January 28, 2026
In today's show, Mark Minnella, along with Seth Udinski and Sam Case, explore shifting market sentiment around the AI sector, highlighting investor behavior, valuation concerns, and the growing focus on hardware, data storage, and infrastructure. The discussion introduces how investor comfort and emotion can shape market cycles and why discipline and balance matter during periods of elevated valuations. The hosts also mention developments in U.S. steel production tied to technology demand and highlight broader stewardship themes that connect market activity with long term perspective and…
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