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October 5, 2025 60 mins

In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.

04:32 Market Trends and Economic Uncertainty

08:40 Stock Talk: QuantumScape and Investment Strategies

29:13 Ducati's Quantum Leap

29:36 Corning Partnership Boosts Stock

30:26 Investor Concerns and Market Reactions

31:53 Speculative Investments and Market Sentiment

35:06 Strategies for Managing High-Performing Stocks

38:07 Balancing Portfolio and Trimming Positions

Companies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA

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