Скачать или смотреть Ep 13: $MSFT $META $GOOGL Earnings, OpenAI Restructure and the AI Bubble

Q3 Earnings season is in full swing, with some of the biggest tech companies reporting this week. The good news is, several of them are seeing green. In this episode of the Buy Hold Rant podcast, Hamid and Dustin break down tech earnings from Microsoft ($MSFT), Meta ($META), and Google ($GOOGL) and fintech earnings from SoFi ($SOFI) and PayPal ($PYPL). The guys also dive into OpenAI’s transition to a for-profit company and what it means for the AI industry and investors. How does today’s AI boom compare to the dot-com bubble?

Plus, a discussion about the dangers of FOMO and too much diversification. Conviction matters more when investing.

🔥 Key Topics:

📈 What do Microsoft, Meta, Google, and Mercado Libre reveal about the tech market?
🤖 What does OpenAI’s Transition to For-Profit mean for AI innovation and precedents for future tech companies?
💻 Why favor Meta & Google over Microsoft for growth?
🌐 How does today’s AI industry compare to the dot-com bubble?
💰 Why does conviction matter more than diversification?

Don't forget to check out:

The Best (and Free) Earnings Calendar: https://earningshub.com/
Hamid's Savvy Trader Portfolio: https://savvytrader.com/Hamid/my-actu...
Dustin's Savvy Trader Portfolio: https://savvytrader.com/dustin/rvr

#EarningsSeason #OpenAI #Investing #TechStocks #Meta #Google #Microsoft #AI #StockMarket #PayPal #SoFi #robinhood

Chapters:
0:00 Intro
0:40 OpenAI restructure to for-profit
7:44 Are we in an AI bubble?
11:07 Microsoft earnings
11:40 Why are Meta and Google a better bet than Microsoft?
12:38 Google earnings
13:50 Meta earnings
17:20 Thoughts on the Mag 7
20:09 FOMO will kill you
21:26 Diversification limits returns
22:56 Missed opportunities
23:54 Chipotle earnings
24:31 Starbucks earnings
25:30 PayPal earnings and partnership with OpenAI
29:11 SoFi earnings and Robinhood discussion
35:38 Fed lowered interest rates
37:36 Rebalancing your portfolio
42:30 Listener questions