EP26: Is the AI Trade Topping? Nvidia, Intel’s “Gov Stake,” and What the Fed Signals Mean

Roger and Richard unpack a jittery week where Nvidia’s earnings loom as the AI barometer, Powell’s Jackson Hole tone hints at cuts while inflation still bites, and Intel’s headline-grabbing “10% government stake” rekindles debate on state-backed winners. Roger recaps a defensive UVIX hedge that didn’t pan out—and the bigger lesson about keeping micro trades aligned with macro views. The guys kick around Intel LEAPS as a speculation, the case for multiple Fed cuts into 2026, and how easing mortgage rates could finally unstick housing supply for Gen Z buyers. They also riff on Apple’s rumored play for Perplexity and why so much LLM training leans on Reddit (and the risks that creates), plus a cautionary tale from the Base44 builder community about vendor quality, data integrity, and platform risk. They close with practical creator takeaways: why LinkedIn penalizes mixed-topic feeds, how to segment content by platform, and a simple viral framework to spark actual audience growth. Not financial advice.