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$3000 iPhone !!!! | OpenAI Cuts $200 Plan! | Meta MUSE POPS!

The Investor Channel discusses Meta's new AI agent, Muse, and its potential for monetization, as well as Apple's new iPhone lineup, including the high-priced foldable iPhone Duo. The creator expresses skepticism about the sales potential of the $3,000 iPhone but notes the availability of leasing options.

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TSLANeutralMedium ConvictionSignal-backedPrimary

Tesla's European semi-truck launch and the potential tailwind from high gas prices for its electric vehicles are discussed.

MSFTNeutralMedium ConvictionSignal-backedSecondary

Microsoft shares climbed nearly 1% to $496, with the company planning to triple its data center capacity to over 38 gigawatts by 2032.

LYFTNeutralMedium ConvictionSignal-backedSecondary

Lyft is rolling out autonomous vehicles with Waymo in Nashville, marking a new partnership after Waymo's relationship with Uber dissolved.

INTCNeutralLow ConvictionResearch Only

Intel is mentioned as one of the companies with competing AI chips in the market.

ORCLNeutralLow ConvictionResearch Only

Oracle confirmed on their conference call that one of the biggest data centers in Abilene, Texas was used for GPT-6 training runs.

NFLXNeutralLow ConvictionSignal-backedSecondary

Netflix shares ended the week up nearly 2% at over $77, as the company aired a Thursday night football game, potentially positioning it for future NFL media rights deals.

MRVLNeutralLow ConvictionResearch Only

Marvell is mentioned as having signed deals where they give away large chunks of the company, similar to Qualcomm's deal with Amazon.

AVGONeutralLow ConvictionResearch Only

Broadcom is mentioned in the context of circular financing, where companies use their balance sheet to borrow more money without selling equity stakes.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned in the context of circular financing, where companies use their balance sheet to borrow more money without selling equity stakes.

QCOMNeutralMedium ConvictionSignal-backedSecondary

Qualcomm signed a chip deal with Amazon, which includes warrants for Amazon to buy Qualcomm shares at $161, currently below the market price of $182, raising concerns about stock overhang and chip quality.

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