Summary: Welcome back to The Weekly Sift Stack, where Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Washington finally ended the longest shutdown in U.S. history, and the penny took its last bow after 233 years. Michael Burry says AI is the next bubble; JPMorgan says the boom is just beginning. The $2,000 tariff rebate is still just talk, needing laws (and limits) to be real. Rates nudged higher and Bitcoin dropped 6% in the past week as traders reacted to a more hawkish sounding Fed.

Our Stock of the Week, NVIDIA (NVDA), the power source of the AI boom, with GPUs that have become the core infrastructure for training and running large-scale models. With AI spending projected to top $2 trillion annually by 2030, NVIDIA’s moat spans both hardware and CUDA software, though major customers are increasingly building their own chips

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

✉️Tyler Sherven [email protected]

✉️ CJ Gettelfinger [email protected]

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