09/15/2026
Tuesday Office Hours - Stocks 101 - what happens when the Ai Bubble Bursts? The portfolios that are telling us something
📉 Bubble warning: Growth will slow eventually—but timing the burst can cost you
🏦 Fed decision: Why a rate hike is now priced in—and why the next few months could still turn bullish
🤖 AI winners vs. AI risk: Why I prefer NVDA, GOOG, AVGO, and chip infrastructure over pure model-company exposure
🔄 Portfolio rotation: What new moves in Alpha Picks, Pro Quant and Quant Growth and Income portfolios are saying
🛎️ Dip List + momentum: new dip added and the SPMO rebalance - finding better entries
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