Wall Street Unplugged - What's Really Moving These Markets

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Can the AI trade survive without Jensen? Nov 12, 2026

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Jensen Huang resigned—what does it mean for the AI trade? And what should you do with Nvidia (NVDA)? Plus, Bank of America's AI bubble note … Why Bitcoin (BTC) is no longer scalable… OpenAI's total addressable market… And more. In this episode: Jensen Huang resigned—what does it mean for the AI trade? [0:44] Why every investor should follow Taiwan Semiconductor (TSM) [6:40] The biggest factor for Nvidia going forward isn't the CEO [7:40] What should you do with NVDA on Huang's exit? [11:51] Bank of America: Is AI entering "dot-com bubble" territory? [15:33] Bitcoin is no longer scalable [19:34] A dangerous environment for the housing market [32:12] OpenAI is capturing more total addressable market [36:34] AI is taking control of search and marketing [41:51] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The biggest buying opportunity in 30 years Nov 11, 2026

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A list of beaten-down stocks to start buying now. Plus, biotech will be a huge AI winner… CoreWeave's (CRWV) report is exactly what AI needed… Taiwan Semiconductor (TSM) proves AI isn't slowing down… And Nvidia's (NVDA) probe into Jensen Huang. In this episode: Happy Veterans Day! [0:35] This market is unlike anything I've seen in 30 years [2:06] Biotech will be a huge AI winner [15:27] CoreWeave's report is exactly what AI needed [18:33] Taiwan Semi's revenue proves AI isn't slowing down [33:10] A list of beaten-down stocks to start buying now [36:12] Should investors steer clear of Nvidia amid its CEO probe? [46:48] Tomorrow: Why I think Bitcoin will keep sinking [55:15] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will Democrats fix the cost of living? Nov 05, 2026

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Will the blue wave fix the affordability crisis? Plus, everyone is panicking about AI capex—but there's a silver lining… Is the data center trade over? … And Galaxy Digital (GLXY) is tanking—is it a buying opportunity? In this episode: Will the blue wave fix the affordability crisis? [0:23] Everyone is panicking about AI capex—but there's a silver lining [9:42] Is the data center trade over? [12:58] Galaxy Digital is tanking—is it a buying opportunity? [22:05 Gas prices: Historical context doesn't trump sentiment [28:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

CIO: What the market is getting wrong about VIVO Nov 05, 2026

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Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power shell" business model… sovereign AI… and why VIVO is a tremendous long-term opportunity. In this episode: Welcome, Alex Cuppage, CIO of VivoPower [0:01] Addressing VIVO's 30% plunge after its press release [1:37] Why VIVO walked away from two tenant deals [3:03] VivoPower is in a position of financial strength [14:31] The value of megawatts is surging [25:28] The brilliant business model behind VIVO's "power shells" [30:02] Power demand continues to outpace supply [36:23] What is sovereign AI—and why is it critical for national security? [39:13] VIVO is a tremendous opportunity for investors [51:13] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The blue wave is great for stocks Nov 04, 2026

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Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earnings… And higher energy prices will outlast the Iran war. In this episode: Democrats dominated the midterms [0:19] Why a divided government is good for the market [14:29] These AI stocks are poised to get crushed [19:06] The U.S. can't afford to lose the AI race to China [26:42] Why Apple and Palantir fell after great earnings [32:37] Quick hits: My take on McDonald's, CVS, and Uber [48:10] Higher energy prices will outlast the Iran war [53:30] Stay tuned for an interview with the CIO of VivoPower [58:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will AI kill Google? Oct 29, 2026

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Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft's (MSFT) remarkable earnings… Will infrastructure spending boost these commodity stocks? … And how will AI impact the cybersecurity sector? In this episode: The Fed is in no hurry to hike rates… [0:55] …But more are coming before year-end [7:25] Breaking down Microsoft's remarkable earnings [10:44] Is Alphabet a buy on this pullback? [14:07] Will infrastructure spending boost these commodity stocks? [24:49] How will AI impact the cybersecurity sector? [32:50] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

What Musk's neocloud warning means for investors Oct 28, 2026

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Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI trade is alive… And why aren't higher interest rates hurting Bitcoin (BTC)? In this episode: The Curzio One Wealth Forum was a massive success! [0:22] I'll be watching for this talking point at tonight's Fed meeting [2:49] Musk's neocloud warning: What to watch this earnings season [10:44] This pick-and-shovel play proves the AI trade is alive [25:17] Higher rates should be hurting Bitcoin—so why aren't they? [32:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Investors are dumping CRBS—is it time to buy? Oct 22, 2026

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Is Cerebras (CRBS) a buy at its 52-week low? Plus, Meta's (META) Q3 earnings—and what its new share class means for investors… Why scaling is critical on both the upside and downside… And penny stock red flags to avoid. In this episode: Meta's Q3: Muse delivers in a big way [1:35] What does Meta's new share class mean for investors? [9:21] Is Cerebras a buy at its 52-week low? [15:30] Why scaling is critical on both the upside and downside [24:43] Interested in penny stocks? Watch out for these red flags [33:40] I'm watching these 2 earnings reports closely tonight [41:32] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

This hyperscaler is a better buy than SPCX Oct 21, 2026

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Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector. In this episode: SpaceX came out of the gates swinging [0:16] CoreWeave should be over $100 per share [13:50] 2 AI companies that should double from here [19:47] This hyperscaler is a better buy than SpaceX [25:34] Should you buy Netflix on this selloff? [29:49] Looking for dividends? Check this sector first [40:36] History rewind: The time my dad called Black Monday [47:22] The Curzio One Wealth Forum is this weekend! [54:13] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

CoreWeave is in freefall—is it time to buy? Oct 15, 2026

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Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move. In this episode: A "threepeat" Dodgers championship looks unlikely [0:43] Is CoreWeave a buy amid its plunge? [3:52] How CRWV management could build a floor under the stock [12:20] Sectors to buy on the pullback [17:45] Telecom companies are losing their monopoly [23:40] Will the 10-year hit 6%? And how much does the Fed need to hike? [32:35] DigiPower X and VivoPower are getting hit—has the thesis changed? [41:26] Should you follow Berkshire Hathaway into Lennar? [47:35] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

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