On TCAF this week Josh and Michael spoke with returning guest and fan favorite JC Parets of TrendLabs. They discussed Nvidia’s historic selloff, whether the AI trade is breaking or simply rotating, why AMD and Apple are winning, and what the market is saying beneath the headlines. They also cover extreme investor bearishness, JC’s contrarian housing thesis, bank stocks breaking out, global markets hitting new highs, magazine covers as contrarian indicators, and whether the collapse in gold and silver could be setting up a major opportunity in precious metals. (Listen)

The Dotcom bust was bad. It took the Nasdaq some fifteen years to recover. That doesn’t mean all stocks were affected equally. Matt Cerminaro at Chart Kid Matt shows how the Dotcom bust was concentrated in the tech and telecom sectors. Other sectors were largely unaffected.

A new Compound-Tropical Bros. collab just dropped. The Compound x Tropical Bros. Par-Tee Polo brings together everything we love about the game and the island lifestyle. Featuring a clean white backdrop with palm trees, golf clubs, golf balls, and The Compound logos throughout, this polo is built to stand out. A women’s version is available as well!

Next week on TCAF, Josh and Michael will talk with Jenny Harrington, Chief Executive Officer of Gilman Hill Asset Management and Bryn Talkington, Founder and Managing Partner at Requisite Capital Management.