Both OpenAI and Google had major AI demos this week. In this video we break down what they announced and what it means for our likely amazing and somewhat weird future.

00:00 - Our AI future and the movie Her

01:35 - OpenAI’s GPT4 demo

08:58 - Google’s Gemini demo at I/O

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Nvidia (NVDA) reports earnings next week and it will surely be a closely watched event. They have beaten earnings estimates by double digits each of the last 4 quarters, but expectations for the stock are already sky high. In this video we talk about the latest in Nvidia’s business, what we’ve heard from their customers and competition, and what I expect to see in their earnings report next week.

00:00 What’s going on with Nvidia’s business?

04:29 What have their customers and competition been saying?

13:37 What I expect to hear in their earnings

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McDonald’s (MCD) is the oldest holding in my portfolio, but hasn’t performed that well over the past year or so. With concerns over the economy, the health of the American consumer, and Starbucks’ recent poor quarter many investors are wondering if McDonald’s is still a good stock. In this video we break down McDonald’s business, see how they’ve been performing, and what their outlook is for the future.

00:00 How does McDonald’s business work?

06:42 McDonald’s recent performance and comparison to Starbucks

13:38 Outlook and overall thoughts

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In this video we’re answering more viewer comments

00:00 You’re so lucky

02:00 A new investor

04:34 Why not just index?

09:28 Differing opinions

10:19 Dollar General

12:04 Lots of good stuff

14:27 Monetization

18:32 The coolest person

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Warren Buffett just sold 13% of his Apple stock over the past quarter, but why? Both Apple and Amazon reported earnings last week that seemed to be well received by the market. In this video we go through the earnings reports and dig into what happened with both companies.

00:00 Apple’s Earnings Report

05:00 Why Did Warren Buffett Sell Apple?

06:49 Amazon’s Earnings Report

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In this video we walk through my entire dividend growth portfolio to reveal how much my portfolio earned over the last month, the dividends I received, what my annual dividends are on a $268,000 account, what stocks I bought and sold, and the overall performance using Schwab portfolio tools.

00:00 Portfolio recap for April 2024

02:35 Dividend income

03:47 Stocks I bought and sold this month

09:51 Best and worst performers

13:28 Overall thoughts on the previous month

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Earnings season is in full swing, and three more of my portfolio companies have already announced. One is Google which jumped to over 10% after announcing, another is CAT which dropped 7%, and the other is Valero which didn’t do much at all. In this video we go through their earnings reports and dig into how the companies are actually doing from a fundamental perspective.

00:00 Google crushes it

06:24 Caterpillar disappoints…or did it?

10:25 Valero keeps rewarding shareholders

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Earnings season has started, and two of my portfolio companies have already announced. One is MSCI which decided to drop almost 14% in a single day, and the other is Visa who just keeps doing what it’s doing. In this video we go through the earnings reports and dig into what happened with both companies.

00:00 What happened with MSCI?

07:50 Visa is so boring and that’s so great

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A new book called the Everything War aims to uncover troubling examples of Amazon’s business practices and competitive nature. In this video we go through what has been released so far and the author’s comments to see if it’s anything new or worth worrying about.

00:00 The Everything War - is Amazon in trouble?

01:34  What are the accusations?

04:58 What is Big River Services International?

07:53 Is Amazon actually not Customer Obsessed?

09:48 How does this relate to the FTC lawsuit?

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