Coach Mark here.

My brother and I did a special Coaches Show several months ago on AI and semiconductors. I loved that conversation and discussing semiconductors, their role in the development of AI, the expected spend in the space, and how Nvidia at the time was not expensive from a valuation perspective was one of my favorite classes I have taught in the last year.

Well, my brother Matt was on the Coaches Show for a follow up last night discussing AI just not from a semiconductor perspective, but its potential impact across numerous industries and its potential contribution to GDP growth in general. Bottom line, AI is a lot more than just semiconductors and this was a fantastic show to sit back and just watch. The recording is up for pro members in the normal space.

Matt will be teaching the Coaches Show again next Tuesday for a follow up on specific companies to watch out for in the AI space. We all know Nvidia. What else is out there worth following? You are going to want to mark your calendars for next Tuesday night to see the fantastic presentation he has prepared.

S&P 500 (/ES)

Markets taking a few days to digest recent price action. The big report of the week is tomorrow’s inflationary data and we might expect a little more movement depending on the numbers.

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