Outro

What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- Big tech’s $650 billion bet on AI

- This week’s SaaS-pocalypse

- We play Gold, Silver, and Bronze

- Stocks on our radar

Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL).

Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd

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