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00:00 Stocks Surge11:40 Buffett On The Market13:00 Fail Of The Week: Child Affordability Study21:57 Responding To Comments

00:00 Overview01:40 The Best Time To Buy Is now22:25 The Strategic Mistake Of Sora26:25 Fail Of The Week: Elizabeth Warren Complains About Netflix30:58 Responding To comments

00:00 Overview02:00 The Fall of FICO31:09 Meta $9 Trillion Market Cap Goal32:50 Fail Of The Week: Robots

00:00 Overview02:41 End Of The Metaverse18:37 Mark Zuckerberg Creating AI CEO21:47 Uber Invests In Rivian23:47 Project Hail Mary Success27:20 Costco CEO Eats Hot Dog29:28 Fail Of The Week: Marc Andreessen No Introspection

00:00 Overview02:00 Apple's Superior AI Strategy25:30 Intuit Is Doubling Buybacks27:00 Adobe Earnings32:05 Netflix Paid $600 For AI Company35:00 Fail Of The Week: SEC Quarterly Report

In this episode we review why I purchased, and continue to buy, Meta.

00:00 6 Compounding Machines On A Dip27:45 Tom Lee Predictions30:00 Fail Of The Week: Prediction Of AI Destruction

00:00 Overview02:00 Oil Goes Above $10025:30 Anthropic Sues Trump Administration30:20 Netflix Buys Ben Affleck AI Company34:43 Fail Of The Week: More CEO's Eat Their "product"

We value each stock based on historical valuation and future DCF.

00:00 Overview02:00 Steve Eisman & Tom Lee On War06:45 Netflix Walks Away From Warner Deal20:48 Duolingo Falls 20% After Earnings32:00 Fail Of The Week: McDonalds CEO

00:00 Overview02:00 Agents Remove Friction10:31 DooDash Disruptted Rebuttal24:17 Mastercard Disrupted Rebuttal32:40 The Domino Effect Rebuttal42:45 Netflix Warner Bros Update44:45 Meta & AMD Chip Deal46:36 Fail Of The Week: Robot Vacuum Hacking

00:00 Overview02:00 Super Investor Buys17:17 Moody's Earnings22:40 DoorDash Earnings23:55 Fail Of The Week: Sam & Dario