Microsoft x Amazon BLAST OFF!!!!!! Buy The Dip In META & Apple??

BABANeutralLow ConvictionResearch Only

Alibaba is mentioned as a domestic Chinese firm that needs to layer on Chinese AI for American tech companies operating in China.

TBearishMedium ConvictionSignal-backedSecondary

AT&T is slipping on reports that SpaceX may compete in spectrum auctions, and the creator notes AT&T is a 'terrible business' that requires high debt.

SPCENeutralLow ConvictionSignal-backedSecondary

SpaceX shares have not caught a bid and are down, with potential competition in telecom auctions causing AT&T and Verizon to slip.

SPXXNeutralLow ConvictionResearch Only

The S&P 500 is mentioned as being at all-time highs, which makes it confusing why hedge funds are struggling.

TSLANeutralMedium ConvictionSignal-backedPrimary

Tesla's stock was relatively flat, and a story about potentially divesting its Chinese business for a SpaceX merger was denied by Elon Musk as fake news, though the creator suggests it could become real news long-term.

AMDNeutralLow ConvictionResearch Only

The creator attended an AMD conference, where a friend who had recently started investing asked for a stock recommendation.

NVDANeutralMedium ConvictionSignal-backedPrimary

Nvidia is involved in potential $250 billion circular financing for OpenAI's data center, faces regulatory probes in Taiwan, and is navigating export restrictions to China.

NFLXNeutralLow ConvictionSignal-backedSecondary

Netflix shares are up slightly, and the company secured broadcast rights for the FIFA Women's World Cup.

GOOGNeutralLow ConvictionResearch Only

Google is seeing positive, albeit small, returns on its AI spending, which is not the case with Meta.

MSFTNeutralLow ConvictionResearch Only

Microsoft's shares have rallied to new highs, and the creator will discuss how much higher they can go.