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Tuesday, April 23, 2024

PSW’s Webinar: Earnings Season Halftime Report

Timeline:

0:00 - Market indicators and analysis
4:30 - Market pricing and investor behavior
5:15 - Real estate market discussion
7:00 - Market valuation discussion
8:10 - Dot com boom discussed, Fed policy 
17:25 - Comparison to 2008 crisis
21:50 - Google, Tesla, Elon Musk, Hyperloop
30:20 - Internet becoming indispensable, remote work
33:40 - Current wave of AI investments 46:53 - Claude AI
47:40 - Investing in AI startups
50:00 - Review of specialized AI strengths, false information
53:00 - S&P 500 hits 5000, Massive concentration 
55:00 - Microsoft, Apple, Amazon, Netflix, Meta, Alphabet
60:06 - Acceleration of AI adoption, Apple, AI assistants, plugins
68:30 - Statistics on ChatGPT user growth
76:20 - Tradeoff of generalist vs specialist AI skills
79:10 - Historical platform growing pains
81:10 - 2023 projections for rapid AI adoption
83:00 - Netflix, rapid industry transformation potential
85:25 - Current trade ideas, metals and mining stock setup
90:55 - Top trade examples
97:40 - SoFi  
106:30 - Fairness of market putting pressure on this stock
107:15 - Hitting S&P 5000 - will it hold?
110:20 - NYCB position
112:00 - Wrap up

Phil’s Weekly Trading Webinars provide a great opportunity to see what we do at PSW. For LIVE access to all our webinars, join us at PSW!

View all Phil’s past weekly webinars on our YouTube channel here.

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