NVDA Delivers. Now What? Rotation, Risk & Reality скачать в хорошем качестве

NVDA Delivers. Now What? Rotation, Risk & Reality

This week on The Big Skinny, Lou Basenese breaks down Nvidia’s latest blockbuster earnings report and asks the question investors really care about: what happens next? With earnings accelerating and free cash flow surging, the AI thesis remains intact. But markets don’t move on headlines alone – they move on positioning. Lou is joined by Eddie Ghabour of Key Advisors Wealth Management and Dale Smothers of RDS Wealth to dig into whether we’re witnessing the start of a meaningful rotation – from mega-cap AI leaders into small caps, cyclicals, and broader market participation. Plus in Headlines & Headscratchers, Lou and Dodd tackle Novo Nordisk’s strategic conundrum, the surge in global bull market breadth, the sub-3% mortgage “glitch,” and what insider trading in prediction markets says about speculation in 2026. No fluff. No fear-mongering. Just a data-driven look at where risk and opportunity really lie. - - - - - - - - - - - - - - - - - - Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com - - - - - - - - - - - - - - - - - - New to The Big Skinny? 🖥️ Livestream Every Monday @5pm ET The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode:    / @lou_basenese   👉 Follow Lou on Social Media: Twitter: https://x.com/LouBasenese LinkedIn:   / lou-basenese-174821128   -------------------------------- CHAPTERS: -------------------------------- 01:14 Intro: Big Tech on Trial 01:51 Segment Guest Introductions 03:19 The Rundown: Nvidia and AI Bubble 04:07 Nvidia Earnings and Market Reaction 05:43 AI Cash Burn and Investor Tension 08:53 Investment Takeaway: Keep Buying Nvidia 10:52 Interview with Eddie Gabbor: Tech, Rotation, and Small Caps 12:17 Eddie Ghabour: Market Technicals 14:37 Eddie Ghabour: Small Cap Conviction 17:48 Eddie Ghabour: Energy and Housing 21:44 Interview with Dale Smothers: Market, Fed, and Risk Management 22:22 Dale Smothers: Nvidia and Large Cap Opportunities 23:41 Dale Smothers: Equal Weight S&P 500 RSP 25:42 Dale Smothers: Oil and Inflation Concerns 27:37 Dale Smothers: Fed Policy and Fixed Income Allocation 29:55 Dale Smothers: Dividend Equities and Options 31:53 Dale Smothers: Speculative Assets Applied Digital 35:33 Headlines and Head Scratchers: AI and Jobs 38:23 Headlines and Head Scratchers: Novo Nordisk NVO 40:20 Headlines and Head Scratchers: Retail Trading Volume 42:50 Headlines and Head Scratchers: Global Bull Market 44:18 Headlines and Head Scratchers: Rate Relief and Housing 46:01 Headlines and Head Scratchers: Prediction Markets Busted Bets 47:43 2026 Prediction Bingo Card Update 50:38 Closing