HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare.
Eric issues the first ever sell in the AI Investor Portfolio, freeing up $50,000 of cash for the next great opportunity.
The team discusses three promising areas to deploy that capital including Neoclouds, The Power Bottleneck, and Robotics.
Follow the portfolio, including all current positions at: 247wallst.com/aiportfolio
35 episodes