We look at 2021 Q1 earnings and give our hot takes for several companies.

Recorded Date: Sunday, October 31, 2021

Time Stamps

• 00:00:25: Intel
• 00:03:55: Meta
• 00:09:20: Amazon
• 00:12:05: Tesla
• 00:14:03: Portfolio Check

Highlights

• Intel is chasing after Apple, a lost cause - is it all over for Intel?
• Are Google and Facebook worried about Apple's ad business?
• Tiktok has already beat Facebook on video
• Have we reached peak Facebook? Will Meta mountain drive more revenue & profit?
• This is only the beginning of Amazon's dominance
• Is Tesla the most overvalued company of all time?
• Where's the $900 B value of the auto industry?
• Hype tech giveth and Hype tech taketh away

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