The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (03:22) Google&#x27;s $85 Billion Equity Raise (09:11) Comparing Meta and Google: Future Prospects (12:15) Home Builders: Berkshire&#x27;s Acquisition of Taylor Morrison (15:11) Trouble in FinTech Paradise: MasterCard and Visa (18:58) Celsius Stock (21:43) Wise Group and Regulatory Investigations (36:55) The Impact of AI on Financial Data Companies (40:25) Evaluating Ratings Agencies and Their Future (42:29) Concerns Over Index Fund Integrity (44:39) SpaceX&#x27;s AI Revenue Projections and Market Reactions (47:29) Analyzing BlackRock Coffee Bar&#x27;s Market Position (51:05) Lululemon&#x27;s Growth Challenges and Market Dynamics (54:59) Victoria&#x27;s Secret&#x27;s Brand Revival vs. Lululemon&#x27;s Struggles (58:55) Diageo&#x27;s Turnaround Potential in a Tough Market ***************************************************** Subscribe to Emerging Moats Research: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Chit Chat Stocks

# Full Transcript

**Podcast:** Chit Chat Stocks

## Participants

- **Ryan Henderson** (Chit Chat Stocks)
- **Brett Schaefer** (Chit Chat Stocks)

## Transcript

For the past three years, IBKR individual clients averaged 24.3% annually, beating the S&P 500s 23.1%. Lower costs and 170-plus global markets matter. Interactive Brokers, member SIPC. Visit ibkr.com slash performance.

Welcome to Chit Chat Stocks, the podcast that helps you find your next great investment. I'm one of your hosts, Ryan Henderson, and I am joined, as always, by the one and only Brett Schaefer. Today we've got our weekly Investing Power Hour episode. We do these every Thursday live at 5 p.m. Eastern Time. If you ever want to tune in, go to YouTube, look up Chit Chat Stocks. You can ask us questions there.

We've got a whole bunch of questions this week from the audience in our Substack chat, which, again, plug, go check it out. Totally free. It's just a way for everyone that is a fan or likes watching Chit Chat Stocks to converse. But on these episodes, we talk all things financial markets. We've got news. We've got a little bit of earnings. Lululemon reported about an hour ago. Bad report. Spoiler alert. We can talk about that. And then we've got Google raising $85 billion.

I feel like maybe this news got overshadowed by – I guess I don't know what the other news was. SpaceX, right? SpaceX raising $75 billion and it gets all the headlines. And here's Google raising $85 billion. So we've also got some potential stocks going on sale here. Once loved stocks, I will add. These are some quality businesses.

And we've got Berkshire getting a little active with capital deployment. But I'll leave it there. Brett, how are you today? Where do you want to start? I'm doing great. I messed up the time by an hour prepping for this episode. So I might be a little more off the cuff. I was planning to research the hour before I finalized my notes.

But I realized it was actually happening at 15 minutes. But we're here. We're recording. Other things I have that we may or may not talk about, depending if we have time. You know, we got a lot of bubble watch, of course. A company called Quantinium is IPOing at 20x oversubscribed, which I think is just hilarious.

We have a small cap of the week from a listener, BlackRock Coffee Bar. NewBank had some news. And then there was a very hot topic, especially in our part of the world, talking about stocks on the Internet is the conviction of Andrew left.

I'll tease that. Maybe we can discuss that. But Ryan, I think we start with we get a little AI out of the way. Google raises $85 billion. Part of it comes from Berkshire. Take us through the notes and then we can give our opinions. Yeah, I think this caught everyone a little bit off guard. Maybe because, well, for starters, Google is one of the most cash generative businesses in the world.

So the fact that they need to go out and raise another $85 billion is kind of a surprise. Maybe you could sa...

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Transcript

Built for investment professionals

Every day you wait, your competitors are finding
edge in conversations you're not hearing.

Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX

Transcript

Built for investment professionals

Every day you wait, your competitors are findingedge in conversations you're not hearing.

Every day you wait, your competitors are finding
edge in conversations you're not hearing.