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RiskReversal Pod
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Impact of AI on Companies Reporting June Porters
The chapter delves into the impact of AI on companies reporting their June porters in July, focusing on companies like Nvidia and Super Micro that have seen growth due to AI. It also discusses concerns about companies where AI is not driving growth, potential corrections in stock prices, and the effect on various AI-related companies like Meta, Tesla, Apple, Dell, and Salesforce. The conversation touches on revenue growth, stock performance, potential 'earnings recession', and the implications for enterprise software companies and AI hosting companies like Amazon Web Services, Google Cloud, and Microsoft Azure.
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