Chit Chat Stocks Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030?
Jul 11, 2025
The discussion explores Delta Airlines' earnings and the impact on consumer spending. Recent stock purchases are highlighted, alongside a fresh perspective on Taiwan Semiconductor's growth. Predictions on which company might dominate by 2030 focus on tech giants like Amazon and Alphabet. The explosive rise of subscription revenue models in tech is analyzed, emphasizing competition in AI search led by Gemini. Additionally, there's insight into Meta’s aggressive AI hiring and the competitive landscape in cloud services and data center expansions.
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Brett's Long Nintendo Bet
- Brett Schaefer has been gradually buying Nintendo since 2020, doubling down despite early slow returns.
- Recent record hardware unit sales and new game launches de-risk his investment thesis significantly.
Adobe's Enterprise Strength
- Adobe remains strong despite Figma competition due to broad enterprise app use and bundled subscriptions.
- Stock buybacks and enterprise stickiness suggest Adobe's pricing power and growth will persist.
Brett Invests in Real Brokerage
- Brett Schaefer took an initial position in Real Brokerage, a high-risk, high-reward disruptor in brokerage platforms.
- He recommends listening to their dedicated research episode for full details.