Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity

Chit Chat Stocks · Apr 17, 2026 · 1h 8m

We officially announce our transition to building an AI Neo Cloud.

(00:00) Introduction

(03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon

(06:10) Taiwan Semiconductor and ASML Earnings

(12:07) Hermes

(18:20) Coupang's AI Investments

(24:49) PayPal's Market Position

(30:58) Stock-Based Compensation and Its Impact on Software Companies

(37:40) Netflix Earnings and Strategic Shifts

(43:14) Consulting Industry Insights and Trends

(49:13) Amazon's Satellite Acquisition and Market Implications

(55:45) OpenAI Losing Market Share

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