This video provides a market review, highlighting that the AI trade is picking up and stocks like AVGO are leading the charge. The analyst emphasizes a pivotal week ahead in the financial markets with weak job numbers of 22,000 new jobs in August which lead to the expectation of a rate cut. The analyst mentions the importance of the Consumer Price Index (CPI) print this Thursday as it plays a key role in the Fed's decision on interest rates; with inflation running hot there are fears of a stagflation scenario, where economic growth grinds to a halt, but inflation keeps picking up, a commodity breakout could signal this happening and the analyst suggests there is price action in the market that is signaling stagflation worries. Market pricing on Polymarket has a consensus of September jobs coming in a level of 25,000-50,000 and is adding a hedge to his portfolio in case inflation comes in above a 3 percent annual rate. In Treasury yields, the 2-year treasury yields at under 350 basis points (3.5%). On bonds yields fell after job reports are bad.The video then reviews individual stock ratings by Goldman Sachs. They think Inflation to 2.9% year/year and Goldman thinks it is going to come in a little hot for the CPI numbers.Finally, the video notes that J.P. Morgan says that there will be 3 major rate cuts. For specific stocks, URA is looking good. He has a bullish option position and is super bullish on Earth Materials. Life 360 with an $8 Billion Market Cap and is in up-trend and momentum thrust as a signal with the high rating on their recent earnings. Tesla is up 69% over the last year and Elon Musk has said there will soon be robo taxis, robo vans and humanoid. Tesla, Uber, and Google are transportation future.