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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary: Daily Summaries Delivered
by Ram Ahluwalia
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- 1 weeks ago53 min
FSD: Semis, Semis, Semis Oh My
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago35 min
FSD: Best Buy is Raising My Kids
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago24 min
FSD: Standardization + Momentum
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago36 min
FSD: Animal Spirits & Quality
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago22 min
FSD: Big Tech Earnings
Connect with Us Online: Lumida News Lumida Deals Lumida Wealth Lumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth 🌐 Website: https://www.lumidawealth.com 🐦 Twitter Follow us on https://twitter.com/LumidaWealth 🎵 TikTok: https://www.tiktok.com/@lumidawealth 📸 Instagram: https://www.instagram.com/lumidawealth 📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago13 min
OpenAI Misses Revenue Target
00:00 OpenAI Revenue Miss and Market Reaction 01:00 The Rise of Google Gemini and Claude 01:48 Internal Friction and OpenAI’s Hardware "Hail Mary" 03:53 Microsoft vs. OpenAI: Analyzing the Deal Terms 04:27 Leadership Critique and Value Leakage 05:59 Monetization: Moving from Subsidies to Value Fit 07:53 Strategic Plays: The Trade Desk and Ad Networks 09:48 Software Bottoming and Cybersecurity Competition 11:06 Finding Bargains: Invesco and the Power of QQQ Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
- 2 weeks ago11 min
Tech Earnings
00:00 Tech Earnings and the Shift to Secular AI 00:54 Physical AI and Embedded Growth Stories 01:46 The "Bananas" 19% Earnings Growth Outlook 03:29 Market Positioning and Seasonal Patterns 03:56 The Memory Story: Micron and NVIDIA 04:56 The Pentagon’s 50% Budget Ramp for AI 05:46 Global Outlook: Iran Peace Deals and China Wins 07:16 Microsoft vs. OpenAI: The Art of the Deal Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
- 3 weeks ago24 min
FSD: Cannabis, United, Accenture, Cursor
00:00 - Market Liquidity and the Bull Market Thesis 01:23 - Software Sector Analysis: ServiceNow & Adobe 02:42 - Airline Mergers and Consumer Impact 04:08 - Training Yourself to Buy the Red Bars 05:18 - The Investing Moat: Why Cannabis ETFs Struggle 06:08 - Healthspan: Sleep, Supplements, and Cognitive Drive 10:30 - Ancient Traditions and the Gnostic Gospels 12:54 - Paradoxes, Physics, and the Fabric of Reality 14:50 - The Hard Problem of Consciousness and AI 17:08 - Subjective Experience and the Frontiers of Science 22:33 - Socratic Wisdom and Individual Rights Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth
About Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Thought provoking conversations with world class leaders in business and investing.Where are the overlooked opportunities?How are hard decisions made?What makes a great investor? Host: Ram Ahluwalia, CEO Lumida WealthFrequency: WeeklyRun time : 60 mins per episodePrevious Guests: Frank Rotman (CIO, QED Investors), Marc Weill (Partner, Two Sigma Ventures), Doug Cifu (CEO, Virtu Financial)
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