Hello Friends!
On this episode of The Stock Show Aaron Jackson, CFMTA (certified fresh market takes analyst) and retail trader Dan discuss the big happenings in AI with Trump announcing Skynet and the Deepseek model released out of China and so much more.
0:34 - Happy new year China
It’s a wild spot in China FXI ahead of the lunar new year. What do we think about year of the wood snake?
6:00 - Stargate and Deepseek
Stargate partners include ARM - which who the hell is buying that right here?
And Oracle ORCL is fine, but probably needs some time
Has the market already sniffed out the deepseek market story? It’s a tale of two themes in AI right now with hardware like Networking NWX running into resistance around the tech bubble highs.
But Software via SKYY looks constructive
19:00 - Look ahead at Fed/Earnings
Where would you buy Tesla?
Meta looks good, but trades ahead of earnings are a coin flip
Microsoft is the epitome of meh
28:31 - Picks Of The Week
Last week’s performance. Aaron came up just 55% shy of the benchmark pick of the week OKLO with JD beating Dan’s KTOS pick
Energy Ute NEE is a solid post earnings drift idea
But Aaron goes with ‘microgrids’ Bloom Energy BE
And Dan celebrates the lunar new year by chasing FUTU
33:35 - Bitcoin
Is that a double top or a cup with handle in the bitcoin?
34:50 Conspiracy of the week
You can also find audio on spotify and apple
If you like the show, do us a favor and
Until next time
Share this post