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Market Trends - Bitcoin experienced a 'death cross' after three consecutive weeks of losses [1] - Fundstrat's Tom Lee predicts Bitcoin will reach a record high before the end of 2025 [1] Cryptocurrency Outlook - Tom Lee defended his outlook on Ethereum [1] Investment Strategy - Tom Lee outlined new additions to his Granny Shots ETFs [1] - Bitwise Asset Management CIO Matt Hougan participated in the discussion [1]

Market Sentiment - Fundstrat's Tom Lee believes the market is nearing a bottom [1] - Bitwise Asset Management CIO Matt Hougan sees great buying opportunities for long-term investors [1] Investment Strategy - Tom Lee defends his Ethereum outlook [1] - Tom Lee talks about the expansion of his line of Granny Shots ETFs [1]

Tesla bucking the broader tech selloff up as much as 4.8% today and closing a percent higher. Stifle doubling down on its bullcase for the stock hiking its price target from 483 to 508 a share which implies 24% upside from today's close. The firm citing strong progress on full self-driving and robo taxi even amid headwinds for the EV business.Steven Janeo is behind the call. He joins us now. Stephen, great to have you with us.>> Thank you for having me. This is a sum of the parts analysis and so I'm wonderi ...

City is sticking with its bullish playbook, focusing on five stock selection narratives. AI at a reasonable price, positive ROE trend, inflecting growth, return on growth capex, and high earning sharp. So, let's bring in Drew Pettit from City to break this all down.Drew, welcome back. Last week, you told us the market's fully valued. This week, you got some themes.Which one of these do you think is the most counterintuitive. >> I would say the inflecting growth theme. It's funny.We're we're talking about th ...

Nvidia and AI Infrastructure - Nvidia remains well-positioned in the AI infrastructure market, with demand not slowing down [3] - The shift from the Hopper era to the Blackwell era is underway, driving the need for GPU clusters and compute clusters [1][2] - Over 50 gigawatts of IT load capacity is planned or under review for new data center builds in the next 5 years, representing greenfield growth [2] - Hyperscalers' continued investment in AI infrastructure depends on the profitability of their AI investments [4] - AI data centers will fill the gigawatts of capacity coming online in the next 3 to 5 years [5] Apple Leadership and Innovation - Tim Cook is Apple's longest-serving CEO at 14 years [6] - Apple has a deep bench of potential successors, including John Turnis and Craig Federighi [7] - Apple has an opportunity for another hardware run, including AI wearables, smart glasses, and the evolution of Vision Pro [8] - The next Apple CEO will need hardware and software expertise, especially in AI, to drive the company's growth [10][12] - Maintaining a strong supplier and supply chain position is crucial for Apple, even after Tim Cook's succession [11]

Market Sentiment & Economic Outlook - The market shows a defensive shift with healthcare and utilities outperforming [2] - The 2-year yield at roughly 355-360 suggests the market anticipates the Fed to cut rates [3] - The market is uncertain whether recent weakness is due to a flush of weak hands in crowded AI beta positioning or a fundamental rethink of the economy [5] Bond Market Analysis - 30-year yields have modestly increased since the last Fed meeting [4] - The analyst anticipates the 10-year yield to be capped around 430-435, viewing it as a buying opportunity for bonds [4] - The bond market may force the Fed to cut rates sooner and more aggressively than desired [5] Tech Sector Concerns - Distributive top formations in legacy software companies like Salesforce, Workday, and Service Now are a concern if Nvidia falters [8] - Salesforce's underperformance year-to-date highlights potential weakness in certain tech segments [9] Financial Sector Observations - Banks have been the best performers in the financial sector, while private capital and alternative asset managers have been weak [10] - Weakness in private capital stocks sends a message that the Fed should heed [11]

Nvidia Earnings & Market Impact - Nvidia's earnings are a major event for the tech industry and the overall market, acting as a significant growth catalyst [1][2][3] - Demand for Nvidia chips is exceeding supply, with a ratio of 12 to 1, highlighting the strong demand for AI technology [6][7] - The industry views Jensen and Nvidia as the "godfather of AI," establishing the foundation for current and future demand [2] Revenue & Growth Expectations - Nvidia projected $500 billion in revenue from Blackwell and Reuben, implying a 54% revenue growth rate for the next year [4] - Wall Street's initial revenue growth estimate for Nvidia was 41%, later revised upwards from 34%, but still lower than Nvidia's projection [5] - The industry anticipates that Nvidia needs to exceed the 41% revenue growth expectation to positively impact its stock [6] AI Market & Future Outlook - The AI revolution is still in its early stages, with significant growth potential over the next several years [7][8][9][10] - Concerns about competitors developing superior chips are considered unlikely to materialize in the next six quarters [9] - Despite some investors selling Nvidia stock, the industry believes there are many companies that will benefit from AI in the coming years [10]

Real Estate Transaction - Mark Wahlberg 在 10 月份以 37 million 美元的价格购买了位于佛罗里达州 Delray Beach 的一栋全装修豪宅 [1] - 该房产在五年内已是第四次出售 [1] - 房价自 2020 年 1 月的 17 million 美元以来，大幅上涨了 118% [1]

Partnership & Competition - The partnership between Box and AWS aims to compete with AI-native startups like OpenAI and Anthropic by providing customers access to Amazon's infrastructure and AI models, such as those available through Amazon Bedrock [1][3][5] - Box AAI agents will provide customers access to Amazon Bedrock, enabling them to process documents and understand contracts, invoices, and research data [3][4] - A key aspect of the partnership is offering customers more choice in AI models and streamlining procurement through the AWS marketplace, making Box available globally [4][6][18] - The combination of Box's content management system with AWS's scalable and secure infrastructure is expected to open doors in regulated industries [6] AI's Role & ROI - AI is primarily being used to augment work and automate tasks that are either too expensive or impractical to do manually [8] - Customers are using AI to enhance productivity in areas such as contract review, research data analysis, and quality control in life sciences [8][9] - AI enables organizations to do more with their existing talent and create new breakthroughs, ultimately better serving their customers [10][11] - AI agents are replacing some tasks, such as parsing through contracts, and enabling insights from hard data, leading to productivity gains [12] - ROI is not just about replacing existing work but also about enabling customers to do things they couldn't do before, leading to new revenue streams and differentiation [13][14][15] AWS Strategy - AWS emphasizes model choice and is partnering with OpenAI, with their OSS GPT models already available as part of Bedrock [18] - AWS is focused on combining data with best-in-class models to unlock AI adoption [18]