Asks about Meta-Alphabet TPU deal implications and whether it represents massive market erosion for Nvidia
Host
Jed Ellerbroek
Google-Meta TPU deal is good news for Meta accessing cheaper AI chips, worse for AMD than Nvidia as AMD's second position is most threatened
Asks about Microsoft and Oracle weakness tied to OpenAI association and AI bubble concerns
Host
Jed Ellerbroek
Microsoft weakness feels overdone given strong positioning, accelerating revenue growth, Azure performance, and software business strength
Asks if Alphabet's 92% surge and approaching $4T market cap makes it new must-own stock or ahead of fundamentals
Host
Jed Ellerbroek
Google strength not ahead of fundamentals, one of biggest AI winners with incredible competitive strengths across full AI technology stack
Asks what market is missing about Amazon given only 4% YTD gain and whether it should be bigger part of AI cloud conversation
Host
Jed Ellerbroek
Amazon now most underappreciated AI winner, expects really strong 2026, favorite stock and largest position in their ETF