Episode Details
| Title | Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum |
|---|---|
| Date | 7/23/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $ENERGYINFRA - Significant investment in American energy infrastructure through a major trade deal with Japan, indicating potential growth and development in the sector.
- “They paid a $550,000,000,000, what the president likes to call, a signing bonus. Right? The greatest signing bonus of all time. So they've committed $550,000,000,000 to finance projects in America that are important to the president and to American infrastructure.” - Howard (35:54)
- 🟢 $NATGAS - 🔒
- 🟢 $NUCLEAR - 🔒
- 🟢 $SEMI - 🔒
Bearish:
- 🔻 $TIKTOK - 🔒