Episode Details
| Title | Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG |
|---|---|
| Date | 7/26/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $Wizz - Wizz has declined Google's offer and intends to IPO, aiming for significant ARR growth.
- “Wizz has declined Google's $23,000,000,000 offer, and it intends to IPO... They think they'll hit a 1,000,000,000 in ARR.” - Jason (0:00)
- 🟢 $Google Cloud (GCP) - 🔒
- 🟢 $Amazon (AWS) - 🔒
- 🟢 $Microsoft (Azure) - 🔒
- 🟢 $Tesla (TSLA) - 🔒
- 🟢 $NVIDIA (NVDA) - 🔒
- 🟢 $Meta (META) - 🔒
- 🟢 $CrowdStrike (CRWD) - 🔒
- 🟢 $Palo Alto Networks (PANW) - 🔒