Sven Carlin

The speaker examines the semiconductor cycle, the company's growth rates, and the sustainability of its market leadership in AI chips.

* Does not constitute investment advice

The speaker evaluates the company's 10-year expected return rates, cash flow, and the impact of AI investments on its business model.

* Does not constitute investment advice

The speaker discusses the company's high multiples, the impact of promised new projects on profitability, and Elon Musk's market cap management.

* Does not constitute investment advice

The speaker scrutinizes the risks posed by the AI revolution to Google's search engine dominance and the increasing capital expenditures.

* Does not constitute investment advice

The speaker examines Alibaba's current financial performance in e-commerce and cloud computing segments and assesses the impact of AI investments on future growth potential.

* Does not constitute investment advice

The speaker uses Nike as an example to discuss general trends in the sportswear industry and examines valuation differences among competing brands.

* Does not constitute investment advice

The speaker evaluates the impacts of geopolitical developments and global power dynamics on the US dollar and the currency's reserve status.

* Does not constitute investment advice

The speaker analyzes the concentration in the technology sector and the weight of a single company within global stock indices.

* Does not constitute investment advice

The speaker examines the role of tangible assets and precious metals as hedging tools in the big debt cycle and inflationary environments.

* Does not constitute investment advice

The speaker discusses the historical performance of value-oriented investments compared to growth-oriented stocks and current market multiples.

* Does not constitute investment advice