00:00 Introduction

My full portfolio performance so far in 2024. The EU goes after Meta. Redbox goes out of jail. And fund managers get a new excuse for underperformance.

Survey shows the majority of investors believe the market is at a tipping point. Five men were convicted of running a fraudulent streaming service. Apple is being fined by the EU again. Amazon's AI Alexa may be an additional subscription.

Nvidia exploits it's dominance in chip making to become a software company. Social media influencers aren't getting rich. Netflix competes with Disneyland. Apple has a problem in China.

00:00 Intro

Apple just introduced a new default position. We discuss the potential impact of this on this episode.

Apple has a plan for selling more iPhones and avoiding regulation. We discuss their plan in this episode.

Roaring Kitty makes the case for gamestop. Netflix is sued. Apple's AI plan is leaked.

Yardeni president believes we're just getting started. A stock market error caused Berkshire to drop 99% in price. Roaring Kitty is making a big options play on GME. And Paramount is merging with Skydance.

Steve Eisman believes Apple is the hidden AI play. Intuit reported earnings and the stock has fallen 10%. And Red Lobster went bankrupt while offering unlimited shrimp for $20.