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Stock Market Rally: Fundamentals vs FOMO
Many Happy Returns
The Risks of AI-Generated Ads
Meta looked really cheap at the midpoint of last year and it's come back up a bit. And then Alphabet's looking like lame duck right now, It's roughly 19 times forward earnings. People didn't expect a genuine competitor to Google search. But just think about how risky that is. Did you see that beer commercial recently on social media where it's AI generated? I tried to think. Is there any way to top your thumbnails? Oh, yeah. This is our video editor, Aslan. He's very kindly stepped in and offered to design our thumbnails for us. In fact, how about getting him to do one for the podcast? We definitely need new artwork.
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