Title: EPS 7: $NASDAQ Rules 2024! #AI Still A Long? BEST Year Since 1999! The Markets: Podcast
In Episode 7 of our podcast, we delve into the remarkable events that shaped 2023 and anticipate trends for 2024. The year-end rally for indices, Meta and Nvidia's stellar performance, and the intriguing prospects in weight loss drugs and mental health dominate our retrospective analysis. We explore the tumultuous OpenAI saga, including Sam Altman's ouster and subsequent return, shedding light on the dynamics within the company. In the tech sector, we spotlight semiconductor giants like Nvidia, AMD, Broadcom, and Intel, detailing their strategic moves. The EV segment covers Tesla's Cybertruck deliveries and Baird's endorsement of Rivian. Big Tech's strength is showcased through Apple's Vision Pro and Meta's Quest 3, emphasizing their strides in wearables. We also touch upon Meta's impressive market cap surge and CEO Mark Zuckerberg's strategic focus on efficiency. The crypto realm takes center stage with discussions on BTC's market cap, Microstrategy's Bitcoin purchases, and the potential impact of a spot BTC ETF. Join us for an insightful discussion on these market trends and more, and stay tuned for our next episode! Disclaimer: Views expressed are for informational purposes, and listeners are advised to seek professional advice before making investment decisions.