New iPhones and an Absence of Awe, How Oracle Wins in the AI Era, Questions on MidJourney, Meta, and Armageddon

Bullish:

• $NVDA - NVIDIA's strong market position in AI chips and strategic partnerships, particularly with Oracle, suggest potential for continued growth and dominance in the AI infrastructure market.

  • “NVIDIA is very interested in willing. And do they want to sell to Amazon who's spending all their time and money on Trainium? Do they want to sell to Google who is selling all their time and money on TPUs? They do because they want to make sure they're everywhere and the CUDA ecosystem is important. But they also would rather sell more to someone who's all in on being NVIDIA. And that is Oracle.”

    Ben·57:55
• $ORCL - Oracle's focus on bare metal infrastructure for AI and cloud computing positions them well in the market, particularly as a key partner for NVIDIA.

  • “Oracle's approach to AI or just to the cloud in general is, we're going to be much more bare metal.”

    Ben·56:56
• $AAPL - Despite criticism, Apple maintains its status as a technology company with potential for continued innovation and growth, albeit in less exciting areas.

  • “Apple is a technology company. They're just focused on technologies that most people don't really care that much about anymore.”

    Ben·4:21
• $NFLX - Netflix shows potential to create Disney-level franchises, as evidenced by the success of K-pop Demon Hunters, indicating possible growth in content value and subscriber retention.

  • “Netflix wants this. That's of course what they want to do. They just say, this is the first time they've gotten a Disney level property.”

    Ben·16:16