The hands-down best way to play the AI growth trend
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 06/11/2025
3 reasons to buy this market pullback
Wall Street Unplugged - What's Really Moving These Markets
3 catalysts that will send stocks surging within six months. Plus, what to expect from Nvidia's (NVDA) earnings… Ford's (F) CEO just issued a major warning on the workforce… And is Berkshire (BRK.A) still relevant without Buffett? In this episode: Adrenaline put on an amazing show in Vegas! [0:20] How to play the market pullback [5:07] What to expect from Nvidia's earnings tonight [7:17] 3 catalysts that will send stocks surging within six months [20:30] Ford's CEO just issued a major warning on the workforce [30:02] Is Berkshire still relevant without Buffett? [37:01] Two great...
info_outline
A recap of our first-ever Curzio One Wealth Forum
Wall Street Unplugged - What's Really Moving These Markets
Best moments from our inaugural conference: Hyperscalers are in dire need of power… How it feels to get "Bolawrapped"... Wonder Woman's stunt double… From biotech to luxury candy: Deals for One members… And how to join Curzio One. In this episode: We're back from our inaugural conference! [0:14] Investor showdown: My dad vs. a monkey [4:25] Hyperscalers are in dire need of power [13:16] "Bolawrapped": Scot Cohen covers the past and the future [16:52] Wonder Woman's stunt double made an appearance! [21:54] From biotech to luxury candy: Deals for One members [24:21] When it comes to...
info_outline
Microsoft's CEO just confirmed our AI power thesis
Wall Street Unplugged - What's Really Moving These Markets
Nadella's comments on the AI power crisis. Plus, why every CEO should follow Palantir's (PLTR) playbook… Bill Gates' shocking pivot on climate change… Key takeaways from Election Tuesday… Why the Fear Index is useless… And JPMorgan's (JPM) latest crypto move. In this episode: Bill Gates' shocking pivot on climate change [0:38] Key takeaways from Election Tuesday [10:19] A big disconnect between the Fear Index and the market [14:12] Every CEO should follow Palantir's investor relations playbook [19:41] Nadella just confirmed our thesis on the AI power crisis [36:41] JPMorgan just took...
info_outline
Everyone's watching rates—but they're missing the real Fed signal
Wall Street Unplugged - What's Really Moving These Markets
Forget interest rates—watch the Fed's balance sheet. Plus, Big Tech earnings… Nvidia's (NVDA) dominance… Apple's (AAPL) upside… What Caterpillar's (CAT) results say about tariffs… Amazon's (AMZN) layoffs… And the AI bubble debate. In this episode: Is the NBA fixed? [1:58] Forget interest rates—watch the Fed's balance sheet [7:52] Big Tech reports earnings this week: Key metrics to watch [13:05] The “secret sauce” to Nvidia's AI dominance [16:35] Is Apple going to $300 per share? [24:37] What Caterpillar's record results tell us about tariffs [30:04] Amazon's massive layoffs...
info_outline
The AI bubble debate: What investors need to know
Wall Street Unplugged - What's Really Moving These Markets
Is AI in a bubble? … Is Netflix (NFLX) a buy? … Galaxy Digital's (GLXY) best quarter ever… Travis Kelce's Six Flags (FUN) investment… The surges in Beyond Meat (BYND) and Apple (AAPL)... And DigiPower X's (DGXX) hedge fund love. In this episode: Denver's crazy NFL comeback [1:54] The AI bubble debate: Should investors be worried? [5:55] Netflix is selling off after earnings—is it time to buy? [18:56] Warner Bros. is crazy to ask for $24 per share [22:33] Why Disney just can't keep up with the big streamers [26:53] Galaxy Digital's best quarter ever: Key takeaways [29:39] Travis...
info_outline
Are stocks in a bubble?
Wall Street Unplugged - What's Really Moving These Markets
Ignore the fearmongers—the market is NOT in a bubble. Plus, big bank earnings… How Trump is fighting back against China's monopoly… The Trump investing playbook… And should you follow big money into crypto? In this episode: What's driving the incredible results from big banks? [1:12] Ignore the fearmongers—stocks are NOT in a bubble [15:42] Trump's equity stakes: How they're fighting China's monopoly [23:31] These two free AI stock picks are already surging [29:41] The Trump investing playbook [42:30] Big players are buying the crypto pullback—should you follow suit? [48:09] What...
info_outline
The AI energy crisis is here
Wall Street Unplugged - What's Really Moving These Markets
In our first-ever LIVE episode, Frank and Daniel reveal several stocks to play the AI energy crisis. Plus, will the government take more equity stakes? Are battery storage companies good investments? And is Oklo Inc. (OKLO) a good short? In this episode: We just held our first-ever LIVE podcast and Q&A on X! [0:28] The energy crisis is already here: Presentation [2:30] These 3 energy stocks have way more room to run [15:10] One on one with Amir Adnani, CEO of Uranium Energy Corp. [19:25] Will the government take more equity stakes in companies? [39:44] Curzio AI: The ultimate AI energy...
info_outline
Why uranium prices could surge nearly 100%
Wall Street Unplugged - What's Really Moving These Markets
Amir Adnani, CEO of Uranium Energy Corp. (UEC), explains why this is the most exciting uranium market he's ever seen… why uranium is critical to the AI growth trend… and why uranium prices could surge nearly 100%. In this episode: This is the most exciting uranium market Amir has ever seen [2:35] Uranium used to be a partisan issue—not anymore [5:12] Microsoft's Three Mile Island deal is an inflection point for AI [11:40] MSFT also joined the World Nuclear Association: Why it's a big deal [16:50] The U.S. uranium market is coming back with a vengeance [21:52] President Trump's energy...
info_outline
Your investing guide to the government shutdown
Wall Street Unplugged - What's Really Moving These Markets
What history says about the government shutdown—and how to invest. Plus, why gold and Bitcoin are surging… Is Ford (F) a buy? … Forget Nike (NKE)—buy this stock instead… CoreWeave's (CRWV) latest deal... And BlackRock's (BLK) energy investment. In this episode: Next Wednesday: Live with Amir Adnani, CEO of Uranium Energy Corp. [3:03] What history says about the government shutdown—and how to invest [10:51] Why gold and Bitcoin are surging during the shutdown [18:19] Is Ford a buy following its major EV announcement? [21:26] Why I'm cautious on Nike—and a better stock to buy...
info_outline
AI is about to break the U.S. grid
Wall Street Unplugged - What's Really Moving These Markets
AI spending is out of control—and it’s creating a power crisis… Why Frank is changing his tune on the solar sector… CoreWeave (CRWV) is pulling back—should you buy? … How Alibaba (BABA) went from ecommerce giant to AI leader. In this episode: Happy birthday to my youngest daughter! [1:08] AI spending is insane—but we’re far from a bubble [2:49] The AI power crisis is coming… Are you prepared? [7:32] Why I’ve changed my tune on the solar sector [17:34] CoreWeave is pulling back… Should you buy? [26:17] How Alibaba went from ecommerce giant to AI...
info_outlineThe smartest way to invest in AI. Plus, the CPI's cold reading… Catalysts poised to power the markets… A lesson from Circle's (CRCL) rise… Disney's (DIS) flawed growth strategy—and stocks to own instead… And follow Peter Lynch into this stock.
In this episode:
- What the CPI's cold reading means for the Fed [3:59]
- Several catalysts are poised to power the markets higher [10:31]
- A lesson from Circle's rise: Ignore valuation—focus on this [16:34]
- Disney's flawed growth strategy—and stocks to own instead [23:18]
- The hands-down best way to play the AI growth trend [35:30]
- Follow Peter Lynch into this stock [55:22]
Did you like this episode?
Get more Wall Street Unplugged FREE each week in your inbox.
Sign up here: https://curzio.me/syn_wsu
Find Wall Street Unplugged podcast…
--Curzio Research App: https://curzio.me/syn_app
--iTunes: https://curzio.me/syn_wsu_i
--Stitcher: https://curzio.me/syn_wsu_s
--Website: https://curzio.me/syn_wsu_cat
Follow Frank…
X: https://curzio.me/syn_twt
Facebook: https://curzio.me/syn_fb
LinkedIn: https://curzio.me/syn_li