00:00 Intro

02:00 Portfolio Update

10:00 SpaceX IPO Reaction

22:39 Fail Of The Week: Anthropic Self-Inflicted Wounds

00:00 Intro

02:00 11 Top Undervalued Stocks To Buy

18:26 ASML's Dominance Continues

25:00 Social Reckoning Movie Trailer

00:00 Overview

02:00 The Market Is Getting More Volatile

08:00 Steve Eisman's Bearish Take

19:48 Meta Rumored Equity Raise

22:00 Fail Of The Week: Sam Bankman-Fried

0:00 Intro

02:00 Google's Strategic Reason For Record Dilution

26:09 Tom Lee Explains Next 3 Year Bull Run

19:00 YouTubers Are Taking Over Hollywood

32:33 Fail Of The Week: Andrew Left Guilty Of Stock Market Manipulation

In a market obsessed with artificial intelligence, this episode follows the race to separate the real winners from the temporary hype.

0:00 AI winners, losers, and the investing roadmap

2:21 Phase 1: The AI scarcity boom

5:31 Why today’s AI winners may not stay winners

7:00 ASML, Nvidia, and durable supply-chain advantages

9:04 The danger of assuming cyclicals are no longer cyclical

11:13 Phase 3: Hyperscalers take control

16:09 Software stocks: AI disruption or rerating opportunity?

20:06 How I’m positioning my portfolio

23:13 Ferrari’s EV and the risk to the brand

27:29 Fail of the week: Colbert, late-night TV, and YouTube disruption

00:00 SpaceX Incredible IPO

15:20 Nvidia's Amazing Earnings Report

16:17 Why I'm Selling Intuit

21:25 Fail Of The Week: Trevor Noah on Quarterly Reports

00:00 Episode Overview

00:50 Chris Hohn Sells Microsoft and Buys Google

08:54 Bill Ackman Buys Microsoft and Sells Google

13:40 Dev Kantesaria Is Down -20% This Year

17:00 Berkshire Sells a LOT of Holdings

19:03 Terry Smith's Recent Performance Is Horrible

21:40 Pat Dorsey Is Buying Uber

23:30 Alta Rock Portfolio Bets Big On Amazon

24:15 Brad Gersner Bets Big on AI

25:00 Chuck Akre's Fund Will Struggle

26:40 Fail Of The Week: Waymo

00:00 Episode Overview

02:00 Google As An Example

06:11 Amazon

11:22 Uber

15:20 DoorDash

18:03 Shopify

20:32 Meta

24:58 Broadcom

29:03 Mercado Libre

31:50 Game Stop Rejection

33:57 Fail Of The Week: Texas vs Netflix

00:00 Episode Overview

01:20 Why Chris Hohn Is Selling

17:48 Chris Hohn Has Been Wrong Before

24:57 Texas Roadhouse Bull Case

28:23 Fail Of The Week: Prediction Markets

00:00 Episode Overview

01:45 The "Culture" Problem

07:37 Brad Gerstner On AI Landscape

15:22 Dario's vs Jensen

21:20 Ackman On Zuckerberg

31:05 Fail Of The Week: NY Mayor vs Ken Griffin