Join Colin as he discusses the AI Doom trade, 2027 datacenter buildout estimates and the macro consumer. ✅ Get All My Stock Picks (Join 1,200+ Members) https://myequityempire.com/elite-yearly-subscription/Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Timestamp: 00:00 Intro

03:31 The AI Doomer Drama: Amodei, Altman and Musk

11:42 AI Winners: Meta, Google, Amazon and the AI Integrators

28:42 AI Losers: Broadcom, Nvidia, Micron, Neoclouds and App Software

38:46 OpenAI Is Gaining on Anthropic

42:32 Data Centers in 2027: Gerstner's 25GW vs SemiAnalysis

46:35 Data Center Moratoriums and Political Hurdles

49:47 Voter Sentiment and the 2028 Election Risk

54:29 The US Consumer: Banks Say Strong, Retailers Say Stretched

58:46 Tying It Together: How I'm Positioning Now

Join Colin as he answers viewers questions about Nike, QXO stock and other portfolio advice. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel:  @TheInvestorChannel  Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Join Colin as he discusses how AI labs Anthropic and OpenAI are seeing record revenue and users all while every executive is trying to replace them. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.comFree Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Equity Empire Subscriber asks what are the lazy longs of AI. In this episode Colin takes a step back and forecasts where the AI industry is going. Which layers of the AI stack are durable and which ones hold the most value.

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Join Colin as he discusses OpenAI delaying its IPO, the impacts it will have on semiconductor and software stocks. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel:  @TheInvestorChannel  Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideos

Follow Colin on TikTok: https://www.tiktok.com/@equityempireresearch

Today I discuss macro - with the new Fed Chair in place, what the strategy will be and what investors should do.

Today I rank each MAG7 stock based on the state of AI. Today is much different than a year ago when everyone felt these companies needed its own Large Language Model and massive data centers. Each company can win in its own way - but some companies will have an easier path. I discuss Amazon, Microsoft Google, Meta, Apple and Tesla.

Last year I wrote a Substack piece arguing that salaries would eventually get repriced to the cost of compute. Tonight, Anthropic dropped a new model called Mythos to a locked list of partners — and the receipts they published are the cleanest proof of that thesis I could have asked for. In this episode: what Mythos actually is, why Anthropic is keeping it on a leash, why elite security work just got repriced overnight, and why the gap between AI capability and AI adoption is now the single biggest alpha in the market.

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MegawattAlpha: https://megawattalpha.com

Blue Owl Capital just locked investors out of a $1.6 billion fund. Muddy Waters says SoFi's loan losses are double what they report. And I pulled the SEC filing that connects the two — showing exactly where SoFi's loans end up, who gets to decide what they're worth, and who's left holding the risk.In this video, I break down the three-layer machine behind private credit: the originators, the packagers, and the investors caught in the middle. If you've been seeing private credit headlines and wondering what's actually going on — this is the video.Substack: https://colintedards.comX: https://x.com/InvestorVideos

Everyone knows about the AI chip shortage. But after sitting through a dozen conference calls at the Morgan Stanley TMT conference, four semiconductor executives — from NXP, Analog Devices, ON Semi, and Texas Instruments — all pointed to the same trend nobody is talking about. TSMC is converting its older fabs to meet AI demand, and that's quietly draining supply from the analog chip market. These are the chips that go into cars, drones, robotics, wearables, and almost every electronic device. Inventories are at rock bottom, demand is about to recover, and most manufacturers won't be ready. One company spent six years and billions of dollars preparing for exactly this moment. We break down the setup, the risks, and why this could be the next big semiconductor trade.