$NVDA - Brad expresses strong appreciation for NVIDIA as a leading American AI company, highlighting its strategic importance in the global AI race.
$OPENAI - Brad believes OpenAI has significant unreleased products constrained only by compute capacity, implying strong future growth prospects.
$TSM - Brad approves of TSMC's plans to build next-generation R&D facilities in Arizona, viewing it as a positive result of US policy on semiconductor manufacturing.
Bearish:
$AIRLINES - Brad notes multiple airlines reporting weakening consumer demand, suggesting a meaningful trend that could negatively impact airline stocks.
$ANTHROPIC - Brad expresses concern about Anthropic's reliance on AWS for distribution and the associated costs, suggesting potential profitability challenges for the company.