I break down my $1.5 million stock portfolio, including what I’m doing with Google after it fell behind in the AI model race, Meta’s recent surge and new enterprise push, and updates on Amazon, Mastercard, ASML, S&P Global, Netflix, Uber, DoorDash, and more. I also look at the growing debate over AI and jobs, contrasting Jensen Huang’s optimistic view with Andrew Yang’s concerns about automation, before finishing with Bob Chapek’s comments about what happened behind the scenes at Disney and Bob Iger’s return.


0:00 Intro

1:31 $1.5 Million Portfolio Update

3:04 Google Falling Behind in AI

7:29 Meta’s Huge Comeback

10:35 Amazon & the Portfolio

16:29 Netflix Gets Crushed

23:08 Jensen Huang vs. Andrew Yang on AI

32:20 Bob Iger — Fail of the Week

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