00:00 Tech Earnings and the Shift to Secular AI
00:54 Physical AI and Embedded Growth Stories
01:46 The "Bananas" 19% Earnings Growth Outlook
03:29 Market Positioning and Seasonal Patterns
03:56 The Memory Story: Micron and NVIDIA
04:56 The Pentagon’s 50% Budget Ramp for AI
05:46 Global Outlook: Iran Peace Deals and China Wins
07:16 Microsoft vs. OpenAI: The Art of the Deal
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
