Chris Campbell:

Trump and Dump?

Back in August, Donald Trump Jr. threw cold water on the idea of an official Trump memecoin. Yet, last week, not one but two coins dropped – Trump’s and Melania’s.

There’s plenty already said about Trump and Melania’s memecoins. The thing is, the memecoins are the least interesting thing regarding Trump's crypto vision.

First thing to know: the Trump crypto agenda is NOT about memecoins. That’s the sideshow. The real game, as always, is something bigger. Way bigger.

Two, the stakes, in Trump’s eyes, are nothing short of defining the next century of economic order. And here’s what people are only now starting to realize – his push to make America the world’s “crypto capital” is about one thing and one thing only…

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Enrique Abeyta:

Is Nvidia’s Reign Over?

One single chart is telling me that Nvidia's AI chip dominance is coming to an end – that its undisputed reign as the AI king over the past two years might soon follow the path of IBM or Cisco: former rulers of their domains who have since become relics of their former glory.

To be clear, AI is not "over." In many ways, its story has yet to begin. But we might be treading down a dark path right now — one that the media, analysts, Wall Street, and Main Street can't see. A path that, ultimately, will lead Nvidia to a $1T loss in market cap.

In fact, I think it will happen sometime this year, probably in a single day. Sure, it might sound crazy. But bold calls, backed by irrefutable evidence, are where the real money is made.

Now, this doesn’t mean that I think NVDA is a bad company, nor do I think it’s a short. I simply think NVDA is in a difficult position with the tremendous growth it has seen in the demand for its product. Let me explain by looking back at a former heavyweight, Cisco Systems.

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Greg Guenthner and Enrique Abeyta:

Top Trades: A Trump Hangover?

It's official: the old president is back with some new friends. But what do we make of this new administration as earnings season ramps up? Are we going to get a Trump hangover or is this going to be a runway to new highs for the markets?

Join Greg and Enrique as they share their thoughts on the near future and why you shouldn't be scared out of the markets by "Trump Tremors." 

They also touch on the Fed funds rate, the dollar, gold, and more. This is one you don't want to miss!

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