by Lance Roberts
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| Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery ticket" trades. Why the resurgence of meme stock mania, why retail investors are fueling it, and what it means for your portfolio? Don't fall for the hype—learn how to invest smartly in a high-risk environment. 👉 Subscribe for more insights on stock market trends, retail investor behavior, and meme stock investing. 🔔 Hit the bell so you don’t miss the next episode! |
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7-21-25 Big Questions for Big Tech
2025-07-21
Can the AI boom sustain current valuations, or is a reckoning coming? Lance Roberts examines how AI and Big Tech investing trends are shaping portfolios, whether rising interest rates will derail Tech stock market outlook, and the growing risks of regulation impact on Big Tech from Washington to Brussels. Markets are still flirting with all-time highs. Lance shares the latest Roberts Family Saga, and his Coldplay strategy. Is investor exuberance getting out of hand? Options expiring within 24-hours are at an all-time high: This is not hedging, this is pure betting. Lance discusses anticipated spending for AI, and identifies associated debt as productive (think, Hoover Dam) vs non-productive (entitlements), which is dis-inflationary. Buuy backs are a poor (non-productive) use of capital.
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