Compelling buys, stellar tech moves with The Financial Prophet
Jul 16, 2025•41 min
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Episode description
Victor Dergunov, The Financial Prophet, on very interesting current market dynamics (1:20). Mag stocks, strong conviction picks (4:35). Fed, monetary policy, healthy USD, interest rates (19:00). Earnings season underway - look for delinquencies (27:20). Amazon and Netflix bullishness (32:50). AI spending concerns (35:20).
Show Notes:
Why The Market May Hit A Wall Here
Here's Why I Increased My Tesla Position
Alphabet: Still A Buy
Palantir: It's Just Too Expensive Here
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Why The Market May Hit A Wall Here
Here's Why I Increased My Tesla Position
Alphabet: Still A Buy
Palantir: It's Just Too Expensive Here
Episode transcripts
For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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