What The Investor Channel said in this video:
- METAneutralThe host sees potential new monetization from Meta's Muse AI agent at both merchant and consumer levels, but states no stock direction.Source
- AAPLneutralHost is unsure how well the $3,200 foldable iPhone Duo will sell, but notes leasing and high-memory upgrades could make it interesting.Source
- QCOMneutralQualcomm's Amazon chip deal comes down to execution: if it delivers, revenue follows, but giving Amazon warrants may create an overhang.Source
- MRVLneutralMarvell also gave equity for Amazon deals; host questions whether this creates an overhang and whether its chips are truly good.Source
- AMDneutralAMD and others gave equity for orders; host wonders if this creates an overhang and doubts chip quality.Source
- AI CapexneutralHost thinks that as new Nvidia systems and larger training sets arrive, the gap between frontier and trailing models will widen further.Source
- NFLXneutralHost agrees the NFL's next media rights deal will look very different, with Netflix among bidders, though NFL spreads rights.Source
- NVDAbullishlong-termNvidia's moat remains intact as rivals like Huawei raise prices; host thinks the DOJ Groq probe is on shaky ground and will fade.Source
- GOOGLneutralHost says the Gemini Windows app is better late than never, but Google may not be at the frontier, and questions adoption of distilled Chinese models in North America.Source