In this episode of Market Mondays, we dive deep into a wide range of topics. We discuss the latest from SpaceX, Tesla’s Robo Taxi day, and the Tesla Optimus robot. We explore whether owning all of Elon Musk’s companies could be a smart hedge for the future and the current outlook for Bitcoin this month.
We analyze why Genmab’s stock hasn’t moved despite strong fundamentals, and the incredible rise of ADMA stock—will it keep climbing or has it peaked? We also break down Nvidia’s DGX B200, the impact of AMD’s new chip, and consider if Cerebras can truly compete with NVIDIA. For long-term investors, we talk about stocks like VNO, and the potential of TSM through earnings, as well as the future of XRP and the comparison between Amazon and Mercado Libre.
With the uncertainty in today’s world, what does the market outlook look like for the end of the year? We also discuss potential entry points for Boeing, the long-term prospects for IONQ, and Microsoft’s earnings. We wrap up with a look at hotel stocks like Marriott and Hilton, as well as the DOJ’s move against Google and what it means for the stock.
We also had a special guest, Congressman Byron Donalds, who shared insights on the Republican economic plan, Trump’s election, black male voters, and more.
#MarketMondays #Tesla #SpaceX #Bitcoin #ElonMusk #Stocks #Investing #Nvidia #AMD #CongressmanByronDonalds #Economy #Google #StockMarket #Microsoft #Boeing #TSM
0:00 Intro
4:41 Tesla Robotaxi Launch
13:52 Will Bitcoin Make a Move this Month?
19:50 Reviewing Ian’s NVDA Callout
30:16 Will TSM Holdup through Earnings?
35:24 Looking at XRP’s Future & VNO Long Term
40:04 Microsoft’s New Blackwell Server Rack
42:29 Analyzing Hotel Stocks
49:23 DOJ Trying to Break Up Google
56:16 Why Hasn’t Genmab’s Stock Moved Up?
1:03:31 Byron Donalds Intro
1:05:24 Republicans Message For Economic Policy
1:11:28 Is Increasing Tariffs on China Beneficial?
1:15:58 Plan to Control Inflation
1:17:52 Where Do We Need to Cut Spending?
1:25:19 Plan To Help Small Businesses
1:30:06 Should we Hold Colleges Liable for Mass Debt They’ve Cause?
1:33:30 Why Should Black Man Support Republicans?
1:44:00 Did Trump Actually Have a Good Economy?
1:51:33 Interview Recap
1:55:27 Outro
source
