Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB
1 hour 7 minutes Posted Aug 14, 2026 at 8:00 am.
PM EST. This week we discussed:
) Introduction
) Bill Ackman's Netflix Investment
) Private Equity's Role in AI Infrastructure Funding
) Potential Software Take-Private Deals and Valuation Trends
) BBB Foods: A Mexican Retail Growth Story
) Airport Operator Diversification and Growth in Latin America
) Discussion on Banking Sector Earnings and Financial Stability
) Berkshire Hathaway's Stock Buyback and Capital Allocation
) Predictions on Next Potential 'Trade Desk' Stock
) Financial Results of Nu Bank and Growth in Mexico
) Walmart, Costco, and Latin American Retail Opportunities
) Sports Betting, Prediction Markets, and Investment Risks
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Show notes
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at
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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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