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AI stocks like Nvidia, Micron and Google are trading cheaper than dot-com names ever did at the peak of the bubble.
But the bears keep banging the table on an imminent crash.
I sat down with veteran investor Rhys Williams, who managed $2 billion at the height of the bubble, to unpack the outlook on markets and his favorite stock picks for the year ahead.
Rhys has very nuanced views on portfolio strategy and picking winning investment ideas.
This conversation will surprise you.
Spotify: open.spotify.com/show/2CX5KA…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Another dot-com?
1:31 - Data center backlash
3:15 - Lessons from 1990s
7:01 - AI bear case
9:52 - Anthropic's S-1
11:12 - Barbell portfolio for 2027
12:09 - Undervalued stock picks
17:16 - Energy vs. AI
19:39 - Gas stocks and pipelines
23:16 - Consumer staples
27:14 - Astera Labs
30:13 - AI selloff
35:01 - @rhyswil1775
#Ironore Bouncy #Bottomed $90 = Bullish #Steel 2027
$FEX me Up Over 25c Soon = Bullish #Breakouts Buzz🥳
us02web.zoom.us/rec/play/pao…
#Ironore Bouncy #Bottomed $90 = Bullish #Steel 2027
$FEX me Up Over 25c Soon = Bullish #Breakouts Buzz🥳
For shareholders, investors and those following Australia's evolving iron ore industry, hear directly from Fenix Executive Chairman John Welborn as he shares insights and an overview of the September Activities Report, our operations, share price, growth ambitions and the opportunities ahead.
Catch the full presentation replay and discover what's next for Fenix here:
lnkd.in/gFcun4Fa
#ASX #FenixResources #MarketUpdate #IronOre #Webinar
Gassin123Charts retweeted
#Ironore Bouncy Bottoms #STEEL next $Boom in #China
Time to $FEX up New Bouncy Bullish #Breakouts Buzz 🎅
$FEX me Up Bouncy #Ironore Bottomed #Breakouts Buzz
$FEX.ax over 20c = Bullish #Bottoms beget #Breakouts 25c
Iron ore gained 2.4% WoW (Nov 2–6), with Platts IODEX 61% reaching $93.30/dmt.
Yet weak Chinese steel demand and cautious buyers continue to limit upside. A sustained rally remains unconfirmed.
#IronOre #SteelMarket #Commodities
#China Manipulating #Ironore #Gold #Silver #Copper #REE #Lithium #Uranium #Coal etc etc #ASX #Dow
Big Demand x Prices Suppression = #Breakout potential
Any Supply Disruption = $Price Boom Similar to #Oilprice
Except that China before it took control of the commodity markets in ~2012? said its ok for a coy to make profits but not super profits at our expense & applied the BBank Comex futures model to depress commodity prices despite strong demand - first applied to #ironore then others
Iron ore gained 2.4% WoW (Nov 2–6), with Platts IODEX 61% reaching $93.30/dmt.
Yet weak Chinese steel demand and cautious buyers continue to limit upside. A sustained rally remains unconfirmed.
#IronOre #SteelMarket #Commodities
Gassin123Charts retweeted
Daily Settlement FEX Global Mysteel AUD Iron Ore Dec Futures Contract AUD $135.35 up $1.05 #ironore
@MysteelGlobal
Why Criminal #Democrats All Hate #AI 👀 #Musk ??
Honest #AI Eyes 👀👀= All Crooks get #BUSTED 🚔
#Trump V #Fabians Rigged Elections 🐺
@PaulineHansonOz Watching Closely😇
Gassin123Charts retweeted
Fabians Fuck Ups = Rigged Elections x Dumping Markets
Cannot Stop the #Trump Team $Booming Manufacturing and Worker Wages = #Prosperity Rains on US Families
@PaulineHansonOz Watching Closely 😇
#Trump Team $Booms Manufacturing and Worker Wages
#Prosperity Rains on US Families
@PaulineHansonOz Watching Closely 😇
Fabians Fuck Ups = Rigged Elections x Dumping Markets
Cannot Stop the #Trump Team $Booming Manufacturing and Worker Wages = #Prosperity Rains on US Families
@PaulineHansonOz Watching Closely 😇
Gassin123Charts retweeted
Everyone assumes Trump is in the Epstein files.
He isn't.
Here is why that's hard to accept.
The man does not drink.
He has the discipline of a monk.
Picture it. A party of a thousand people.
Celebrities. Drugs. Everyone drunk.
And Trump is sitting at the back, watching, doing nothing.
He was mentored by Roy Cohn, who was the Epstein before Epstein.
The blackmailer of Washington.
So Trump learned one thing early:
how to do everything immoral
without ever being the one holding the evidence.
And here is the simplest proof.
If Trump were in those files,
the Biden White House
would have released them four years ago.
They didn't.
Ask yourself why.
Gassin123Charts retweeted
🚨 JUST IN: President Trump personally supports retired US Marine James Capers Jr., 88, and awards him the MEDAL OF HONOR
Incredible moment ❤️🇺🇸
