Join Jason and Jeff for the May First Fridays stream as they review the Portfolio Contest leaderboard, debate Duolingo's AI risks, and unpack the Starbucks turnaround under Brian Niccol.

02:01 Gemini Promo Video Fails

04:11 Portfolio Contest Update

09:44 Late Entries Penalty Tab

11:38 Ratings Reviews Push

13:46 Title Month Mixup

17:21 Duolingo Earnings Debate

22:43 AI Efficiency Threats

24:56 SaaS Risk Positioning

26:40 Gemini Video Fail

30:18 AI Thumbnail Drama

33:14 Starbucks Turnaround Signs

37:19 China Strategy Shift

40:44 Operational Fixes Ahead

42:47 Disruption Beyond Rivals

43:49 Earnings Season Winners

Companies mentioned: AMD, AMZN, BE, DUOL, FIX, GOOG, GOOGL, HOOD, IBM, KNSL, LKNCY, MELI, META, NOW, ROKU, SBUX, SOFI, TTD, TXN, VRT

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon
Subscribe to our portfolio on Savvy Trader

Learn more about your ad choices. Visit megaphone.fm/adchoices