AI Stocks Roar Back

<p>In this episode, we discuss cooling US inflation, gold’s August surge, changing investor behavior and the extreme earnings volatility across SpaceX, Cerebras and Nebius.</p><p><br /></p><p><br /></p><p>00:00 Introduction</p><p><br /></p><p><br /></p><p>00:40 Crypto Headlines and Web3 Roundup</p><p><br /></p><p><br /></p><p>06:05 Legendary's Market Overview</p><p><br /></p><p><br /></p><p>10:20 Dell, Political Risk and Trump-Linked Trades</p><p><br /></p><p><br /></p><p>16:03 Hyperliquid Positioning and the HYPE Trade</p><p><br /></p><p><br /></p><p>23:44 CPI Falls to 3.4% and Markets Respond</p><p><br /></p><p><br /></p><p>30:42 Robinhood Chain Activity and Risk Appetite</p><p><br /></p><p><br /></p><p>36:57 Gen Z Moves From Stocks to Sports Betting</p><p><br /></p><p><br /></p><p>44:55 Sports Betting, Compounding and Robinhood Energy</p><p><br /></p><p><br /></p><p>49:57 SpaceX, Cerebras and Nebius Earnings Volatility</p><p><br /></p><p><br /></p><p>56:11 Closing Thoughts</p><p><br /></p><p><br /></p><p>The content in this show is never financial advice. The content is an expression of individuals' opinions and is for informational and entertainment purposes only.</p>