10 September 2026
Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market. 00:00:00 Market Intro & Vibe Check 00:00:51 Primary Fall Stock Risks 00:01:45 Yields, Oil & Fed Rate Hikes 00:03:14 Earnings vs. Macro Risks 00:04:06 Defensive Strategy & Cash 00:05:11 Trimming High P/E Stocks 00:06:08 Stocks to Trim Now 00:07:15 Nvidia Growth & AI Demand 00:08:29 Micron Valuation & Memory 00:10:08 Eli Lilly & Healthcare 00:11:47 Take-Two & GTA 6 Catalyst 00:14:12 Netflix vs. Take-Two 00:14:55 Pullback Buy Candidates 00:15:50 Conditions to Turn Bullish 00:18:10 Downside Trajectory Risks 00:19:06 Rapid-Fire: Risks 00:24:43 Rapid-Fire: This or That
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