AI Market & Competition - Competition in the AI sector is viewed positively, indicating a real and growing market beyond just one or two leading companies [2][3] - The AI market is still in its early stages ("springtime"), suggesting significant growth potential and increasing competition [3] - The emergence of competitors to Nvidia suggests that the market is real [2] Investment Strategy & Portfolio Allocation - The rise of Alphabet as an AI player may lead to portfolio rebalancing, potentially involving increased exposure to Alphabet and reduced exposure to previously dominant companies like Nvidia [4] - Investors are diversifying portfolios to include stocks with growth potential that are relatively undervalued [8] - Inter-sector rotation is occurring, with investment spreading from former leaders to other companies, including Alphabet [6] Sector Focus & Opportunities - While technology offers the greatest growth opportunities, the industry is also exploring opportunities in healthcare, particularly medtech and pharma [9] - Finding undervalued opportunities is challenging, as many value plays appear to be value traps [10] - Tech remains attractive due to the relative ease of forecasting revenue and technological advancements over a 2-3 year horizon compared to other sectors like pharma [12] Economic Data & Market Sentiment - New data points, such as the ADP NE pulse number, provide valuable insights into the labor market on a weekly basis [15] - Consumer confidence is a crucial indicator to monitor at the current stage [15] - The market is looking at old data, but also getting some new data [14]

Portfolio Allocation & Risk Management - The report suggests constructing a portfolio like a Thanksgiving plate, with the S&P 500 as the main course (turkey), representing the core market exposure [1][2] - Defensive sectors and bonds are likened to mashed potatoes and stuffing, providing stability to returns [2] - AI and growth stocks are the "gravy," enhancing returns but potentially leading to concentration risk due to existing S&P 500 exposure [2][3] - Speculative bets like high beta ETFs and crypto are the "cranberry sauce," to be taken in small portions to avoid significant losses [3] - Single stock trades and meme stocks are the "pumpkin pie," representing fun money with carefully sized positions [4] Market Analysis & Strategies - The report compares cap-weighted and equal-weighted S&P 500 strategies, noting the cap-weighted index's outperformance in the recent bull market [5][6] - Equal weighting offers broader exposure to industrials, financials, and smaller companies within the S&P 500 [6] - Small caps, REITs, and international stocks are presented as "unloved side dishes" that may offer opportunities, with tax deductions available for losses [7] - Gold, the dollar, foreign exchange, and crypto are likened to "uncomfortable politics," requiring careful consideration of risk tolerance and time horizon [8] Thanksgiving Week Market Outlook - Lower liquidity during Thanksgiving week can amplify market moves, potentially leading to surprises [9] - Black Friday sessions are shorter (9:30 a m Eastern until 1:00 p m) and can present buying opportunities [9][10] - Key retail numbers from big box and cyber sales will be closely watched by Wall Street [10]

[Music] Namaskar. Good afternoon. Imagine waking up one day to read your own obituary in the newspaper.Not that typical predictable boring obituary in which you are eologized as if you were a gift to the mankind but the one that calls you merchant of death. Merchant of death. Yes, that's exactly what happened to Alfred Noble.The man who invented dynamite. The man who saw himself rich, successful, someone changing the world, suddenly labeled a villain. Or picture this, a person hiding in jungle for 30 years, ...

Core Argument - The speech emphasizes the transformative power of embracing insecurities rather than battling them, leading to personal growth and genuine connection [7] - It contrasts human experiences, marked by insecurities and vulnerabilities, with AI's lack thereof, highlighting the unique capacity of humans for empathy and transformation [6][7] Six Pillars of Strength (Transformations) - From sympathy to empathy: Recognizing and understanding vulnerabilities in oneself and others [8][9][10] - From shame to humility: Accepting imperfections and finding beauty in being "average" [10][11][12] - From critical to reflective: Shifting from self-criticism to self-reflection to allow for personal growth [14][15] - From fearful to fierce and resilient: Transforming fear into strength and resilience by embracing vulnerabilities [15] - From feeling closed to being open to growth: Acknowledging insecurities to become more open to seeking support and growth [15] - From inauthenticity to authenticity: Embracing wholeness and self-love, including insecurities, to bridge the gap between the perceived and genuine self [15][16] Societal and Internal Narratives - Societal narratives and internal narratives shape perceptions of acceptability, influencing how individuals view and interact with their insecurities [17] - Acknowledging insecurities without shame is crucial for coexisting with them and fostering personal growth [18] Poem's Message - Every wound, scar, and lack contributes to shaping an individual, emphasizing the potential for strength and transformation found in pain and vulnerability [19][20]

Good afternoon everyone. >> Gosh, >> you don't know how many times I have rehearsed this line. So, thank you everyone for being here and I know you spent your time listening to three speeches.I think you have pretty much enjoyed them all, but it's probably time for some movement. >> So, I have prepared a game, a short game. Okay, so the game rule is pretty simple. Clap your hands if you Okay, so you will clap your hands if the statement is true.Let's have a demo. Clap your hands if you love TEDex and use. O ...

RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: Grok’s iOS app now has 1.9M+ ratings globally and holds a massive 4.9/5 score.The growth is real.Haven’t rated it yet? Leave a review and 5⭐️ on the App Store! https://t.co/17XJC6fegh ...

BREAKING: Grok’s iOS app now has 1.9M+ ratings globally and holds a massive 4.9/5 score.The growth is real.Haven’t rated it yet? Leave a review and 5⭐️ on the App Store! https://t.co/17XJC6fegh ...

What is emerging is that our heartlands Asia is really the engine of growth of the world. It's 40% of all FDI, 40% of all of the flows of trade and goods. It's where a lot of the growth of the world is taking place today.What is emerging is that countries continue to uh interact and the flows continue. They've just taken different directions. So tariff and trade tensions and noisy politics, these are not necessarily bad things for a business that specializes in international connections.>> They they create ...

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