00:00 Intro
02:50 The Market Sell Off
05:01 ASML
07:50 Google
13:14 Amazon
16:40 S&P Global
19:08 Uber
22:12 Nike
24:40 AMAT
26:04 AMD
28:00 Booking Holdings
31:22 Intuit
34:45 Terry Smith Investment Letter
43:03 TikTok Ban
45:19 Reaction To Gambler
