00:00 Introduction
02:50 Focusing On AI
05:00 ASML
08:20 Meta
09:26 Amazon
12:28 Intuit
14:40 Nvidia
15:50 Salesforce
19:10 Microsoft
19:50 Google
22:00 Oracle
23:03 Palantir
24:40 Brad Gerstner AI Thoughts
33:36…
Published on 2 months, 2 weeks ago
00:00 Intro
01:30 Must & Trump Ending
33:56 Jobs Report
35:00 LULU Stock Crashes
37:00 Amazon Is Making Human Robots
Published on 2 months, 4 weeks ago
00:00 Introduction
01:30 Quatrim Plug
02:30 Portfolio Performance
08:00 Netflix Analysis
17:40 Amazon Analysis
26:51 Google Analysis
32:00 Microsoft Analysis
35:30 S&P Global Analysis
36:50 Meta Full AI Ads
4…
Published on 3 months ago
00:00 Intro
02:20 FICO
16:20 Salesforce
20:30 ASML
23:34 Amazon
25:22 Google
Published on 3 months, 1 week ago
00:00 intro
02:00 Google Declares War on ChatGPT
19:30 Elon Musk Robotaxi Interview
28:00 FICO Stock Price Falls
33:00 Klarna, The Fail Of The Week
Published on 3 months, 2 weeks ago
00:00 Intro
02:02 United Health Group
10:37 Moody's Downgrades US Govt Debt
17:02 GTA 6 CEO Interview
20:00 Police Officer vs Waymo
Published on 3 months, 2 weeks ago
00:00 intro
02:22 Bill Ackman 13f
08:40 Michael Burry 13f
13:38 Christopher Boomstran 13f
20:20 Dev Kantesaria 13f
22:56 Berkshire 13f
25:00 Chris Hohn 13f
26:10 Terry Smith 13f
28:00 Sundar Pichai Answers T…
Published on 3 months, 2 weeks ago
00:00 intro
02:00 Chris Hohn History
20:30 Triple Front Partners 13f
22:30 Chuck Akre 13f
23:40 Josh Tarasoff 13f
24:40 Polen Capital 13f
27:36 AirBnb Midlife Crisis
35:40 Waymo Recalls 1,200 Cars
Published on 3 months, 3 weeks ago
00:00 intro
02:05 US-China Trade Deal
16:03 Biggest Fail Of The Year
21:13 Regulation of Pharma Prices
28:24 Why Is Microsoft Azure Growing So Fast
Published on 3 months, 3 weeks ago
00:00 Intro
02:00 US and UK Trade Deal Analysis
07:30 Google Stock Struggles
15:20 Palantir Top Ten Tech Stock
22:50 Cathie Wood Tesla Prediction
Published on 3 months, 3 weeks ago
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