Podcast Episodes
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This Monopoly Stock Keeps Getting Stronger
00:00 Overview
02:00 ASML Earnings
14:35 Brad Gerstner on AI Bubble
25:30 Agentic Commerce
28:00 Waymo Expansion
28:50 Salesforce OpenAI Deal
5 months, 4 weeks ago
5 Stocks That Will Lead The AI Revolution
00:00 Introduction
02:00 Top 5 AI Winners
21:30 Broadcom OpenAI Deal
24:30 Tom Lee Remains Nvidia vs Costco
23:30 Fail Of The Week
6 months ago
Why Investors Are Concerned About Circular Financing Of Top AI Companies
00:00 Overview
02:00 AMD Open AI Deal
11:40 The 1999 Stock Bubble Is Here
15:30 Portfolio Construction
6 months ago
AMD Stock Surges +30% After Deal With OpenAI
AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.
6 months, 1 week ago
The Stock Market Valuation Is Worrying Analysts
- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- F…
6 months, 1 week ago
Uber, Spotify, Google Hedge Fund Analysis (My Reaction)
Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.
6 months, 1 week ago
5 Quality Stocks To Buy In An Overvalued Market
The market is getting overvalued. We look at five high quality stocks that are still a deal.
6 months, 2 weeks ago
Billionaire Investor Gives Critical Warning About AI CAPEX
00:00 Overview
02:00 AI Capex Warning
13:22 Costco Earnings Report
18:50 Tia Lopez RadioShack Scheme
24:00 Duolingo Chess
6 months, 2 weeks ago
Amazon Stock is Going to $400 (Full Analysis)
00:00 Overview
02:30 The Amazon Thesis
26:30 Jimmy Kimmel Returns
33:20 Mark Mahaney Netflix
6 months, 2 weeks ago
ASML Stock Jumps +30% In One Month, Here’s Why
00:00 Overview
02:00 Why ASML Stock Is Surging
13:40 Nvidia $100b Investment
16:50 H1-B Visa Changes
21:40 Meta Live Demo Fail
24:02 Fail Of The Week
6 months, 3 weeks ago