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
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