AI Expectations Hit a Fever Pitch

Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions.

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Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

- Samsung’s big profits and big stock drop

- Amazon’s $25 billion debt deal

- Lockheed Martin goes underwater

- Are defense companies ready for the changing landscape?

- Mailbag: How to navigate the Sunk Cost Fallacy?

Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB

Host: Tyler Crowe

Guests: Matt Frankel, Lou Whiteman

Engineer: Dan Boyd

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