What Meet Kevin said in this video:
- ORCLneutralmid-termOracle's net income is rising and margins are stable, so it is not on the brink of default; the host notes he does not own the stock.Source
- CRWVneutralThe host dismissively calls CoreWeave a mess and its financing issues old news, but states no explicit price direction.Source
- NBISneutralmid-termNebius is actually profitable once depreciation is added back; its operating loss is only from chip write-offs, so it is not as bad as portrayed.Source
- SPCXbullishmid-termSpaceX's superintelligence chip-rental revenue roughly tripled and prepayment deposits are up 35%, proving hyperscaler demand is real and showing up in its financials.Source
- ASMLbullishmid-termASML is the earliest leading indicator for semis, and its backlog nearly tripling signals the AI buildout is not rolling over.Source
- Fed Policyneutralshort-termThe host is betting on only one rate hike this year, arguing a labor market without wage inflation makes the Fed unlikely to keep hiking.Source
- Employmentnegative for stockslong-termAgentic AI has only just become capable of taking jobs; the fastest rise in Black unemployment since 2012 is an early signal, and labor-market damage is coming, not yet here.Source
- Market Breadthpositive for stockslong-termThe host is explicitly bullish on stocks for at least the next year, expecting a euphoric rally after an Iran deal before labor-market deterioration hits later.Source