AI Stock Surge: How SanDisk and Fabrinet Are Powering the Next Wave of Tech Wealth
In this Market Mondays clip, Rashad Bilal, Ian Dunlap, and Troy Millings break down the strategic moves and under-the-radar companies driving the explosive AI sector. Troy Millings takes viewers behind the scenes of EY University, sharing insights on how the AI revolution is being monetized—not just through household names like Nvidia, Broadcom, and AMD, but also through key players that keep the tech ecosystem running smoothly.Dive into the analogy of the AI ecosystem modeled after the human body: Nvidia stands as the heart, Broadcom as the veins, and Fabrinet emerges as a crucial valve accelerating connectivity. Troy highlights how diligent research led to the identification of Fabrinet and then pivots to discuss the soaring memory sector, featuring Micron and Western Digital.A major spotlight is placed on SanDisk, Western Digital’s flash storage spin-off, which recently went public and saw an impressive performance spike. Learn why immediate demand for memory and flash storage, underscored by Samsung’s inability to fulfill all orders, has made SanDisk a leader in SSD and flash—and why its addition to the S&P 500 could mean major index fund investments are about to flow in.Ian Dunlap offers trading tactics for both beginners and advanced traders, explaining the importance of targeting trades differently on Mondays and Fridays versus the rest of the week to maximize gains and protect capital.This clip is jam-packed with actionable game for investors and traders seeking to decode the tech boom—spotlighting not just the well-known names, but also the hidden gems set to benefit most from ongoing AI development.If you’re ready to learn, execute, and take advantage of momentous opportunities in the evolving tech landscape, this is the clip you can’t afford to miss.*Hashtags:* #MarketMondays #AIStocks #TechInvesting #SanDisk #Nvidia #Broadcom #Fabrinet #SSD #FlashMemory #StockMarket #SP500 #TradingTips #WealthBuilding #FinancialEducation #EYUniversityOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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MM #286: Will Google Pass Nvidia? Next Big Stock Sector, Bitcoin Buy Zone, & Our End-of-Year Predictions
⏱️ Timestamps0:07 – What’s your futures trading tip of the week?0:09 – The new AI company to watch0:20 – Google AI takeover — is Nvidia under threat?0:48 – Bitcoin buy price0:50 – MicroStrategy’s worst 5-month streak since adopting the Bitcoin strategy — sell now or buy of a lifetime?0:55 – If I’m 33 and gave up on buying a home, what should my new “American Dream” be?1:06:00 – China–Taiwan–Japan tensions1:13:00 – Should I put $1M into QQQI or SPYI and live off the dividends?1:15:00 – How to stay disciplined during down markets when targets don’t hit1:22:00 – Should you dollar-cost average or wait for drops?1:29:00 – Novo’s epic fall1:36:00 – Dogecoin failure + U.S. national debt crisisThis week on Market Mondays, we covered everything from futures trading plays to the newest AI company threatening Google and Nvidia’s dominance. We broke down the real Bitcoin buy levels, MicroStrategy’s worst 5-month streak ever, and whether this is a red flag or the buying opportunity of a lifetime. We also discussed what the “American Dream” should look like today if homeownership feels out of reach, and whether dropping $1M into QQQI or SPYI for monthly dividend income is a smart path to financial freedom. Plus, we examined global tensions between China, Taiwan, and Japan, and the impact these conflicts could have on markets in the coming years.We also dove deep into investor psychology — how to stay disciplined when targets don’t hit, how to avoid FOMO during red markets, and whether to dollar-cost average or wait for pullbacks in 2025. We covered Novo’s epic fall, Dogecoin’s collapse, and the growing national debt crisis that could reshape investor strategy for the next decade. If you missed this one, it’s a must-watch for anyone serious about building wealth in a chaotic economy.Market Mondays Black Friday Deal (Limited to First 50): https://marketmondaysdeal.com#MarketMondays #EarnYourLeisure #Investing #Bitcoin #Stocks #Nvidia #GoogleAI #ETFs #DividendInvesting #WealthBuilding #Crypto #MSTR #Finance #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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MM #285: Bitcoin & Nvidia in BIG Trouble?? Billionaires Dumping Stocks, & The Biggest Discount Buys
Bitcoin’s slide has the entire market asking the same question: is this the beginning of real trouble, or the setup for the biggest buying opportunity of the year? This week on Market Mondays, we break down the volatility across crypto, AI, and equities as investors brace for major moves. From Peter Thiel unloading all his Nvidia and cutting 76% of his Tesla stake, to MicroStrategy trading below its net asset value, we analyze whether these are smart exits or signals of deeper cracks forming in the system.At the same time, the tech world is flashing warning signs—Meta is down 23%, Palantir is down 16%, and CoreWeave has crashed over 50%. With Nvidia reporting this week, the entire S&P 500 feels like it’s tied to a single stock. Are we watching an AI bubble quietly deflate, or a temporary shakeout before the next run? Meanwhile, consumer discretionary is having its worst month in six months and financial stocks are hitting new highs. We break down whether this rotation into safety is healthy, or a setup for a major reversal.We close the episode with the biggest opportunities hiding in the chaos: which distressed assets might actually be long-term winners, why the bond market is having its strongest year since 2020, and what these signals mean heading into Black Friday and 2026. Plus—we share our hot takes on investing that most people don’t agree with. If you want clarity on the markets, sentiment, and strategy, this is the episode you need.#MarketMondays #EarnYourLeisure #Bitcoin #Nvidia #AIStocks #Tesla #MicroStrategy #PeterThiel #Finance #Investing #StockMarket #WealthBuilding #FuturesTrading #CoreWeave #Meta #Palantir #SNP500Our Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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MM #284: End of Gov Shutdown: Trump Wants to Give You $2K, Crypto vs Stocks, & Recession Warnings
Timestamps:6:03 – Breakdown of FICO15:15 – Futures Trading Tip of the Week18:37 – Trump’s $2K Tariff Plan34:46 – Burry’s Shorts on NVDA & Palantir46:00 – What to Do After Becoming a Millionaire59:00 – Is Google the Sleeper AI Giant?1:04:10 – Holiday Market Play: Crypto or Stocks?1:08:20 – Trump x NVO x LLY Partnership Breakdown1:15:46 – Pre-Recession Indicators to Watch1:24:53 – CMG vs. CAVA Investment Outlook1:28:20 – End of Government Shutdown1:32:00 – Key Market Indicators for 20271:33:22 – Weekly Earnings RecapIn this week’s Market Mondays, we break down everything from Trump’s $2,000 plan to the future of AI and the latest market indicators signaling what’s ahead for investors.We start with a deep dive into FICO scores and how they impact your financial future, then move into futures trading tips and Trump’s bold plan to give every American $2,000 from tariff profits.We also discuss Michael Burry’s short positions against Nvidia and Palantir, whether Google is the sleeper giant in AI, and what to do after you become a millionaire.Plus — we analyze Trump’s new partnership with Novo Nordisk and Eli Lilly, what it means for biotech investors, and which markets — crypto or stocks — to focus on during the holiday season.As the government shutdown ends, we reveal key pre-recession indicators to watch, whether Chipotle (CMG) or CAVA are smart plays right now, and what signals could define the path to 2027.#MarketMondays #EarnYourLeisure #Investing #StockMarket #Crypto #FuturesTrading #TrumpEconomy #AIStocks #NVDA #Google #Palantir #NVO #LLY #FinancialEducation #WealthBuilding #RecessionPrep #EYLOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
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MM #283: Stock Trading Walkthrough: Is Nvidia Still Worth It? Netflix Split & Bitcoin Crash
Timestamps00:35 – Futures Trading Tip of the Week19:00 – Futures: Scalping vs. Holding for a Month21:20 – Bitcoin Drops 8%: How Long Will the Pullback Last?22:50 – Trader’s Therapy: David Shands Joins for Live Trading Tips & Options Walkthrough49:00 – Favorite Companies Reporting Earnings56:00 – Snapchat Breakdown1:04:53 – Nvidia 2026 Price Prediction1:09:50 – Netflix Stock Split Discussion1:17:30 – Is Nvidia Stock Overvalued?1:20:00 – Best CEO of All Time1:35:00 – Lessons from Investing Legends1:38:50 – Hot Commodity in DeclineIn this week’s episode of Market Mondays, we cover everything from futures trading strategies to the latest stock moves shaking up the market. Ian, Troy, and Rashad break down key lessons for investors — including Bitcoin’s pullback, Netflix’s potential stock split, and whether Nvidia’s valuation still makes sense after its massive run.Special guest David Shands joins for “Trader’s Therapy” to get real-time options advice and market game plans. We also share our favorite earnings plays, the best CEOs of all time, and timeless lessons from investing legends.#MarketMondays #EarnYourLeisure #Investing #Stocks #Bitcoin #Nvidia #Netflix #DavidShands #Trading #Finance #WealthBuildingOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
On Market Mondays, Earn Your Leisure and Stock market expert Ian Dunlap discuss strategies to make money in the stock market under any circumstance. During Market Mondays, we also answered a variety of investment questions from live callers. Market Mondays is a new, exciting look into the world of investing and money management.
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