Shopify is mentioned as a stock that will likely be discussed in upcoming earnings videos for premium subscribers.
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Nvidia x SpaceX PUMP IS ON!!!!!!!!!!!!!!!!
Aug 7, 2026
The creator discusses several tech stocks, starting with SpaceX's strong earnings report and Nvidia's exclusive partnership announcement, which boosted its shares. Meta Platforms faced legal challenges with significant judgments against it, and its AI models' capabilities are questioned. Apple is also mentioned, facing trade secret claims from OpenAI and dealing with memory chip pricing from Chinese manufacturers, leading to increased trade-in values for its products.
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Oracle is mentioned as a player that exclusively relies on Nvidia, potentially pressured by the SpaceX-Nvidia partnership.
AT&T is mentioned as a major wireless carrier whose margins and financial structures are not great, and they might face a price war with Starlink.
T-Mobile is mentioned as a major wireless carrier whose margins and financial structures are not great, and they might face a price war with Starlink.
The creator briefly mentions Tesla at the start of the week, but no specific thesis or actionable insight is provided.
Microsoft's shares have performed well, even without a proprietary large language model strategy outside of its OpenAI partnership.
Taiwan Semiconductor's capacity is currently fully utilized by major clients, creating an opportunity for Intel to potentially capture new business.
Intel's new process node is achieving good yields, which could help alleviate pressure on Taiwan Semiconductor and potentially benefit partners like MediaTek.
Netflix shares found some technical footing, but consumers cutting subscriptions due to inflation could be a headwind.
Jeff Bezos sold $350 million of Amazon stock at a peak valuation, suggesting shares may be under pressure.
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