Meta jumped 11% on Monday on early traction for its Muse AI agent, and Interactive Brokers chief strategist Steve Sosnick says his own customers were selling into it: Meta was the most sold stock on the platform. Ross Gerber makes the bear case on social media and the bull case on Nvidia. Sylvia Jablonski goes hunting for triple baggers in capacitors, photonics and quantum. Then Apple as Schrödinger’s AI stock, why an index fund is already half an AI bet, and why Tesla has stopped being a faith based stock.
Featuring
Turney Duff, Host, Market Hang, Yahoo Finance
Steve Sosnick, Chief Strategist, Interactive Brokers
Ross Gerber, Co-Founder, President and Chief Executive Officer, Gerber Kawasaki Wealth and Investment Management
Sylvia Jablonski, Chief Executive Officer and Chief Investment Officer, Defiance ETFs
Brian Sozzi, Executive Editor, Yahoo Finance
Timestamps
0:00 Muse is number one in the App Store
0:35 The most sold stock on the platform during the rally
0:52 Has anyone here actually used it?
1:11 Why you would not let an agent into your phone
2:39 Apple has the pole position on agents
4:19 Buy an energy company instead?
4:42 It is all about the bottlenecks now
5:43 The bear case: Social media has already peaked
6:23 Quanta, GE Vernova, Bloom Energy and memory
8:13 Some of these apps will be thought of like smoking
9:50 The least productive decade of technology
11:48 Makers versus takers, and the relentless rotation
13:14 Nobody here would short Meta
13:43 AMD trades at twice the valuation and it makes no sense
14:48 Do small language models move AI back to the PC?
15:37 Hunting triple baggers in capacitors, photonics and quantum
17:15 Pick the winners and hold your nose
17:36 Are data centers really delaying IPOs?
18:02 Money is not infinite and the cost of it is going up
19:25 Nobody wants a data center in their backyard
19:48 Steve Bannon and Bernie Sanders on the same stage
21:17 A Sierra Club veteran says it is too late to stop it
22:17 Borrowing from the same pot as the US government
23:25 Higher for longer, and inflation above 2%
25:17 A trillion dollars of AI spend in 2027
26:25 What AI could charge enterprise, and why it is absurdly cheap
27:41 Who should govern global AI security?
29:12 The best regulation is liability
30:36 A prediction market on humanity, and how you would collect
31:15 AI fraud, voice clones and account takeovers
32:56 We never regulated social media, so how would we regulate AI?
35:16 Is Apple a responsible company, and is it even an AI stock?
36:18 You have to run AI on something
39:13 The phone fight at home
40:03 Would any of you buy Apple here?
40:49 Buy Alphabet instead
41:34 An index fund is already half an AI bet
42:54 Tesla, and no ads at $6.50 a gallon
44:44 Humans helping humans, and Uber’s opening
48:05 A faith based stock
49:58 A hope based stock
50:52 If robotaxis scale, pricing goes to nothing
53:22 Hands, feet and eyes are the hard part
#Meta #Apple #Tesla #MarketHang #YahooFinance
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