Is SpaceX a buy on its pullback?
Wall Street Unplugged - What's Really Moving These Markets
Release Date: 08/05/2026
CoreWeave is in freefall—is it time to buy?
Wall Street Unplugged - What's Really Moving These Markets
Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move. In this episode: A "threepeat" Dodgers championship looks unlikely [0:43] Is CoreWeave a buy amid its plunge? [3:52] How CRWV management could build a floor under the stock [12:20] Sectors to buy on the pullback [17:45] Telecom companies are losing their monopoly [23:40] Will the 10-year hit 6%? And how much does the Fed need to hike? [32:35] DigiPower X and...
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The big bank trade is over
Wall Street Unplugged - What's Really Moving These Markets
The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more. In this episode: The Curzio One Wealth Forum is 10 days away! [1:04] The market's risk/reward setup is NOT in investors' favor [10:17] I'm no longer bullish on big banks [13:20] Why good news isn't stopping the selloff [27:03] Are we in the middle of a bubble popping? [31:01] This leading indicator is signaling pain ahead [33:25] CPI data: We need at least 4 interest rate hikes [35:14] These...
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The biggest winner of the GLP-1 trend
Wall Street Unplugged - What's Really Moving These Markets
The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why baseball sucks. In this episode: The only hurricane precaution you need [0:16] What does it take to be a great stock analyst? [5:35] The winners and losers of the GLP-1 craze [22:07] Only a few spots left at the Curzio One Wealth Forum! [31:30] Be cautious of this power stock… And one to buy instead [39:53] Sports question: Why do I hate baseball so much? [47:04] Did you like this episode? Get more Wall Street Unplugged FREE each...
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Did Google just revive the nuclear trade?
Wall Street Unplugged - What's Really Moving These Markets
Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more. In this episode: Several market headwinds are colliding at once [0:50] Constellation Brands' CEO is crazy to pull this move [7:19] A handful of stocks are doing all the heavy lifting [13:26] Why Big Tech should raise more equity right now [25:43] Will Alphabet's latest deal put a bottom under nuclear stocks? [31:37] You'd be insane to...
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Why this gold mining legend is betting on offshore oil
Wall Street Unplugged - What's Really Moving These Markets
Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity. In this episode: Welcome, Ian Telfer, mining legend and co-founder of BluEnergies [1:38] Why gold has way more upside ahead [2:26] Gold vs. gold stocks: Which should you own? [3:32] The overlooked ingredient behind investing success in mining [5:56] The biggest hiring mistake CEOs make—and how to avoid it [8:06] Why this gold legend came...
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This earnings season will wreak havoc on the market
Wall Street Unplugged - What's Really Moving These Markets
Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds? In this episode: Wall Street Unplugged went live on X [0:16] Get ready for a significant pullback over the next 6 months [5:25] For the first time, the government can’t fix the market [10:24] The all-time highs in indices are hiding a bloodbath in stocks [17:12] Earnings season: Approach with caution [21:05] My favorite opportunity in offshore oil [40:16] Why I’m...
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The cooler PCE isn't the win you might think
Wall Street Unplugged - What's Really Moving These Markets
The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal. In this episode: Join us live on X tomorrow at 11 a.m. ET! [0:15] The PCE came in cooler than expected—but there's a catch [9:06] What inflation means for the upcoming earnings season [19:37] A "who's who" of the AI leaders at Trump's meeting [23:39] Anthropic's S-1 is a joke [27:47] Not all upgrades and downgrades are equal [41:03] Did you like this episode?...
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Can inverse ETFs save you from a pullback?
Wall Street Unplugged - What's Really Moving These Markets
Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium. In this episode: Should you buy oil stocks now… or wait for a pullback? [1:14] Why inverse ETFs won't protect you during a selloff [7:49] These 2 power stocks are buys amid AI volatility [14:01] Several indicators are sounding the alarm for a pullback [19:28] A great trade setup in uranium [25:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here:...
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Political headwinds can't derail the AI trade
Wall Street Unplugged - What's Really Moving These Markets
Forget politics: The AI power story is stronger than ever. Plus, breaking down the market volatility… What the PMI means for inflation… A diesel export ban? … BofA's year-end targets… And McDonald's (MCD) bleak Investor Day. In this episode: Early injuries are shaking up the NFL [0:26] Breaking down the crazy market: Surging indices, crashing stocks [6:47] What the strong PMI data means for inflation [14:27] Why does Trump want to ban diesel exports? [22:29] BofA's year-end targets: How much should you invest in the market? [26:48] AI fear mongers are full of s*** [30:28] Forget the...
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Is the selloff in financial stocks a warning sign?
Wall Street Unplugged - What's Really Moving These Markets
Should investors be concerned about the selloff in financial stocks? … Are SMLs a headwind for data centers? … A Curzio Research matchmaking service… And why Anthropic is turning to the government. In this episode: Selling stocks: Where do taxes come into play? [1:02] Is the selloff in financial stocks a warning sign to investors? [5:53 Are "small language models" a headwind for data centers? [14:12] A Curzio Research matchmaking service? [22:41] Why Anthropic is suddenly turning to the government for help [29:57] How to bet on tonight's NFL matchup [43:21] Ask us anything at...
info_outlineShould you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.
In this episode:
- A volatile pattern is emerging this earnings season [0:28]
- The market isn’t as expensive as it looks [5:54]
- Hyperscaler earnings: The massive capex is paying off [11:05]
- Should you buy SpaceX (SPCX) on its pullback? [17:07]
- Disney (DIS) is uninvestable [30:39]
- Why is AMD (AMD) down on solid earnings? [44:38]
- The midterms are a huge headwind for data centers [54:18]
- Ask us anything! [1:00:19]
MARKETING DISCLOSURE: BluEnergies Ltd pays Curzio Research Inc for marketing services. Access the full disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf
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