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Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes

Chit Chat Stocks

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Brokerage Insights and Social Media Trends

This chapter explores recent changes in the brokerage landscape, highlighting companies like Interactive Brokers and Weeble alongside ASML's notable stock buyback strategy. The conversation delves into the valuation metrics of these firms, including ASML's low EV to EBIT ratio as an investment opportunity, while also examining innovations and geopolitical challenges in the lithography industry. Additionally, the speakers discuss the implications of OpenAI's new proposed social network 'slop,' skepticism around its potential success, and reflect on the diminishing quality of interactions on Twitter compared to platforms like Substack.

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