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.

00:00 Overview

02:00 AI Capex Warning

13:22 Costco Earnings Report

18:50 Tia Lopez RadioShack Scheme

24:00 Duolingo Chess

00:00 Overview

02:30 The Amazon Thesis

26:30 Jimmy Kimmel Returns

33:20 Mark Mahaney Netflix

00:00 Overview

02:00 Why ASML Stock Is Surging

13:40 Nvidia $100b Investment

16:50 H1-B Visa Changes

21:40 Meta Live Demo Fail

24:02 Fail Of The Week