Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Kevin Steuer, Managing Partner of Stock TA, discusses the sudden rebound in stocks and gold, his outlook for tech, oil and precious metals, and why the AI boom faces major risks from high valuations, rising costs and America’s growing power and critical-minerals constraints.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW KEVIN STEUER:StockTA's X account: https://x.com/StockTAdotComStockTA's website: https://www.stockta.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Markets Rebound to Record Highs2:11 - What’s Driving the Rally?4:18 - Best Sectors and Trades Right Now7:59 - Tech and Software Outlook9:18 - Market Signals and Buying Opportunities14:09 - Oil, Inflation, and Market Risk16:09 - Gold Breakout and $4,600 Target20:47 - SpaceX and Tech Outlook22:40 - Bond Market and Fed Risks26:43 - How to Outperform This Market32:11 - Deflation Trade Reversal35:36 - AI Bubble and Chip Crash39:34 - America’s AI Power Problem#stocks #investing #markets
