Long Bitcoin, Short MicroStrategy

Chit Chat Stocks · Mar 31, 2024 · 1h 11m

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed:

(00:00) Introduction and Sponsor

(00:32) Overview of Topics

(04:02) Hilarious Parody Buy Rating

(05:13) Financials of Trump Media

(07:45) Ludicrous Valuation of Trump Media

(09:24) Sentencing of Sam Bankman-Fried

(16:15) Winners in AI: Accenture?

(31:36) Investments in AI Startups

(33:05) Anthropic and Amazon Collaboration

(34:32) Cloud Providers and AI

(37:23) Reviewing Boston Omaha

(40:38) Long Bitcoin, Short MicroStrategy

(46:49) Identifying Value Stocks vs Value Traps…