Session wrap

AI's high compute costs now rival human labor, impacting startup valuations and future returns.

Miami's Billionaire Bunker: $100M+ mansions still need vetting. Exclusive access, high entry barriers.

GOOGL eyes record highs on AI buzz, but Q1 EPS may dip to $2.73 amid heavy AI spend.

Duolingo's stock plunged 80% but now trades at 12.5x earnings, a bargain despite AI fears.

Hormuz oil shock: 1B barrels lost, crude hits $105, gas $4/gal. Peace talks stall, risks surge.

Doge's TVL is $10.5M, with no smart contracts. Its supply grows 5B/yr. Still a meme coin.

Cathie Wood buys nuclear IPO & AMZN, cuts AMD & RKLB. Google invests $40B in AI rival Anthropic.