Lumida Wealth : Non-Consensus Invest Beyond the Ordinary Tech Earnings
Apr 29, 2026
11:07
00:00 Tech Earnings and the Shift to Secular AI
00:54 Physical AI and Embedded Growth Stories
01:46 The "Bananas" 19% Earnings Growth Outlook
03:29 Market Positioning and Seasonal Patterns
03:56 The Memory Story: Micron and NVIDIA
04:56 The Pentagon’s 50% Budget Ramp for AI
05:46 Global Outlook: Iran Peace Deals and China Wins
07:16 Microsoft vs. OpenAI: The Art of the Deal
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