#2307 - Tim Dillon

Bullish:

• $AI - AI is seen as the most transformative technology of the future, with potential for significant impact and investment opportunities. The increasing energy demands of AI are also driving growth in supporting industries like nuclear energy.

  • “I think the endgame is artificial intelligence. Right. Because that's what we're really making. The the one big thing that's gonna change the world way more than any other technology is artificial intelligence.”

    Joe·2:09:25

  • “They're already building nuclear reactors just to power AI plants. Right. Multiple nuclear reactors just to power AI plants, because the the amount of electricity that's gonna be required.”

    Joe·2:19:18
• $NFLX - Netflix is viewed positively for its extensive content library, with potential for further growth through new partnerships like UFC.

  • “Netflix has almost too much content. I think it's great. Content.”

    Tim·2:25:07

  • “I think the UFC might be going to Netflix soon. Wild. Wild. Yeah.”

    Joe·2:25:14
• $QUANTUM - There's growing interest in quantum computing, despite its complexity, suggesting potential for future development and investment opportunities.

  • “Just with quantum computing, like, I I I've got someone coming on soon that's gonna supposedly explain that to me, but, like, what are you even saying? Right. It's operating in the multiverse and it's accessing infinite universes.”

    Joe·2:17:30

Bearish:

• $SOCIALMEDIA - Reducing social media usage is associated with improved well-being, potentially indicating declining user engagement and negative outlook for social media companies.

  • “I got off social media for the most part, real recently over the last few days. I'm barely on it. And I feel better. I feel way more normal.”

    Joe·1:39:18