00:00 Introduction to Non Consensus Investing

00:42 Welcoming the Guest: Michael's Background

01:39 Tesla Earnings and Elon Musk's Vision

03:51 Humanoids and Future Prospects

05:39 Challenges and Competition for Tesla

07:58 AI and Robotics: The Bigger Picture

18:48 Conflicts of Interest in Financial Analysis

21:03 Sovereign AI and Global Implications

31:07 Google's Earnings and Cloud Business

46:03 Generative AI and CapEx Dynamics

47:34 Positioning in Mag7: NVIDIA, Meta, and Google

49:34 Meta's Open Source Strategy with Llama 3

53:59 AI's Impact on Business Models and CapEx

01:00:44 Crypto and Digital Assets in the Political Landscape

01:02:53 Tech Market Trends and Predictions

01:11:46 Energy Sector Outlook in a Trump Presidency

01:20:53 Investment Strategies and Market Sentiment

01:26:59 Conclusion and Final Thoughts

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WOYM: META LLAMA 3.1 & Tech Earnings - Google, Tesla, TSMC, ASML w/ Michael Parekh (Ex-GS Partner)