With more than 80% of S&P 500 stocks down at least 10% from their highs, Ted Thatcher, founder and president of Bright Lake Wealth Management, reveals why he’s bullish on Nvidia (NVDA), Microsoft (MSFT) and Alphabet (GOOGL), whether CoreWeave (CRWV) is a buying opportunity after the AI selloff, and where investors should put their money now.
00:00 Introduction
00:15 S&P 500: Bargains or warning sign?
01:47 Why buy Big Tech over beaten-down stocks?
02:57 Nvidia (NVDA): Nearly 40% upside?
04:03 Is Nvidia taking on too much CoreWeave risk?
05:57 CoreWeave (CRWV) down 60%: Buy now?
06:20 Microsoft (MSFT): Headed to $600?
07:27 Alphabet (GOOGL): Headed to $425?
08:42 Why these three Big Tech stocks?
09:23 Apple, Amazon, Meta, Tesla: Which to buy?
11:08 S&P 500 vs. equal-weight ETF (RSP): Own both?
13:12 How to invest $10,000 today?
13:43 Can stocks rally despite high rates and oil?
15:35 What’s the biggest risk to stocks?
16:27 If AI cracks, which stock would you sell first?
17:47 How much higher can stocks go?
18:39 What oil price could spark a broader rally?
19:58 What to buy if oil prices fall?
21:11 Consumer staples vs. discretionary: Which wins?
21:49 Should you invest differently before the midterms?
23:42 Bonds vs. cash: Which is better now?
24:45 Rapid Fire: This or That
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Recording Date: October 20, 2026
#Investing #Stocks #WallStreet
Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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