Sorry, Bubble Bears: Big Tech Just Proved the Bulls Right

This week on The Big Skinny, Lou Basenese cuts through the noise after a monster week of earnings from most of the Mag 7 and asks what investors should really take away. The answer: AI demand is real, cloud demand is compounding, and Big Tech is still buying the most valuable real estate of the next decade.

Lou breaks down why Alphabet ($GOOGL) stands out, why the capex skeptics are missing the plot, and what this quarter says about the next phase of the AI cycle.

Alongside ex-Bridgewater senior investment exec and Unlimited Funds CIO Bob Elliott and Zaccardi LLC's Mike Zaccardi, Lou also digs into the "boomcession," the market's strange comfort with high oil, why software has lagged semis so badly, and what might finally unwind that trade. Then in Headlines & Headscratchers, Lou and Dodd hit Google, Apple ($AAPL), crypto, prediction markets, the best movies ever, and the little market stories that may be telling a bigger truth.

CHAPTERS
0:00 Cold Open: Sorry, Bears — Why Lou Says the Bubble Babblers Got It Wrong
2:30 Mag 7 Just Settled the AI Bubble Question
6:00 Investment Insight — Keep Buying Alphabet ($GOOGL): The $240B → $460B Cloud Tell
10:00 Intel ($INTC) Flash: "The Flux Capacitor Is Back"
10:45 Mike Zaccardi Joins — Boomcession + Oil
14:00 Why $200 Oil Headlines Don't Hold Up
20:00 The K-Shaped Consumer + Why Spending Hasn't Cracked
25:00 Papa John's ($PZZA) — The Domino's-Playbook Turnaround
32:00 Bob Elliott Joins — Semis Up 50% in 4 Weeks = Mania?
38:00 The Dividend from Disinflation Has Already Happened
44:00 Bob's Macro-Replication ETF: 500 Hedge Funds in One Wrapper
48:00 Headlines & Headscratchers — Google, Apple ($AAPL) Services, Powell Exit
58:00 Before You Run: Kevin Walsh as Next Fed Chair, F1 Miami Tease

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#GOOGL #AAPL #AIearnings #BobElliott #MikeZaccardi #Mag7 #TheBigSkinny #BigTech

Видео Sorry, Bubble Bears: Big Tech Just Proved the Bulls Right канала Lou Basenese