HUGE News is RALLYING the Stock Market Today!

HUGE News is RALLYING the Stock Market Today!

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Stocks surged with the Nasdaq up 2.7%, but the rally feels more like short-term hype than long-term value. I break down why companies like Broadcom, Google, and Tesla are spiking while defensive stocks lag, and why these moves often defy fundamentals. Using Nvidia as a case study, I point out red flags in free cash flow and accounting that raise serious questions about the AI bubble narrative. As always, my focus is on long-term investing: finding great companies at reasonable prices and staying emotionally ready for downturns that create real opportunities.

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