Episode 101
E101: AMD to the Moon! 🚀 Are you too late? ⌛
12 October 2025
AMD just ripped 35% higher on a monster OpenAI deal, and the AI gold rush is officially in overdrive. Is this the start of a new trillion-dollar era, or are we staring down the barrel of another dot-com-style bubble? This week, we're arming you with the tools to navigate the chaos.
🚀 Riding the AMD Rocket! We break down the massive 35% surge on the OpenAI deal and what it means for the Nvidia-dominated AI chip race. $AMD $NVDA 🫧 AI Bubble or Real Value? We debate if the trillions pouring into AI is justified, drawing parallels to the dot-com bust... and why this time might be different. 🧠 The Ultimate Valuation Shortcut! Luke reveals his secret "Reverse DCF" weapon to instantly spot overvalued stocks like Palantir and Google without complex models. $TMDX 🛡️ Bulletproof Your Portfolio! From simple cash hedges to advanced options strategies, we answer your questions on how to protect your gains from a market downturn. ✂️ Taking Profits on Palantir! Find out why Luke is trimming his PLTR position, even though he's still a believer in the company's future. $PLTR 🎲 Quantum Computing Reality Check! Is shorting quantum computing a genius move or a fool's errand? We dive into the options chain to find out. $QUBT $RGTI
Segments: 00:00 AMD's Monster Morning 07:46 AI Bubble vs Dot-Com: This Time Different? 20:21 Reverse DCF Tutorial and Tools 42:02 Portfolio Valuation Analysis 48:03 Patreon Q&A: Insurance and Hedging Strategies 53:58 Covered Calls vs Protective Puts 59:33 QUBT Options Chain Breakdown 01:10:10 How Much Research Time Is Enough? 01:17:00 PayPal Homework Assignment 01:24:53 Movie Talk: One Battle After Another
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