Market Mondays #269 Summary: Tech Stocks Explode! Trump’s Tariffs, New Age of Crypto & Apple’s Earnings Shockwave

Released on July 29, 2025, Episode #269 of "Market Mondays" by EYL Network delves into the explosive growth of tech stocks, the impact of Trump's tariffs, the burgeoning age of cryptocurrency, and Apple's surprising earnings report. Hosted by Ian Dunlap, with co-hosts Rashad Bilal and Troy Millings, the episode offers insightful discussions, investment strategies, and listener interactions.

1. Episode Kickoff and Host Introductions

The episode begins with the hosts warmly greeting their audience and celebrating Ian Dunlap's birthday. They acknowledge their viewers, express gratitude, and set an enthusiastic tone for the discussions ahead.

Notable Quote:

• Ian Dunlap (00:01): "Happy Monday. We back now. We back. We back."

2. Market Overview and Earnings Week

The hosts provide an overview of the recent positive performance of the stock market, highlighting a strong week that has kicked off earnings season. They anticipate significant movements in earnings reports from major tech companies.

Notable Quotes:

• Troy Millings (04:14): "That’s a fact. That is a fact. Big week. We got nonstop bombs across the board on Wednesday."
• Rashad Bilal (10:40): "I think the week will be amazing... I think best case scenario for next year is 7135."

3. Investment Strategies and Market Predictions

Ian and Rashad discuss their bullish outlook on the market, emphasizing the strength of tech giants like Nvidia, AMD, Meta, and Microsoft. They highlight the importance of long-term holding and strategic entry points to maximize returns.

Notable Quotes:

• Ian Dunlap (11:52): "Signs are showing that they’re picking up some steam in China again."
• Rashad Bilal (14:21): "Focus year to year, minimum time frame, but you really need to be looking at a five-year period."

4. Listener Stories and Real-Time Investing Experiences

David Shands shares his personal experience with investing in AMD options based on Market Mondays' recommendations. He discusses the emotional rollercoaster of initial gains, subsequent losses, and eventual recovery, highlighting the importance of sticking to a long-term investment strategy.

Notable Quotes:

• David Shands (43:11): "I made my trade, and then I posted it on Instagram. I said, got the AMD play because I’m excited that I’m in the options game."
• Ian Dunlap (49:34): "I never tell people do short term leaves because I understand 90 or 7, 97 of the time people are going to lose on these option contracts."

5. Upcoming Events: Invest Fest and Blackout

The hosts promote upcoming events, including Invest Fest, a major investment conference featuring workshops from top firms like BlackRock and Fidelity. They also highlight Blackout, a special guest session with Raekwon the Chef, and new content series aimed at financial literacy for younger audiences.

Notable Quotes:

• Troy Millings (64:28): "Shout out to Block because they’re sponsoring the concert. Cash App is sponsoring the concert."
• Rashad Bilal (54:35): "Podcast Summit is the premier podcasting conference in the world."

6. Deep Dive: The AI Revolution and Tech Stocks

A significant portion of the episode focuses on the AI revolution, with Ian and Rashad analyzing companies integral to AI infrastructure, such as Celestica (CLS) and Cadence Designs (CDNS). They discuss the long-term potential of these companies and their strategic partnerships, emphasizing Nvidia's pivotal role.

Notable Quotes:

• Ian Dunlap (23:24): "When you look at their client list, it’s the biggest hyperscalers in the world."
• Rashad Bilal (27:03): "I'm betting on Meta. I'm better."

7. Discussion on Major Tech Earnings: Meta, Microsoft, Amazon, Apple

The hosts evaluate the upcoming earnings reports from Meta, Microsoft, Amazon, and Apple. They predict Meta to be the standout performer due to its aggressive investment in AI and strategic leadership changes.

Notable Quotes:

• Rashad Bilal (36:40): "I think Meta first. I think Apple will be last."
• Ian Dunlap (39:50): "When we talk about the treasure chest that they have... It would be a great move to acquire OpenAI."

8. Cryptocurrency Insights and Security Concerns

The conversation shifts to the state of cryptocurrency, with discussions on Bitcoin’s global adoption and its unintended consequences, such as security risks and the potential devaluation of the dollar. The hosts stress the importance of security measures and informed investment strategies in the volatile crypto market.

Notable Quotes:

• Rashad Bilal (106:00): "Crypto is helping keep a lot of banks and institutions afloat."
• Ian Dunlap (117:19): "You want to be very careful with that. Some people in Philadelphia and Atlanta, Chicago, they wait nine months."

9. Ethical Investing: UnitedHealthcare Case Study

A critical analysis of UnitedHealthcare's practices is presented, with the hosts condemning the company's handling of medical claims and business practices. They advise listeners to avoid investing in morally questionable companies, reinforcing the importance of ethical considerations in investment decisions.

Notable Quotes:

• Rashad Bilal (108:25): "Morally, United Healthcare is the closest thing I've seen to Bear Stearns in their space."
• Ian Dunlap (109:59): "I'm not touching this. I wouldn’t go near this if I'm you."

10. Final Thoughts: Long-Term Holding and Market Resilience

In wrapping up, the hosts reiterate the importance of long-term holding, diversification, and resilience in navigating market fluctuations. They emphasize staying informed, maintaining emotional discipline, and leveraging educational resources to achieve financial success.

Notable Quotes:

• Rashad Bilal (73:55): "Historically, it's a mistake to short the stock market because... for the long term there's trillions of dollars going in."
• Ian Dunlap (132:33): "Purpose moves in silence and purpose moves on a mission."

11. Listener Engagement and Community Building

Throughout the episode, the hosts encourage listener interaction, sharing success stories, and fostering a community of informed investors. They highlight the supportive environment of Market Mondays and the broader EYL Network, urging listeners to engage actively and share their investment journeys.

Notable Quotes:

• Rashad Bilal (88:13): "We're bringing top five. There's a Fortune 500. There's a Fortune 5."
• Troy Millings (121:10): "Shout out to cash app. They're giving away tickets to the weekend."

12. Closing Remarks and Upcoming Content Teasers

The episode concludes with teasers for upcoming content, including special guest appearances, additional investment strategies, and further discussions on market trends. The hosts remind listeners to check their emails for event updates and encourage participation in future episodes.

Notable Quotes:

• Rashad Bilal (127:39): "If you have to overdeliver, you have to overdeliver so."
• Troy Millings (129:35): "Invite people to Invest Fest. Pre-sale tickets end at midnight tonight."

Conclusion

Episode #269 of Market Mondays offers a comprehensive exploration of the current tech-driven market landscape, strategic investment insights, and a deep dive into the AI revolution's impact on major tech companies. With a blend of expert analysis, listener stories, and promotional segments for upcoming events, the episode serves as a valuable resource for both seasoned investors and newcomers seeking to navigate the dynamic world of stock market investing.