Christopher Marangi discusses value beyond the AI trade, including American Express (AXP), Microsoft (MSFT), AI-resilient sports plays like Live Nation (LYV) and TKO Group (TKO), and defensive opportunities in waste and health care. He also sees SpaceX (SPCX) disrupting telecom and likes EchoStar (SATS) for indirect exposure. Tom White demonstrates an example trade using SpaceX.
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