Episode Details
| Title | Trump’s First 100 Days, and AI’s Influence on the Markets | Roundup |
|---|---|
| Date | 1/10/2025 |
| Podcast | Bell Curve ↗ |
Key Insights
Bullish:
- 🟢 $AI - AI spending is becoming a significant factor in GDP growth, with major tech companies like Microsoft investing heavily in data center build-outs. This trend is expected to support the stock market.
- “AI spending is starting to show up in GDP. So, like, you know, it's it's only a matter of time until people kind of catch on that this data center build out. Microsoft said they're gonna spend 80,000,000,000. Like, the stock market will be supported” - Vance (25:45)
- 🟢 $CRYPTO - 🔒
- 🟢 $USDE - 🔒
- 🟢 $GAMING - 🔒
- 🟢 $COIN - 🔒
Bearish:
- 🔻 $REALESTATE - 🔒