Show Notes
00:00 Introduction 03:01 PayPal Stock 08:33 S&P Global Earnings 12:36 Visa and Mastercard 17:16 FICO and Robinhood 19:38 Meta and Microsoft Earnings 27:05 The Three Layers of AI 37:05 ASML and China’s Chip Machines 39:11 AI, Hiring, and the Future of Jobs 41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem
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I explain why I'm buying $5,000 of Netflix tomorrow.
00:00 Earnings Season Heats Up & AI Bubble Fears 01:26 Qualtrim Membership 02:24 SpaceX Earnings: Starlink, Space & AI 05:47 SpaceX vs. Amazon: The Valuation Problem 09:24 Netflix Earnings: A Buying Opportunity? 12:16 ASML: When Market Narratives Create Opportunity 14:33 Netflix's Engagement Concerns & Layoffs 18:17 Meta Earnings: Advertising Power & AI Spending 21:08 Tesla Earnings: Robotaxis, Competition & Valuation 24:44 Moody's Earnings: A Long-Term Compounder 25:47 Brad Gerstner: Bullish on AI but Selling Stocks? 31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund 34:07 Fail of the Week: ESPN Embraces Sports Gambling 35:30 How Gambling Advertising Influences Journalism
The new earnings season has started where the majority of growth is coming from a few AI companies.
Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings.
0:00 I Bought 3 Turnaround Stocks 1:31 Netflix — Buying More After the Selloff 6:37 Netflix’s Growth Is Being Misunderstood 10:35 The Netflix “Low-Quality Content” Criticism 17:53 Uber — Buying the 30%+ Drop 21:18 S&P Global — My Third Purchase 24:13 Nike — Why I’m Still Avoiding It 26:03 FICO — Great Business, Major Risk 27:42 Tom Lee Says Investors Are Too Pessimistic 29:12 Fail of the Week: Apple vs. AI Agents