Ep. 133 - Newsletter Legend Going "All In" on Stocks

I was in New York City over the weekend visiting my 80 year old father-in-law. While I enjoyed bagels, pizza, and attending a St. John’s basketball game. I couldn’t be happier to be home and out of the northeast weather. Turning to markets, I break down this week's CPI (consumer pricing index) report and explain why, despite the hot inflation reading… stocks moved higher. I share a lot of data on why investors must be careful on what they wish for when it comes to the Fed cutting rates. Another trend getting mainstream attention is the massive amount of layoffs at big tech companies, despite record profits and record-high stock prices. The reason is simple… and I’ve been telling you it was coming since January… AI is taking jobs. I break down the ultimate winner in AI right now and why this is just the beginning of this life changing trend.  Every company in every industry will leverage AI because it’s the holy grail for businesses.  I’m so excited about the opportunity ahead in AI that I'm holding a live event to show you how to make life-changing gains from this incredible technology. Join me for free at www.curzioai.com. In this episode  Visiting the Big Apple [0:59] CPI coming in hot [5:45] When you should sell stocks [9:04] People are losing their jobs [13:52] This is the key to AI [23:24] Don’t miss our live AI event [33:51] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

After hitting an all-time high on Tuesday, Bitcoin plunged over 10%... for about 2 minutes, and is now rallying back to previous highs. I breakdown the volatility, including some crypto’s surging 200% in days, and how I would use pullbacks in crypto to your advantage as we approach the upcoming halving. Apple’s stock is down around 15% from its high, and mainstream media is panicking. I recap the bearish argument… the dismal iPhone sales data coming from China… the effect the upcoming Presidential election could have on the U.S. and China trade wars… and why you shouldn’t get overly bearish on Apple. Hint: A Trump presidency would be bullish for both Apple and China. Turning to AI (artificial intelligence). ChatGPT is an amazing product, and introduced millions of consumers to AI. But as I share today, a new and better AI product is already stealing all the thunder. I continue to pound the table on why ALL investors must have exposure to AI. And if you are worried you missed the opportunity in stocks like NVIDIA, you’re wrong. In fact, we’re still in the early innings of AI. That may be hard to believe but I share a lot of data with you and explain why all industries can benefit from, or be disrupted by, this incredible technology.  The opportunity in AI is incredible. That’s why I’m launching a newsletter focused on this secular growth trend.  I’m calling it Curzio AI. I share all the details around our new product and how you can get a special offer when we launch in just a couple of weeks, visit www.curzioai.com for all the details. In this episode:  Bitcoin hits new all-time high [0:58] Ignore the short term volatility in cryptos [3:00] How to outperform bitcoin over the next year [12:24] Everyone is bearish on Apple [14:48] Why a Trump Presidency could save Apple [22:27] ChatGPT introduced millions to AI [27:31] Claude is eating ChatGPT’s lunch [30:07] Introducing Curzio AI [44:06] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

I start today’s podcast with a personal note about the Billy Joel concert my wife and I went to last weekend. In short, it was an amazing show. But we also really appreciated that we got the chance to put aside everyday tasks and be in the moment. You’re going to hear me say this often… There’s no denying AI (artificial intelligence) is a once in a lifetime opportunity. But I have some fun pointing out why wokeness and AI will never commingle. In fact, Alphabet's AI platform, Gemini, is going viral for all the wrong reasons. AI will disrupt all kinds of industries… It’s a chance for individual investors to make massive gains – think the early stages of the dot com era. In fact, I’m creating an AI newsletter – Curzio AI – to show investors how they can make a fortune on this life changing technology. My primary focus is on small cap and under the radar companies that are implementing AI to become more efficient… minimize costs… and increase profitability. Bitcoin is on fire as it crosses the $60,000 level for the first time since 2021. MicroStrategy (MSTR) recently bought another 3,000 Bitcoin. Speaking of showing investors how to make a fortune… MicroStrategy (MSTR) was our pick in last week’s Dollar Stock Club issue, and it’s already up over 30%. Click here to sign up for the WSU Premium podcast and never miss one of our picks: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240228_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=desc&utm_content=Libsyn Crypto is clearly in a bull market as all news is viewed as good news. I comment on the recent FTX debacle, and joke about how the crypto exchange going under may have saved investors a ton of money. And finally, I have an epic rant on gold and ask a simple question… Why would anyone own the yellow metal? In this episode Sing me a song… [1:01] Only the beginning for AI [5:21] Gemini gets punched in the face [6:51] How AI is already disrupting major sectors [11:47] New AI at Curzio [24:38] Dollar Stock Club pick up over 30% in a week [33:52] Did the FTX debacle save investors money? [36:24] Our 5 crypto picks up an avg of 35% in less than a month [38:15] Why does anyone own gold? [39:14]   Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook: www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Curzio Research App: https://apps.apple.com/us/app/curzio-research/id6466212450

A couple of weeks ago I mentioned my daughter’s passion for art and that one of her pieces recently won a Gold Key Award and a Vision Award... Today I share our recent experience at the Florida Theater where she received the award and explain how I try to encourage my daughters to follow their passion and celebrate achievements as they make their path forward. After the market closes today, the mighty NVIDIA (NVDA) will report earnings. I breakdown my expectations for the leader in AI (artificial intelligence)... give my take on the valuation… why it’s pulling back before earnings… and if I would be a buyer on any pullback following the report. Speaking of AI, some analysts think the hype is too much and demand is slowing. I highlight some strong statistics on businesses who are integrating AI – both now and in the future – and let you decide if this bull market is being overhyped.  Tomorrow on WSU Premium, I’ll dive into detail on why we’re in the very early stages of AI, why it will be disruptive to just about every industry and even threaten a lot of jobs. I can’t stress enough how huge this market can be and why all investors should learn about this amazing trend in all things AI. As earnings season winds down, we're seeing some wild volatility in stocks even if they post solid earnings results. I breakdown Palo Alto Networks (PANW), Teladoc Health (TDOC), and SolarEdge Technologies (SEDG) and what it says about the current market. Bottom line, this market is one of the most dangerous I’ve ever seen. In this episode  A major accomplishment for my daughter [1:14] NVDA reports [8:08] Is there an AI bubble? [16:03] Earnings season proves this is a very dangerous market [32:13] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Happy Valentine's Day. I hope your day is smoother than mine—I’m running around trying to make this a special day for my wife and daughters. Bitcoin has surged past $50,000 level—but we’re still in the early stages of this bull market. Last week, during Part 2 of my Crypto 2024 series, I explained why the next Bitcoin halving event will ignite several major crypto catalysts… and how to position yourself for windfall profits. If you missed it, don’t worry—you can watch the replay and schedule a one-on-one chat with me here: https://secure.curzioresearch.com/crypto24-bitcoin/event.php?utm_source=Curzio&utm_medium=240214_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn. The markets went into panic mode after yesterday’s Consumer Price Index (CPI) data showed inflation is back. But some economists are already shrugging off the news. I go over some of the biggest risks investors are currently facing… and how to find winners in this volatile market. Ridesharing company Lyft (LYFT) surged over 60% after reporting earnings yesterday… before crashing back to Earth mere minutes later. I break down what caused the insane market movement… and question how the SEC allowed it to happen. Finally, I take a victory lap on my Super Bowl prediction. I hope you made my guaranteed bet. In this episode  Happy Valentine’s Day [1:11] Check out the replay of Crypto 2024 [2:17] Why are economists shrugging off the CPI? [14:05] Lyft’s crazy post-earnings market action [27:58] My winning Super Bowl strategy [34:34] Watch the Crypto 2024 replay: https://secure.curzioresearch.com/crypto24-bitcoin/event.php?utm_source=Curzio&utm_medium=240214_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I spent some incredible quality time with my daughter this past weekend. We went to a concert and then spent the day at an amusement park. I wouldn’t trade experiences like these for anything… but they do remind me how old and fragile I’m getting. We’re facing several major headwinds right now—from geopolitical risks… to major layoffs… to the Fed pushing back interest rate cuts. Yet, the markets continue to march toward all-time highs. I break down why the market is brushing off these risks. We’re in the heart of earnings season… and so far, Big Tech has been putting up some impressive results. Next up to report is Nvidia (NVDA) on February 21. I share what I expect from the AI darling’s latest quarter… and whether I think it’s a buy vs. the other “Magnificent 7“ stocks.  I also highlight earnings from several other names, including Chipotle (CMG) and Roblox (RBLX)... and celebrate the fact that fundamentals are finally starting to matter again. Disney (DIS) is set to report earnings after the market closes today. Longtime listeners know the House of Mouse is one of my favorite whipping boys… so my expectations for the results (and the stock) may shock the hell out of you. Tomorrow at 7 p.m., I’m hosting Part 2 of my free Crypto 2024 LIVE series. I’ll dig into the Bitcoin ‘Super Halving’... and the handful of megatrends that will drive crypto up tens of thousands of percent over the next couple of years. Plus, I’ll answer your crypto questions on air. Don’t miss it! Register at https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn ?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn In this episode  I’m the “fun dad”... but I’m old as s*** [0:31] Why is the market ignoring these risks? [6:51] Fundamentals finally matter again [10:01] Is NVDA a buy ahead of earnings? [12:08] DIS will blow out earnings expectations [18:16] Your opportunity for life-changing gains?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn [23:30] Register for Part 2 of my free Crypto 2024 LIVE: https://secure.curzioresearch.com/crypto24-bitcoin/?utm_source=Libsyn&utm_medium=240207_cci_crypto24_gy_wsu_Libsyn&utm_campaign=2402-CCI-Crypto24-GY&utm_term=Libsyn&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Big Tech companies—including Microsoft (MSFT), Alphabet (GOOG), and AMD (AMD)—are the latest to report their fourth quarter (Q4) earnings. And despite all three names posting relatively strong results, all three stocks are down. I dig into the numbers… and highlight which stock is a buy on the pullback—and which one will get crushed going forward. On tomorrow’s episode of WSU Premium, Daniel and I will break down several more earnings reports, and reveal our latest Dollar Stock Club pick. Don’t miss it—Subscribe to WSU Premium at WSUpremium.com.  Elon Musk is being ridiculed in the media after a Delaware judge struck down a board-approved incentive plan for the controversial Tesla (TSLA) CEO. I explain why this is a huge deal for businesses everywhere… and why Musk absolutely deserves his pay package. Bitcoin is once again above $42,000 after its brief pullback following the first Bitcoin ETF approvals a few weeks ago. I highlight why the pullback was expected… and the next major catalyst for the crypto space—which should send some projects surging over 10,000%. I’m holding a special FREE event next Thursday, February 8, at 7 p.m., where I’ll break down why crypto represents a once-in-a-lifetime opportunity for investors… and how to position yourself to create generational wealth. I’ll also answer your crypto questions LIVE. So reserve your spot at CurzioCrypto.com. In this episode Big Tech’s latest quarterly results [1:06] Buy this tech giant on the pullback [6:36] Which tech stock will fall further [11:37] Don’t miss tomorrow's Dollar Stock Club pick—Subscribe to WSU Premium at WSUpremium.com [18:31] Why Musk deserves his pay package [18:50] The next big crypto catalyst [28:59] Join my special FREE crypto event at CurzioCrypto.com [36:38] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/ Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

Netflix (NFLX) jumped over 10% today after reporting blowout quarterly results. That’s great news for our WSU Premium members—since I just recommended NFLX last week. If you’re not getting my weekly trade recommendations, you’re missing out. Join us for tomorrow’s new pick. Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240124_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn I break down NFLX’s impressive quarter… why it remains the undisputed king of streaming… and the business moves that will drive shares even higher in 2024.  Tesla (TSLA) reports earnings after the bell today. I share my thoughts on this market darling—including why I expect it to easily beat analyst estimates (but why that’s not as positive as it sounds)… why the stock’s current valuation is absolutely insane… and how I’d trade it right now. Finally, I explain why the current stock market is unlike any other in history… why I expect a major pullback in the coming months… and why the market bulls’ current thesis is incredibly dangerous. On tomorrow’s episode of WSU Premium, Daniel and I will share how to protect your portfolio from the fallout. Don’t miss the episode. Subscribe to WSU Premium at https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240124_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=copy&utm_content=Libsyn In this episode  NFLX is the king of streaming [1:32] What to expect from TSLA’s quarterly results [14:29] How to trade TSLA around its earnings [16:41] Get ready for a big pullback this year [20:42] Find out how to maximize returns and reduce risks [28:07] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I’m back in the office after attending the annual Consumer Electronics Show (CES 2024). I break down the various technologies that were on display—both the good and the bad—from wireless TVs and language processors… to autos and ESG… to the latest (surprising) sex tech. I also share my favorite hands-on experience from the show, which included a combination of augmented and virtual reality. Unsurprisingly, the theme that dominated the show was artificial intelligence (AI). I highlight how AI will impact the workforce (for better or worse)… and which companies have built an early lead in this space. Speaking of AI winners, in today’s issue of Curzio Research Advisory, I share one stock that investors have left for dead… But it’s poised for an incredible turnaround thanks to how it’s utilizing AI. Join today to get the recommendation. On tomorrow’s episode of WSU Premium, I’ll reveal more companies that caught my attention at CES 2024… and who the biggest winners will be as AI is implemented across a range of industries. Don’t miss it. In this episode: The best and worst tech from CES 2024 [0:32] A first for CES sex tech [15:58] How VR/AR will change entertainment forever [17:33] Why AI is a double-edged sword for the workforce [23:18] Join Curzio Research Advisory for an AI winner [34:18] Don’t miss part 2 of my CES 2024 breakdown [34:41] ➡ Join Curzio Research Advisory: https://www.curzioresearch.com/curzio-research-advisory/?utm_source=Libsyn&utm_medium=240117_cra_productpate_wsu_Libsyn&utm_campaign=2207-CRA-ProductPage&utm_term=toc&utm_content=Libsyn ➡ Subscribe to WSU Premium: https://secure.curzioresearch.com/checkout/wsup-charter.php?utm_source=Libsyn&utm_medium=240117_wsup_charter_wsu_Libsyn&utm_campaign=2302-WSUP-Charter&utm_term=inline&utm_content=Libsyn Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com

I’m currently in Las Vegas attending the annual Consumer Electronics Show (CES 2024). Make sure to follow me on X @FrankCurzio for live updates on the biggest tech trends of the year! I have a special episode for you today. I sat down with fan-favorite guest Frank Holmes—CEO and chief investment officer of U.S. Global Investors—for a wide-ranging interview. He starts by explaining why 2024 should be a bullish year… why he expects gold to nearly double from current levels… and which gold stocks he expects to outperform the rest. Next, Holmes, who’s also executive chair of HIVE Blockchain Technologies, shares his thoughts on crypto—including the ongoing debate about Bitcoin vs. gold… how he expects the market to react to the eventual launch of a Bitcoin ETF… the biggest headwind for the industry… what the upcoming Bitcoin halving will mean for crypto miners… and why Bitcoin could rise more than 400% over the next couple of years. In this episode  Frank Holmes’ outlook for 2024 [3:43] Can you be bullish on both gold AND Bitcoin? [9:07] These stocks will outperform as gold prices soar [19:15] How the market will react to a Bitcoin ETF [27:47] The biggest hurdle for the crypto industry [31:45] What the Bitcoin halving means for miners [37:15] Why Bitcoin could surge over 400% [51:03] Enjoyed this episode? Get Wall Street Unplugged delivered FREE to your inbox each week: www.curzioresearch.com/wall-street-unplugged/ Wall Street Unplugged podcast is available at: --iTunes: itunes.apple.com/us/podcast/wall-street-unplugged-frank/ --Stitcher: www.stitcher.com/podcast/curzio-research/wall-street-unplugged-2 --Website: www.curzioresearch.com/category/podcast/wall-street-unplugged/   Twitter: twitter.com/frankcurzio Facebook:. www.facebook.com/CurzioResearch/ Linkedin: www.linkedin.com/in/frank-curzio-690561a7/ Website: www.curzioresearch.com