{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"A major bear case against AI is falling apart","description":"A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings\u2026 Druckenmiller's AI op-ed\u2026 2 assets that will benefit from Bessent's bond intervention\u2026 And trading ideas from the latest 13Fs. In this episode:  These stocks could rally after Nvidia reports earnings [2:59] A huge AI worry has been eliminated [13:05] Is Bessent's bond tinkering a big mistake? [23:48] Why everyone is up in arms over Druckenmiller's AI op-ed [36:30] These assets will benefit from Bessent's intervention [40:30] Two trading ideas from the latest 13Fs [49:10]  Today's episode is brought to you by Savvy, the smarter way to book a vacation rental. Travelers save an average of $400 versus Airbnb and VRBO. Your unforgettable family vacation is waiting\u2014and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter.: href=&quot;https:\/\/www.savvy.com\/wsu 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\u2026 --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\u2026 X: https:\/\/curzio.me\/syn_twt Facebook: https:\/\/curzio.me\/syn_fb LinkedIn: https:\/\/curzio.me\/syn_li ","author_name":"Wall Street Unplugged - What's Really Moving These Markets","author_url":"https:\/\/www.curzioresearch.com","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/42561135\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/42561135"}