Everybody wants to panic sell. Don't.

Gary Vaughan from Daily Stock Picks (open.spotify.com/show/2VvhPNgygSSwVn4hrmeSMb?s…) tells us 2 truths and a lie (0:35) Why valuation matters (2:50) Energy and the 5 layer cake of AI (5:35) Knowing when to sell and buy is sector specific (9:40) Tech moats, storylines, and risk/reward (16:30) All things Apple (28:55) Taxes and investing (32:10) Trump's trip to China (35:00)

Show Notes:
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy) (seekingalpha.com/article/4874186-why-daily-sto…)
Know When To Hold 'Em And When To Fold 'Em (seekingalpha.com/article/4898829-know-when-to-…)
Credo Technology Group: The Valuation Looks Absurd Until You Do The Math (seekingalpha.com/article/4902215-credo-technol…)
Episode transcripts (seekingalpha.com/author/investing-experts-podc…)

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