Mounting Geopolitical & Regulatory Risk Favors Energy Over Tech
OptionStrat link: https://optionstrat.com/themaverickofwallstreet
Market Recap:
0:00 Intro
0:50 Weekend Video Review: They Are beginning To See it
4:45 Options Tracker Update
7:10 EU vs. Big Tech
13:55 China Vs. Chips
17:05 Buy Energy Says Morgan Stanley
19:45 Trump DWAC Merger
24:20 Morning Brief: DWAC, PARA, HOOD, F
29:05 Market Performance: Energy dominates
30:45 Heat Map: Nvidia's Squad vs. Other chips
33:35 Commodities: Potatoes Surge!
35:10 Options: Allstate Breakout?
39:05 Charts: Upside Risk Still Dominant
49:00 Outlook & Outro
Outro Music: Don't Forsake Me - Sven Karlsson
