Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR)

Chit Chat Stocks · Jul 18, 2025 · 1h 4m

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(01:27) ASML Analysis and Market Volatility

(09:56) Taiwan Semiconductor's Growth and Market Position

(17:26) Netflix's Earnings and Business Model

(25:00) Bubble Watch: Meme Stocks and Market Valuations

(32:58) Evaluating Palantir's Future Cash Flow

(35:43) Interactive Brokers Earnings Review

(41:20) Cloudflare's AI Crawler Blockade

(47:08) Meta's Ambitious Data Center Plans

(54:51) Musk's Circular Investments and XAI

(01:00:08) Political Pressures…