What The Investor Channel said in this video:
- AMZNbullishlong-termAmazon hosts models via AWS Bedrock and earns a toll whether customers use OpenAI or Anthropic models, so its AI business model is absolutely ironclad in the long run.Source
- OtherneutralAfter California and federal taxes and San Francisco living costs, the CEO's $18 million pay is reasonable, so Anthropic is getting a pretty good deal.Source
- Othernegative for stocksD-Matrix being hyped as an Nvidia slayer is just noise; it will not actually compete with Nvidia.Source
- NVDAbullishD-Matrix and similar rivals are just noise and will not compete with Nvidia; Nvidia has allocation, memory partners, Jensen Wong, and the ability to invest in or acquire threats, so its dominance is secure.Source
- GOOGLbullishmid-termGoogle overtook Anthropic in prediction markets, and insider betting suggests something is coming; if rumors of recursive self-improvement are true, Google shares will probably finish the year much higher.Source
- MSFTbullishlong-termEnterprises will ultimately buy AI models long-term on clouds like Azure, which is why the host is bullish on all three clouds including Microsoft.Source
- Otherpositive for stockslong-termOpenAI is targeting $70 billion annualized revenue by end of 2026; the host thinks its odds of hitting this target are pretty high and the company is right on track.Source
- Othernegative for stocksBoth commercial real estate and the residential home market are showing many red flags and are terrible, so real estate is almost off the board for investment returns.Source