AI Snips
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Episode notes
Bet on Brian Niccol at Starbucks
- Brian Niccol's turnaround at Starbucks is a big opportunity despite recent stock sell-offs.
- His past success at Chipotle shows his ability to revive companies and grow shareholder value significantly.
Tech Giants Excel with AI Focus
- Microsoft and Meta delivered strong earnings, highlighting the importance of proven leadership.
- Both companies are investing heavily in AI, signaling growth and long-term potential.
Choose Strong AI Leaders
- Avoid investing in C3 AI due to continued losses and leadership issues.
- Consider ServiceNow and its CEO Bill McDermott as strong AI-focused investment options.