

Predicting the Next Rule Breaker Buyout
8 snips Aug 11, 2025
Tune in as analysts break down Tesla's surprising move to scrap its AI supercomputer project, raising questions about its future. The discussion shifts to four promising growth stocks that could be the next big buyout targets in the growing athleisure and pharmaceutical sectors. Dive into Roku's resurgence within the streaming landscape, and speculate about who might acquire it next. Plus, enjoy a fun game where participants match clever CEO quotes to their companies!
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Dojo's Demise Blows Away 'Pixie Dust' Thesis
- Karl Thiel says Dojo's cancellation removes future value many bulls priced in.
- He warns repeated 'pixie dust' cuts should make investors reassess Tesla's premium.
Prioritize Revenue-Driving Projects
- Jason Hall says Tesla should refocus capital on near-term revenue drivers.
- He recommends cutting Dojo spending and buying external compute to preserve cash.
Alcon Buys Star Surgical For $1.5B
- Alcon acquired Rule Breaker pick Star Surgical for $1.5 billion at a 51% premium.
- The deal highlights bittersweet buyout outcomes for growth investors who wanted longer runways.