00:00 The US and Iran Situation

06:00 My Game Plan

13:50 Amazon CEO Says Fewer Employees

25:30 The Robotaxi Battle Heats Up

32:50 Sam Altman Microsoft & Meta Dispute

00:00 Introduction

02:50 Focusing On AI

05:00 ASML

08:20 Meta

09:26 Amazon

12:28 Intuit

14:40 Nvidia

15:50 Salesforce

19:10 Microsoft

19:50 Google

22:00 Oracle

23:03 Palantir

24:40 Brad Gerstner AI Thoughts

33:36 Meta Buys AI Company

34:30 Disney Sues AI Company

00:00 Intro

01:30 Must & Trump Ending

33:56 Jobs Report

35:00 LULU Stock Crashes

37:00 Amazon Is Making Human Robots

00:00 Introduction

01:30 Quatrim Plug

02:30 Portfolio Performance

08:00 Netflix Analysis

17:40 Amazon Analysis

26:51 Google Analysis

32:00 Microsoft Analysis

35:30 S&P Global Analysis

36:50 Meta Full AI Ads

40:40 Tom Lee Bull Market

00:00 Intro

02:20 FICO

16:20 Salesforce

20:30 ASML

23:34 Amazon

25:22 Google

00:00 intro

02:00 Google Declares War on ChatGPT

19:30 Elon Musk Robotaxi Interview

28:00 FICO Stock Price Falls

33:00 Klarna, The Fail Of The Week

00:00 Intro

02:02 United Health Group

10:37 Moody's Downgrades US Govt Debt

17:02 GTA 6 CEO Interview

20:00 Police Officer vs Waymo

00:00 intro

02:22 Bill Ackman 13f

08:40 Michael Burry 13f

13:38 Christopher Boomstran 13f

20:20 Dev Kantesaria 13f

22:56 Berkshire 13f

25:00 Chris Hohn 13f

26:10 Terry Smith 13f

28:00 Sundar Pichai Answers Tough Questions

45:00 Fail Of The Week: Financial Times on Sam Altmans Cooking

00:00 intro

02:00 Chris Hohn History

20:30 Triple Front Partners 13f

22:30 Chuck Akre 13f

23:40 Josh Tarasoff 13f

24:40 Polen Capital 13f

27:36 AirBnb Midlife Crisis

35:40 Waymo Recalls 1,200 Cars

00:00 intro

02:05 US-China Trade Deal

16:03 Biggest Fail Of The Year

21:13 Regulation of Pharma Prices

28:24 Why Is Microsoft Azure Growing So Fast