U.S. Gold Corp: Riding massive tailwinds toward unprecedented gains
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 04/23/2025
Wall Street Unplugged - What's Really Moving These Markets
Why the Fed MUST start lowering rates. Plus, a software stock's stunning guidance… The key to finding the best growth stories... Beaten-up gold stocks poised to shine… And our upcoming live event on the AI energy crisis. In this episode: Football season is off to a great start [0:33] One software stock just stunned Wall Street with its AI guidance [2:48] This metric is key to finding the best growth stories (it's not P/E) [18:14] Don't miss our upcoming live event on the AI energy crisis [22:24] The latest jobs data has forced the Fed's hand [28:50] These beaten-up gold stocks are poised...
info_outlineWall Street Unplugged - What's Really Moving These Markets
Are we in for another terrible September? … The Fed's big dilemma… A 'goldilocks' market for stocks… Gold's new all-time high… Alphabet's (GOOG) antitrust case… Why billions are pouring into Anthropic… And don't listen to Buffett about Kraft Heinz (KHC). In this episode: Why the Powerball is the world's biggest scam [0:58] Are we in for another terrible September for the market? [5:47] The Fed's big dilemma [8:06] We're in a ‘goldilocks' market for stocks [13:39] Gold hit a new all-time high—will the momentum continue? [17:26] The real winner of Google's antitrust case [19:38]...
info_outlineWall Street Unplugged - What's Really Moving These Markets
How the Fed's about-face on interest rates will impact the market. Plus, avoid this common mistake when shorting stocks… The AT&T (T)/EchoStar (SATS) deal… Has Eli Lilly (LLY) bottomed? … And Nvidia's (NVDA) earnings. In this episode: MongoDB's earnings are a warning to other software companies [3:43] Rate cuts are coming: What it means for the market [9:03] Shorting stocks? Avoid this common mistake [16:48] The AT&T/EchoStar spectrum deal: Are the stocks buys? [22:44] Has Eli Lilly finally bottomed? [31:12] Nvidia's earnings report: Key things to watch [38:47] I've changed my...
info_outlineWall Street Unplugged - What's Really Moving These Markets
Is Altman right about an AI bubble? … Plus, Powell at Jackson Hole… Alphabet (GOOG) and Amazon's (AMZN) latest power deals… Why Target (TGT) is selling off... The government's Intel (INTC) deal... And SPACs are back. In this episode: The PGA Tour: Scheffler's odds are laughable [0:39] Sam Altman says AI is in a bubble—is he right? [3:30] Powell at Jackson Hole: What to expect from the Fed Chair [11:40] Why Google is scaling up its stake in this highly shorted stock [15:05] Amazon's FLEX deal: What are cashless warrants? [21:30] Why Wall Street is punishing Target's executive move...
info_outlineWall Street Unplugged - What's Really Moving These Markets
How the latest CPI data will impact the Fed's next move. Plus, is Alphabet (GOOG) breaking up? … An AI stock to avoid and one with huge upside… The Hims & Hers Health (HIMS) CEO's big sale… And crypto's surge. In this episode: My dad-and-daughter trip to Ohio [1:34] How the latest CPI data will impact the Fed's next move [7:03] A record-breaking year for buybacks [17:57] Is Google about to break up? [22:18] This AI company is waving major red flags [24:49] Why Wall Street sees huge upside in this chipmaker [29:54] Starbucks: A bet on the jockey, not the horse [33:40] The HIMS CEO...
info_outlineWall Street Unplugged - What's Really Moving These Markets
Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy. In this episode: Howard Stern is hanging it up after 20 years [1:45] Can economic data be trusted? [5:12] The lesson Palantir keeps teaching about growth stocks [16:57] A rant on the broken higher education system [26:21] Is Disney finally a buy? [31:23] Can Apple correct its big AI misstep? [39:54] Private equity access for individual investors: Pros vs. cons [45:29] Gartner (IT)...
info_outlineWall Street Unplugged - What's Really Moving These Markets
What the rampant speculation means for investors. Plus, Big Tech earnings… The CSX railroad deal… Amazon's (AMZN) capex cut… Is Boeing (BA) a buy on its pullback? … And this stock will double as interest rates fall. In this episode: College tours with my daughter [1:17] Speculation is at record highs: What it means for investors [6:11] Big Tech must knock their earnings out of the park [9:31] What's driving the strongest retail buying in years? [12:40] The CSX railroad deal would be incredible for stocks [17:27] Amazon just cut capex—but it's not what you think [19:58] Is Boeing a...
info_outlineWall Street Unplugged - What's Really Moving These Markets
The Japan trade deal will benefit these companies. Plus, is General Motors (GM) a buy? … Get exposure to these power plays… Can Coca-Cola (KO) keep raising prices forever? … And "boring" names that belong in your portfolio. In this episode: Lock in the date for Curzio Research's first-ever conference! [0:34] The Japan trade deal will benefit these companies [8:26] These under-the-radar countries could soon be trade partners [15:21] Is it time to buy GM after its post-earnings fall? [19:18] What the PJM power auction says about energy demand [28:08] Get exposure to these power plays...
info_outlineWall Street Unplugged - What's Really Moving These Markets
I'm excited to be back on the precious metals bull… Big Banks crushed earnings… Where is tariff inflation?... Trump will get his crypto bill passed… Peter Thiel and Tom Lee bet big on Ethereum… And a word of caution on crypto In this episode: Daniel's incredible experience at the Rule Symposium [0:29] Stop hating on Bitcoiners: A rant for the gold bugs[4:54] Armageddon delayed [11:14] Right now is the perfect environment for big banks [13:11] When will tariffs show up in the inflation data? [24:00] PSA: Admit when you're wrong [28:24] Simple economics driving Bitcoin to record highs...
info_outlineWall Street Unplugged - What's Really Moving These Markets
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he’s short. In this episode: Welcome back, Andrew Horowitz, host of The Disciplined Investor [0:16] How’s the economy? Depends on your perspective [1:12] What if interest rates aren’t lower in 12 months? [6:21] The ultimate winner of the Big, Beautiful Bill [12:02] How to manage the volatility in growth stocks [18:40] Is AI coming for Google? [29:15] Andrew is...
info_outlineIn this episode:
- Welcome, Luke Norman, cofounder of U.S. Gold Corp. (USAU) [1:14}
- Why this stock is up 130% over the past 12 months [3:11]
- Proof that U.S. Gold Corp. is dramatically undervalued [9:58]
- CEO George Bee is a gold-mining superstar [12:41]
- An $800 million opportunity in "waste rock" [16:07]
- USAU's flagship project is worth 7x the current market cap [21:56]
- USAU could soon get into Russell 2000—why that's a huge deal [24:00]
- Big companies are now knocking on USAU's door [26:49]
U.S. Gold Corp. (USAU) Recommendation Disclaimer: https://www.curzioresearch.com/wp-content/uploads/2025/04/US-Gold-Corp-Marketing-Disclosure.pdf
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