CrowdStrike is mentioned as a cybersecurity stock the creator owns that has recently surged, but no specific current valuation or actionable advice is given beyond holding.
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The New Fed Chair will Shock Markets!
May 23, 2026
The creator discusses the potential market impact of a new Federal Reserve Chairman, Kevin Warsh, who is expected to aggressively cut interest rates due to the AI revolution and its productivity boom. This policy shift could lead to structural deflation, benefiting growth and tech stocks like Nvidia, Google, Palantir, and Palo Alto, while potentially hurting other sectors if inflation remains sticky.
Linked Mentions
Tickers discussed in this post
Fortinet is mentioned as a cybersecurity stock the creator owns that has recently surged, but no specific current valuation or actionable advice is given beyond holding.
Despite being overvalued by 30%, the creator is holding Google due to its long-term compounding potential and lack of need for short-term cash.
Meta is highlighted as another undervalued company with solid earnings, where the share price has not kept pace with its valuation, suggesting a potential for upside.
Microsoft is presented as a very undervalued, high-quality compounder with strong growth prospects and a good valuation, making it a safe play.
Carnival Cruise Lines is considered a deep cyclical stock that could be negatively impacted by surging inflation.
Target is identified as a physical retail outlet that could be negatively affected by surging inflation.
General Motors, a traditional car maker, is expected to be hard hit by surging inflation and rising costs.
Dow Chemical is listed as a deep cyclical stock that could be negatively impacted by high inflation and rising costs.
Delta Airlines is highlighted as a deep cyclical stock that could be in trouble if inflation persists and costs rise.
