{"id":12845629,"date":"2025-10-10T02:11:17","date_gmt":"2025-10-10T06:11:17","guid":{"rendered":"https:\/\/www.philstockworld.com\/?p=12845629"},"modified":"2025-10-26T19:50:11","modified_gmt":"2025-10-26T23:50:11","slug":"psws-weekly-webinar-fed-minutes-the-tech-bubble","status":"publish","type":"post","link":"https:\/\/www.philstockworld.com\/2025\/10\/10\/psws-weekly-webinar-fed-minutes-the-tech-bubble\/","title":{"rendered":"PSW&#8217;s Weekly Webinar: FED Minutes &#038; the Tech Bubble"},"content":{"rendered":"<h2><a href=\"https:\/\/www.youtube.com\/watch?v=2-6SGIk1VfA\" target=\"_blank\" rel=\"noopener\">FED Minutes &amp; the Tech Bubble (10\/8\/2025)<\/a><\/h2>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/2-6SGIk1VfA?si=ceEmTXWF9WKlX6JG\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Timeline<\/strong><\/p>\n<p>0:00 \u2013 Opening and setup issues, quick look at Tesla short and Adobe trade<br \/>\n3:20 \u2013 How Phil chooses daily topics; opens discussion on European ransomware attack hitting Salesforce users<br \/>\n6:00 \u2013 Broader point on AI-driven hacking and identity theft; need for stronger cybersecurity practices<br \/>\n12:00 \u2013 Proposes idea for a cybersecurity-rating agency like Moody\u2019s<br \/>\n18:00 \u2013 Market updates: inflation, Pfizer trade, Berkshire-Oxy deal<br \/>\n19:30 \u2013 Major concern: data-center and AI power demand overwhelming U.S. grid<br \/>\n22:00 \u2013 Policy failures and renewable-energy cutbacks worsening grid strain<br \/>\n27:00 \u2013 AI chip deals and six-gigawatt power problem; mentions Lockheed Martin fusion hopes<br \/>\n31:00 \u2013 Long-term investing examples: Lockheed Martin, IBM, and early AI history<br \/>\n39:00 \u2013 Reviews global news (Japan, France) then shifts to main theme: AI bubble<br \/>\n40:00 \u2013 Explains \u201ccircular revenue\u201d loop among AI companies (Nvidia, Microsoft, OpenAI, AMD)<br \/>\n48:00 \u2013 Criticizes corporate manipulation and lack of regulation; political corruption under Trump<br \/>\n51:00 \u2013 Warns that AI boom, chip usage, and power needs are unsustainable<br \/>\n54:00 \u2013 Cybersecurity rankings: best and worst S&amp;P 500 firms<br \/>\n58:00 \u2013 Broader risks of data exposure; TransUnion and surveillance examples<br \/>\n1:02:00 \u2013 Reads and interprets Fed minutes; expects one more rate cut this year<br \/>\n1:13:00 \u2013 Government shutdown analysis: economic drag, unpaid workers, Trump threats<br \/>\n1:21:00 \u2013 Market at bubble peak; hollow rally driven by AI capital recycling<br \/>\n1:23:00 \u2013 Reviews \u201c$700-a-month portfolio\u201d success and philosophy<br \/>\n1:25:00 \u2013 Summarizes top positions and hedging approach<br \/>\n1:33:00 \u2013 Lesson on patience: only trade when conditions are right<br \/>\n1:36:00 \u2013 Additional positions reviewed; trimming gains and managing cash<br \/>\n1:47:00 \u2013 Live market check; indexes starting to pull back<br \/>\n1:49:00 \u2013 On AI productivity hype and why most corporate rollouts fail<br \/>\n1:51:00 \u2013 Analogy: AI must be trained like an employee; limits of plug-and-play systems<br \/>\n1:54:00 \u2013 Final warning: tech bubble fueled by inflation, dollar drop, and distorted indexes<br \/>\n1:58:45 \u2013 Closing remarks: very dangerous market, \u201cthanks for coming.\u201d<\/p>\n<p style=\"text-align: center;\">*****<\/p>\n<p><em><a href=\"https:\/\/www.philstockworld.com\/amember\/signup\" target=\"_blank\" rel=\"noopener\">P.S. Subscribe to Trend Watchers and join us for Phil&#8217;s LIVE weekly webinars here &gt;<\/a><\/em><\/p>\n<p><em><a href=\"https:\/\/www.youtube.com\/c\/Philstockworld\/videos\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.youtube.com\/c\/Philstockworld\/videos&amp;source=gmail&amp;ust=1614357595527000&amp;usg=AFQjCNFYqMLCLryontJKNA2_zPqFOeKskA\">Check out Phil\u2019s previous weekly webinars on YouTube here &gt;<\/a><\/em><\/p>\n<hr \/>\n<p>[ctct form=&#8221;12730731&#8243; show_title=&#8221;false&#8221;]<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>FED Minutes &amp; the Tech Bubble (10\/8\/2025) Timeline 0:00 \u2013 Opening and setup issues, quick look at Tesla short and Adobe trade 3:20 \u2013 How Phil chooses daily topics; opens discussion on European ransomware attack hitting Salesforce users 6:00 \u2013 Broader point on AI-driven hacking and identity theft; need for stronger cybersecurity practices 12:00 \u2013 [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":12838834,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19951,45,26922,21,1,12,26306],"tags":[969,22131,26919],"class_list":{"0":"post-12845629","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-chart-school","8":"category-appears-on-main-page","9":"category-market-news","10":"category-available","11":"category-uncategorized","12":"category-phils-favorites","13":"category-webinars","14":"tag-charts","15":"tag-webinar","16":"tag-webinars"},"_links":{"self":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12845629","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/comments?post=12845629"}],"version-history":[{"count":4,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12845629\/revisions"}],"predecessor-version":[{"id":12845634,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/posts\/12845629\/revisions\/12845634"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media\/12838834"}],"wp:attachment":[{"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/media?parent=12845629"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/categories?post=12845629"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.philstockworld.com\/wp-json\/wp\/v2\/tags?post=12845629"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}