Episode Details
| Title | Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller |
|---|---|
| Date | 7/23/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $MP - MP Materials dominates the American rare earth industry, positioning it as a key player in the growing market for rare earth magnets, which are crucial for AI and robotics.
- “We're a 100% of the American industry.” - Jim (0:45)
- “Rare earth magnets are really the feedstock to physical AI. You know, robots, drones, everything we're talking about today, the biggest industry in the world to come.” - Jim (1:13)
- 🟢 $NVDA - 🔒
- 🟢 $AIINFRA - 🔒
- 🟢 $ENERGY - 🔒