Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity
1 hour 8 minutes Posted Apr 17, 2026 at 8:00 am.
) Introduction
) Allbirds' Pivot to AI: A Meme Stock Phenomenon
) Taiwan Semiconductor and ASML Earnings
) Hermes
) Coupang's AI Investments
) PayPal's Market Position
) Stock-Based Compensation and Its Impact on Software Companies
) Netflix Earnings and Strategic Shifts
) Consulting Industry Insights and Trends
) Amazon's Satellite Acquisition and Market Implications
) OpenAI Losing Market Share
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Show notes
We officially announce our transition to building an AI Neo Cloud.
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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