Paul Meeks

Paul Meeks, Managing Director at Freedom Capital Markets, shares his insights on Meta's groundbreaking nuclear energy deals, positioning it as the largest nuclear buyer among its peers. He discusses the pressing energy and construction bottlenecks impacting AI growth and the shift of tech analysts towards utilities in response to these constraints. Additionally, the podcast explores China's MiniMax going public and Snowflake's strategic acquisition of Observe, shedding light on the evolving landscape of AI and data infrastructure.

Join finance experts Cory Weinberg, Paul Meeks, Anita Ramaswamy, and Ken Brown as they delve into the game-changing $20 billion deal between NVIDIA and Groq. Discover the implications for the AI chip market and why Waymo's potential $100 billion valuation could be justified through innovative revenue paths. The panel also discusses the burgeoning prediction markets, their regulatory challenges, and how political connections could influence their growth. Exciting insights that underscore the intersection of technology, finance, and regulation!

In this discussion, veteran tech investor Paul Meeks shares his insights on Nvidia, the frontrunner in AI chips. He tackles the high expectations surrounding Nvidia's upcoming earnings and suggests that other tech stocks, like Super Micro, could be just as promising. Meeks also expresses skepticism about the hype around humanoid robots, asserting that this could mislead investors regarding Tesla's struggles in the EV market. His candid analysis offers valuable perspectives for anyone navigating the tech investment landscape.