from personal conviction in Bitcoin to implementing a corporate strategy, navigating regulatory hurdles, and the evolution of Bitcoin treasury strategies. He also addresses the concept of zombie companies and their potential to benefit from adopting Bitcoin as part of their financial strategy. The strategic timing for deploying Bitcoin in business operations, the high hurdle rate associated with Bitcoin investments, and the evolving landscape of Bitcoin treasury companies are few of the other aspects discussed in depth. Takeaways

Cryptocurrency derivatives traders suffered more than $1 billion in liquidations in the past 24 hours as fears of a looming trade war sent markets tumbling. Treasury Secretary Scott Bessent said Tuesday the White House is determined to bring down interest rates, and investors are listening.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:22 Sponsor iTrust Capital00:40 Tariffs now live01:27 Dumbest trade war01:55 Justin Trudeau02:38 Honda moving to Indiana03:12 Target CEO - Likely prices increase in the next few days05:14 Bitcoin no longer safe haven06:30 CNBC: Will the fed react?07:53 Trueflation & Polymarket09:21 Scott Bessent: Cutting taxes10:46 Chamath on the economy14:00 Tom Lee on What's happening16:00 Trump ends Ukraine War?17:21 John Deaton on XRP Reserve19:50 Outro#crypto #bitcoin #ethereum~Tariff Crash = Rate Cuts Coming?

Another wild morning in the markets, and today we're diving deep into Tesla, market psychology, and why blindly buying the dip can wreck your portfolio. Tesla's one of those stocks you never short, and in this video, you'll see exactly why. When you think you've got it figured out, the market has a way of flipping the script—so let's break it down.What's Covered in This Video?● Tesla's wild price action—Why shorting it is a dangerous game● Market psychology—Why some traders buy into downtrends and why that's a huge mistake● Tom Lee's bullish case for 2025—Is he right about the next 90 days making millionaires?● How to spot trend reversals—The simple formula to know when the dip is actually done● Key stocks on the radar—ESCO, Five Below, SoundHound, McDonald's, and more● The dangers of averaging down—Why losers average losers & winners average winners● Donald Trump's tariffs & market risk—Could a policy shift trigger a recession?This isn't one of those hype channels telling you to buy just because something is “on sale.” We're all about real strategy, risk control, and market momentum. If you don't have the trend on your side, you're fighting an uphill battle.The #1 Rule of Trading?

Tom Lee, Head of Research at Fundstrat Global Advisors, joins the RiskReversal Podcast to discuss his market outlook. The episode covers topics such as the impact of interest rates, inflation, and the Federal Reserve's policies on market performance. Tom provides insights into bullish and bearish market sentiments, employment trends, and the role of AI and technology in driving economic growth. The conversation also explores geopolitical risks, the potential effects of deregulation and tax cuts, and the importance of consumer confidence. Additionally, Tom shares his perspectives on the future of cryptocurrencies like Bitcoin and the implications of generative AI on industries and employment. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

MRKT Matrix - Wednesday, February 26th Nvidia Earnings Release (CNBC) S&P 500 ekes out gain on Wednesday, ending four-day run of losses (CNBC) Fundstrat bull Tom Lee sees stocks rebounding after ‘flesh wound' pullback (CNBC) The Federal Reserve's favorite recession indicator is flashing a danger sign again (CNBC) GM Boosts Investor Payout With New Buybacks, Dividend Hike (Bloomberg) Bitcoin ETFs Are Hit by a Record $1 Billion Outflow in One Day (Bloomberg) Traders are pouring into gold ETFs at record pace as trade and inflation worries grow (CNBC) Tesla Feels the Wrath of Anti-Elon Musk Backlash (Bloomberg) DeepSeek Slashes Off-Peak Prices to Balance Out AI Demand (Bloomberg) Anthropic's latest flagship AI might not have been incredibly costly to train (TechCrunch) Meta Discusses AI Data Center Project That Could Cost $200 Billion (The Information) Amazon eyes new direction for Alexa with AI overhaul (Reuters) China says Taiwan seeks to give away chip industry to US (Reuters) Trump to Offer ‘Gold Card' Visas for $5 Million to the Rich (Bloomberg) Tax Cut Chances Rise as House Passes Budget Targeting Safety Net (Bloomberg) Ukraine Agrees to Mineral-Rights Deal With U.S. (WSJ) --- Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

Use the tools you have - here I show you how I scan and then evaluate opportunities ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get the Top 10 stocks of 2025 from Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Limited Time offer on Trendspider - 2 week trials now - you won't get my tools until you sign up for a yearly plan, but it's a perfect time to try out Trendspider for less than $20 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠1. PerplexityAI is your friend 2. $MSFT killed everything 3. Tom Lee is bullish on 5 stocks4. SMCI - will they file? 5. Power plays 6. 6 stocks to buy during volatility7. NVDA earnings - what we know8. Earnings - what are they telling us? 9. Tonight's earnings stocks - I like some - others I don't. TRENDSPIDER SALE - best offer available  -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up at the top link ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  (use code DSP25 if prompted) Email me at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick3@gmail.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  I'll send you all the algorithms, watchlists and scanners that you see me use each and every day.Social Links and more - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/dailystockpick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA BUNDLE -  save over $150 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PREMIUM⁠⁠⁠⁠⁠⁠ - my $30 off coupon for a limited time⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Watch this episode on YouTube with video⁠⁠⁠⁠⁠⁠⁠⁠ to see how Steve from ⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha⁠⁠⁠⁠⁠⁠⁠⁠ uses the tool to navigate on picking stocks. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Want to beat the S&P? ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for Alpha Picks here.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠FREE NEWSLETTER WITH CHARTS - subscribe at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dailystockpick.substack.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠

We have you covered from every angle of today's market sell-off. Unlimited CEO Bob Elliott and Truist Wealth Co-CIO Keith Lerner break down the market action. Fundstrat's Tom Lee shares his take on the market, crypto, and his "Granny Shots" strategy. Housing analyst Ivy Zelman weighs in on recent weak housing data and homebuilders. Plus, Jefferies' David Zervos on the macro outlook and Goldman Sachs' Eric Sheridan on tech. 

Send us a text

Most founders are loath to compare their businesses to other companies. Not the veterinary care startup Modern Animal. "We were definitely inspired by One Medical early on," said Steven Eidelman, founder and CEO of Modern Animal. "I think Tom Lee, the founder, was really a trailblazer for: How do we bring technology into health care?" The idea behind both companies was to add a technological element to health care to make the customer experience more seamless. Eidelman described the core problem with veterinary clinics thus: "As a pet owner, you and I both know the experience we have going into a veterinary clinic. And it's a little bit underwhelming -- to put it nicely, the experience is not really customer-forward." Eidelman joined this week's Modern Retail Podcast and spoke about his company's recent growth and future plans. Modern Animal, which first launched in 2020, tries to make the experience better by building its own clinics, hiring its own veterinary and technical staff, and using technology to make the entire process smoother. For an annual fee, members can get unlimited access to exam visits as well as Modern Animal's telehealth platform. It's currently available in major California and Texas cities, and will be opening new locations in both Colorado and Arizona later this year. "We offer primary preventative care," Eidelman said. "We offer urgent care, and we offer our care digitally. We do dentistry, we do surgery. What we don't do is we don't do after hours," Eidelman said. While the business is health care, Eidelman believes the key to success is thinking about it from a retail perspective. At the end of the day, the core underlying business model that we are building has not really ever been built in the veterinary industry," he said. "And that is: we are building a retail footprint, a sort of box-driven business."

The deep sink today in AI stocks weighing on the Nasdaq. So, is this really a watershed moment for investing in that space? We discuss with our own Deirdre Bosa and Bernstein's Stacy Rasgon. Plus, Fundstrat's Tom Lee tells us the names he would be buying on today's dip. And, Nvidia shareholder Doug Clinton reacts to the stock's worst single-day market cap loss in history.