America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).<br /><br />Episode transcripts: <a href="http://seekingalpha.com/wsb?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">seekingalpha.com/wsb</a><br /><br />Show links: <br /><a href="https://seekingalpha.com/news/4538102-sandisk-surges-after-report-indicating-company-could-double-price-of-3d-nand-for-enterprise-ssds?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs</a><br /><a href="https://seekingalpha.com/news/4538100-trump-shared-some-december-jobs-data-hours-before-official-release?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">Trump shared some December jobs data hours before official release</a><br /><a href="https://seekingalpha.com/article/4858185-innovative-industrial-properties-leverage-for-a-reit-is-everything?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">Innovative Industrial Properties: Leverage (For A REIT) Is Everything</a><br /><br />Sign up for our daily newsletter <a href="https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">here</a> and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at <a href="http://seekingalpha.com/subscriptions?source=wsb_podcast:is_everything_priced_in_normalcy" target="_blank" rel="noreferrer noopener">seekingalpha.com/subscriptions</a>.