Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL
Description
The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:
(00:00 ) Introduction
(02:06 ) Analyzing Chipotle's Performance
(11:04 ) Duolingo's Disruption Concerns
(19:39 ) AI Infrastructure and OpenAI's Cash Burn
(31:50 ) Emerging Players in AI: Nebius
(34:22 ) Shorting Stocks: Risks and Strategies
(37:13 ) Exploring Cybersecurity Stocks
(47:14 ) Gambling.com: A Marketing Agency in Online Gambling
(47:43 ) The Internet of Things: SamSara's Business Model
(49:51 ) Rubrik: Cybersecurity and Business Resilience
(55:06 ) Bubble Watch: The State of AI and Market Speculation
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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