00:00 Episode Overview

03:53 Analysts Warn About The Market

09:00 Meta Bear Case

15:12 Salesforce & Adobe

21:00 Netflix Earnings Reaction

25:00 Fail Of The Week: The change-name AI Frenzy

00:00 Episode Overview

02:00 The Market Recovery

14:00 Netflix Earnings

15:30 Amazon Buys Satellite Company

16:28 Analysts Turn Bullish On Meta

27:00 Jensen Says Amazon Is Lying

37:00 Fail Of The Week: Allbirds Goes to AI

39:45 New Qualtrim Feature

00:00 Episode Overview

03:00 Portfolio Update

10:11 Amazon Updated Analysis

32:20 Meta Updated Analysis

45:40 Fail Of The Week

00:00 Episode Overview

02:00 Stocks Are Going Crazy

07:36 Sam Altman Criticisms

13:08 Fail Of The Week: Follow-up

16:20 Responding To Comments

00:00 Episode Overview

01:28 Qualtrim Plug

02:20 Nike

09:10 Booking Holdings

12:48 Robinhood & American Express

15:20 Intuit

18:20 Jamie Dimon & Tom Lee

22:25 Open AI and Anthropic IPO

26:58 Fail Of The Week: Italy Court

00:00 Stocks Surge

11:40 Buffett On The Market

13:00 Fail Of The Week: Child Affordability Study

21:57 Responding To Comments

00:00 Overview

01:40 The Best Time To Buy Is now

22:25 The Strategic Mistake Of Sora

26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix

30:58 Responding To comments

00:00 Overview

02:00 The Fall of FICO

31:09 Meta $9 Trillion Market Cap Goal

32:50 Fail Of The Week: Robots