Lofty valuations, overheated technicals - managing market risk with Victor Dergunov

Victor Dergunov shares why valuations matter more than ever, and how he’s positioning The Financial Prophet portfolio (0:35). Palantir’s evolution - shorting the stock despite long-term optimism (09:30). AI market dynamics, sector froth (19:45). Two top holdings, AMD & Tesla and why Tesla remains such a misunderstood stock (23:40). Market catalysts from Fed policy to fiscal trends (30:10). Risk management, AI opportunities (35:30). Show Notes: Victor Dergunov Talks Amazing AI Run, Rolling Corrections, EV Space And Gold The Correction Is Just Getting Started Compelling Buys, Stellar Tech Moves With The Financial Prophet Episode Transcripts For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions