00:00 Earnings Season Heats Up & AI Bubble Fears

01:26 Qualtrim Membership

02:24 SpaceX Earnings: Starlink, Space & AI

05:47 SpaceX vs. Amazon: The Valuation Problem

09:24 Netflix Earnings: A Buying Opportunity?

12:16 ASML: When Market Narratives Create Opportunity

14:33 Netflix's Engagement Concerns & Layoffs

18:17 Meta Earnings: Advertising Power & AI Spending

21:08 Tesla Earnings: Robotaxis, Competition & Valuation

24:44 Moody's Earnings: A Long-Term Compounder

25:47 Brad Gerstner: Bullish on AI but Selling Stocks?

31:40 The Size of Gerstner's Hedge Fund vs. Long-Only Fund

34:07 Fail of the Week: ESPN Embraces Sports Gambling

35:30 How Gambling Advertising Influences Journalism

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