Chit Chat Stocks 6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs As Recession Indicators?
Oct 31, 2025
Hosts analyze six hidden suppliers fueling the AI boom, focusing on their critical roles in the data center landscape. They discuss Amphenol's growth from cable demand and Quanta's infrastructure services. The conversation also includes Microsoft's restructuring with OpenAI and potential IPO timelines. Additionally, they address concerning layoffs at Amazon and UPS as signs of shifting consumer demand, alongside earnings from companies like Pfizer and Visa that reflect broader economic trends.
AI Snips
Chapters
Books
Transcript
Episode notes
Hidden Risks In Seemingly Stable Firms
- Pfizer's quarter revealed the market was already pricing in weakness before retail saw it.
- Management cut guidance and launched a strategic overhaul, signaling a major reset.
SoFi's Rapid Membership Ramp And Tradeoffs
- SoFi grew members from 1.2M to 12.6M in five years and added almost a million members this quarter.
- Rapid deposit and personal loan growth accelerate revenue but raise lending risk in downturns.
Netflix Growth Is Shifting To Ads And Efficiency
- Netflix's revenue growth hit its highest rate since 2021, driven by ad tier scaling.
- Future earnings depend on ad revenue, price mix and content cost reductions more than subscriber growth.
