Is SpaceX Quietly Beating Oracle In The AI Cloud Race?

Wall Street's fixated on Oracle (ORCL) and the usual hyperscalers. Wealth manager Ted Thatcher says the real AI cloud story is the one nobody priced in — SpaceX (SPCX). He also talks about the real Fed story (hint: it's not about rates).

In the full episode, Lou and Ted also discus SpaceX's compute deals with Anthropic and Google (GOOGL), why they're both bullish on Eli Lilly (LLY) and the GLP-1 wave, what to do with Nvidia (NVDA) trading near a 10-year-low valuation, Microsoft (MSFT), Apple (AAPL), and the one bond mistake that quietly burned a decade of investors.

⏱ CHAPTERS
0:00 SpaceX, GLP-1s & The Biggest Investor Mistake
1:13 Don't Fight The Fed: Warsh's First Meeting & The "Peace Deal Put"
3:43 The Consumer, Oil & The Right Use Of "Transitory"
5:18 GLP-1 Or ChatGPT? Why He's Bullish On Eli Lilly (LLY)
7:36 FOMO Is Not A Strategy: The 30/40/30 Rule
9:05 SpaceX vs. Oracle (ORCL): The Hyperscaler Nobody Priced In
12:33 Does SpaceX Acquire Tesla (TSLA)?
13:11 Mag 7 Value: Nvidia (NVDA) Near A 10-Year Low + Microsoft (MSFT)
16:22 Apple's (AAPL) Real Moat
17:29 The Next IPOs: Anthropic & OpenAI
18:35 The Bond Mistake That Burned A Decade Of Investors
19:55 Where To Find Ted

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Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com
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Видео Is SpaceX Quietly Beating Oracle In The AI Cloud Race? канала Lou Basenese