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

00:00 Introduction

02:05 What I'm Buying and Selling

18:20 The Impact Of Rate Cuts

21:52 Jimmy Kimmel Suspension

36:55 Linkedin Tax-Saving Strategy

00:00 Overview

02:50 Option Care Health

05:43 Twilio

08:35 U-Haul

09:39 Elf Beauty

11:44 Innodata

14:00 Vertiv

15:32 Aptiv

16:43 FirstCash

21:10 XQO

22:23 JBS

23:50 Interest Rates Lowered

25:54 Waymo Expansion and Safety

28:30 Comment Section