Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market.
00:00:00 Market Intro & Vibe Check
00:00:51 Primary Fall Stock Risks
00:01:45 Yields, Oil & Fed Rate Hikes
00:03:14 Earnings vs. Macro Risks
00:04:06 Defensive Strategy & Cash
00:05:11 Trimming High P/E Stocks
00:06:08 Stocks to Trim Now
00:07:15 Nvidia Growth & AI Demand
00:08:29 Micron Valuation & Memory
00:10:08 Eli Lilly & Healthcare
00:11:47 Take-Two & GTA 6 Catalyst
00:14:12 Netflix vs. Take-Two
00:14:55 Pullback Buy Candidates
00:15:50 Conditions to Turn Bullish
00:18:10 Downside Trajectory Risks
00:19:06 Rapid-Fire: Risks
00:24:43 Rapid-Fire: This or That
Recorded: September 9th, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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