A major bear case against AI is falling apart

A huge AI worry has been eliminated. Plus, these stocks could rally after Nvidia (NVDA) reports earnings… Druckenmiller's AI op-ed… 2 assets that will benefit from Bessent's bond intervention… 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—and thanks to Savvy, you'll get the rental you want, at the prices you deserve! Savvy.com: Stay smarter.: href="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… --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… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li