Chit Chat Stocks Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030?
Jul 11, 2025
The discussion explores Delta Airlines' earnings and the impact on consumer spending. Recent stock purchases are highlighted, alongside a fresh perspective on Taiwan Semiconductor's growth. Predictions on which company might dominate by 2030 focus on tech giants like Amazon and Alphabet. The explosive rise of subscription revenue models in tech is analyzed, emphasizing competition in AI search led by Gemini. Additionally, there's insight into Meta’s aggressive AI hiring and the competitive landscape in cloud services and data center expansions.
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Delta's Strong Premium Segment
- Delta Airlines benefits greatly from its exclusive partnership with American Express, boosting its premium segment revenue.
- Despite the tough airline industry, Delta's credit card business and premium tickets show strong consumer spending resilience.
Remitly's Growth & Compensation
- Remitly shows strong revenue growth and unit economics, with a promising long-term profit margin potential.
- Stock-based compensation concerns exist but are stabilizing and manageable given free cash flow positive trends.
Wise's Low-Cost Strategy
- Wise pursues low-cost international transfers by building its own infrastructure, differing from Remitly's software layer approach.
- Wise rejects stablecoin use until it's proven more effective, focusing on zero-fee account-to-account transfers inside the platform.