Was Monday’s sell-off a one-day wonder? Or something worse? The shop digs into Deepseek’s disruptive market rout this week and the extreme vulnerabilities it exposed before diving into some aggressive moves over at NXT, four semiconductor and four software tickers worth watching, and the reason CAVA, TSLA, and GE paid off so handsomely last year – and where they may be headed next in 2025.
In this video for educational purposes only, Danny Stewart, Don Vandenbord, Ted Zhang, Connor Bates, & Todd Thomas host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
Key Moments from the Show
00:00 – Opening Bell
04:00 – NVIDIA’s Worst Week
9:00 – Digging Into the Mailbag
15:00 – This Week in the Markets
27:30 – Aggressive Moves at NXT
39:00 – Four Semiconductors & Four Softwares Worth Watching
49:00 – CAVA
Show Links:
- Morgan Stanley sees ‘Very Normal Year’ for 2025 Equity Returns
- Your Clients may live to 100, don’t sue the 60-40 Glidepath (60-40 Balanced Stock/Bond Fd)
- Nvidia’s 465 Billion DeepSeek rout is the largest in history
- Triple Levered Nvidia traders are gutpunched by a 52% one day loss
- Stocks hit as Chipmaker see worst rout since 2020
- Black Swan’s Taleb says Nvidia rout is hint of what’s coming
The Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
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