Market Mondays

MM #288: Comeback Stock of the Year, Is Netflix The New Monopoly? & Stocks Ready to Strike w/ Caleb Silver

This week on Market Mondays, we kick things off with our Futures Trading Tip of the Week and a breakdown of the biggest investing mistake of the year. We dive into the shocking rebound of Carvana joining the S&P 500 after nearly going bankrupt — debating whether it’s a true comeback story or a sign the market is getting reckless again. We also break down the massive bidding war for Warner Bros Discovery, who needs WBD the most to survive the next decade, and what this means for the future of media. Caleb Silver, Editor-in-Chief of Investopedia, joins us with expert data and insight throughout the discussion. We compare Paramount’s heavy debt load to Netflix’s growth and free cash flow dominance and question whether a Netflix–WBD deal would spark a new era of media consolidation or run into regulatory roadblocks. From there, we shift to AI and corporate strategy, analyzing IBM’s $11B acquisition of Confluent and whether M&A is becoming the quiet force powering the next leg of the AI boom. We also cover holiday spending vs weak investor sentiment, whether investors should rotate into safer stocks, and what Wednesday’s Fed decision could mean for markets heading into 2026. To wrap up, we go rapid-fire: the most attractive stocks currently dipping for LEAPs and swing trades, which companies are less likely to be corrupt or mismanaged, whether failed AI bets could force bailouts in tech, Bitcoin’s next move toward $65K or $70K, Apple’s potential talent crisis after losing multiple key executives, and if an oil collapse into the $30s could make the entire energy sector uninvestable. A packed episode with strategy, clarity, and expert perspective. #MarketMondays #EarnYourLeisure #CalebSilver #Investopedia #Investing #StockMarket #Bitcoin #OptionsTrading #AIStocks #MediaMergers #Carvana #Apple #OilPrices #WealthBuilding #FinancePodcast #EYL Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

MM #287: Crypto Panic, Real Estate Slowdown, 2026 Market Warning Signs & Quarter Zip Movement w/ Jason Gyamfi

⏱️ Timestamps 00:06 – Real estate warning signs 00:13 – Futures trading tip of the week 00:18 – Apple hits 52-week high 00:26 – Elon’s stock picks 00:36 – Bitcoin’s recent price drop 00:43:50 – MicroStrategy breakdown 00:49:00 – Cloudflare stock analysis 01:00:00 – Jason Gyamfi, Founder of the Quarter Zip Movement, joins the show 01:28:00 – Will December be a preview of 2026 market behavior? 01:38:00 – Investing lesson of the year 01:40:00 – Troy’s investing outlook This episode covers the full spectrum of what investors need to know right now—from real estate warning signs to the futures trading tip of the week that can sharpen your strategy going into the new year. We react to Apple hitting a fresh 52-week high, break down Elon Musk’s unexpected stock picks, and analyze Bitcoin’s recent dip along with what it really means for MicroStrategy’s long-term position. We also cover Cloudflare’s momentum and whether it still has upside in this AI-driven market. At the one-hour mark, we’re joined by Jason Gyamfi, founder of the Quarter Zip Movement, for a fire conversation on culture, entrepreneurship, and market positioning. We also debate whether December’s market action could preview what’s coming in 2026, share our biggest investing lessons of the year, and close with Troy’s outlook on how to build wealth in the next cycle. Market Mondays Cyber Monday Deal (48 Hours Only): https://marketmondaysdeal.com #MarketMondays #Investing #Stocks #Crypto #Bitcoin #RealEstate #Apple #Cloudflare #MicroStrategy #ElonMusk #FuturesTrading #JasonGyamfi #QuarterZipMovement #WealthBuilding #FinancialEducation #EYL Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

AI Stock Surge: How SanDisk and Fabrinet Are Powering the Next Wave of Tech Wealth

In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the strategic moves and under-the-radar companies driving the explosive AI sector. Troy Millings takes viewers behind the scenes of EY University, sharing insights on how the AI revolution is being monetized—not just through household names like Nvidia, Broadcom, and AMD, but also through key players that keep the tech ecosystem running smoothly. Dive into the analogy of the AI ecosystem modeled after the human body: Nvidia stands as the heart, Broadcom as the veins, and Fabrinet emerges as a crucial valve accelerating connectivity. Troy highlights how diligent research led to the identification of Fabrinet and then pivots to discuss the soaring memory sector, featuring Micron and Western Digital. A major spotlight is placed on SanDisk, Western Digital’s flash storage spin-off, which recently went public and saw an impressive performance spike. Learn why immediate demand for memory and flash storage, underscored by Samsung’s inability to fulfill all orders, has made SanDisk a leader in SSD and flash—and why its addition to the S&P 500 could mean major index fund investments are about to flow in. Ian Dunlap offers trading tactics for both beginners and advanced traders, explaining the importance of targeting trades differently on Mondays and Fridays versus the rest of the week to maximize gains and protect capital. This clip is jam-packed with actionable game for investors and traders seeking to decode the tech boom—spotlighting not just the well-known names, but also the hidden gems set to benefit most from ongoing AI development. If you’re ready to learn, execute, and take advantage of momentous opportunities in the evolving tech landscape, this is the clip you can’t afford to miss. *Hashtags:* #MarketMondays [https://www.youtube.com/hashtag/marketmondays] #AIStocks [https://www.youtube.com/hashtag/aistocks] #TechInvesting [https://www.youtube.com/hashtag/techinvesting] #SanDisk [https://www.youtube.com/hashtag/sandisk] #Nvidia [https://www.youtube.com/hashtag/nvidia] #Broadcom [https://www.youtube.com/hashtag/broadcom] #Fabrinet [https://www.youtube.com/hashtag/fabrinet] #SSD [https://www.youtube.com/hashtag/ssd] #FlashMemory [https://www.youtube.com/hashtag/flashmemory] #StockMarket [https://www.youtube.com/hashtag/stockmarket] #SP500 [https://www.youtube.com/hashtag/sp500] #TradingTips [https://www.youtube.com/hashtag/tradingtips] #WealthBuilding [https://www.youtube.com/hashtag/wealthbuilding] #FinancialEducation [https://www.youtube.com/hashtag/financialeducation] #EYUniversity [https://www.youtube.com/hashtag/eyuniversity] Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

MM #286: Will Google Pass Nvidia? Next Big Stock Sector, Bitcoin Buy Zone, & Our End-of-Year Predictions

⏱️ Timestamps 0:07 – What’s your futures trading tip of the week? 0:09 – The new AI company to watch 0:20 – Google AI takeover — is Nvidia under threat? 0:48 – Bitcoin buy price 0:50 – MicroStrategy’s worst 5-month streak since adopting the Bitcoin strategy — sell now or buy of a lifetime? 0:55 – If I’m 33 and gave up on buying a home, what should my new “American Dream” be? 1:06:00 – China–Taiwan–Japan tensions 1:13:00 – Should I put $1M into QQQI or SPYI and live off the dividends? 1:15:00 – How to stay disciplined during down markets when targets don’t hit 1:22:00 – Should you dollar-cost average or wait for drops? 1:29:00 – Novo’s epic fall 1:36:00 – Dogecoin failure + U.S. national debt crisis This week on Market Mondays, we covered everything from futures trading plays to the newest AI company threatening Google and Nvidia’s dominance. We broke down the real Bitcoin buy levels, MicroStrategy’s worst 5-month streak ever, and whether this is a red flag or the buying opportunity of a lifetime. We also discussed what the “American Dream” should look like today if homeownership feels out of reach, and whether dropping $1M into QQQI or SPYI for monthly dividend income is a smart path to financial freedom. Plus, we examined global tensions between China, Taiwan, and Japan, and the impact these conflicts could have on markets in the coming years. We also dove deep into investor psychology — how to stay disciplined when targets don’t hit, how to avoid FOMO during red markets, and whether to dollar-cost average or wait for pullbacks in 2025. We covered Novo’s epic fall, Dogecoin’s collapse, and the growing national debt crisis that could reshape investor strategy for the next decade. If you missed this one, it’s a must-watch for anyone serious about building wealth in a chaotic economy. Market Mondays Black Friday Deal (Limited to First 50): https://marketmondaysdeal.com #MarketMondays #EarnYourLeisure #Investing #Bitcoin #Stocks #Nvidia #GoogleAI #ETFs #DividendInvesting #WealthBuilding #Crypto #MSTR #Finance #EYL Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]

MM #285: Bitcoin & Nvidia in BIG Trouble?? Billionaires Dumping Stocks, & The Biggest Discount Buys

Bitcoin’s slide has the entire market asking the same question: is this the beginning of real trouble, or the setup for the biggest buying opportunity of the year? This week on Market Mondays, we break down the volatility across crypto, AI, and equities as investors brace for major moves. From Peter Thiel unloading all his Nvidia and cutting 76% of his Tesla stake, to MicroStrategy trading below its net asset value, we analyze whether these are smart exits or signals of deeper cracks forming in the system. At the same time, the tech world is flashing warning signs—Meta is down 23%, Palantir is down 16%, and CoreWeave has crashed over 50%. With Nvidia reporting this week, the entire S&P 500 feels like it’s tied to a single stock. Are we watching an AI bubble quietly deflate, or a temporary shakeout before the next run? Meanwhile, consumer discretionary is having its worst month in six months and financial stocks are hitting new highs. We break down whether this rotation into safety is healthy, or a setup for a major reversal. We close the episode with the biggest opportunities hiding in the chaos: which distressed assets might actually be long-term winners, why the bond market is having its strongest year since 2020, and what these signals mean heading into Black Friday and 2026. Plus—we share our hot takes on investing that most people don’t agree with. If you want clarity on the markets, sentiment, and strategy, this is the episode you need. #MarketMondays #EarnYourLeisure #Bitcoin #Nvidia #AIStocks #Tesla #MicroStrategy #PeterThiel #Finance #Investing #StockMarket #WealthBuilding #FuturesTrading #CoreWeave #Meta #Palantir #SNP500 Support this podcast at — https://redcircle.com/marketmondays/donations [https://redcircle.com/marketmondays/donations] Advertising Inquiries: https://redcircle.com/brands [https://redcircle.com/brands] Privacy & Opt-Out: https://redcircle.com/privacy [https://redcircle.com/privacy]