Squawk on the Street SOTS 2nd Hour: Top Tech Picks, A Billionaire Spending Spar, and Davos Deep Dives w/the CEO of Pinterest & SHEIN’s Exec Chairman 1/23/25
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Jan 23, 2025 
Bill Reddy, CEO of Pinterest, shares insights into the platform's growth strategies and commitment to youth online safety amid changing social media dynamics. Joining him, Donald Tang, Executive Chairman of SHEIN, discusses the e-commerce giant's rapid expansion and innovative business models. The conversation also touches on the latest trends in tech investments, including the competitive AI landscape and strategies for future market navigation, all happening live from the World Economic Forum in Davos.
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Tech Divergence
- Tech market divergence is driven by AI capabilities and rollout speed.
- Apple's slower AI integration and software macro issues in China contribute to its underperformance.
Stargate Project Impact
- Trump's Stargate project announcement signals increased AI investment sustainability.
- The project may clear regulatory hurdles for data center expansion and power infrastructure for AI.
NVIDIA's AI Advantage
- Tony Wong favors companies like NVIDIA due to their full-stack approach and crucial role in the AI infrastructure build-out.
- Apple's strong ecosystem remains relevant, but NVIDIA's performance advancements in AI make it a preferred investment.