(02:03) AI Demand Meets the Reality of Chip Economics
(08:03) The Funding Problem Nobody Wants to Talk About
(17:54) Why Defense Tech Attracts Private Capital First
(22:50) What the Macro Backdrop Means for Investors
(32:08) When Valuations Create Real Opportunity
(32:35) Utilities The Trade Most Portfolios Underweight
(33:46) Why Portfolio Theory Still Matters in Volatile Markets
(35:01) Buffett’s Low-Risk Playbook in Action
(36:39) CoreWeave, Oracle, and the Real AI Infrastructure Trade
(40:08) Where Consumer Pressure Is Showing Up
(42:02) Healthcare Demand That Holds Through Cycles
(44:21) Why Going Against Consensus Still Works
(46:36) Coupang A Quality Business Left Behind
(51:50) What Digital Assets Reveal About Risk Appetite
(55:55) What to Watch Next
Connect with Us Online:
Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth
🌐 Website: https://www.lumidawealth.com
🐦 Twitter Follow us on https://twitter.com/LumidaWealth
🎵 TikTok: https://www.tiktok.com/@lumidawealth
📸 Instagram: https://www.instagram.com/lumidawealth
📘 Facebook: https://www.facebook.com/lumidawealth
