00:00:00 - Intro & Qualtrim Overview
00:03:17 - Tuesday Earnings (S&P Global, Spotify, Booking, & Robinhood)
00:10:43 - The Big Tech "AI Layoff" Myth
00:18:06 - Google & Microsoft Expectations
00:23:50 - Amazon & Meta Growth Strategies
00:27:36 - Apple's Financial Engineering
00:28:47 - Elon vs. OpenAI & The Polymarket Fail
