Mark Gibbens, Chief Investment Officer, Gibbens Capital Management explains how to position for the next leg higher as powerful earnings and the AI buildout drive markets.
00:00:00 Introduction
00:00:06 Market consolidation vs. next leg higher
00:00:57 Micron earnings as a miniature AI test
00:01:30 Buying Micron ahead of its release
00:01:50 Undervalued plays in the AI ecosystem
00:02:20 Rationale behind the 8,200 S&P target
00:03:11 Catalysts that could break the bull case
00:03:55 Rate cut and hike projections for 2026
00:04:17 Bank stress tests and financial sector catch-up
00:05:17 SpaceX volatility and long-term entry points
00:05:51 Energy underperformance and crude price floors
00:06:32 Tech leadership vs. market broadening
00:06:55 Allocation advice for excess cash reserves
00:07:32 Shopping list picks for an aggressive pullback
00:08:39 Dollar-cost averaging vs. waiting for corrections
00:09:00 Rapid Fire: This or That
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Recorded June 22, 2026
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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