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Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL
Description
The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:
(00:00) Introduction
(02:06) Analyzing Chipotle's Performance
(11:04) Duolingo's Disruption Concerns
(19:39) AI Infrastructure and OpenAI's Cash Burn
(31:50) Emerging Players in AI: Nebius
(34:22) Shorting Stocks: Risks and Strategies
(37:13) Exploring Cybersecurity Stocks
(47:14) Gambling.com: A Marketing Agency in Online Gambling
(47:43) The Internet of Things: SamSara's Business Model
(49:51) Rubrik: Cybersecurity and Business Resilience
(55:06) Bubble Watch: The State of AI and Market Speculation
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