Episode Details
| Title | Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election! |
|---|---|
| Date | 11/1/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $GOOGL - Google Cloud is showing strong performance with significant revenue growth and profitability, indicating a positive outlook for Alphabet's cloud division.
- “Google Cloud. I see that all the time now. 11,400,000,000 in revenue on 35% annual growth with 1,900,000,000 in operating profit. I mean, it's printing money.” - Jason (30:20)
- 🟢 $YOUTUBE - 🔒
Bearish:
- 🔻 $BANKS - 🔒
- 🔻 $CRE - 🔒
- 🔻 $GOVSPEND - 🔒
- 🔻 $TREASURIES - 🔒