00:00 Introduction

01:00 A History Of Picking Stocks

06:30 Uber

11:50 Meta

18:02 Netflix

20:15 Semianalysis Gemini Has Lost

23:48 Fail Of The Week: Keith Rabois

00:00 Intro

02:30 AWS Has Changed The Market

11:26 FICO Earnings

14:24 Uber & DoorDash

19:00 Duolingo

22:00 Texas Roadhouse

23:00 Tom Lee 2027 Prediction

Google, Microsoft, and Amazon have followed a pattern of their CAPEX having initial skepticism eventually followed by acceptance. This will happen with Meta as well. In each case there were 'reasons' that the stock deserved to be down. With Google it was that ChatGPT would disrupt search, Microsoft it was Claude would disrupt the software bundle and the backlog was too concentrated, Amazon it was large CAPEX spend with no flagship model. With Meta it's that they have no public cloud business. Like all the others, investors will eventually be convinced with Meta as well.

00:00 Introduction

03:01 PayPal Stock

08:33 S&P Global Earnings

12:36 Visa and Mastercard

17:16 FICO and Robinhood

19:38 Meta and Microsoft Earnings

27:05 The Three Layers of AI

37:05 ASML and China’s Chip Machines

39:11 AI, Hiring, and the Future of Jobs

41:52 Fail Of The Week: Paramount’s Warner Bros. Merger Problem

00:00 Introduction

02:00 Why Investing Is So Difficult

06:41 Google Is a Secular Short

07:40 Viral Conspiracies Against Google

15:58 Misinformation About Netflix

20:30 Fail Of The Weeks: President Trump & Trial Attorneys

00:00 Introduction

02:00 ASML Earnings Reaction

10:00 Netflix Earnings Tomorrow

11:50 JP Morgan & The Banks

12:20 Buffett Reveals He Bought Google

Fail Of The Week: Kalshi & New York City

00:00 The Growth of Momentum Investing

19:00 How Buffett Comapres To Terry Smith

29:00 Starbucks Is Building Their Own Software

32:00 Fail Of The Week: AI Cheating In School

00:00 Market Dynamics & 9 Stocks

28:36 Tom Lee On July Strength

31:00 Fail Of The Week: Michael Saylor

00:00 Jeremy Grantham Predictions

18:20 Zuckerberg Talks About Meta's Spend

33:40 Fail Of The Week: Polen Capital Collapse

00:00 The AI Trade Is Cracking

07:36 Netflix At 52 Week Low

17:00 Meta Sell-Off Continues

23:40 Fail Of The Week: JP Morgan Community Manager