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Hello everyone. There's blood in the streets. Stocks and Bitcoin are falling fast. Investors are panicking. And Elon Musk just said one of the wildest things he's ever said. If he's right, humanity will never be the same. We're live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help. My goal is to ultimately get to 1 million subscribers on YouTube. We currently have 39,385. Before we get to a million, we got to get to 50,000. That's where you come in. Hit the subsc ...

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Greetings. I'm Sean Fu, Zach's equity strategist, and today I'm going to be discussing if Nvidia stock still has enough mojo. So, despite posting blockbuster Q3 results this week, [snorts] uh the post- earnings rally in Nvidia stock faded in uh yesterday's trading session from a 5% spike to a 3% dip and below its 50-day moving average of $184 a share.And the same happened on Friday. Got a nice little spike and then dipped below $180. I think it ended up uh finishing the date at $178.So, the short-term stall ...

Market Overview - The market ended positively with the Dow up 1% or 493 points, while the NASDAQ and S&P 500 also saw gains close to 1% [1] - Despite the positive close, the weekly performance showed losses for major indices: Dow down about 2%, NASDAQ down 2.75%, and S&P 500 down 2% [2] - Small-cap stocks, particularly the Russell 2000, had a strong day, up 3% and nearly flat for the week [2] Sector Performance - All 11 large-cap sectors of the S&P 500 closed in the green, with materials and healthcare leading the gains, both up more than 2% [3][4] - The healthcare sector has been the best performer since the beginning of the quarter, while technology stocks faced a decline of 5% for the week [6] - Interest rate-sensitive sectors like home builders, retail, and regional banks were among the top gainers, with home builders up nearly 4.5% [7] Company-Specific Insights - Nvidia's stock fell 6% post-earnings, while other tech giants like Amazon and Microsoft also saw declines of 6% and 7% respectively [5] - Intuit reported stronger-than-expected fiscal first-quarter results, with an 18% growth in its overall business, driven by strong performance in both its business and consumer platforms [32][33] - Intuit signed a $100 million multi-year partnership with OpenAI, aiming to enhance its AI-driven services for tax preparation and business solutions [32][42] Private Credit Market Concerns - Blue Owl Capital, a major player in private credit, faced scrutiny after a merger between its funds highlighted a significant market value discount, leading to concerns about the private credit market's health [24][26] - The situation raised questions about the valuation methods of private versus public funds, with public funds trading at lower market values compared to their book values [28][29] Economic Outlook - The upcoming Thanksgiving week will see a shortened trading schedule, with the stock market closed on Thursday and an early close on Friday [48] - Key economic data releases are expected, including retail sales and jobless claims, which could impact market sentiment [50]

Financial Performance - Oracle 股票因 AI 驱动的上涨，一度使 Larry Ellison 在 9 月份成为世界首富 [1] - 但此后持续下跌，导致 Ellison 的净资产损失 1300 亿美元 [1]

Core Insights - Nvidia's recent earnings report demonstrated a significant re-acceleration in growth, with revenues rising 62% year-over-year and guidance for Q4 indicating a further 65% increase, countering fears of an "AI bubble" [5][15][40] - The overall sentiment in the AI sector remains bullish, as Nvidia's performance suggests that demand for AI infrastructure is not only stable but increasing [4][11][40] Financial Performance - Nvidia reported Q3 revenue of $57 billion, marking a 62% increase year-over-year and a 22% increase quarter-over-quarter [7] - Data center revenue reached $51.2 billion, up 66% year-over-year, with a sequential increase of $10 billion [7] - The company anticipates Q4 revenue to be approximately $65 billion, reflecting a 65% year-over-year growth at the midpoint [7] Market Dynamics - The Global X Artificial Intelligence & Technology ETF (AIQ) had been declining prior to Nvidia's earnings, indicating waning confidence in AI demand, which Nvidia's results have since revitalized [4][11] - Nvidia's management indicated that cloud providers are currently sold out of GPU capacity, suggesting sustained demand from hyperscalers [10] Industry Outlook - Nvidia's visibility into future revenue from AI infrastructure is approximately $500 billion through the end of 2026, with external estimates projecting AI infrastructure spending to reach $3-4 trillion by 2030 [11][12] - The narrative of an "AI bubble" has been challenged, with Nvidia's growth and guidance indicating robust and widespread demand across various sectors [13][40] Investment Opportunities - Nvidia is positioned as a core holding in the AI infrastructure space, with other companies like AMD, CoreWeave, and Seagate also identified as potential beneficiaries of the AI boom [18][41] - The report suggests that the AI sector is entering a new phase of growth, with multiple overlapping transitions driving demand for AI-related technologies [16][25]

Market Overview - Major stock indices experienced a significant uptick, with the Dow rising by 670 points (1.5%) and the S&P 500 equal-weighted index achieving its best performance in nearly six months, up 2.25% [1][1][1] - The Russell 2000 small-cap index increased by 3%, indicating strong performance in smaller companies [1] - Interest rate-sensitive sectors, including healthcare and consumer discretionary, led the market gains, with healthcare up 2.5% [1][1] Nvidia and AI Chips - Nvidia shares surged following reports of potential discussions with US officials regarding the sale of H200 AI chips to China, which could enhance Nvidia's competitive position [1][1] - The H200 chip is based on the Hopper architecture, which is not the latest technology, and current shipments to China are limited to the H20, a degraded version [1][1] - There is ongoing debate in Washington about the implications of allowing high-end chip sales to China, with concerns about potential military applications [1][1][1] Federal Reserve Rate Cut Expectations - Expectations for a December interest rate cut have increased significantly, jumping to around 70% from 39% following comments from New York Fed President John Williams [7][8] - Williams indicated that there is "room for a rate cut in the near term," which has reset market expectations [9][9] - The Fed's leadership is divided, with some members advocating for cuts while others express concerns about inflation [11][15][15] Retail Sector Performance - Gap Inc. reported a strong third quarter, with comparable sales up 5% year-over-year, leading to an increase in its full-year forecast [73][75] - The company's brands, particularly Old Navy and Gap, have shown consistent positive performance, with Old Navy up 6% and Gap up 7% [75][75] - Fast casual restaurant stocks, including Cava and Chipotle, have rebounded after a period of poor performance, indicating renewed investor interest [57][58] Tesla and Ford Updates - Tesla shares fluctuated due to AI-related concerns but rebounded following positive news regarding its robo-taxi operations in Nevada and Arizona [64][66] - Ford reaffirmed its guidance after a fire at an aluminum processing plant was extinguished, maintaining its adjusted EBITDA forecast of $6 to $6.5 billion for the year [68][68] Rare Earth Elements Market - The rare earth elements market is seeing increased interest as companies seek to reduce reliance on Chinese sources, with Brazilian rare earths expected to come online by 2028 [70][72] - The demand for rare earths is driven by their critical role in various technologies, including batteries and electric vehicles [70][70]

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Stocks and bonds garnered support on Friday from dovish comments from New York Fed President John Williams, who said "he still sees room for a further adjustment in the near term to the target range for the federal funds rate to move the stance of policy closer to the range of neutral," as downside risks to employment have increased while upside risks to inflation have eased.The University of Michigan US Nov 1-year inflation expectations were unexpectedly revised lower to 4.5% from the previously reported 4 ...