by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| The AI capex boom is real but fragile. It isn’t built on profits, but on promises – circular funding between $NVDA, $ORCL, OpenAI, and others – alongside soaring power costs and looming energy constraints. In this Short video, @michaellebowitz and I discuss why this self-feeding cycle could expose weak links and lead to costly surprises for investors. Full episode: Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow |
You Might Also Like
8/22/25 Raising Money-Smart Kids | How to Teach Kids About Money & Saving
2025-08-22
Raising money-smart kids is one of the most valuable lessons you can give them for life. Richard Rosso & Jonathan McCarty break down how to teach kids about money, from saving and budgeting to making smart financial decisions early on.
You’ll learn practical strategies for financial literacy for children, including:
Simple ways to explain money to kids
How to teach kids to save money and set goals
Smart money habits that last a lifetime
Real-world lessons for raising financially responsible kids
Whether you’re a parent, grandparent, or educator, these tips will help you set the foundation for your child’s financial future.
0:19 – Financial Literacy Starts in the Home
6:52 – The Danger of On-line Shopping
9:01 – The Marshmello Experiment on Delayed Gratification
10:39 – The
OPEX Overload: How 3 Trillion In Expirations Can Move Markets
2025-08-21
Nearly $3 trillion of notional stock options expire on Friday’s open expiration (OPEX day). Over half of the OPEX volume is in S&P 500 options, with the remainder in single stock options. The graph below provides details on the split between puts and calls, and the strike prices and open interest of the options. Almost …
Inflation Data Sends Markets To New Highs
2025-08-16
🔎 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! 🏛️ …
8-12-25 Two Dads on Money – Meme Stock Trading & Jesse Livermore’s Timeless Rules for Speculation
2025-08-12
Meme stocks meet Jesse Livermore’s timeless trading rules —
Lance Roberts & Jonathan Penn discover how classic speculation strategies apply to today’s market frenzy. Lance preview’s today’s CPI print and a Goldman Sachs report on who exactly is shouldering the increased costs of tariffs; a look at markets’ up/down pattern, and weakness within; Lance and Jonathan discuss meme stocks, speculative risk, and what the Old Masters of investing had to say about it. Also commentary and guidance for younger investors and those who would like to begin investing: How to get the discipline started.
0:18 – CPI Preview – It’s Always .2%
2:11 – Who’s Footing the Bill for Tariffs?
7:04 – Meme Stock Frenzy
10:00 – Speculative Trading Index Examined
11:35 – Two Old Dudes’ Pudding & Protein Paks
13:24 –
Tags: Featured,newsletter
2 pings