5-29-2023 - Best of Caller Questions - Memorial Day

5-29-2023 - Best of Caller Questions - Memori...

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What Happens When the AI Bubble Pops? The Trade Is Losing Its North Star

Bloomberg is reporting that one of the key signals driving the AI trade is losing its reliability — and that raises a critical question for investors who've built positions around AI infrastructure, chips, and related names. When the narrative cracks, understanding what's driving ...  Show more

The Roth Conversion Window

Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc ...  Show more

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