Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
1 hour 8 minutes Posted Oct 23, 2026 at 8:00 am.
PM EST. This week we discussed:
) Introduction
) Meta's earnings, Reality Labs losses, and AI capital expenditures
) Semiconductor stocks selloff, TSMC, and the AI buildout
) Rollins' slowing organic growth and AI search headwinds
) SpaceX earnings, Starlink subscriber growth, and AI infrastructure
) Speculation on a SpaceX and Tesla merger
) Netflix earnings, watch hour stagnation, and content strategy
) Trivia game: The cheapest forward-earnings stocks in the S&P 500
) Hermès earnings, price resilience, and regional sales performance
) Wise metrics, take rates, and multiple compression
) CoreWeave's debt profile and the neo-cloud market
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Show notes
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