00:00 Overview

04:40 Portfolio Update

09:20 New Amazon Thesis

22:09 Tom Lee Believes Markets Will Go higher

25:00 Mark Mahaney, Google Is Top Pick

30:20 Meta Poaching AI Employees

34:51 Lululemon Sues Costco

00:00 Why I Keep Buying Equifax

08:10 The US Bombs Iran, What Now

13:30 Tesla Robotaxi Launch

23:38 Zuckerberg Recruiting AI Talent

27:10 Hims Down -30%

28:57 Amazon Satellite Project

00:00 Google

06:08 Meta

07:37 Nvidia

09:40 Spotify

12:00 Apple

15:10 Mastercard / Visa

18:00 Amazon

19:25 MSCI

21:14 Uber

24:00 ASML

26:20 Adobe

29:00 Intuit

31:00 Equifax

32:45 Netflix

34:14 Tesla

36:10 Palantir

38:08 Lululemon

40:10 AMD

41:20 Costco

42:17 Booking Holdings

00:00 The US and Iran Situation

06:00 My Game Plan

13:50 Amazon CEO Says Fewer Employees

25:30 The Robotaxi Battle Heats Up

32:50 Sam Altman Microsoft & Meta Dispute

00:00 Introduction

02:50 Focusing On AI

05:00 ASML

08:20 Meta

09:26 Amazon

12:28 Intuit

14:40 Nvidia

15:50 Salesforce

19:10 Microsoft

19:50 Google

22:00 Oracle

23:03 Palantir

24:40 Brad Gerstner AI Thoughts

33:36 Meta Buys AI Company

34:30 Disney Sues AI Company

00:00 Intro

01:30 Must & Trump Ending

33:56 Jobs Report

35:00 LULU Stock Crashes

37:00 Amazon Is Making Human Robots

00:00 Introduction

01:30 Quatrim Plug

02:30 Portfolio Performance

08:00 Netflix Analysis

17:40 Amazon Analysis

26:51 Google Analysis

32:00 Microsoft Analysis

35:30 S&P Global Analysis

36:50 Meta Full AI Ads

40:40 Tom Lee Bull Market

00:00 Intro

02:20 FICO

16:20 Salesforce

20:30 ASML

23:34 Amazon

25:22 Google

00:00 intro

02:00 Google Declares War on ChatGPT

19:30 Elon Musk Robotaxi Interview

28:00 FICO Stock Price Falls

33:00 Klarna, The Fail Of The Week

00:00 Intro

02:02 United Health Group

10:37 Moody's Downgrades US Govt Debt

17:02 GTA 6 CEO Interview

20:00 Police Officer vs Waymo