I’m always an optimistic guy, but even I get nervous when almost all of the Mag 7 stocks report earnings within a 24-hour period.
All it takes is for one of them to blink. And voila!
The AI Bubble Bears come out in full force to try to scare us stockless and crash the market
But not today, Satan!
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After a monster week of earnings, the data is undeniable.
AI demand is real. Cloud demand is compounding. And Big Tech is still buying the most valuable real estate of the next decade.
Tonight on The Big Skinny we’re breaking down:
Why Alphabet $GOOGL ( ▼ 0.46% ) stands out
Why the AI capex skeptics are focusing on the wrong side of the equation
And what this quarter says about the next phase of the AI cycle
Then, I welcome in a duo of pragmatic and naturally skeptical fellas – Bob Elliott, CIO of Unlimited Funds and Mike Zaccardi, Founder of Zaccardi LLC.
We’ll break down the “boomcession” talk, the market’s strange comfort with high oil prices, conflicting expectations for GDP and inflation, why software has lagged semis so badly, and more!
Last but not least in our in Headlines & Headscratchers segment, Dodd and I tackle:
🍎 The next big question for Apple $AAPL ( ▼ 6.12% )
🪙 The $BTC ( ▼ 1.1% ) and crypto cooldown
🎲 The most predictable outcome for prediction markets
And more!
🎥 Tune in LIVE at 5 PM ET. All filling. Zero fluff.
As always, we’ll be taking your questions live and sharing one key chart and at least one investment you should focus on right now.
For entertainment/educational purposes only. Not financial, legal, or tax advice; not a recommendation or solicitation. Terms & Conditions: TheBigSkinny.com.
