Trump Media is mentioned as pricing market-moving news, suggesting a limited window of relevance, which could be useful for front-running news.
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KIMI KO's AI Trade | Apple Surges | NFLX Earnings
Jul 17, 2026
The creator discusses the current AI trade landscape, noting Apple's surge despite a perceived lack of AI strategy and low capex. Meta Platforms' potential cloud compute deal and AI model strategy are analyzed, with a critical look at the adoption of its Muse Spark model. Apple's recent stock performance and its lawsuit against OpenAI are also covered.
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Google may focus on faster, cheaper AI models rather than competing at the frontier, and can supply large language models to Apple.
AMD is mentioned as a competitor to Nvidia, with the creator planning to attend an AMD conference where Lisa Su will give a keynote, suggesting potential future content.
Broadcom has expanded a deal with Apple, indicating a strategic partnership.
Qualcomm is mentioned as also looking to acquire AI chip startups.
Netflix shares dropped nearly 8% after reporting Q2 earnings that missed expectations and provided a weak Q3 forecast, hitting a new 52-week low.
Amazon's Leo satellite internet service is expanding to South Africa, offering a potentially large revenue stream.
Tesla's earnings report is mentioned as occurring around the same time as Google's delayed AI model release.
Google's latest AI model release is delayed just before their earnings report, coinciding with Tesla's earnings report.
Microsoft is mentioned as having previously surpassed Apple in market capitalization.
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Tracked calls opened from this post
NFLXsell opened Jul 17, 2026
-1.65%