EP92: Mega-cap stocks deliver earnings
Update: 2025-10-31
Description
Amazon crushed earnings on the back of AWS—but what does that mean for AI-led infrastructure and the rest of the MAG-7? In Episode 92, Jonathan and Kai dive into a mixed week for equities, Japan’s booming Nikkei, Australia’s CPI shock, the Fed’s “hawkish cut,” and a powerful move in uranium and gold. Plus: Kai’s thoughts on CSL after the sell-off and Jonathan’s Trade of the Week—Ballard Mining (BM1).
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