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Will the blue wave fix the affordability crisis? Plus, everyone is panicking about AI capex—but there's a silver lining… Is the data center trade over? … And Galaxy Digital (GLXY) is tanking—is it a buying opportunity? In this episode: Will the blue wave fix the affordability crisis? [0:23] Everyone is panicking about AI capex—but there's a silver lining [9:42] Is the data center trade over? [12:58] Galaxy Digital is tanking—is it a buying opportunity? [22:05 Gas prices: Historical context doesn't trump sentiment [28:40] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Alex Cuppage, CIO of VivoPower (VIVO), addresses the stock's plunge… why VIVO walked from two tenant deals… why the company is in a position of strength… VIVO's "power shell" business model… sovereign AI… and why VIVO is a tremendous long-term opportunity. In this episode: Welcome, Alex Cuppage, CIO of VivoPower [0:01] Addressing VIVO's 30% plunge after its press release [1:37] Why VIVO walked away from two tenant deals [3:03] VivoPower is in a position of financial strength [14:31] The value of megawatts is surging [25:28] The brilliant business model behind VIVO's "power shells" [30:02] Power demand continues to outpace supply [36:23] What is sovereign AI—and why is it critical for national security? [39:13] VIVO is a tremendous opportunity for investors [51:13] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Why a divided government is good for the market. Plus, neoclouds will get crushed… The AI race: U.S. vs. China… Why Apple (AAPL) and Palantir (PLTR) fell after great earnings… And higher energy prices will outlast the Iran war. In this episode: Democrats dominated the midterms [0:19] Why a divided government is good for the market [14:29] These AI stocks are poised to get crushed [19:06] The U.S. can't afford to lose the AI race to China [26:42] Why Apple and Palantir fell after great earnings [32:37] Quick hits: My take on McDonald's, CVS, and Uber [48:10] Higher energy prices will outlast the Iran war [53:30] Stay tuned for an interview with the CIO of VivoPower [58:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is Alphabet (GOOG) a buy on this pullback? Plus, more rate hikes are coming before year-end… Microsoft’s (MSFT) remarkable earnings… Will infrastructure spending boost these commodity stocks? … And how will AI impact the cybersecurity sector? In this episode: The Fed is in no hurry to hike rates… [0:55] …But more are coming before year-end [7:25] Breaking down Microsoft’s remarkable earnings [10:44] Is Alphabet a buy on this pullback? [14:07] Will infrastructure spending boost these commodity stocks? [24:49] How will AI impact the cybersecurity sector? [32:50] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Elon Musk's neocloud warning: What to watch this earnings season. Plus, a recap the Curzio One Wealth Forum… The Fed meeting… Vertiv (VRT) proves the AI trade is alive… And why aren't higher interest rates hurting Bitcoin (BTC)? In this episode: The Curzio One Wealth Forum was a massive success! [0:22] I'll be watching for this talking point at tonight's Fed meeting [2:49] Musk's neocloud warning: What to watch this earnings season [10:44] This pick-and-shovel play proves the AI trade is alive [25:17] Higher rates should be hurting Bitcoin—so why aren't they? [32:37] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is Cerebras (CRBS) a buy at its 52-week low? Plus, Meta's (META) Q3 earnings—and what its new share class means for investors… Why scaling is critical on both the upside and downside… And penny stock red flags to avoid. In this episode: Meta's Q3: Muse delivers in a big way [1:35] What does Meta's new share class mean for investors? [9:21] Is Cerebras a buy at its 52-week low? [15:30] Why scaling is critical on both the upside and downside [24:43] Interested in penny stocks? Watch out for these red flags [33:40] I'm watching these 2 earnings reports closely tonight [41:32] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Space Exploration Technologies' (SPCX) IPO—and the hyperscaler to buy instead. Plus, CoreWeave (CRWV) should be over $100… 2 AI stocks poised to double… Should you buy Netflix (NFLX) on this selloff? … And looking for dividends? Check this sector. In this episode: SpaceX came out of the gates swinging [0:16] CoreWeave should be over $100 per share [13:50] 2 AI companies that should double from here [19:47] This hyperscaler is a better buy than SpaceX [25:34] Should you buy Netflix on this selloff? [29:49] Looking for dividends? Check this sector first [40:36] History rewind: The time my dad called Black Monday [47:22] The Curzio One Wealth Forum is this weekend! [54:13] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Is CoreWeave (CRWV) a buy amid its plunge? Plus, sectors to buy on the pullback… The telecom monopoly… Will the 10-year hit 6%? … Rate hikes for 2026… DigiPower X (DGXX) and VivoPower (VIVO)... And Berkshire's Lennar (LEN) move. In this episode: A "threepeat" Dodgers championship looks unlikely [0:43] Is CoreWeave a buy amid its plunge? [3:52] How CRWV management could build a floor under the stock [12:20] Sectors to buy on the pullback [17:45] Telecom companies are losing their monopoly [23:40] Will the 10-year hit 6%? And how much does the Fed need to hike? [32:35] DigiPower X and VivoPower are getting hit—has the thesis changed? [41:26] Should you follow Berkshire Hathaway into Lennar? [47:35] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The bull thesis around big banks has fallen apart. Plus, why good news isn't stopping the selloff… Are we in the middle of a bubble popping? … 3 sectors holding up amid the market carnage… And more. In this episode: The Curzio One Wealth Forum is 10 days away! [1:04] The market's risk/reward setup is NOT in investors' favor [10:17] I'm no longer bullish on big banks [13:20] Why good news isn't stopping the selloff [27:03] Are we in the middle of a bubble popping? [31:01] This leading indicator is signaling pain ahead [33:25] CPI data: We need at least 4 interest rate hikes [35:14] These 3 sectors are holding up amid the market carnage [49:46] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

The winners and losers of the GLP-1 craze. Plus, what it takes to be a great stock analyst… Be cautious of this power stock—and one to buy instead… And why baseball sucks. In this episode: The only hurricane precaution you need [0:16] What does it take to be a great stock analyst? [5:35] The winners and losers of the GLP-1 craze [22:07] Only a few spots left at the Curzio One Wealth Forum! [31:30] Be cautious of this power stock… And one to buy instead [39:53] Sports question: Why do I hate baseball so much? [47:04] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Will Alphabet's (GOOG) latest deal put a bottom under nuclear stocks? Plus, the Constellation Brands (STZ) CEO's crazy move… A few stocks are carrying the market… OpenAI's insane valuation… Is Disney (DIS) finally turning things around? … And more. In this episode: Several market headwinds are colliding at once [0:50] Constellation Brands' CEO is crazy to pull this move [7:19] A handful of stocks are doing all the heavy lifting [13:26] Why Big Tech should raise more equity right now [25:43] Will Alphabet's latest deal put a bottom under nuclear stocks? [31:37] You'd be insane to invest in OpenAI at current valuations [37:55] Marvell Technology projects the AI opportunity will hit $400B [42:26] Is Disney finally turning things around? [51:38] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity. In this episode: Welcome, Ian Telfer, mining legend and co-founder of BluEnergies [1:38] Why gold has way more upside ahead [2:26] Gold vs. gold stocks: Which should you own? [3:32] The overlooked ingredient behind investing success in mining [5:56] The biggest hiring mistake CEOs make—and how to avoid it [8:06] Why this gold legend came off the sidelines for BluEnergies [9:26] One of the best risk/reward opportunities I've seen in oil [17:34] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

Approach earnings season with caution… and get ready for a pullback over the next 6 months. Plus, an offshore oil play and a power stock to buy… Will AI kill the American dream? … And should investors own index funds? In this episode: Wall Street Unplugged went live on X [0:16] Get ready for a significant pullback over the next 6 months [5:25] For the first time, the government can’t fix the market [10:24] The all-time highs in indices are hiding a bloodbath in stocks [17:12] Earnings season: Approach with caution [21:05] My favorite opportunity in offshore oil [40:16] Why I’m scooping up more shares of this power stock [49:36] Will AI kill the American dream? [1:10:10] Should investors own index funds right now? [1:19:53] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Click to read full BluEnergies disclosure: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf

The PCE came in cooler than expected—but there's a catch. Plus, what inflation means for the upcoming earnings season… Trump's meeting of AI leaders… Anthropic's S-1 is a joke… And not all upgrades and downgrades are equal. In this episode: Join us live on X tomorrow at 11 a.m. ET! [0:15] The PCE came in cooler than expected—but there's a catch [9:06] What inflation means for the upcoming earnings season [19:37] A "who's who" of the AI leaders at Trump's meeting [23:39] Anthropic's S-1 is a joke [27:47] Not all upgrades and downgrades are equal [41:03] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li

Do inverse ETFs offer protection during a selloff? Plus, should you buy oil stocks now or wait for a pullback? … 2 power stocks to buy amid AI volatility… And a great trade setup in uranium. In this episode: Should you buy oil stocks now… or wait for a pullback? [1:14] Why inverse ETFs won't protect you during a selloff [7:49] These 2 power stocks are buys amid AI volatility [14:01] Several indicators are sounding the alarm for a pullback [19:28] A great trade setup in uranium [25:31] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li MARKETING DISCLOSURE: Curzio Research receives compensation for marketing services from some companies. Compensation is not contingent upon any specific opinions or recommendations being issued. Find full BluEnergies disclosure here: https://www.curzioresearch.com/wp-content/uploads/2026/05/2604-BluEnergies-Marketing-Disclosure.pdf