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VRA Letter: Was DeepSeek a Bear Trap? Buy Signal from the January Barometer. Still in Focus, the Semis. Member Question on DCA. Must Watch TSLA Video.

Good Friday morning. As you read my morning Letters, full of typos and run on sentences, just know that unlike our competition…now estimated to be 50% AI-written (we learned that at a FinPub conference last year)…every word we ...

Posted On January 31, 20256 MIN Read
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Good Friday morning. As you read my morning Letters, full of typos and run on sentences, just know that unlike our competition…now estimated to be 50% AI-written (we learned that at a FinPub conference last year)…every word we write and every research topic we cover has been researched/written/spoken by either myself or Tyler. The AI boom is very real…and we fully embrace it…but strange things will continue to emerge from it (and yes, this includes DeepSeek, which may have been one of the best "bear traps" in recent memory).

Following Mondays AI-trade melt-down, I wrote: "We were blown away by the action in the markets today. The fact that Nasdaq got spanked, with the market-leading semis down a huge 10%, yet the Dow Jones, housing and transports finished sharply higher on the day, is about the most bullish outcome you’ll ever see.

Nvidia down 17% (in the Dow Jones), yet the Dow still finished up 289 points? What? Today’s action was a testament to the strength of this (still youn...

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