
Ep. 55 - NASDAQ Golden Cross
The crowd is excited again.
Growth stocks are at all-time highs.
The latest development is the NASDAQ golden cross.
Wall Street has a lot to cheer about. Many of the world’s most important companies are breaking out to all-time highs.
Microsoft (MSFT), NVIDIA (NVDA), and Broadcom (AVGO) which lead the A.I. race, have soared to new heights (disclosure I hold a long position in MSFT).
And for good reason…analysts keep applauding their future earnings potential.
I believe those rosy estimates are still too low and massively underappreciate the acceleration in technological advancement.
Robotics…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.