00:00 Overview

01:44 Netflix Earnings

08:00 Tesla Earnings

13:45 Amazon Replacing 600,000 Jobs

22:40 Fail Of The Week: NBA Coach Bets His Life

00:00 Overview

02:00 OpenAI Releases AI Browser

13:10 Salesforce Stock Surge

15:00 Equifax Earnings

18:45 Warner Bros Sale

21:50 Netflix Future

23:15 Fail Of The Week: Amazon

00:00 Overview

02:00 New Buys Today

14:30 Salesforce Dreamforce

16:50 Sundar Pichai Interview

27:30 Fail Of The Week (Grant Cardon)

00:00 Overview

02:00 ASML Earnings

14:35 Brad Gerstner on AI Bubble

25:30 Agentic Commerce

28:00 Waymo Expansion

28:50 Salesforce OpenAI Deal

00:00 Introduction

02:00 Top 5 AI Winners

21:30 Broadcom OpenAI Deal

24:30 Tom Lee Remains Nvidia vs Costco

23:30 Fail Of The Week

00:00 Overview

02:00 AMD Open AI Deal

11:40 The 1999 Stock Bubble Is Here

15:30 Portfolio Construction

AMD stock price surges, Paul Tudor Jones warns we're in a 1999 bubble, and we discuss how to make a portfolio defensive.

- Expert warns about "irrational" market- ASML goes above $1,000- Elon Musk goes to war with Netflix- Microsoft raises prices by +50% on Game Pass- FICO goes after Equifax- Peter Lynch Interview Reaction

Three Hedge Funds are buying Spotify, Uber and Google. We take a look at their research and react to their thesis.

The market is getting overvalued. We look at five high quality stocks that are still a deal.