#2272 - Mike Benz – The Joe Rogan Experience

Market views

Bullish

ALTMEDIA— Alternative media platforms with direct user support are benefiting from the disruption of traditional media funding models due to government pressure on advertisers.
DEFTECH— Defense technology companies may benefit from increased demand for sophisticated, low-cost tools in international relations and political influence management.
SEMI— Semiconductor companies may benefit from the strategic importance of chips in geopolitical maneuvering and their critical role in sensitive political contexts.

Bearish

USAID— USAID is vulnerable to scandal and restructuring due to its involvement in controversial covert operations, with recent rapid dismantling and layoffs presenting a significant opportunity for shorting USAID-related investments.
MEDIA— Traditional media companies are compromised by extensive government influence, potentially affecting their independence, credibility, and financial stability.
SOCIALMEDIA— Social media companies face pressure from government agencies to censor content and comply with regulations, potentially impacting their revenue streams and user engagement.

Not investment advice.