Equity Empire Podcast

Join Colin as he discusses the AI Doom trade, 2027 datacenter buildout estimates and the macro consumer. ✅ Get All My Stock Picks (Join 1,200+ Members) https://myequityempire.com/elite-yearly-subscription/Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Timestamp: 00:00 Intro
03:31 The AI Doomer Drama: Amodei, Altman and Musk
11:42 AI Winners: Meta, Google, Amazon and the AI Integrators
28:42 AI Losers: Broadcom, Nvidia, Micron, Neoclouds and App Software
38:46 OpenAI Is Gaining on Anthropic
42:32 Data Centers in 2027: Gerstner's 25GW vs SemiAnalysis
46:35 Data Center Moratoriums and Political Hurdles
49:47 Voter Sentiment and the 2028 Election Risk
54:29 The US Consumer: Banks Say Strong, Retailers Say Stretched
58:46 Tying It Together: How I'm Positioning Now

Join Colin as he answers viewers questions about Nike, QXO stock and other portfolio advice. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel:  @TheInvestorChannel  Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Join Colin as he discusses how AI labs Anthropic and OpenAI are seeing record revenue and users all while every executive is trying to replace them. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.comFree Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideosFollow Colin on TikTok: https://www.tiktok.com/@equityempireresearchFollow Colin on IG: https://www.instagram.com/investorvideos/

Equity Empire Subscriber asks what are the lazy longs of AI. In this episode Colin takes a step back and forecasts where the AI industry is going. Which layers of the AI stack are durable and which ones hold the most value.

Premium research: ⁠https://myequityempire.com⁠

Join Colin as he discusses OpenAI delaying its IPO, the impacts it will have on semiconductor and software stocks. ✅ Get All My Stock Picks (Join 1,100+ Members) https://myequityempire.com/elite-yearly-subscription/Main Channel:  @TheInvestorChannel  Free Substack Newsletter: http://colintedards.com/Follow Colin on X: https://x.com/InvestorVideos
Follow Colin on TikTok: https://www.tiktok.com/@equityempireresearch