The Next AI Trade isn't NVDA: 3 Setups Beyond Semiconductors | Jim Roppel, Hedge Fund Manager

The Next AI Trade isn't NVDA: 3 Setups Beyond Semiconductors | Jim Roppel, Hedge Fund Manager

July 14, 2026 · 1h 14m

About this episode

Jim Roppel discusses the current market conditions and trading strategies in the context of the AI super-cycle.

🔍 Get Your Free Month of Deepvue Here: https://deepvue.com/podcast/🎙️ Join the TraderLion Discord: https://discord.gg/TraderLion📚 Order The Trader's Handbook Here: https://go.traderlion.com/uilGP📘 Get your FREE 115-page Ultimate Trading Guide: https://go.traderlion.com/uihtcIn this interview, Richard Moglen sits down with legendary trader Jim Roppel, founder of Roppel Capital Management and author of the Roppel Report. Jim lays out why he believes we've already entered "the greatest bull market in history" — and why most traders still don't believe it.Jim walks through his updated True Market Leader definition, the "magic elixir" of monster earnings plus deep liquidity, why position sizing has replaced cutting losses as job #1, and the deep-in-the-money call-selling hedge he's leaning on for the first time in his career. He also opens up on his biggest winner ever (Bloom Energy), the one that got away (SanDisk), the four pullbacks every TML holder must survive each year, and the line every trader needs tattooed on their screen: "Price will hurt you. Size will kill you."Comment your favorite Jim Roppel lesson below — top picks unlock an extra $200…

People in this episode

Hosts: Richard Moglen, TraderLion

Guest: Jim Roppel

Topics covered

Keywords

Sponsors

Deepvue

Mentioned in this episode

Organizations: Roppel Capital Management

Products: Deepvue, The Trader's Handbook, Ultimate Trading Guide

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