Core Insights - The article emphasizes the importance of conducting thorough due diligence before making any financial decisions, particularly in the context of investments and trading activities [1] Group 1 - The content includes general news and personal analysis intended for educational and research purposes [1] - It highlights that the information provided is not a recommendation or advice for any financial actions [1] - The article warns that the information may not be accurate or provided in real-time, and prices may be sourced from market makers rather than exchanges [1] Group 2 - The website discusses complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It encourages individuals to perform their own research and understand the risks involved before investing in any financial instruments [1] - The article states that FX Empire does not endorse any third-party services and is not liable for any losses incurred from using the information provided [1]

Hello everyone. Happy Friday. Stocks keep hitting all-time highs and the legend Dan Ies is going to sit down with us for an exclusive interview on what stocks he thinks are going to appreciate the most in the coming year. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's show, I need your help. My goal is to get to 1 million subscribers, but right now we're only at 24,745. That's a long way away, but with your help, we're going to get there. So, hit that subscribe button ...

Bitcoin vs Nasdaq.Major divergence from tech stocks.A catch-up looks imminent. https://t.co/cAGTwpa7Jw ...

Core Insights - Technology stocks are experiencing significant gains, with the Nasdaq Composite up 1.97% this week, marking its largest increase since the week ending August 8 [1] Group 1: Market Performance - The Nasdaq Composite has rallied for two consecutive weeks, representing its best performance in about a month [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1]. - The content may include advertisements and promotional materials, with the website potentially receiving compensation from third parties [1].

Market Trends & Investment Opportunities - Coinbase is launching futures in the U S, offering traders exposure to Bitcoin and Ethereum [1] - The new futures will also include major "Magnificent 7" tech stocks [1]

Market Rally & Earnings - S&P 500 自 4 月以来上涨约 30%，部分原因是关税对核心利润的影响小于预期 [5][6] - 标普 500 指数基于未来 12 个月盈利的市盈率高于 5 年和 10 年平均水平，引发了估值辩论 [7] - 德意志银行认为，尽管盈利增长，但投资者的股票配置仍处于中性水平，表明市场仍有上涨空间 [8][9] - 摩根士丹利指出，自 4 月以来，提高盈利预期的公司与降低盈利预期的公司相比，出现了 V 型复苏，表明股市上涨有基本面支撑 [3][4][5] Economic Factors & Risks - 经济学家们认为，移民限制导致的外国出生劳动力减少，可能对劳动力市场构成风险，影响工资、失业率和整体经济增长 [12][13][14][15] - 企业估值相对于经济利润而言，估值过高，与 2000 年互联网泡沫时期的情况类似 [16] - 投资者为人工智能的特殊性支付了高溢价，但如果盈利未能兑现，可能会导致股票估值过高 [21] Sector Composition & Performance - 标普 500 指数中，必需消费品、能源、医疗保健和公用事业等防御性行业的权重已从 30 年前的 40% 降至约 22% [23][24] - 巴克莱银行指出，大型科技公司的近期盈利增长超过了股价涨幅，表明如果盈利继续超出预期，这些股票可能还有上涨空间 [27][28][29]

Stock Analysis & Recommendations - Zacks Rank uses a ranking system where stocks are rated from 1 to 5, with 1 being a Strong Buy and 5 being a Strong Sell [1][2] - Big Bear AI (BBAI) is currently ranked as a 3 (Hold) due to minimal estimate revisions, despite some earnings beats in the past year [2][3][4][5] - Nebius Group (NBIS) is ranked as a 4 (Sell) due to negative trends in earnings estimates, with downward revisions for the current and next year [6][7] - Nvidia (NVDA) is highlighted as a prominent AI stock with a \$4 trillion market cap, receiving positive sentiment due to developments regarding chip supply [9][10] Tech Innovator Service by Zacks - Tech Innovator, led by Andrew Roko, provides nightly summaries and frequent trading recommendations [2][12] - Recent trades in the Tech Innovator portfolio include selling Super Micro Computer (SMCU) and Coreweave (CRWV), realizing gains of 23% and 14% respectively [12][13] - The strategy involves active trading to capitalize on market highs, with frequent portfolio adjustments and profit-taking [14][15] AI Sector Overview - The report focuses on tech stocks, particularly those in the AI sector [1][7] - Big Bear AI provides AI tools, potentially collecting user data [3][4] - Nebius Group offers full-stack AI solutions for the cloud [7]

Group 1 - The article emphasizes the importance of focusing on income stocks during times of geopolitical uncertainty, which may negatively impact growth stocks with high valuations [2] - The investment strategy highlighted is centered around income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The author expresses a cautious stance towards technology stocks due to their high valuations and lack of yield, favoring more defensive stocks with a medium- to long-term investment horizon [2] Group 2 - The article does not provide specific financial data or performance metrics related to the companies mentioned, focusing instead on general investment strategies and market conditions [5]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, publications, and personal analysis intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].