00:00 What's Happneing In The Stock Market17:31 Microsoft to Reveal Cloud Growth19:45 S&P Global To Sell Capital IQ21:52 Google Avoids Breakup 23:00 Fail Of The Week: Teleprompter Operator

Why the biggest bear, Ed Zitron, belives AI is a con.

00:00 Meta Strategic Victory In Lawsuit18:30 Microsoft Is Hiding From Investors21:23 Netflix May Offer Peacock Through It's Service26:15 Win Of The Week: SharkNinja's Innovation

00:00 Buy Prices For Every Stock26:18 Uber Hit Piece38:50 Fail Of The Week: Gene Munster

00:00 How To Have An Edge In Investing15:02 Sharing My Investment Journey19:15 Top Pick 1: Meta23:50 Top Pick 2: Uber25:50 Top Pick 3: S&P Global27:30 Duolingo DAU Update29:20 Fail Of The Week: Amazon Drone Delivery30:45 New Carlson Family Member

00:00 Super Investor Portfolio Update23:00 Meta Lawsuit Gets Worse

In this episode we review Bill Ackmans new buys.

00:00 Overview01:24 IMAX08:33 Reddit11:39 MELI13:20 Adobe16:28 Nike17:50 Rollins19:40 Copart23:04 Nebius24:58 Cava26:35 Fail Of The Week: Elisson vs California

00:00 Introduction01:00 A History Of Picking Stocks06:30 Uber11:50 Meta18:02 Netflix20:15 Semianalysis Gemini Has Lost23:48 Fail Of The Week: Keith Rabois

00:00 Intro02:30 AWS Has Changed The Market11:26 FICO Earnings14:24 Uber & DoorDash19:00 Duolingo22:00 Texas Roadhouse23:00 Tom Lee 2027 Prediction