The SaaS sector just had its worst day since Covid. Wall Street is selling everything — but they're making the same mistake they always make: lumping all software together. AI isn't killing software, it's replacing salaries. That's great for some companies and devastating for others. I walk through the three camps of SaaS and why the same trend destroying one group is fueling another.

Google and Meta are building the full AI stack. Apple, Amazon, and Microsoft are partnering. Both can't be right. If LLMs commoditize, the partners win. If LLMs stay differentiated, the builders win. I break down the divergence, the stakes, and what it means for each stock heading into 2026.

Everyone's talking about Meta's spending on AI. I'm talking about what Zuckerberg actually said on the conference call. He laid out a product roadmap where AI understands your personal goals, generates content specifically for you, and tailors your feed to improve your life. This isn't incremental — it's a paradigm shift for social media.

OpenAI just started testing ads in ChatGPT. $60 CPM — 3-4x what Meta charges. Everyone's asking if this kills Google and Meta's ad business. I think they're missing the point.

Send me your questions for a future show: [email protected]

Intel shares dropped from $55 to $42 after earnings. Subscribers are asking: is the turnaround real? Should you buy the dip? I break down my history with this stock (called the top AND the bottom), the bear case on margins and market share, the bull case on foundry and datacenter demand, and why this $200B company could be worth $1 trillion if they nail the next decade. Plus: why I treat Intel like Tesla — a speculative blue chip with asymmetric upside.

Send your questions and topics to: [email protected]

Everyone on Wall Street is bearish on software. They think AI lets you vibe code your own CRM. Here's what they're missing: more software being built means MORE infrastructure demand—databases, observability, security, APIs. I break down the infrastructure layer thesis, explain where it sits in the AI stack, and share why I think this is the most underpriced opportunity in 2026.

Send me your topics and suggestions: [email protected]

Today I discuss a recent interview where Elon Musk pushed back the timeline for Optimus. That was expected, but the goals have shifted and it opens the door for someone to leapfrog the robotics industry like the iPhone and ChatGPT did.

Send me your show ideas: [email protected]

Welcome to the Equity Empire podcast! Today I discuss the Trump tariffs. Many nations responded, but China digs in. What this means for the global markets and US stock investors.

Semiconductor stocks have been falling all year, despite the fact that AI demand seems like it's off the charts. Today Colin and John talk about the state of the AI and semiconductor trade in 2025.

Welcome to the Equity Empire podcast! Today we discuss China's advancements in AI. How Apple is going to use domestic Chinese AI software on its phones. Smart factories already operating in the country. What this means for America.

Connect with me on social media: https://lnk.bio/equityempire