📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips Meta and Microsoft reported earnings on the same night, and investors sent their stocks in opposite directions.Chris Galipeau of the Franklin Templeton Institute walks Steven Ehrlich through why Meta got punished for raising its CapEx guidance while Microsoft's Azure growth held steady, then makes the case that the broader AI CapEx boom is still only in its second inning, not a bubble about to pop.Host: Steven Ehrlich - Host, Head of Research at Sharplink - https://x.com/Steven_Ehrlich Guest: Chris Galipeau - Head Market Strategist at the Franklin Templeton InstituteThis clip is from a longer conversation on Fed policy, Iran, AI earnings, and prediction markets. Full episode here:https://youtu.be/BXWq7OPcm24 We go live every Thursday - subscribe to catch it live. Cape: Your biggest crypto vulnerability isn't your wallet, it's your phone number. Cape is America's privacy-first mobile carrier that rotates your SIM identity daily and blocks SIM swaps before they happen. Get 33% off your first six months at https://cape.co/unchained   (use code: UNCHAINED).Chapters🎙️ 📉 ☁️ 💰 📊 🔄 ⚾ Learn more about your ad choices. Visit megaphone.fm/adchoices