Join professional money manager Bill Gunderson as he dives into the varied forces shaping today’s financial markets. This episode covers the latest in geopolitical tensions from Greenland to Venezuela and their potential impacts on the stock and energy sectors. Explore the details of the semiconductor industry’s current boom, fueled by U.S.-Taiwan partnerships and the need for self-sufficiency in chip manufacturing.
He’s been seen on CNBC, the Fox News Channel, and the Fox Business Channel. His articles can be found on MarketWatch, Seeking Alpha, TheStreet.com, and many other places. He’s the author of the weekly Best Stocks Now newsletter and the inventor of the Best Stocks Now app. He’s president of Gunderson Capital Management. Here is professional money manager Bill Gunderson.
SPEAKER 03 :
And welcome to the Friday, January the 16th edition of the Best Stocks Now show with professional money manager Bill Gunderson, president of Gunderson Capital Management. I’m here with Barry Kite, our chartered financial analyst. We have a mixed market today, meaning one is up. One of the major indexes is up, the NASDAQ and the S&P actually. Now, the NASDAQ is up 48 points and the S&P is up just 4 points. But the Dow right now is down 100 points as we’ve had a few bank stocks here report earnings this morning. We’ve got the Russell 2000 kind of splitting the difference there. It is up seven points or a quarter of a percent right now. Gold has had a little bit of a selling off, a little bit of profit taking in gold and silver this past week after a torrid run in 2025 and the first week of this year. Gold today, however, is down just a little bit. It’s at 4,615, however. A very lofty number. Silver is down 3.8% at $88.85. Oil is up a little bit today, about six-tenths of 1%. And crypto, Bitcoin, is down $874 to $95,216. So welcome to today’s Best Stocks Now show with professional money manager Bill Gunderson, president of Gunderson Capital Management, as we begin a three-day weekend. And in this newsletter that I send out, hopefully sometime tomorrow afternoon, we’ll have an update on earnings season. As we’ve had several come in this past week, J.P. Morgan, Goldman Sachs, Wells Fargo, Morgan Stanley, TSM, Taiwan Semiconductor. That was the blowout earnings report. And ASM Lithography also had a blowout earnings report. We’ve got several more today. But we’re not really into the heart of earnings season yet. That will come next week and the two weeks following that.
SPEAKER 08 :
Interesting how those two kind of put a fire under the AI stocks this week, though, in terms of boosting. Obviously, if TSM is doing well, that means they’re building chips. Well, 100%.
SPEAKER 03 :
And there’s big news on Micron today that I’m going to go over. Oh, yeah. I think that just amplifies the fact that the AI craze is still alive and well, very well, in fact, leading the markets higher. There’s not a lot of other leadership in the market right now. We’re getting a little bit of signs of life in the oil and gas patch. That has a lot to do with Venezuela and what could still happen maybe in Iran as we position our ships. That seems to me, you know, he says that he’s not going in, he’s going to give them a reprieve. But at the same time, there’s a lot of ships repositioning from the Caribbean side. to the area of the Mediterranean around Iran. So I wouldn’t count out some kind of strike on Iran yet. Now, we had a good day yesterday. The Dow was up 0.5%. The NASDAQ was up, but it was really two big stocks yesterday driving it all. It was TSM Semiconductor, Taiwan Semiconductor, and that pretty much lifted all boats yesterday. And you also had their compadre, ASM Lithography. which makes all the equipment to fill those plants to build those high-speed chips. And you also had a lot of stocks playing along. You had a big day yesterday for Western Digital. NVIDIA had a very good day as we seem to be zeroing in on those H200 chips. Lamb Research had another big day. Seagate had another big day. And there’s a lot of news today. And, you know, I throw in the nuclear stocks really with the whole AI move, and there’s news on the nuclear front today. You’ve got a couple of them that are up, and you’ve got a couple of them that are down, but they seem to be big players in this data center. I guess you could say data center is at the core of it all. I mean, that’s what’s driving Taiwan Semi. That’s what’s driving NVIDIA. That’s what’s driving GE Vernova and on and on and on. And, of course, Micron and Seagate and Western Digital Data Center. That’s what’s really doing it. So anyways, and you also had quite a bit of movement yesterday. I see they’re selling off a little bit today. The rare earth stocks, as Trump postponed tariffs on some of those critical mineral stocks coming into the U.S., you really don’t want to do that until you don’t want to be putting tariffs on them. until we get our own house in order. And that’s been going on behind the scenes with a lot of our allies around the world. They’ve had a couple of meetings this past week, and everybody’s cooperating. They realize that we don’t want to be dependent upon China for those much-needed rare earths. And then meanwhile, the drama in Greenland continues as France… sends troops to the island. France warns the U.S. against Greenland’s seizure. I don’t know that we’re going to seize it. As Europe sends troops, maybe we’ll send in ICE.
SPEAKER 08 :
Hey, that acronym would work well for Greenland, right?
SPEAKER 03 :
Yes, and that’s the other hot spot in the world right now. You’ve got Caracas, Venezuela. You’ve got Tehran, Iran, and you’ve got Minneapolis, Minnesota of all places, which we’ve been there many times. And that area’s changed a lot in the years I’ve been going to Minneapolis. And right now it’s part of this ground zero. France’s finance minister, Roland Lesqueur, warned U.S. Secretary Scott Besant… Was this a fight in the alleyway or something after the meeting? That any move to seize Greenland would amount to a cross the line and endanger Europe’s trade ties with Washington. So France warning Besant not to step foot in Greenland. And the minister said he delivered a similar message to Besant in Washington on Monday. Greenland is a sovereign part. Well, what’s France have to do with it? Greenland is a sovereign part of a sovereign country that is part of the EU. Okay, that’s France’s ties to Greenland because Denmark and France are both members of the EU. And he warned Besant not to mess around with it. When asked if the European Union would retaliate with economic sanctions if Trump invaded Greenland, Les Cure said, I mean, obviously we would. If that happened, we would be in a totally new world for sure, and we would have to adapt accordingly. So I guess you’ve got to tiptoe on the ice there in Greenland. But, you know, at the end of the day, it seems like Greenland should decide who they want to team up with, if they want to team up with all or just keep it. I don’t see the tourism really taking off there in Greenland. It looks pretty foreboding country to me. It’s large. It’s not as big as Australia. I thought it was bigger than Australia, but it’s not. Australia is the biggest island. But I saw a map of Greenland today. You don’t even realize it. Up in the north part of it, it curls over the globe and you can peek over and see the other side. It’s quite an interesting thing to at least be talking about and watching the news, etc., Crude oil slides.
SPEAKER 08 :
It’s probably a lot like, I mean, the Russians have found a lot of their rare earths in Siberia, so it makes sense in terms of geologically, right? And as you said, at least the initial surveys that have been taken are that there’s a pretty healthy concentration of those rare earth minerals.
SPEAKER 03 :
Yeah, and I would say you could compare it a lot to Alaska, right? which was untamed territory, obviously, when we bought it from Russia. And in came the railroads and the crabbing boats. You had to get those crabbing boats in there to get those king crabs. Just the king crabs alone, I guess, was worth Alaska. And the halibut. Just for the halibut, we took Alaska. Crude oil slides by the most since June as Iran risk premium fades. Well, I listened to all sides last night on this Iran. I think he’s getting his ducks in a row. That’s what I think. I think that we don’t have the ships there. We didn’t expect this to heat up as quickly as it has. And I think Trump’s getting his ducks in a row there so he can at least threaten, hey, no more hangings, no more killings. We’ll be right back.
SPEAKER 06 :
I’ll be gone in 500 miles when the day is done.
SPEAKER 03 :
And welcome back here to the second quarter of today’s Best Stocks Now radio show. Halliburton CEO sees speedy return to Venezuela, and he downplays the risk. I guess he’s told Hexeth, hey, when we send a boat out there to the rigs, don’t shoot it down, okay? Don’t blow it up in the water. But Halliburton could be active within months in helping to rebuild Venezuela’s dilapidated… Dilapidated. That’s what you get when you get a thug leader who’s tied to the mob, the drug lords. You get dilapidated oil and gas structures. I saw that we got the U.S. sold some Venezuelan oil on the markets. It fetched 30% more for Venezuelan crude than Venezuela did weeks ago. And that comes from our Energy Secretary, Chris Wright, who knows something about the oil and gas industry. He was the CEO of Liberty Energy, a publicly traded company.
SPEAKER 08 :
Well, and that’s what happens to discounted oil when you’re basically selling it on a market when it’s not really supposed to be sold initially, right? I mean, the reason Venezuela was getting, I mean, same reason Russia is selling their oil to India and other countries that will actually buy it at a much cheaper rate because of the sanctions that those countries were under.
SPEAKER 03 :
Yeah, 100%. He says we’re getting about 30% higher realized price when we sell the same barrel of oil that they sold just three weeks ago.
SPEAKER 08 :
Because it’s legal.
SPEAKER 03 :
Because, yeah, it’s legal. So anyways, and that money is going to go to the people. of Venezuela or the current government of Venezuela and of course you had Machado not Manny he’s the third baseman for the Padres I don’t think there’s any relationship but she’s the opposition leader in Venezuela she played nice she visited the White House yesterday she gave Trump her peace prize that she won for what Trump did for the Venezuelans I got a hunch that somehow they’re going to wiggle her in there as the leader. But I think also he wants to have a free and open election and let them choose whether they want. The lady that’s taken over now was basically the same ideology as Maduro. She’s a communist and she’s a leftist, but she is playing ball with the White House. She doesn’t want to be attacked again, but Machado at the same time is visiting the White House as the opposition leader. And I think that’s how you make money off this whole Venezuela thing. I think it’s the oil and gas service stocks, the ones that have to rebuild the infrastructure. They make money no matter what the price of oil is. They’re rebuilding the infrastructure. just like Levi’s, selling the Levi’s during the 49er gold boom in California, and the ones that sold the picks and the shovels and everything. They’re the ones that made the money while very few gold miners made any money. And I don’t think it’s going to be the Exxons and the Chevrons. I think it’s going to be more the Halliburtons, the Schlumbergers, and a lot of these smaller companies, precision drillers, And you said that from the beginning.
SPEAKER 08 :
That first Monday we came back from that happening over the weekend. And obviously, that’s one name that we like that you added to the mix, Halliburton.
SPEAKER 03 :
And look, it’s the same way in the AI. So far, OpenAI and Grok and ChatGPT aren’t making a lot of money. But the guys building the infrastructure The guys that are air conditioning the data centers, the guys that are lining the data centers with the chips and the servers and everything else that goes along with it, they’re the ones that are printing money right now. And we’ll talk about Western Digital here in a minute. The latest news, and here’s another infrastructure play on this, is the nuclear power plants. Trump to push for emergency auction to get tech firms funding new power plants. Well, that’s a novel concept. Let the tech firms that need the power, let them pay for it. Let them fund these new power plants. Now, I see a couple of nuke stocks are down today on this news. Vistra is down. And Constellation are down. Because I guess that’s competition coming in, more supply. But it’s not coming in anytime soon. And I see GE Vernova is up on this news. But anyways… It’s like having an auction on oil, tracks of oil. The White House said its National Energy Dominance Council and governors of several states, including Pennsylvania, Ohio, and Virginia, want to try to push the grid operators to take urgent steps to boost energy supply and curb price hikes. I mean, what they don’t want is the taxpayer and the little guy powering his microwave and his PC paying for the juice that tech is going to use in these data centers. Yeah, and that’s a good idea.
SPEAKER 08 :
Yeah, and it’s been a highly… I mean, obviously, the one thing about the utility industry, very, very highly regulated industry, and, you know, you… Consumers, the consumer, it’s really unfair to have them trying to compete against these multi-billion, trillion-dollar firms for something as basic as power.
SPEAKER 03 :
Yeah, exactly.
SPEAKER 08 :
It’s going to be an interesting dynamic over time.
SPEAKER 03 :
It’s just energy fever right now taking place across America, and it’s being driven by people we don’t really like, Meta and Zuckerberg and Microsoft and Peach Eye over at Google and all the others.
SPEAKER 09 :
All the companies everyone despises but has to have.
SPEAKER 03 :
But we use their stuff every day. Right. Okay, have we found any bonds to buy here recently?
SPEAKER 08 :
There’s been a few issues. The problem is just from the rate standpoint. I saw on the news it looks like Trump’s found some bonds to buy.
SPEAKER 03 :
Is that what you’re getting to? Trump put $50 million into the bond market. He’s like us. He doesn’t buy alternatives. He buys bonds with a set duration, a date that you get your money back, and the coupon along the way. I think that’s the best alternative if you’re a safe investor looking for a safe investment. I don’t think you need structured notes. I don’t think you need private debt. I don’t think you need private equity. I think if you just want a pretty secure outcome, buying individual bonds, and he’s bought some of the ones we own. He bought debt issued by Netflix. We own a Netflix bond.
SPEAKER 08 :
Yeah, we do.
SPEAKER 03 :
He bought debt on Corweave. Okay, we should have. I didn’t see that. That’s probably a convertible. I wonder if that’s a convertible.
SPEAKER 08 :
I think it was. That’s why we didn’t.
SPEAKER 03 :
He bought debt on General Motors, which I wouldn’t have a hard time doing. Boeing, that’s a good one. Occidental Petroleum and United Rentals. He’s got a pretty good bond. He’s got United Rentals, too, yeah. Not bad at all. We’ll be right back.
SPEAKER 04 :
This is Bill Gunderson. Thank you for tuning in to today’s Best Stocks Now, Best Inverse Funds Now show.
SPEAKER 03 :
I put several hours of research in during the wee hours of the morning each day to bring you the very best cutting-edge stories that I can. To get two free weeks of my newsletter, go to GundersenCapital.com. To talk to us about our fee-based only money management services, call us at 855-611-BEST. Now, back to the second half of the show.
SPEAKER 07 :
And welcome back here to the second half of today’s Best Stocks Now show. And there is a lot of news on Micron today.
SPEAKER 03 :
MU, after, of course, the big report yesterday from Taiwan Semiconductor. And another thing we’ve learned about data centers. Not only do they use a lot of chips, NVIDIA chips, they also use a lot of flash memory, big time. I mean, the demand for flash memory, I don’t know if that’s the right, there’s different kinds. Memory in general, yeah. There’s NAND, there’s all kinds of different flash or different kinds of memory. You know, when I think about it, I think of the chips you put into a camera or whatever, and it stores just a lot of storage on that little, even those little tiny microchips that we use nowadays. Number one, Micron shares rise after the company disclosed that its director, T. Yen Liu, bought 23,000 shares of common stock. I think we own more than that, Barry, here at Gundersen Capital. I’d have to look it up, but I think we own more than that in a total transaction, $7.8 million. So, you know, that’s always a good thing to see somebody on the board who has obviously visits the plants. Sees the people that are calling in to get the chips made. Sees the orders, the material being ordered to make the chips. Blah, blah, blah on down the line. And I’m just going to look at how Micron stock. It’s probably one of the hottest stocks in the entire market. It’s up again. Another new high today. 5.7%. And I probably can disclose this at this point in time. And the first newsletter that came out of this year, and I can’t remember what the first day of this year was, but it was right at the beginning of the year.
SPEAKER 08 :
I think it was going to be January 2nd because the first, I think, was on a Friday.
SPEAKER 03 :
And, you know, it was time for predictions and conviction picks and this and that. And last year, my conviction pick was Palantir. Number one stock in the S&P 500, Gunderson. You nailed it. One out of 500. You had one chance in 500. You can do the probability, the predictability, the odds of picking the number one winner. Gunderson nailed it. This year, I picked two. And I’ll disclose one of them was Micron Technology, MU. It’s in a unique spot. It’s shot out of the gate.
SPEAKER 08 :
It’s shot out of the gate this year, too.
SPEAKER 03 :
Wow. And so far, it’s been a good pick. And I also said I reserve the right. I don’t want to report back a year from now on how it did because I don’t know if this… It’s in a squeeze. It’s in a pinch right now.
SPEAKER 08 :
Kind of like how silver is in a pinch.
SPEAKER 03 :
Yes, and that just drives the stock to giddy heights until things get worked out. And they will get worked out. There will come a day when I’ve seen the flash memory guys crying the blues, singing the blues because there’s too much supply. And that’s what happens because they’re ramping up. As quickly as they can. In fact, yesterday, or today, today, I should have went to this. This is kind of cool. Micron is breaking ground on a $100 billion memory manufacturing complex in Onondaga County, New York. Now, why they’ve chosen New York, I don’t know, but New York is also home to Global Foundry, so New York’s becoming somewhat of a foundry state. Of course, Micron is headquartered in Boise, Idaho. They called it the largest semiconductor facility in the United States. They’re breaking ground on it today. And this was part of the Trump tariffs, which I said would work. Gunderson was right again. the tariffs have worked the market’s hitting new highs uh… inflation earnings have not been hit at all if anything earnings have gone higher since the tariffs were put in place we’ve got the supreme court hanging over that we’ll have to see how they weigh in but anyways at least for now it didn’t interfere with the markets and i made that call when the S&P was at forty eight hundred and on april eighth the exact bottom of the market that’s why you want to listen to the bestdocs now show Micron is going to generate 50,000 jobs in New York.
SPEAKER 1 :
50,000?
SPEAKER 03 :
50,000 jobs? Wow. If you’ve got a kid sitting on the couch playing video games and he’s 19 years old, 20 years old. I remember when a bunch of guys went to Fargo, North Dakota. Remember the big shale boom, Continental Resources and Harold Hamm and everybody headed to Fargo, made of killing. I know a kid right now, he goes to the West Texas oil fields about two weeks out of the month and then comes home, makes a ton of money. Now it’s going to be making chips in Onondaga County, New York, the largest semiconductor facility in the United States. It’s not expected to even start the production of chips, that is, until 2030. So you see, there’s no immediate relief for the demand to ramp up that supply. It takes time. It’s the largest private investment in New York state history. Take that, Donald Trump. Micron Central New York project will be home to the most advanced memory manufacturing in the world and will meet the growing demands of AI systems and devices that are central to the modern economy, the company said. As part of the development, Micron plans to invest $250 million in workforce development. They’re going to train you. They’re going to educate you. They’re going to transport you. They’re going to house you.
SPEAKER 08 :
That’s a sizable amount of workers. I didn’t realize, you know, a lot of these things, especially as technology keeps taking over, it’s like you get some huge Amazon factory and it’s like 500 people work there, you know, or whatever, because you’ve got a lot of automation. But in that sense, 50,000, that’s a big complex.
SPEAKER 03 :
That’s the biggest private investment ever in the state of New York. The CEO is there today with officials from the Trump administration. Last year, Micron, this was during the tariff time, announced plans to expand its U.S. investments to around $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 jobs. So there you go. You know, that was part of the Besant interview. I heard that, look, we want to put these tariffs to bring manufacturing home. Now, you know, look, the little toy model trains and stuff like that, that’s not what they were after. This is exactly what they were after. Instead of building these chips in Korea or Taiwan or Vietnam or wherever, or China, no, we’re going to build them in New York. Made in New York. Now, that wasn’t the only deal announced yesterday. U.S.-Taiwan chip deal. Did you see that? Taiwanese companies will invest at least $250 billion to expand chip energy and AI production and capacity in the U.S. under a newly announced trade agreement. That happened yesterday. I know he lowered the tariffs from, I think, 25 to 15 or 20 to 15, one of those. Taiwanese tech companies will directly invest $250 billion to expand chip energy and AI production in the U.S., Commerce Secretary Howard Lucknett said that as part of the new Taiwan deal, chip-making giant Taiwan Semiconductor will be expanding its operations in Arizona soon. And why is that important? Well, you’ve got Chinese Navy and Air Force circling Taiwan on a 24-7 basis wanting to take Taiwan back.
SPEAKER 08 :
And TSM being the largest publicly traded Asian company.
SPEAKER 03 :
Yes. Commerce Secretary said that Taiwan Semiconductor just bought hundreds of acres of adjacent to their property uh… and they’re going to get quick approval by the u.s. government and they’re going to build facilities in the u.s. and if you don’t build in the u.s. you could face a one hundred percent tariff so there you go i mean there’s two massive chip investments in the u.s. in the news today we’ll be right back
SPEAKER 05 :
You’ve got to go where you want to go, do what you want to do, and win whoever.
SPEAKER 03 :
And welcome back here to the final segment of today’s Best Stocks Now show. Well, you know, as far as themes to invest in in the market, I mean, obviously AI continues to be the best theme in the market for now. But, you know, let’s not forget that whole GLP-1 weight loss thing. Novo Nordisk won 3,071 prescriptions for its Wagovi pill. And let’s not forget Lily’s pill is on the way. It has not been approved yet, but they’re saying in the first quarter of this year, which we’re in right now, On the first days of its launch, 3071 U.S. prescriptions for the oral GLP-1 agonist in the first four days of its commercial rollout. The company launched the product at $149 per month. for cash-paying customers on January the 5th. And subsequently, retailers such as Amazon joined the rollout. Now you can get it on Amazon. So it’s becoming available to the masses. And I think it will have a tremendous… I know there’s a lot of controversy. I’ve received some emails about the danger of it and whatnot. Personally, I haven’t seen anything… Yet, because let’s not forget, these drugs have been in use for a long time in diabetes, okay?
SPEAKER 08 :
A long time. I was just reading an article about, you know, the usage, you know, the name, like Stofwagovy, for example, is pretty close to hitting its patent cliff in terms of, you know, generic options, you know. about to be available for Wagovi. And so that tells you that these drugs have been around, GOP1s have been around for an extended period of time, and have been out in the population for a long time, and this is just really an additional use that they’ve found for it.
SPEAKER 03 :
I think there’s more risk in carrying 50 extra pounds around your belly than giving your shot into the belly once a week and curbing your appetite and getting control over it. I think it’s a miracle drug. That’s where I stand.
SPEAKER 08 :
And the main issue, yeah, the main issue has really been around, you know, muscle loss. But then, of course, that’s why, you know, Costco is packed full of protein and, you know, people are getting replacement proteins in other ways now, you know, to combat some of the muscle loss and other things from a skeletal standpoint.
SPEAKER 03 :
Yes, and if you do a little weight lifting and a little exercising along the way, too, I mean, that goes. But I see people trapped. I was at a Mexican restaurant. That’s kind of my Friday thing, you know. I like to go out. Chips and salsa somehow cure all ills, all the stress of a week of looking at stock charts. A little mariachi band or whatnot, you know. And I saw a guy come in. He must have weighed 400, 500. He couldn’t even fit in the booth. And I thought, you know, that poor guy, he’s trapped in that body and really nothing else is going to work. I know that that would work for him. I know beyond any shadow of a doubt. I almost feel like starting a foundation of some sort and offering, giving somebody a card saying, here, if you need help, if you’re interested, I’ll help pay for your… Which I’ve done. I’ve helped people and one lost 90 pounds, another one lost 50 pounds. I helped them out a little bit. And members of my family too. I just think that if there’s help and it’s easy to do, why wouldn’t you do it? $149 per month? compared to carrying that kind of weight and what it’s doing to your heart and to your joints and to everything, your liver, everything, your kidneys. It’s overworking everything. Okay, so anyways, I am a big believer. There’s two companies right now. One is Lilly. One is Novo Nordisk. There’s going to be a lot of Johnny-come-latelys. Pfizer wants in on it. I think Biogen was another one that I read. Regeneron is another one. A couple others that are working on obesity drugs. Maybe they’ll be over the counter at some point in time at Circle K. I don’t know. Close enough.
SPEAKER 08 :
You can get it from Amazon, I guess. Close enough, right?
SPEAKER 03 :
You can get it from Amazon. That’s even better than Circle K. So anyways, that’s another big, you know, a big theme, those two stocks. They haven’t even begun to scratch the surface of the market, the size of the market that would benefit from this. And with the price coming down, I just see it as being a good investment. I really do. Okay, Wedbush, and I agree with this. They say the earnings that are coming out from tech are a validation of of ai and i totally agree with that i mean but not it’s not lifting all boats i’ve watched microsoft that stock is sinking right now it’s it it’s actually kind of breaking down a little bit uh… and uh… you know they’re they’re chat gpt uh… so anyways uh… it’s not lifting all boats you still have to be a stock picker within the AI sector because there’s winners and there’s losers and obviously Micron is one of the winners in the AI sector Taiwan Semiconductor obviously one of the winners in the AI sector ASM Lithography but then you have companies like Intel and others that aren’t they’re being left behind you still have to be a stock picker even inside of a red hot industry Okay, well, you know what? I’ve got a three-day weekend. We’ve got a three-day weekend coming up. I’ve got a lot of time to do some extra research. That’s always fun. Get the newsletter out tomorrow. We were pretty active in the market this past week. I want to say maybe I added five, somewhere in there, new stocks, not AI stocks either, from different sectors in our portfolios. And all of the portfolios saw some new buys this week. There may be some more today as new opportunities emerge all the time. And I try to stay where those opportunities are, wherever I find them. If you’d like to get four weeks to the newsletter, the live alerts, access to the portfolios, and the app which drives it all, it’s the engine that drives it all, the research here at Gundersen Capital Management, go to our website at GundersenCapital.com. It’s like nothing else you’ve ever seen. You’re not going to be reading about dinosaur stocks of yesteryear. And if you’d like to take advantage of our portfolios and our money management, set up an appointment with us. 855-611-BEST. Edie will set you up with one of our advisors. 855-611-BEST or GundersonCapital.com. Have a great day. Have a great weekend, everybody.
SPEAKER 02 :
This show is not a solicitation to buy or sell any securities. Bill Gunderson or clients of Gunderson Capital Management may have long or short positions in stocks mentioned during the show. Past performance is not indicative of future performance. Gunderson Capital Management is a fee-based registered investment advisory firm. All accounts are held at Charles Schwab. Schwab is a member of SIBC and FINRA.
Join professional money manager Bill Gunderson as he dives into the varied forces shaping today’s financial markets. This episode covers the latest in geopolitical tensions from Greenland to Venezuela and their potential impacts on the stock and energy sectors. Explore the details of the semiconductor industry’s current boom, fueled by U.S.-Taiwan partnerships and the need for self-sufficiency in chip manufacturing.
