*HUGE NEWS* for The Stock Market.. (WATCH ASAP)

We have big news for the AI trade heading into tomorrow. There's three big developments. Number one, the government has asked Apple not to buy Chinese memory products. Number two, Bank of America is reaffirming their call for Micron to do over $200 of EPS by 2030. And Nvidia has actually dropped their commitment to OpenAI's new data center from $250 billion to just over $und00 billion. And that deal could be signed as soon as tonight. We have other weird developments today with the war with Iran. It's been mostly quiet, but Iran and Qatar have some weird stuff going on, and we'll talk about that in this video. Also, in today's episode, I will share with you your major catalyst and developments that are coming this week, including your economic data and your slate of earnings, mostly your big box retailers. On top of that, I will share my perspectives with you for what to expect this week. I do think we might start to get a little bit of volatility, kind of like what we seen on Friday. 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I am putting together a course, if you will, a boot camp that's totally for free, don't worry, on how to find these outsized opportunities, what criteria actually goes into finding these big winners, what you got to look for, how you have to envision the future to to at least find these opportunities. Okay, so let's get into some of your news over this weekend. And this one came out this morning. It says Bank of America thinks AI may have permanently changed the memory cycle for Micron with the firm seeing a path to $236 of EPS by 2030. The note also assumes gross margins could hold 80 plus% as high bandwidth memory and advanced DRAM consume more wafer capacity while long lead times keep supply structurally tight. Meanwhile, Micron still trades at 6x earnings as the market continues to price in the memory boom ending almost immediately. And I don't think the markets are pricing in the memory boom to end immediately. But the reason that Micron trades at six times forward earnings is because they're not growing supply very much. They're growing supply at like 15%. 20%. And that's where it'll be like the supply does not come online quickly. It's all in pricing. So when when your moat, if you will, is all pricing that is short-term, you know, supply exceeding or demand exceeding supply, that's never sustainable. Prices for memory components are up like 300% in the past year, whereas supply is up like 30%. What happens when the market doesn't need as much supply of chips, of semiconductors, of of anything really, supply and demand. The price will come down as demand levels off or as supply comes onto the market. But don't be tricked by this because it's kind of tricking you per se. Um, yes, that sounds like a really bullish note out today on Micron and it's it it's not bad, but we're already expecting around $74 of EPS for Micron earnings this year and $158 per share by next year. So in all reality, if Micron does $158 of EPS in next year in 2027, and then they do $236 in EPS by 2030, that is only a compound annual growth rate, a kagger of EPS of 14.3%. That's not that impressive from a growth rate perspective. Even then, if we look at Micron and assume their PE multiple stays at around six, $236 times 6 is $1,416 per share by 2030. I mean, that's three and a half years away. The stock's $971 per share today. Okay. So, while that note sounds great, if you don't get any multiple expansion, that's not very impressive for an upside potential here, but I can see how investors may be excited about this coming tomorrow. So, be on the lookout for it. And our next piece of AI news today, Nvidia and OpenAI are reworking the Ohio data center deal. So, Nvidia guarantees half, not all, of the buildout. the financial guarantee would drop from 250 billion to less than 120 billion per people familiar with the deal. A signing could happen as soon as this weekend. So this on the other hand does not sound nearly as great for the overall health of the AI trade. And also in the news over this weekend, the US government has urged Apple to stop buying memory chips from China. And to circle back to this OpenAI Nvidia news, it looks like Nvidia cut their guarantee from 250 billion to under 120 billion. The number will probably land at about 100 billion because the stock and investors reacted very negatively to this news. The stock dropped 5% that day. Now, this overall campus in Ohio, this factory, is going to cost about $500 billion total. There's almost no way that that can actually happen unless OpenAI can raise a crazy amount of money. And the markets have started to push back on this idea of receiving hundreds of billions of dollars with no clear plan or path to actually monetize that or to pay it back. It's like if you made $30,000 a year and asked for a million dollar mortgage, banks, you know, maybe an '08 would have gave you that, right? Not even looked at your documents. But these days, that's never going to happen. And as I reported over this weekend already, Jane Street lost $15 billion in its first down month in a decade. This is because they were overexposed to AI hardware. And look, when you burn yourself, when you cut your pinky finger tendon and it literally doesn't work anymore, you're a lot more careful the next time you're in a similar situation. And I I I don't see, you know, Jane Street and all these funds losing billions of dollars in a violent, you know, flip of the AI trade rushing back into that. So, I do think you want to be careful regardless of what hypy news you may or may not see going forward. Some areas of the AI trade will or hardware trade, I should say, will do well. You know, I'm bullish on AMD, Qualcomm, Marll, some of those for different reasons. But just blindly buying AI stocks at this point, that strategy is dead. Now, another major story for the markets right now is what's going on with the war with Iran. We're not really bombing each other at this point, but the straight of vermoose is still not open. There's no real dialogue actually happening. We're kind of in a a stalemate, you know, a standoff, if you will. Well, Iran's military um missing person's chief saysQatar must permit Iranian air force factf finding mission to enter the country. So Iran is requestingQatar to let them come try to find their their missing people which is kind of weird. Now we will see if we do get any more developments late tonight into tomorrow that could move the markets. This is a major pain point for the stock market right now. And if we see escalation, if things get worse and oil goes up, that's not going to be good. Especially heading into the midterms. Markets are not going to take that well. There's a lot of event hedging that's happening right now around the midterms, right? Wall Street's just going out to hedge portfolios because of the seasonal volatility you tend to get before the midterms. On the other hand, if we do get deescalation and things move in the right direction and oil falls and that is a downward input to inflation, then markets are going to love that. So, I don't know what's going to happen, but I do lean more towards deescalation just because we're so close to the midterms. And that leads me to my next point. I already made this on the channel in the past day or so, but I think you are going to start getting some seasonal volatility. Now, that does not mean that stocks are going to crash from here. You already fell 11 12% on the NASDAQ, but I I do think it means general volatility is probably coming back into markets. bigger up days, bigger down days, just literally more volatility based on the news flow, based on sentiment. Why? Because people are starting to hedge more. People are going to be looking to take a profit. Wall Street's going to be looking to hedge the midterms. Every piece of news could be amplified going ahead. You really want to be preparing for the midterm election rally that you see after the midterms where you literally go vertical for about 9 to 10 months. I don't really care what happens to be honest over the next month or so. You you could kind of just put your phone away, put your computer away, just don't even look at the markets for the next month or two. Look at the markets 10 months from now. We also have some earnings for this week and earning season is not over with. We have more software and cyber and companies like Nvidia that still have to report, but you do have your major big box retailers this week. Tuesday morning you have Home Depot, you have bu um Wednesday you have Analog Devices, Target, TJX, Lowe's, Estee Lauder. Wednesday and after hours you have Bill.com and Cotti and Weeble. Thursday pre-market you have Walmart, Alibaba, Advanced Auto Parts, John Deere, and then Thursday and after hours you have Ross. So, you know, Wall Street's not going to care too much what these big box retailers say, but it's something we should pay attention to. If Walmart says things are great, coast is clear, consumers okay for a while. If Walmart says things are getting worse, that is something to pay attention to. We also have some economic data coming out this week. Tomorrow morning, New York Empire State Manufacturing Index and some bond auctions NAHB housing market index as well. On Tuesday, you have the ADP employment change weekly that has been weakening for the last couple of months. So, we'll see what happens there. It might go negative in this upcoming week. You have building permits and housing starts as well. And then, uh, Wednesday, you have FOMC minutes and a 20-year bond auction. On Thursday, you have Philly Fed manufacturing index and initial jobless claims. You have new orders, prices, employment and capex. And then on Friday, you have your S&P global composite PMI, manufacturing PMI, and services PMI. So again, I do think the markets are going to be volatile over the next month or two, up and down. I don't think we have to have some kind of massive correction but could you come down for a week and then go up for a week come down for two days and go up for three right that's the kind of volatility that I think we will get based on the news flow economic data and earnings that come into the marketplace and based on kind of the sentiment on Friday in the markets I wouldn't be shocked if this week is a little bit on the the worst side right a little bit downside this week. That's kind of where I'm leaning at this stage. But it's really again going to be determined based on the news flow and events that happen. So with all of that said, ladies and gentlemen, hopefully you learned something. Hopefully you are more prepared for this upcoming week. Do me a quick favor and hit that like button if you made it to the end of this video. Consider subscribing to the channel. Stay tuned for the free course on how to find 10x stocks and multibaggers. Ultimately, the psychology that goes into it, the criteria that companies need, the how to gain the foresight to what's coming next, all of that will be for free on the Patreon coming soon. If you guys want to come trade and invest alongside of us as well, that is over there on the Patreon. So, have a fantastic rest of your day and I will see you in the next