We look at 2021 Q1 earnings and give our hot takes for several companies.
Recorded Date: Sunday, October 31, 2021
Time Stamps
- 00:00:25: Intel
- 00:03:55: Meta
- 00:09:20: Amazon
- 00:12:05: Tesla
- 00:14:03: Portfolio Check
Highlights
- Intel is chasing after Apple, a lost cause - is it all over for Intel?
- Are Google and Facebook worried about Apple's ad business?
- Tiktok has already beat Facebook on video
- Have we reached peak Facebook? Will Meta mountain drive more revenue & profit?
- This is only the beginning of Amazon's dominance
- Is Tesla the most overvalued company of all time?
- Where's the $900 B value of the auto industry?
- Hype tech giveth and Hype tech taketh away
