EPISODE · Jan 25, 2025 · 12 MIN
Market new all time high, Trump Stargate, DeepSeek, Oracle, OpenAi, Market Risk
from Norbert’s Wealth Dome · host Norbert B.M.
Discover the latest updates to my portfolio, including new positions in Palantir and Palo Alto Networks, and insights into Oracle’s recent performance. Get an in-depth analysis of the economic events affecting the market and strategies to navigate risks for the upcoming week.Subjects discussed:* Weekly stock market analysis with portfolio updates and risk assessment.* The impact of Trump’s Stargate AI project on Oracle and other tech stocks.* Why I added Palantir and Palo Alto Networks to my portfolio.* Procter & Gamble: A stable pick for defensive investors in 2025.* Navigating market risks ahead of the Federal Reserve’s rate decision.* How economic events like GDP and durable goods orders shape the market.* Analysis of Oracle’s performance amid TikTok ban speculation.* High-growth potential in Palantir and Palo Alto Networks stocks.* Defensive strategies for managing portfolio risk in volatile markets.Weekly review of portfolio performance, trades, and key market indicators.Time stamps: 00:00 - Start 00:24 - My prediction results for the stock market 01:05 - Trump Stargate Project, Oracle, OpenAI, SoftBank 03:04 - How will the $500Bil. invested in the Stargate program04:14 - Witch companies could profit from the Stargate project 05:30 - About DeepSeek 06:04 - My Portfolio performance and Cash hold 06:39 - Witch stocks did I buy 10:03 - Should you invest in the stock market, Risk Analysis 10:32 - Top upcoming economic events 11:08 - How high is the risk in the stock market This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit norbertbm.substack.com/subscribe
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Market new all time high, Trump Stargate, DeepSeek, Oracle, OpenAi, Market Risk
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