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October 29, 2025 59 mins

Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate.

In this episode:

  • Is the NBA fixed? [1:58]
  • Forget interest rates—watch the Fed's balance sheet [7:52]
  • Big Tech reports earnings this week: Key metrics to watch [13:05]
  • The "secret sauce" to Nvidia's AI dominance [16:35]
  • Is Apple going to $300 per share? [24:37]
  • What Caterpillar's record results tell us about tariffs [30:04]
  • Amazon's massive layoffs should surprise no one [33:52]
  • These two Curzio AI winners have way more upside [42:47]
  • Ignore AI bubble talk—focus on this instead [50:33]

Editor's note: Don't miss our next big Curzio AI winner! Frank just recommended a solar stock with groundbreaking tech that increases energy output by 25% vs. traditional solar panels.

Discover why this stock could easily triple from current levels.

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