Tech Earnings Preview with @JFDI and @FatherOfTrades
Notes de l’épisode
JFDI and Father of Trades join Avi for a tech earnings preview. They cover BlackBerry's QNX royalty backlog hitting $1.25 billion, the AI infrastructure trade (Nebius, CoreWeave, IREN, AAOI, Aehr), why Father of Trades is shorting SpaceX into its earnings tonight (no profit yet, heavy spending and a 28% share unlock), Tesla's PE of 329 ahead of its report, Netflix, Texas Instruments and Meta's capex.
Then KT, CEO of Astro Intelligence, talks building Astro on multiple AI models, why he still sees Meta reaching $1,000 by early 2027 even with 900 calls capping it this year, CoreWeave getting back to about $85, the SPY levels he's watching around 770 to 772, and Alphabet into Meta's earnings.
Timestamps:
0:00 Intro
0:13 Cold open: best moments
0:38 Tech earnings week: what we are watching
1:13 BlackBerry QNX news
3:29 Is Big Tech AI capex priced in?
6:43 SpaceX IPO expectations
14:33 Netflix earnings preview
17:54 Tesla earnings: robotaxi, Uber and EVs
25:36 Meta, AI agents and the road to $1,000
30:36 Meta options flow and positioning
36:20 Texas Instruments and memory chips
39:15 KT joins: Anthropic and OpenAI IPOs
43:46 Astro Intelligence AI trading demo
51:29 Astro pricing and waitlist
53:05 SPY levels into the midterms
56:10 Meta capped at 900? CoreWeave and the $1,000 target
59:13 SpaceX and Tesla merger: 3D chess
1:02:24 Play of the week: Google calls
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