trying to raise money and sell that stock yesterday. Let me give you an example. Yeah.You take a look at, okay, which is a a kind of a a smaller scale. I'm not Michael Dell. Hold your ears still.Um, all right. So, they thought they announced a terrific thing today at NBIS. They announced a robo taxing per partnership with Uber.But what else. They have an October 26 up expiration. This is Burr 2,000 and that's a big deal.And then you open then you have the lock up expiration and everybody who's in gets such ...

Core Insights - The ETF market has seen net inflows surpassing $1 trillion for the second consecutive year, indicating strong investor interest and a potential record-breaking year ahead [1][2][5]. Market Trends - The growth in ETF inflows is attributed to factors such as transparency, liquidity, and tax efficiency, alongside innovative options-based strategies that provide investors with access to sophisticated solutions [3][4][6]. - There is a notable demand for growth-type exposure, particularly in sectors like AI and innovation, which is driving the current rally in the market [5][6]. Investment Strategies - The top inflows this week were observed in the BBEU (large cap European stock ETF), GLD (gold ETF), and BNDX (Vanguard Total Bond ETF), suggesting a shift towards safer and more stable markets amid geopolitical concerns [7][9]. - Actively managed ETFs are gaining traction, with 37% of inflows directed towards them, up from 26% in 2024, reflecting a growing interest in sophisticated investment strategies [12][13]. Product Offerings - The Digital Frontier ETF is highlighted as a one-stop solution for investors seeking exposure to growth sectors like AI, crypto, and quantum technology, allowing for dynamic allocation without the need to select individual ETFs [10][11][15].

Core Insights - IBM is recognized as a significant player in the AI and quantum computing sectors, with a generative AI business exceeding $7.5 billion, indicating strong demand and client adoption [1] - The company has launched its first Quantum System Two outside the U.S. in Japan and continues to develop AI integration solutions like watsonx Orchestrate and Client Zero [1] - Over the past three years, IBM has experienced robust revenue growth driven by its Red Hat acquisition, hybrid cloud solutions, automation, AI, and security offerings [1] Valuation Metrics - IBM's stock trades at a forward P/E ratio of 25x, which is above its historical average of 16x [2] - The forward EV/EBITDA multiple for IBM stands at 17x, also higher than typical market levels [2] Investment Perspective - While IBM shows potential as an investment, there is a belief that other AI stocks may offer higher returns with limited downside risk [3]

Market Sentiment - The current market reaction is influenced by discussions around rare earth materials and tariffs related to China, indicating a heightened sensitivity to geopolitical issues [1][2] - Historically, significant market recoveries often follow days of substantial declines, suggesting potential buying opportunities during market dips [2] Investment Strategies - The strategy of buying on weakness is emphasized, with a recommendation to focus on stocks that have experienced the most significant sell-offs [3] - A specific stock mentioned is CCCX, which is merging with Inflection and is characterized as a volatile but potentially rewarding investment [4][5] Sector Focus - There is a strong recommendation to invest in sectors such as drones, quantum technology, and AI, despite recent sell-offs in tech stocks [5][6] - The tech sector, particularly AI companies like Nvidia, is still viewed positively, with the suggestion to diversify investments into smaller competitors and other chip manufacturers like AMD [7][8][9] Future Outlook - The narrative suggests that despite current challenges, the fundamental story of tech and AI remains intact, with ongoing innovation expected to drive future growth [6][7] - Quantum technology is highlighted as the next significant growth area, indicating a shift in focus for investors [10]

So, should you be buying this dip. Let's ask Steve Graasso. He's CEO of Grasso Global and a CBC contributor.Thanks, Steve, so much for being here with us today. I mean, what do you think. This is quite a day and there have been times where the markets have shrugged off some of these news about different tariffs or even other headlines about China, but today maybe taking it a little bit more seriously because of the rare earth discussion kind of ratcheted up another level.What do you make. So, so Corey, I I ...

Group 1 - The discussion centers around the performance and valuation of quantum and nuclear stocks, particularly highlighting a $2 billion equity offering that raises concerns about the sustainability of retail-driven price increases [1][2] - There is skepticism regarding the profitability of these companies, as they are consuming capital and require institutional investment to support large offerings, indicating a potential need for caution among investors [2] - The current market dynamics are compared to the year 2000, but it is noted that this situation is specific to certain sectors like quantum, flying cars, uranium, and nuclear, rather than the entire market [3]

Group 1 - Johnson Controls is highlighted as a key player in the data center trade, particularly in electrical components [1] - The PPH ETF, which focuses on large-cap pharmaceuticals, is considered to have value in the current market [1] - Toll Brothers is identified as a strong investment opportunity in the home building sector, appealing to wealthier consumers who are more likely to make all-cash purchases [2] Group 2 - IBM is recognized as a subtle investment in AI and quantum technology, despite not receiving much credit for its contributions [2]

pretty stacked table! It was a fun dinner conversation earlier this year discussing all things Quantum, AI, Maths & Physics. 😀 https://t.co/FYPAWvihP8 ...

Core Insights - The current market momentum is driven by strong earnings rather than speculation, contrasting with the late 1990s tech bubble [3] - Long-term investors should view volatility as an opportunity to buy during dips, as corrections typically occur about once a year [2][4] - The technology sector is undergoing a transformative period, with significant potential in areas like quantum computing, robotics, and AI [5][6] Company Insights - Broadcom is highlighted as a strong investment opportunity, often referred to as the "poor man's Nvidia," and is a major holding in the ETF TGLR [8] - Lamb Research is noted for its significant market share in NAND memory, with a stock price increase of approximately 102% this year and a dividend yield of 7.7% [9][10] - Symbotic, a robotics company, has a strong relationship with Walmart, which accounts for 85% of its revenue, but is expanding its client base [11][12] - Spotify is recognized for its growth potential, with a leadership change that is expected to support its ongoing expansion in monthly average users [13][15] Investment Strategy - The company has launched a macro cycle opportunity strategy focusing on leading technologies that will drive the next industrial revolution [5] - The approach includes buying during market pullbacks and maintaining a concentrated portfolio of high-potential stocks [6][19] - The firm is also exploring private market investments through platforms like Equity Zen, targeting companies such as XAI, SpaceX, and OpenAI [21][23]

Market Overview - The SPDR S&P 500 ETF Trust (NYSE:SPY) reached multiple all-time highs in September and the first three quarters of 2025, with expectations for further highs in Q4 [1] - Market indexes have shown resilience, with investors less concerned about headlines related to tariffs, unemployment, and international relations compared to earlier in the year [2] Historical Context - The current market conditions are reminiscent of 2017, characterized by consistent market growth despite volatile headlines [3] Sector Performance - Big technology stocks, particularly the "Magnificent 7," are expected to perform strongly in Q4, driven by technical and fundamental factors [4][5] - NVIDIA Corporation (NASDAQ:NVDA) is positioned for growth due to ongoing AI spending, with a potential price target of $200 by year-end [6] - Other notable stocks include Amazon.com Inc (NASDAQ:AMZN) and Apple Inc (NASDAQ:AAPL), both of which are showing signs of breakout potential [6][7] Market Composition - The combined market capitalization of the Magnificent 7 and Broadcom Inc (NASDAQ:AVGO) accounts for approximately 38% of the S&P 500, indicating their significant influence on market movements [8] Index Performance Predictions - The Nasdaq 100 is anticipated to outperform other major indexes in Q4, according to market expert predictions [9] Small Cap Analysis - The recent breakout of small-cap stocks, represented by the iShares Russell 2000 ETF (NYSE:IWM), raises questions about sustainability, with future Federal Reserve policy being a key determinant [10] - A drop in the 10-year treasury yield below 4% could catalyze further gains in small-cap stocks [11] Potential Volatility Factors - A Supreme Court decision regarding tariffs could introduce significant volatility in Q4, with potential implications for market stability [12][13]