Okay, Computer. Podcast

Today, we are opening applications for Elbow Grease: A Hard Working AI Accelerator in New York City. We have pulled together the best of the Gutter community into an 8-week residency in Chinatown. Participants will receive... - $300k investment - 1:1 mentorship from Series B+ and exited founders - off-the-record conversations with industry leaders - practical workshops by elite startup operators Check out the full roster and application at elbowgrease.gutter.cc Know someone who should apply? Please tag them in the comments below! With love and elbow grease, James Gettinger, Dan Teran, @rphfrombrooklyn Thank you to our sponsors at @PerkinsCoieLLP , @tryramp and @Microsoft

🆕👌🤖🎙️ Is GenAI about to take a trip into the 'trough of disillusionment?' Dan Nathan @jrichlive of @notablecap chat hyper scalers and hype cycles on this week's podcast ⤵️ Sponsors @Current & @rbccm LISTEN: apple.co/3Zlc1FA WATCH: youtu.be/Umf5r3-9ABg

🆕🆗💻🎙️ @dee_bosa & Dan Nathan discuss $AMZN Alexa's AI makeover & TikTok Symphony ++ Sam @lessin chats all things gen AI, social media & the state of seed investing in 2024 Sponsors @current & @rbccm

@munster_gene @current @RBC How long can this AI rally last? @munster_gene reveals the "uncomfortable truth" about the bull market. Watch now: youtu.be/k3VXlY0pdEU

New OKC pod! Dan Nathan is joined by @munster_gene to preview $NVDA earnings. They also hit the prospects of an AI bubble, $AAPL's September 'Glowtime' event and whether Elon Musk is spreading himself too thin $TSLA Sponsors @current @RBC podcasts.apple.com/us/podcast/oka…

Achieve your financial goals with data-backed analysis from FactSet and @mrktcall. Don't miss the insights on MRKT Call with @GuyAdami and @RiskReversal: bit.ly/3SaPtUi #FactSetXMRKTCall

Watch or listen to our full podcast with Dan ⤵️ YouTube: youtu.be/sCYw99Teb9s Apple: apple.co/3SXk0ou Spotify: shorturl.at/MAsQE

🆕👌🤖🎙️ Legendary tech investor @DanTNiles joins Dan Nathan to recap Mag7 earnings and why he says the AI boom is all about stock picking ++ Dan's playbook ahead of $NVDA reporting next week Sponsored by @current & @rbccm

🆕👌🤖🎙️ Dan Nathan and @joemarchese on how culture will be created in the age of AI ++ Potential pitfalls for brands when it comes to heavy reliance performance marketing Sponsored by @current & @rbccm

🆕👌🖥️🎙️ @current CTO, co-founder and former forex trader @trevorkmarshall joins @RiskReversal to discuss moves in the Japanese Yen & how it impacts public markets 💴 ++ Where exactly is the intersection of GenAI and FinTech? 🤖💳 Sponsored by Current & @rbccm

What have we learned so far from MegaCap Tech Earnings? @RiskReversal & @GuyAdami digest recent reports from $MSFT, $GOOGL & $TSLA ++ The guys preview what investors are looking for ahead of $META, $AAPL & $AMZN earnings Sponsored by @current & @rbccm

We've got a special 👌🖥️🎙️ in your feed now! @RiskReversal & @munster_gene preview earnings for the "superb six" - $MSFT $AAPL $GOOGL $META $AMZN $TSLA ++ How big will the AI bubble get before it bursts? 💥 Sponsored by @current & @rbccm

From 7/10-7/16, $IWM +10.4%, $QQQ -1.3%, Mag7 -3.9% following the favorable CPI print and increased chances for Fed rate cuts. $ASML (AI semiconductor tool provider) was down 13% yesterday. Was this due to them just reiterating yearly guidance despite beating expectations for the quarter or due to comments from both President Biden (on foreign technology sales to China) & former President Trump (on defending Taiwan)? Therefore, the stock action in $TSM today (the Taiwanese AI driven foundry for $NVDA $AMD $AAPL) is important. Right now TSMC’s stock is down ~3% after being down 8% yesterday despite beating expectations for the quarter and raising their yearly guidance. Other hardware centric AI names such as $NVDA, $ARM, $SMCI, $MU and $DELL are also acting poorly after being down 4-8% from 7/10-7/16. Given my continued concerns over a short-term AI spending digestion phase given the small amount of revenue being generated, I continue to look outside of big tech for ideas through year-end. In addition, rhetoric on greater tariffs broadly, and in on China in particular, is only likely to increase leading up to the US presidential election. Therefore, areas outside of big tech & small caps in particular remain my preferred area on a pullback. A greater percentage of Russell 2K revenue is domestic versus the larger names in the S&P500. And even with the most recent rally, the Russell 2K is up ~10% year-to-date as I write this intra-day versus the S&P up ~16%, Nasdaq up ~19% and Magnificent7 up ~36%. Among the larger technology names, $AAPL remains my favorite. Revenues should be able to accelerate and grow double digits year-over-year on an AI driven iPhone upgrade cycle after being up only 1% from March of 2021 to March of 2024. While Apple’s revenue exposure to China (19% of FY23) is certainly a risk for political retaliation, the importance of the Apple supply chain to Chinese employment (~1.5 million people) given the growth issues China is having, mitigates some of that risk. I would also note that Apple had a solid relationship with the prior Trump administration even during prior China tariffs during which they received favorable treatment.

🆕👌💻🎙️ @dee_bosa + @RiskReversal discuss $GOOGL's potential Wiz acquisition & just how far we are in the AI hype cycle 🤖 ++ Legendary NYC @ChefRyanHardy on culinary entrepreneurship & how restaurants use technology to improve profit margins 👨‍🍳 Sponsors @current & @rbccm

We've got a special pod today with @PaulRabil and @RiskReversal in your feed now! Paul chats about his new book, the founding of @PremierLacrosse, 🐐 debates and how sports/business intersect in the social media age Sponsored by @Current & @rbccm

🆕👌🖥️🎙️ The EU is cracking down on Big Tech, @RiskReversal and @dee_bosa discuss if this will actually impact the bottom line for $AAPL & $MSFT ++ Is the AI device of the future already in your pocket? How the iPhone makes AI a 'feature' and not a 'product'

When it comes to GLP1s and adjacent drugs (GLP1s+), I constantly remind myself that we have to hold two competing ideas simultaneously: 1) The present reality is extremely challenging for patients 2) Today is the worst it will ever be ro.co/perspectives/w…

🆕👌🖥️🎙️ AI Mania may be powering the $NDX & $SPX to new highs every day, but the market is seeing increasingly narrow breadth 🚨 @RiskReversal & @GuyAdami dive into why names like $PYPL, $SQ & $EXPE are lagging the broader market Sponsored by @current @rbccm

Catch the full episode with @RiskReversal & @DanielTNiles We also discuss key trends for $AAPL, $NVDA & concerns over the slowdown in enterprise software [ $SNOW $CRM $ADBE ] WATCH: youtu.be/vJr3ihxTFbY LISTEN: link.chtbl.com/okaycomputerpod

If you're long $TSLA then you must hear what @DanielTNiles thinks about Elon & his concerns ahead for the company ⤵️