Tevis: The Most Undervalued Stock?

Tevis: The Most Undervalued Stock?

132 views · August 2nd, 2026

Everyone's treating ServiceNow like just another software company AI is about to steamroll. Tevis from Fund of Investing thinks that's exactly backwards, and it's why he's buying. He joins Gav to explain why the market has ServiceNow wrong, how a stock can be down big while the business keeps firing on all cylinders, and the one question he asks to tell a real opportunity from a value trap when a name sells off. ▶ Follow Tevis / Fund of Investing: X: @Funofinvesting YouTube: @Funofinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results

Dan Niles: Why the Chip War Is Backfiring

183 views · August 1st, 2026

The US has spent years trying to keep advanced chips out of China's hands. Dan Niles thinks that strategy may be doing the opposite of what it intended. He joins Gav to break down how export controls are reshaping the semiconductor landscape, why the restrictions may be accelerating China's push to build its own chip supply, and what it all means for the companies caught in the middle. ▶ Follow Dan Niles: Twitter: @DanielTNiles ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Dan Niles: The Pullback He Sees Coming

309 views · July 31st, 2026

Most of the market is still chasing this rally higher. Dan Niles is quietly getting defensive, and he lays out exactly what he sees coming. He joins Gav to walk through why he thinks the setup into the back half of the year looks risky, what's making him cautious when everyone else is bullish, and how he's positioning for a pullback most investors aren't ready for. ▶ Follow Dan Niles: Twitter: @DanielTNiles ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Dan Niles: Why He's Holding More Cash Than He Has in Years

191 views · July 29th, 2026

While most of the market keeps chasing the AI trade higher, Dan Niles is doing the opposite. He's sitting on his largest cash position in years, and he explains exactly why. He joins Gav to lay out why he thinks the second half of 2026 gets tougher, why he sees AI capex as a game of musical chairs that someone eventually gets caught in, what the Fed is getting wrong by cutting into a strong market, and where he still sees opportunity even while playing defense. ▶ Follow Dan Niles: Twitter: @DanielTNiles ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:35 Why he's holding his highest cash position in years 02:10 The case for a rockier second half of 2026 04:30 AI capex as a game of musical chairs 07:00 Why the returns on AI spending aren't there yet 09:30 What the Fed is getting wrong 12:00 Where he still sees opportunity 15:00 Memory and the names he still likes 18:00 How he's positioning into year-end

Eric Pan: How He Built a $1.3M Portfolio From Nothing (Full Interview)

128 views · July 29th, 2026

Eric Pan started out working the counter at his family's laundromat. He's now built a seven-figure portfolio, and he says the playbook is simpler than most people think. He joins Gav for a full breakdown: how he structures his accounts, why he concentrates instead of over-diversifying, where he sees the real risk in the memory trade, and how he makes his idle cash work instead of letting it sit. A wide-ranging conversation on building real wealth as a retail investor. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Eric Pan: X: https://x.com/_ericnomics Instagram: @ericnomics ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro 00:39 From the family laundromat to a seven-figure portfolio 02:30 Why anyone can build this: the $1.3M framing 04:10 Taxable vs retirement: how he structures his accounts 06:00 The moonshot bucket and how he sizes risk 08:15 The 30-position concentration rule 10:13 How he thinks about position sizing and conviction 12:47 The Fed, Trump, and rate expectations 13:40 The China memory threat: what if they flood the market? 16:30 Why long-term contracts may blunt the damage 18:30 ETFs, Korean retail leverage, and Munger's rule 20:04 The state of the AI and memory trade 26:39 Making money on idle cash 30:00 Yield strategies and where he keeps his cash 33:35 Final thoughts and advice for retail investors

Eric Pan: The One Thing That Could Break Micron

76 views · July 28th, 2026

A new Chinese memory maker just entered a market ruled by three giants. Eric Pan, a large Micron holder, breaks down whether that's the threat to the memory trade everyone's afraid of, or a headwind that's already priced in. He joins Gav to talk through what China flooding the market with cheap memory would actually mean, why long-term contracts may blunt the damage, how the ETF world is racing to give investors exposure, and the one Charlie Munger rule he lives by. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Eric Pan: X: https://x.com/_ericnomics Instagram: @ericnomics ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Tevis: Why Nebius Is Still His Top Position

254 views · July 27th, 2026

Nebius pulled back hard, and Tevis from Fund of Investing didn't flinch. It's still his number one position, and he walks through exactly why. He joins Gav to lay out the full bull case behind Nebius, the hyperscaler contracts, the capacity that's already sold out, and the earnings ramp, then does something most people won't: he makes the honest bear case against his own biggest holding and explains why he isn't worried about it yet. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: How to actually read a chart, not just look at one What it actually takes to survive 25 years in this business A systematic approach to NFP, the monthly data release that wrecks most accounts Direct answers to your actual questions, live, not buried in a Discord you're already paying for Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Tevis / Fund of Investing: X: @Funofinvesting YouTube: @Funofinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results

Everything Is About to Become a Prediction Market (ft. Chris Camillo & Amit Kukreja)

58 views · July 26th, 2026

Chris Camillo thinks prediction markets are about to do something bigger than anyone realizes: quietly pull a whole generation into the investor class. And he doesn't think that's gambling. He and Amit Kukreja join Gav to break down why prediction markets are becoming a cultural movement, how betting on a UFC fight or an election retrains your brain to think in probabilities, why that mindset leads straight to the stock market, and which companies sit at the center of the shift. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: How to actually read a chart, not just look at one What it actually takes to survive 25 years in this business A systematic approach to NFP, the monthly data release that wrecks most accounts Direct answers to your actual questions, live, not buried in a Discord you're already paying for Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Chris Camillo: X: https://x.com/ChrisCamillo YouTube: @DumbMoney ▶ Follow Amit Kukreja: YouTube: youtube.com/@amitinvesting Twitter: @amitisinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Ticker Symbol YOU: The Most Overlooked Stock Right Now

44 views · July 25th, 2026

Alex from Ticker Symbol YOU thinks ASML is the most overlooked stock in the entire AI trade. Delete it, he says, and you delete the stock market. He joins Gav to break down why ASML is effectively the only company on Earth that can build EUV lithography machines, how that single-source monopoly makes it resilient when supply chain shocks hit everyone else, and the detail about how these machines are built that sounds closer to black magic than engineering. ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial ▶ Follow Ticker Symbol YOU: YouTube: @TickerSymbolYOU Twitter: @TickerSymbolYOU This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Tevis: I'd Put My Entire Net Worth in This Stock

574 views · July 24th, 2026

The stock is down. The business is growing over 40% a year. Tevis from Fun of Investing thinks the market has the gap between those two things completely backwards on SoFi. He joins Gav to explain why he separates the stock from the company, how the rate environment is driving the disconnect, why management holding guidance may be more bullish than it looks, and what the recent acquisitions could do for growth from here. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ ▶ Follow Tevis / Fund of Investing: X: @Funofinvesting YouTube:@Funofinvesting ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Michael Sikand: The Alpha Dried Up in June

6 views · July 24th, 2026

Michael Sikand knew the trade was over at the end of June. He didn't act on it. He joins Gav to explain what he saw when every AI infrastructure name was priced to perfection, why memory at a trillion dollars stopped being interesting to him, how the SpaceX IPO quietly pulled liquidity out of space stocks, and where he actually finds ideas before the market catches on. ▶ Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand Substack: asymmetricalbets.substack.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Michael Sikand: How He Finds 10x Stocks Before the Market Does

258 views · July 23rd, 2026

Michael Sikand looks for one thing: the gap between what a company is doing and what the market has priced in. That's it. That's the whole edge. He joins Gav to walk through how he actually builds conviction, why he'll take 20% and 30% positions when most people diversify, what he got right on photonics and memory before institutions moved, and the mistake he made in June that he's still paying for. 🐺 THE WOLF SUMMIT - August 3rd, New York City Serious traders. One room. One full day built for people who want to think sharper about making and retaining wealth. Co-hosted with Public. What you will walk away with: How to actually read a chart, not just look at one What it actually takes to survive 25 years in this business A systematic approach to NFP, the monthly data release that wrecks most accounts Direct answers to your actual questions, live, not buried in a Discord you're already paying for Relationships you can't build from a screen SPOTS ARE LIMITED. Get your ticket TODAY: http://summit.wolf.financial ▶ Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand Substack: asymmetricalbets.substack.com ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. The views expressed by guests are their own and do not necessarily reflect those of WOLF Financial. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. 00:00 Intro and the asymmetric bets approach 01:18 Is this repeatable or luck? 03:21 What asymmetric investing actually means 05:08 The research process behind big positions 07:59 A closer look at AOI 09:03 Why he doesn't use charts 11:58 What the Kimi model means for AI infrastructure 14:35 Weak sentiment into a record earnings lineup 17:31 How he thinks about options around earnings 18:49 Why he's not focused on quantum 20:26 Buying the July dip 22:14 His biggest regret and the fear of being bearish 28:35 How he actually discovers new alpha 30:13 From a dorm room podcast to Morning Brew 32:50 Why he thinks you have to take more risk now 39:05 The best investing advice he ever got 40:49 The one stock he'd hold for a decade

Ticker Symbol YOU: They're Buying Every Chip Before It's Made

68 views · July 22nd, 2026

The four biggest companies in tech are locking up memory production before it exists. Alex from Ticker Symbol YOU says that one shift quietly broke the cycle memory has run on for decades. He joins Gav to explain how hyperscaler contracts changed the economics of memory, why a business that was always boom-and-bust may not work that way anymore, and what it means when every unit a company produces is sold before it's built. ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial ▶ Follow Ticker Symbol YOU: YouTube: @TickerSymbolYOU Twitter: @TickerSymbolYOU This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Ticker Symbol YOU: The Memory Stock That Beats Micron (He's Still Not Buying)

212 views · July 22nd, 2026

Alex from Ticker Symbol YOU spent this whole conversation making the case for one memory stock. Then he admitted he isn't buying it. He joins Gav live to explain why he's staying locked into his Micron position, what's actually keeping him there, and why the memory supercycle looks very different from every cycle that came before it. Plus a breakdown of why supply may never catch up to demand for high bandwidth memory. ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial ▶ Follow Ticker Symbol YOU: YouTube: @TickerSymbolYOU Twitter: @TickerSymbolYOU This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Leverage Shares is a partner of WOLF Financial. Sponsored content: Today's session includes sponsored content from Leverage Shares. Wolf Financial, LLC received compensation from Leverage Shares for this content. This session is for informational and educational purposes only and is not investment, tax, or legal advice. Nothing discussed here is a personalized recommendation, and please do not submit account-specific or portfolio-specific questions. Leveraged and inverse product risk: Leveraged and inverse ETFs are not suitable for all investors and are generally designed for short-term or daily-use strategies rather than long-term holding. Because of daily reset and compounding effects, returns over periods longer than one day can differ significantly from the stated multiple of the underlying index. Investing involves risk, including possible loss of principal.

Dan Niles: The Memory Threat Nobody Is Talking About

111 views · July 21st, 2026

Everyone's watching SK Hynix hit the US market and calling memory a one-way trade. Dan Niles thinks there's a bigger structural story hiding underneath that almost nobody is pricing in. He joins Gav live to break down why memory is still the real bottleneck in the AI buildout, how long the demand can actually hold, and the historical pattern in DRAM that keeps repeating- the one that took down Japan, then reshaped Korea, and may be setting up all over again. ▶ Follow Dan Niles: Twitter: @DanielTNiles ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker Leverage Shares is a partner of WOLF Financial. Sponsored content: Today's session includes sponsored content from Leverage Shares. Wolf Financial, LLC received compensation from Leverage Shares for this content. This session is for informational and educational purposes only and is not investment, tax, or legal advice. Nothing discussed here is a personalized recommendation, and please do not submit account-specific or portfolio-specific questions. Leveraged and inverse product risk: Leveraged and inverse ETFs are not suitable for all investors and are generally designed for short-term or daily-use strategies rather than long-term holding. Because of daily reset and compounding effects, returns over periods longer than one day can differ significantly from the stated multiple of the underlying index. Investing involves risk, including possible loss of principal.

The best way to play the memory trade???? (Shay Boloor SK Hynix clip)

71 views · July 21st, 2026

Micron gets all the attention, but Shay Boloor thinks there might be a sharper way to play the memory trade right now. He breaks down why SK Hynix sits at the center of Nvidia's memory roadmap and what that means as the AI buildout accelerates. Shay joins Gav live to explain the terms every memory investor keeps hearing, HBM, DRAM, and why memory content per rack is exploding with every Nvidia generation. Plus how he buckets the big three: Micron, SK Hynix, and Samsung. ▶ Follow Shay Boloor: Twitter: https://x.com/StockSavvyShay YouTube: https://www.youtube.com/@UCxvG6RV1YWTEKN34emXKcPA ▶ Follow WOLF Financial: X: https://x.com/WOLF_Financial X: https://x.com/TheETFTracker This content is for informational purposes only and does not constitute investment advice. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Leverage Shares is a partner of WOLF Financial. Sponsored content: Today's session includes sponsored content from Leverage Shares. Wolf Financial, LLC received compensation from Leverage Shares for this content. This session is for informational and educational purposes only and is not investment, tax, or legal advice. Nothing discussed here is a personalized recommendation, and please do not submit account-specific or portfolio-specific questions. Leveraged and inverse product risk: Leveraged and inverse ETFs are not suitable for all investors and are generally designed for short-term or daily-use strategies rather than long-term holding. Because of daily reset and compounding effects, returns over periods longer than one day can differ significantly from the stated multiple of the underlying index. Investing involves risk, including possible loss of principal.