Michael Sikand: The One Trade Everyone Overlooked (Not a Bubble)

While everyone was getting bagged in the AI selloff, Michael Sikand quietly made one of the best trades of his life, in a stock nobody expected. He joins Gav to break down why his biggest winner right now is sitting completely outside the AI bubble, how he thinks about staying in a trade when everything is down 50%, why memory is the new oil, and where he's putting his conviction as these super cycles play out. Subscribe to our FREE Newsletter: https://marketmadness-newsletter.beehiiv.com/ :arrow_forward: Follow Michael Sikand: X: https://x.com/michaelsikand YouTube: @MichaelSikand :arrow_forward: 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: surviving the whipsaw market 02:23 The sectors he's still locked in on 04:36 Why staying in the trade is the hardest part 09:23 Memory is the new oil 11:14 If memory is the oil, what are GPUs? 16:00 How he's actually using AI in his business 20:00 The AOI thesis and the made-in-USA optical play 26:39 The trade nobody's talking about: Sony and GTA 6 33:00 Why you have to know what you own 45:00 Hedging with sectors, not just downside bets 50:00 Final thoughts