In this episode:
- Why MSFT is pulling back—despite great earnings [3:49]
- Will Harris destroy the oil industry? [8:26]
- Am I changing my tune on AMD after impressive AI growth? [11:11]
- What MAR’s guidance tells us about consumers [19:03]
- The terrible SBUX experience goes way beyond high prices [25:45]
- Why CRWD is poised to keep melting down [27:38]
- Trump’s historic speech at Bitcoin 2024 [34:24]
- The huge difference between Trump and Harris on crypto [40:15]
- Don’t miss Crypto 2024: 5 Crypto Catalysts [44:34]
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