Alphabet’s $80 Billion Flex
Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we...
3 Jun 24min
Turnaround Stories and Shorting Stocks
Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strate...
2 Jun 24min
Nvidia’s Next Big Growth Lever?
Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players su...
1 Jun 25min
The AI Buildout Is Just Getting Started
Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel War...
31 Mai 19min
Is Your Plan for Retirement Too Safe?
Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than nece...
30 Mai 16min
The Conundrum of Investing in AI Today
Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be payin...
29 Mai 40min
Snowflake Has a Hot New Product
Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish envi...
28 Mai 20min
The $1 Trillion Club Gets a Little More Crowded
Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to E...
27 Mai 19min
