First Fridays 24: October 2025
Description
In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.
04:32 Market Trends and Economic Uncertainty
08:40 Stock Talk: QuantumScape and Investment Strategies
29:13 Ducati's Quantum Leap
29:36 Corning Partnership Boosts Stock
30:26 Investor Concerns and Market Reactions
31:53 Speculative Investments and Market Sentiment
35:06 Strategies for Managing High-Performing Stocks
38:07 Balancing Portfolio and Trimming Positions
Companies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA
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