Episode Details
| Title | IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate |
|---|---|
| Date | 6/21/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $TSLA - Tesla is well-positioned to lead in AI due to its vertically integrated stack, potentially making it the top AI company.
- “Tesla's one and Google's two. And the reason is because they are the closest to having that vertically integrated stack that I spoke about.” - Chamath (30:46)
- 🟢 $GOOGL - 🔒
- 🟢 $CRYPTO - 🔒
- 🟢 $AMZN - 🔒
Bearish:
- 🔻 $MSFT - 🔒
- 🔻 $SAAS - 🔒
- 🔻 $AAPL - 🔒