Google Just Spent $32 Billion On A Cyber Security Company
00:00 Intro02:00 Google Buying Wiz13:25 Market Continues Downward15:41 Zoox Robotaxi Expansion20:48 Mark Rober Vs Tesla39:17 Costco Pressures Chinese Suppliers43:18 Analysts Upgrade Netflix
18 Mar 202544min
The Most Undervalued Stocks In The Market
00:00 Introduction04:21 Apple07:25 Google10:18 Costco14:09 FICO16:48 Amazon20:30 S&P Global21:30 Texas Roadhouse24:35 Moody's25:25 Palantir27:45 ASML29:34 Salesforce31:15 Microsoft33:25 VICI33:50 Mast...
7 Mar 202545min
Nvidia Reports Earnings This Week
00:00 Introduction03:37 Booking Holdings Results06:10 Texas Roadhouse Results08:16 Dominos Results08:49 Hims Earnings15:06 Home Depot & Lowes Earnings16:40 Intuit Earnings21:01 Salesforce Earnings27:0...
25 Feb 202541min
Super Investors Are Buying Compounding Machines
We look at the portfolio updates from Dev Kantesaria, Bill Ackman, Buffett, Michael Burry, and Chuck Akre.
17 Feb 202528min
Super Investors Are Buying These Stocks
This is part 1 of the super investor 13f reviews.
15 Feb 202533min
Why Everyone Is Selling Big Tech
00:00 Intro02:43 Why Everyone Is Selling Big Tech16:46 Expedia & Booking Holdings17:50 Bill Ackman Buys Uber
7 Feb 202528min
Big Tech Is About To Respond To DeepSeek (Earnings Preview)
Apple, Microsoft, Meta, Tesla, ASML, all report earnings this week.
28 Jan 202536min
The Big Problem With The $500 Billion Bet On AI
This marks the most significant investment announced into American infrastructure. But this ambitious goal faces big challenges.
23 Jan 202534min
