2026 Great Rotation: AI Profits are Flooding into Regional Banks
February 4, 20269m 40s
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Show Notes
Episode 510
00:00 Q4 Earnings & GDP
01:02 Silver down 30% from its recent high
02:12 2026 long term trends
02:52 Stocks starting out the year on a strong footing
04:41 Lam Research up over 150% past year
05:17 Ciena up 200% past year
05:27 Stupid ads on YouTube
07:25 SAAS software companies too beat up
07:50 Regional Banks are the early warning signal of the economy
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