Session wrap

Avg 401(k)s ($577K) lag needed savings ($760K+). Risk shifts from stocks to bonds near retirement.

Diversified 25/25/25/25 portfolio hits 26% return, outperforming 60/40. Commodities lead.

SIMO's 46% revenue jump & IREN's $9.7B Microsoft deal show AI potential. AVGO's 28% growth & buybacks shine.

BoE faces inflation vs. growth bind. Markets now expect rate hikes, not cuts, amid energy shock.

Nvidia bets $1B on Nokia, eyeing $200B AI-RAN market. NVDA shifts focus, NOK gains AI edge.

40s 401(k) avg $407k, 50s avg $622k. Early retirement needs 10x salary, beware 10% penalty before 59.5.

Crypto allocation: 1-5% of portfolio. BTC 60%, ETH 10%. Higher risk altcoins boost returns but add volatility.