ÜBER DIESE EPISODE
00:00 Introduction
02:03 Part 1 of AI-bubble series, driven by listener questions
04:58 Google is not having a Kodak moment
05:59 Kodak’s Kodak Moment
09:11 Swatch cannibalized and thrived
11:59 Intel invested in buybacks rather than fabs of the future
16:08 Google’s spending is existential, cannibalizing search to build AI
19:30 Google is winning: Cloud up ~100% yoy
21:38 I probably own less Google than you- beware S&P 500 concentration
25:23 DIP: Digitization Infrastructure and Parts
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VERGANGENE FOLGEN SUCHEN
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WEITERE EPISODEN IN DIESEM PODCAST
Episode 526
00:00 Introduction
00:40 SpaceX dud IPO
02:01 Hormuz reignites
03:31 Railroad stocks outperform
05:31 Ignore the media noise
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——————̵…
Episode 527
00:00 Introduction
00:51 Notification of when I buy or sell a stock
01:28 Learn to identify stock trading patterns during a crisis
02:45 Stock Market rotation from Risk On to Risk Off
03:42 I sold non-core positions that are getting a bounce from Iran chaos
04:35 Raise cash and pa…
Episode 529
00:00 Introduction
00:48 Chinese Technology Threat
04:47 Lower Tech cost means more use cases: Technology lowers incremental cost
07:00 Technology is becoming a Utility
11:20 Is this a Tech Bear Market?
17:57 DotCom Bubble 2.0?
21:14 Nvidia has better valuation than Costco & …
Episode 525
00:00 Introduction
00:53 Winning Attitude
01:00 Cynical Optimism
01:45 Focus on what works
02:05 Insurmountable problems that no longer exist
02:26 Threat of nuclear war with USSR
03:56 Oil energy crisis that wasn’t
05:21 USA world’s largest Oil producer
05:55 Stop worrying
Si…
Episode 528
00:00 Introduction
00:31 Has Warren Buffett changed his view on Technology Stocks
06:18 Warren Buffett philanthropy
08:47 Berkshire Hathaway large cash position
13:14 China’s Moonshot AI
16:41 Regional Bank update
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