11-4-25 Reality Check For AI Hype Starts Now
2025-11-04
AI stocks are finally facing reality after months of run-ups. Stocks like $PLTR and $META crushed earnings but aren’t being rewarded, as investors are finally questioning their sky-high valuations.
In today’s video, I explain why the AI boom faces its first true test—and why managing risk now matters more than ever.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Oracle Puts the AI Infrastructure Trade Back in Action
2025-09-11
The AI infrastructure trade stagnated through August, with enthusiasm fading even after NVDA beat earnings and raised guidance. Investors shifted their focus to weakening economic data and looming Fed rate cuts, fueling the narrative that the AI boom had run its course. That changed yesterday, when Oracle reignited the trade with a blockbuster earnings call. …
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Company Buybacks Are Surging
2025-07-19
🔎 At a Glance 💬 Ask a Question Have a question about the markets, your portfolio, or a topic you’d like us to cover in a future newsletter? 📩 Email: [email protected]🐦 Follow & DM on X: @LanceRoberts📰 Subscribe on Substack: @LanceRoberts We read every message and may feature your question in next week’s issue! 🏛️ …
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7-15-25 Two Dad’s on Money
2025-07-15
What’s the best Money Advice you’d give your kids?
Lance Roberts & Jonathan Penn host our "Two Dad’s on Money" episode of #TheRealInvestmentShow.
#FinancialAdviceForKids #MoneyLessonsFromDad #TeachingKidsMoney
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