SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
Chit Chat StocksShow Notes
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) - Introduction (02:54) - Meta's earnings, Reality Labs losses, and AI capital expenditures (12:04) - Semiconductor stocks selloff, TSMC, and the AI buildout (21:48) - Rollins' slowing organic growth and AI search headwinds (25:01) - SpaceX earnings, Starlink subscriber growth, and AI infrastructure (35:38) - Speculation on a SpaceX and Tesla merger (36:40) - Netflix earnings, watch hour stagnation, and content strategy (44:41) - Trivia game: The cheapest forward-earnings stocks in the S&P 500 (47:38) - Hermès earnings, price resilience, and regional sales performance (53:00) - Wise metrics, take rates, and multiple compression (57:51) - CoreWeave's debt profile and the neo-cloud market
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