Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 3min
Is There a Game of Thrones in AI?
02:45 • 2min
Cloud Computing
04:39 • 2min
Is There a Chance to Invest in Open AI?
06:45 • 3min
Salesforce - Is Mark Mark Doing the Right Things?
09:40 • 3min
Mark's Disbanded M&A Committee?
12:26 • 2min
Tesla - What's Your Current Thinking?
13:59 • 2min
EVs - Is Tesla Your Favorite Pick?
15:36 • 3min
I'm Spending in Crowd Crowd Strike
18:35 • 2min
The Stocks Are Telling You Something, Right?
20:13 • 2min
What Do You Think the Fed's Going to Do?
21:44 • 2min
Is Apple Going to Do a Yellow iPhone 14?
23:45 • 3min
Do You Think Apple Is a Real Growth Story?
26:49 • 2min
What Do You Think About TikTok?
28:33 • 3min
Apple, Tesla, Microsoft, and Microsoft
31:22 • 2min
Semiconductor Pricing - What's the Tom Brady of Sammy?
33:03 • 2min
Is Amazon Going to Overtake Microsoft?
35:28 • 3min