Damn it, Jensen! | TCAF 268

On episode 268 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠Michael Batnick⁠ are joined by TCAF all-star J⁠C Parets⁠ to discuss: Nvidia’s historic selloff, whether the AI trade is breaking or simply rotating, why AMD and Apple are winning, and what the market is saying beneath the headlines. They also cover extreme investor bearishness, JC’s contrarian housing thesis, bank stocks breaking out, global markets hitting new highs, magazine covers as contrarian indicators, and whether the collapse in gold and silver could be setting up a major opportunity in precious metals. This episode is sponsored by DBMF. To learn more about the world’s largest managed futures ETF visit ⁠https://www.dbmf.com/TCF ►00:00 - Cold Open ►09:44 - JC Parets of TrendLabs Joins ►12:11 - Jensen Huang Resigns: Sell or Hold Nvidia? ►18:27 - CEO Scandals at HP, Intel and McDonald's ►26:11 - Analysts Slash Nvidia Price Targets ►27:37 - Key-Man Risk and the Alleged Chinese Spy ►33:45 - Investor Sentiment in a Midterm Year ►35:13 - AMD vs. Nvidia: Rotation Inside AI ►38:28 - AI Magazine Covers and the Anthropic IPO ►41:49 - Apple: The Trade of the Year ►46:00 - The Housing Boom Nobody Believes ►55:26 - Global Stocks at All-Time Highs ►58:38 - Magazine Cover Indicator: 1958 to Bitcoin ►1:02:37 - Bowling, Poker and Stock Market Bubbles ►1:13:02 - Gold and Silver Crash 👕 Check out The Compound shop: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/show/TCAF/ Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/ Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/ The Compound Newsletter: https://www.thecompoundnews.com/subscribe Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. #thecompound #investing #stockmarket #stocks