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I explain why I'm buying $5,000 of Netflix tomorrow.
00:00 Earnings Season Heats Up & AI Bubble Fears
01:26 Qualtrim Membership
02:24 SpaceX Earnings: Starlink, Space & AI
05:47 SpaceX vs. Amazon: The Valuation Problem
09:24 Netflix Earnings: A Buying Opportunity?
12:16 ASML: When Market Narratives Create Opportunity
14:33 Netflix's Engagement Concerns & Layoffs
18:17 Meta E...
The new earnings season has started where the majority of growth is coming from a few AI companies.
Michael Burry and Ray Dalio are both warning of an impending AI bubble. In this epiosde we look at their history and what actions investors should take with these type of warnings.
0:00 I Bought 3 Turnaround Stocks
1:31 Netflix — Buying More After the Selloff
6:37 Netflix’s Growth Is Being Misunderstood
10:35 The Netflix “Low-Quality Content” Criticism
17:53 Uber — Buying the 30%+ Drop
21:18 S&P Global — My Third Purchase
24:13 Nike — Why I’m Still Avoiding It
26:03 FICO — Great Business, Major Risk
27...