00:00 Intro
02:04 Alibaba
05:37 Google
06:45 ASML
09:50 Berkshire Hathaway
14:02 Citigroup
16:10 Everest Group
18:45 LVMH
19:33 Moderna
21:31 SLB
22:25 Uber
27:43 Netflix NFL Stream
30:57 Microsoft Forces Copilot
