This Week's A.I. Stocks... on Stock Talk Live !

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for our 10,000 worldwide followers

of Stock Talk Live. I am Money Mark, a

30 plus year veteran of technology

uh research.

I knew about Nvidia back in 2002.

Uh that GPUs were going to be the future

of the world. Why? Not because I'm a

genius, but because I utilize the most

valuable asset to a stock investor,

which is independent third-party

industry experts with multi- decades of

experience in their industries. And

Gartner Group, who was the foremost

authority at that time on GPU research,

back in 2002, said this is the future

and Nvidia is the best player in the

space. Now, it took 20 years before that

actually was proven true, but it was.

And this is the important thing about

stocks. It's not to know about what's

going on now. What happened 3 months ago

when a company reports their quarter,

what's going on with the stock because

stock movement, I'll talk to you about

that, is BS, especially here in 2026.

And so this is a ripe environment to

take advantage

of the dummies, the 10,000 clowns that

are out there trying to give you stock

picks. All right. And I'm here to help

you with that. I'm just sending out the

invite

that I'm here.

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let people know that I'm out here and

we're going to get this show started in

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in and we got a very very busy schedule

of

um information to provide for you today

on AI. Uh a few other names, but we we

really focus on AI because that's where

the opportunities are. Um boom. Let's

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That means we got a show. That means we

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Friday stock talk live. We're back.

We're back. Um,

for those of you who haven't seen the

show in a while, you know, we started

the year on a different note than the

past. There are important reasons for

that. Go watch last week's show and just

know that we've taken a big step back

towards where we were last year in terms

of the show format, okay? Um, which was

met with um large acclaim. People seemed

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rules, those most of you who are here uh

week in week out. But let's get to it.

Um, first of all, I'm putting the

disclaimers, disclosures, whatever on

the screen. You guys have to read this.

Suffice it to say that [clears throat]

if you are watching this or listening to

this, that you have read this or had

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understand and accept these conditions

to watching this show. All right.

Important part of my ability to cover my

rear end in this crazy world. All right,

let's get to the um macro and then we

can talk about stocks.

Nothing to see here. The fear 41 on the

fear greed pretty close to neutral. As I

say every week, you don't like I don't

care about the fear greed index until it

gets extreme. We got to get under 10

before I even care really. So 41 doesn't

mean anything. It could go up or down

from here. Um unless we get above 75 or

below 10, nothing really to see here,

okay? the stock market can go anywhere.

Um,

now the 2-year yield spiking up a little

bit, but still within the range of where

it's been for the last several months.

So, kind of nothing to see here. But, as

you all know, there's a little skirmish

going on in the Middle East. And that's

causing some havoc. Oil prices have

spiked up. Um, interest rates, you see,

moving like this. Uh, and stocks going

down. I haven't even checked to see

where the market's at right now. Today

would be [snorts]

Russell's down 2.15%

as we speak. Um coming off the yellow

alert levels, I mean that yellow alert

it it most of the time it's going to

guide the way and here it is doing it

again. Okay,

the yellow alerts have been a great

guidepost for decades. They have helped

me generate the 40% annual returns on

invested capital that I have put up for

myself and my family for the last 30

years or so. 1996 to be specific. Um,

and that was uh just after I met my

mentor. So, I was actually a loser

before that. Don't ask me about 199

Don't ask me about 1994. And don't ask

me about 1993, the year I graduated

college. because each of those three

years I lost money despite the fact that

I came out of college with honors and a

finance degree because colleges are BS.

CNBC is BS.

I found out through my mentor, a Wall

Street veteran who was taught by a Wall

Street legend

how this really works. And it's nothing

like most of the world knows. And that's

why I come here every week because this

guy helped me come from the gutter,

almost the gutter. I was living in a

basement, not a basement apartment, a

basement. And he took me, he gave me the

knowledge I needed to go from that

basement to the penthouse of a Miami

Beach condominium.

Okay? It's like Neo in the Matrix,

right? Um, and now, so I'm here. What

kind of what kind of a-hole would I be

if I didn't come and pass that on to

y'all? Um, anyways, that's my little

speech. I don't know if I have any more

speech today. I got information. The GDP

now, no change from last week. Let me

reset this just in case. Uh, Atlanta Fed

now going in line with the blue chip

consensus. So, um, which is interesting

because at one point the Atlanta Fed was

looking at us doing 5%. Oh, but this is

for Q1. Q4 the Q4 numbers was up last

week. So Q4, I think we're looking at

over 3 3 to 5% GDP. Very healthy. And

now we have the Q1 estimates coming out.

And you can see even more healthy

because the blue chip consensus for Q4

ranged from like 0 to 2% and now for Q1

it's ranging from about 1.3 to 3.3%.

So an increase on average. Uh the Fed um

Atlanta Fed estimate is at 2.1. So

they've come down in their numbers

relative to Q4. The blue chip consensus

come up relative. They are aligned at

this point. So nothing to see here

except to say continued um

healthy health in the economy. Yes,

there are weak spots and there are

threats because when oil prices go up,

if you guys have listened to anything I

have to say, you know that these are the

two most valuable tools to be in uh

great investor to be making that seven

figures a year like your buddy Money

Mark pen notebook. And in your notebook,

it should tell you that there can be

pockets of weakness in an economy. And

the economy is still good. As long as

the economy is good, we're good. U for

the most part. You should also know that

oil prices are the biggest impactor on

inflation. So there is actually and

finally finally I saw something that