Prof G Markets Meme Stocks are Back — What’s Fueling the Resurgence?
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Jul 28, 2025 Scott and Ed dive into the resurgence of meme stocks, fueled by social media and youthful enthusiasm. They explore the economic implications of recent tariffs on major automakers, contrasting the fortunes of Tesla with Japanese competitors. The conversation shifts to a pivotal partnership between OpenAI and Oracle, discussing Larry Ellison's undervalued role in tech. With humor, they reflect on personal anecdotes and the risky landscape of speculative trading, emphasizing the need for caution among young investors.
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Tariff Impact on Auto Earnings
- Tariffs are hitting U.S. auto companies' profits bottom line rather than consumer prices yet.
- This hurts shareholder value and may cause U.S. automakers to lose market share to Japanese cars.
Oracle's AI Infrastructure Pivot
- Larry Ellison's Oracle pivots from returning cash to shareholders to heavy AI infrastructure investment.
- This shift is driving Oracle's cloud revenue growth and positioning it as a key AI compute provider.
Maximize Retirement Contributions Early
- Max out employer retirement plans automatically from your first paycheck.
- This compounding strategy can yield massive long-term investment growth.