Episode Details
| Title | Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery |
|---|---|
| Date | 4/26/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $GOOGL - Alphabet (Google) is seen as undervalued, with strong financials, diverse revenue streams, and significant shareholder returns. The company's resilience and hidden value in subsidiaries like Waymo make it an attractive investment.
- “There's a lot of resiliency in Alphabet that I don't think people have given the company credit for. First of all, I'll just highlight with the dividends they're paying plus the share buyback, you're basically getting a four or 5% yield on the stock.” - Chamath (50:37)
- “I think there's a hundred billion dollars of hidden value called Waymo in this business.” - Andrew (52:39)
- 🟢 $TSLA - 🔒
- 🟢 $THORIUM - 🔒
- 🟢 $INDIA - 🔒
Bearish:
- 🔻 $ENERGY - 🔒