Good morning:
Today’s the day… your opportunity to check out the one stock that defines all of the AI trade. It’s not Tesla… It’s not gold… It’s definitely not Apple…
We’re digging into AI today because it’s the single most important innovation of our lifetime. And while the Goldman AI Index is worth $29 trillion… that figure nearly rivals the size of the U.S. economy…
I’ll be live at 8:45 am for a preview of my deeper dive into AI at 2 pm today…
If you haven’t signed up for a front row seat, now’s the time…
Just click this link… and I’ll see you there…
Now… let’s dive into what’s happening this morning in the markets…
The New Normal
This morning… Yahoo! Finance released an article suggesting that the frothiness of the stock market might just become … The New Normal…
Welcome to the party, pal. With global liquidity at all-time highs, markets continue to surge to record highs, thanks to greater accommodation, increased leverage in the system, and money seeking a home.
This is one reason why AI continues to dominate the landscape. It’s not just about growth - but about the structure of the market, how valuations are distorted, and what it means for momentum traders looking to take advantage. I’ll be talking about these phenomena later today. But be aware… it seems that reporters are finally catching on…
What Are We Talking Today?
Stocks are under some pressure as Fed Chair Powell warned valuations seem stretched, putting pressure on AAPL, NVDA, and MSFT.
Rising inflation concerns and sluggish labor data cooled rate-cut expectations, nudging interest-rate-sensitive names like T, VZ, and JPM lower.
Strong AI optimism… especially after Alibaba’s major commitment… ignited momentum in BABA, AMD, and INTC.
We’ll be live at 8:45 in the usual spot. Click the link and let’s get active.
Stay positive,
Garrett Baldwin
P.S. Just click this image to sign up for today’s special event.
See you at 2…
