Uber is briefly mentioned in relation to a potential end of ties with Whimo, indicating a developing rivalry in the robo-taxi space.
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Google & Tesla CRASH: Do You Buy NOW???
Jul 24, 2026
The creator discusses the market's confusion regarding AI investments by tech giants like Google and Tesla, highlighting Tesla's disastrous earnings and Google's perceived sell-off despite future investments. The focus then shifts to Meta Platforms, with an upcoming earnings call that is deemed critical for the company's future, particularly concerning its AI spending and potential cloud partnerships.
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Foxcon is mentioned as a potential beneficiary if SpaceX places a large server order with them instead of Dell or Super Micro.
Super Micro is mentioned as a company that might be snubbed in favor of Nvidia and Foxconn for SpaceX's server orders.
Dell is mentioned as a company that might be snubbed in favor of Nvidia and Foxconn for SpaceX's server orders.
Corewave is mentioned as a company that might be absorbed by a larger entity like Nvidia due to the high costs of AI development.
Google is mentioned in the context of the title, but no specific thesis is provided in the transcript excerpt.
Netflix is trading at historically cheap valuations, specifically 19 times forward earnings, making it a screaming buy.
CLA, a buy now pay later app, surged on rumors of a potential partnership with Apple to lease Apple products.
Intel is mentioned as working to catch up with Apple's competitive advantages in Macintosh computers for AI and other workloads.
AMD is mentioned as working to catch up with Apple's competitive advantages in Macintosh computers for AI and other workloads.
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NFLXbuy opened Jul 24, 2026
+0.00%