Here’s Everything You Missed This Week
AI Innovations and Crypto “Crashes” Amid a Shortened Trading Week Dear Reader, What a momentous week in the markets, even with Thursday's somber pause to honor President Carter's profound legacy. The intensity was undeniable — and relentless. Nvidia (NVDA)'s groundbreaking AI announcements at CES sent ripples of excitement through the investment community, pushing us into new territory in the AI revolution. Meanwhile, the Federal Reserve's hawkish stance dealt a heavy blow to rate cut hopes, leaving many investors deeply unsettled about the path forward for monetary policy. The timing couldn't have been more significant, as many had been positioning for a more dovish start to 2025. The crypto markets added their own drama, with Bitcoin's fall below $90,000 stirring genuine concern among digital currency believers. After the recent ETF-driven euphoria, this pullback has many questioning whether we're seeing a healthy correction or something more ominous. If this opening chapter of 2025 is any indication, we're heading into what could be one of the most consequential earnings seasons in recent memory. With valuations stretched and AI promises yet to translate into real profits, companies will need to deliver more than just optimistic forecasts… They'll need to show concrete results in an environment where the margin for error keeps shrinking. Let’s break it down. Nvidia at CES: AI Steps Up While Quantum Takes a Step Back | | | Nvidia’s CES keynote was a masterclass in AI dominance. CEO Jensen Huang rolled out the GB10 chip, aimed at democratizing AI computing with a system compact enough for your desk. The GeForce RTX 5090 followed, a $1,999 powerhouse that gamers and developers alike will be drooling over. The biggest splash, however, came from Project DIGITS — a desktop AI solution launching in May. But not all the news was bullish. Huang’s remarks on quantum computing being “15-20 years away” sent IonQ (IONQ) and Rigetti (RGTI) into a tailspin, with shares plummeting more than 40%. Speculative optimism on quantum collided with Nvidia’s reality check, and the fallout was immediate. How does this tie in with Enrique’s Mag 7 prediction from Monday? Nvidia may be steering the AI ship, but as Enrique pointed out, the market’s focus is shifting toward software. Companies like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) are poised to benefit most as AI moves into the application phase. Nvidia isn’t slowing down, but its sky-high valuation leaves little room for anything but perfection. | | | The Fed Signals Slower Rate Cuts The Federal Reserve’s December Minutes on Wednesday revealed a notable shift: policymakers are growing cautious about future rate cuts. December's job report showed the labor market added 256,000 jobs, and unemployment dropped to 4.1%. With inflation still elevated, the Fed wants to avoid pushing too far, too fast. This is where Enrique’s analysis from Monday holds weight. He argued that inflation and interest rates wouldn’t dominate the market this year. Instead, stabilization in these metrics will allow earnings to take center stage. Greg’s Friday piece adds another layer: earnings season is no time for guesswork. His strategy of watching for post-earnings reversals — stocks that sell off too aggressively after announcements — could be a lifesaver for traders. With earnings season starting next week, patience and timing will matter more than ever. | | | Bitcoin Falls Below $90K: Risk or Opportunity? Bitcoin tumbled below $90,000 this week, shaking confidence in a market already on edge. Stronger-than-expected economic data put pressure on speculative assets, with altcoins like Solana (SOL) and Chainlink (LINK) hit even harder. But moments like this often lay the groundwork for the next big rally. James Altucher, Paradigm Press’s own who famously predicted Bitcoin’s meteoric rise back in 2013, sees history repeating itself. He’s calling this the “Trump Crypto Boom.” And according to him, Trump’s return to office is setting the stage for a massive crypto melt-up. If he’s right, Bitcoin and a select handful of other coins could skyrocket in the months ahead. For investors willing to ride the volatility, this may be the opportunity of the decade. With institutional adoption growing and sovereign interest heating up, the pieces are falling into place for crypto’s next chapter. The key is knowing where to look — and Altucher claims he’s already identified five coins primed to deliver life-changing returns. Click here to learn more. | | | Looking Ahead: A Potential Melt-Up As we move into earnings season, all eyes are on whether companies can deliver. December’s market resilience and Enrique’s call for a 1990s-style melt-up suggest the S&P 500 could rise significantly — 10%, 20%, or even more — if earnings impress. Whether it’s Nvidia’s AI momentum, defense stocks like Lockheed Martin (LMT) benefiting from Enrique’s geopolitical predictions, or Bitcoin rebounding from its recent dip, there’s no shortage of opportunities. Stay tuned. You’ll want to be ready for what’s next. Until then,
Nick
Editor, Truth & Trends | |
5 Coins for Trump’s Presidency Trump has won the presidency. Regardless of whether you voted for him, his win has just opened a massive new opportunity in the crypto market. We’ve already seen an 8% jump in Bitcoin, but that’s NOTHING compared to the melt-up that’s coming. James Altucher has pinpointed 5 coins with the potential to gain 1,000% in the next 12-18 months due to Trump’s friendly crypto regulation. But you need to act fast. Click here to get the details now. | | |
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