Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL

Chit Chat Stocks

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed:

(00:00) Introduction

(02:06) Analyzing Chipotle's Performance

(11:04) Duolingo's Disruption Concerns

(19:39) AI Infrastructure and OpenAI's Cash Burn

(31:50) Emerging Players in AI: Nebius

(34:22) Shorting Stocks: Risks and Strategies

(37:13) Exploring Cybersecurity Stocks

(47:14) Gambling.com: A Marketing Agency in Online Gambling

(47:43) The Internet of Things: SamSara's Business Model

(49:51) Rubrik: Cybersecurity and Business Resilience

(55:06) Bubble Watch: The State of AI and Market Speculation

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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.