EP131: AI & SaaS Bounce as Investors Regain Bull-ief

EP131: AI & SaaS Bounce as Investors Regain BeliefThe full crew reunites — JT's back from holiday, Phil's settling in, and markets are at all-time highs across the board. Record ETF inflows, fear & greed stuck at 40, and ASX earnings season is off to a flying start.We unpack AMP's gap-up, Credit Corp's algo-driven sell-off (and why buying it at the open was the move), James Hardie's US aftermarket rally, and the Nick Scali playbook. In the US, Microsoft and Amazon saved the week while Google's AI team had a mass exodus.The SaaS apocalypse is over — CrowdStrike, Palo Alto and Atlassian are up 100%+ from lows. Kai's five pillars trade continues to deliver.Big segment on the "Situational Awareness" hedge fund that went from $45B AUM to near-zero on a 20% move. We talk Kelly Criterion, Martingale strategy, and why position sizing is the real edge.Plus: gold bouncing off $4,200, commodities turning green, Trump commoditising insider trading, AI model benchmarks, and our Bulls vs Bears calls for next week.