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Chapters

Notes0

  • | Introduction and overview

    00:00
  • | Market context and weekly review

    01:01
  • | Gamma Exposure (GEX) analysis for Jan 5-9

    04:00
  • | AI sector positioning

    10:17
  • | Precious metals and commodities thesis

    25:24
  • | Energy and power infrastructure sector

    38:48
  • | Memory and semiconductor industry

    48:39
  • | Industrial and critical commodities

    01:03:33
  • | Fiber optics and connectivity play

    01:27:23
  • | China market exposure

    01:31:16
  • | Tesla outlook

    01:47:10
  • | Financial sector: regional banks and fintech

    01:53:10
  • | Summary and positioning strategy

    02:00:07

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Trade The Pool

Navigating the 2026 Market Open and Beyond

Navigate 2026 with Steve’s deep dive into the AI "mid-innings" cycle, the commodity scarcity thesis, and the memory supercycle. Learn why hardware and energy outpace software, plus top picks in drones, robotics, and precious metals.

About

Duration: 124 min 24 sec

Release: 03.01.2026

Views: 337

Hosts

Steve

Steve is a self-taught swing trader with over five years of market experience, specializing in high-probability setups and disciplined risk...

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