Positively Sloped
In this episode of Positively Sloped, Jake and Neil tackle a massive market week featuring Jay Powell’s final Fed meeting and the "Mag Seven" earnings blitz. We analyze why Micron (MU) is up 560% and whether its 9x forward PE makes it the ultimate AI sleeper hit compared to Nvidia. We also pull back the curtain on the OpenAI vs. Anthropic rivalry as "Claude" begins to eat into ChatGPT's market share, and we debate the "Sell in May and Go Away" theory. Is it a legitimate strategy or just "spurious correlation"? Plus, we discuss the potential United-American Airlines merger and why Intel's 130% rebound is more than just a jolt. © 2026 Kingsview Wealth Management Important Disclosures: Kingsview Wealth Management is an investment adviser registered with the SEC. Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that Kingsview has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. All opinions expressed by the Positively Sloped participants are solely their opinions and do not reflect the opinions of Kingsview Wealth Management, its parent company or any of its affiliates. You should not treat any opinion expressed on this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Such opinions are based upon information the Positively Sloped participants deem reliable. Kingsview Wealth Management serves as portfolio manager to separately managed account strategies and investment adviser to exchange-traded funds. As of the date of this recording, those strategies and funds held positions in NVIDIA, AMD, META, Microsoft, and Amazon and did not hold positions in Google, Micron, Oracle, Intel, Samsung, United Airlines, American Airlines, or Western Digital.
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