{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"From Intel’s 400% Run to a SpaceX IPO — What Comes Next?","html":"","width":"100%","height":180,"duration":3450,"description":"Semiconductors are ripping, trillion-dollar valuations are becoming the norm, and now the most hyped IPO in years is looming. So… is this the moment everything peaks? On this episode of In the Money with Amber Kanwar, Mark Sebastian, Founder of Option Pit, returns with a view of a market that’s moving faster—and getting more crowded—by the day. From Micron’s explosive run to Nvidia’s “vampire trade” losing steam, Mark explains how capital is rotating across semis in real time—and why he’s not shorting this market, even as signs of froth start to build. He points to Intel (INTC) as proof of how powerful this cycle has been—after flagging it on this show over a year ago, the stock has surged more than 400%, so it's worth listening to his thoughts this time around. Still, he warns that a ceasefire between the U.S. and Iran could be a sell-the-news moment, potentially triggering a rotation out of equities just as liquidity gets pulled into the SpaceX IPO and other major AI offerings. In the mailbag, Mark tackles everything from Canadian oil to gold, defense, luxury, and broken stocks like Disney (DIS). He makes the case that energy could see one last selloff before becoming a generational buying opportunity, explains why gold’s pullback is more about normalization than weakness, and shares why names like Diageo (DEO) are getting squeezed in a shifting consumer landscape. He also weighs in on Salesforce (CRM), Brookfield Corp. (BN), Brookfield Asset Management (BAM), and why Disney might still be worth holding despite years of frustration.In Pro Picks, Mark revisits his past calls—highlighting how he traded around winners like Intel (INTC) and Reddit (RDDT), while stepping away from Boeing (BA) after a solid run and staying constructive on Amazon (AMZN). Then he unveils a fresh batch of ideas: from “hidden AI plays” like Deere (DE) and Ford (F), to high-risk/high-reward bets in rare earths like USA Rare Earth and American Resources (AREC). He also shares a surprising...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}