{"href":"http://player.captivate.fm/services/oembed?url=http%3A%2F%2Fplayer.captivate.fm%2Fepisode%2Faf09ce64-e49d-4b51-8343-f89240228e49","version":"1.0","provider_name":"Captivate.FM","provider_url":"https://www.captivate.fm","width":600,"height":200,"type":"rich","html":"<iframe style=\"width: 100%; height: 200px;\" title=\"Tech Leadership and AI Rally With Disciplined 5% Risk Cap\" frameborder=\"0\" scrolling=\"no\" allow=\"clipboard-write\" seamless src=\"http://player.captivate.fm/episode/af09ce64-e49d-4b51-8343-f89240228e49\"></iframe>","title":"Tech Leadership and AI Rally With Disciplined 5% Risk Cap","description":"Deborah and Kieran analyze a Focus ETF lineup: VUAG plus MSFT, NVDA, BA, BAKK, CCJI, highlighting AI-driven tech momentum, macro liquidity, and a strict 5% risk cap. They discuss levels, top holdings, and 1-3 month targets, with a cautious but constructive outlook on a tech-led rally. \ud83d\ude80\ud83d\udcc8\ud83e\udd16\ud83d\udcbc\ud83d\udcb0\ud83c\udf10","thumbnail_width":300,"thumbnail_height":300,"thumbnail_url":"https://artwork.captivate.fm/c0b7b994-b198-4f6a-a33e-8e1a5b58da40/TMVka70aPA-A4ztWy7eFW74O.jpg"}