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Aug 17
5m 26s

Nasdaq’s Record Highs: Is the AI Boom He...

EYL NETWORK
About this episode

In this Market Mondays clip, Rashad Bilal and Ian Dunlap break down the latest surge in the Nasdaq, which has just hit another record high. Is this the start of a long-lasting, AI-fueled bull run, or should investors brace for a pullback?


Rashad cautions against wishing for a correction just because you missed last year’s rally, emphasizing that groundbreaking tech firms like Nvidia, AMD, Apple, and Microsoft are fundamentally different from the dot-com era giants — boasting stronger business models and massive profit margins. Ian highlights the unprecedented strength of today’s tech leaders, particularly Nvidia operating with a net margin as high as 55%. The hosts unpack why comparing today’s market to periods like the dot-com bubble misses the mark.


The discussion dives into why now may not be the time to short the Nasdaq, especially given factors like pending interest rate cuts, changes to China tariffs, and global market shifts that all favor sustained growth for top tech firms. Rashad and Ian both agree: a pullback is possible, but not the kind of major correction some are predicting. Instead, they advocate for a long-term investing strategy in high-quality, innovative businesses—pointing out that holding onto top performers over decades can be a game changer for generational wealth.


Notably, the clip touches on:

  • Why Nvidia is considered a generational company and how its growth diverges from dot-com-era tech.
  • The impact of potential Federal Reserve rate cuts and international tariff policies on Nasdaq giants.
  • The strength of companies driving the market—like Microsoft, Apple, Google, Amazon, Meta, Broadcom, and Tesla—and why shorting them could prove risky.
  • The power of long-term investing and what history can teach us about patience and compounding returns.


The Nasdaq’s momentum has investors and analysts talking about possible corrections and recessions—but Rashad and Ian believe that, despite near-term volatility, the broader bull case remains strong. Don’t let fear keep you on the sidelines; instead, focus on building wealth through smart, consistent investing in the innovation economy.


If you’re looking to understand what’s driving the current market, where the risks and opportunities are, and how the world’s biggest tech titans are changing the investing landscape—this clip is for you.


Subscribe for more actionable market insights and strategies from Rashad, Ian, and the Market Mondays team!


*#MarketMondays #Nasdaq #AIStocks #Nvidia #StockMarket #Investing #TechStocks #BullMarket #FinancialFreedom #LongTermInvesting*



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