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▶ 31:32 · $META · Cannes Recap, Meta Gambling Goggles, AI Restrictions, Apple Price Hikes

now playing · $META

Meta smart glasses on perfect trajectory but not material to valuation

Meta's Ray-Ban smart glasses have sold 7 million units, tracking well against smartwatch adoption curves, but the business remains an accessories segment unlikely to move the need…

$SNAP···bearish· mediumjohn coogan

Snap's $100M Robert Downey Jr. partnership unlikely to drive Spectacles sales

Celebrity endorsement by Robert Downey Jr. for $2,195 Spectacles is a poor fit compared to Kylie Jenner's authentic content-creator alignment with Meta's glasses, making the spend…

$SPCX···bullish· lowjohn coogan

SpaceX pioneering direct retail bond sales via X Money at 6% yield

SpaceX's $25B bond sale through X Money offering 6% yield insured up to $10M could raise billions directly from retail investors, bypassing traditional Wall Street channels and le…

$SFTBY···bullish· lowjohn coogan

SoftBank's 'goose not valued' thesis: value lies in compounding ability not current holdings

Masayoshi Son argues SoftBank's market cap should reflect the 'goose' (the engine that creates future valuable assets) rather than just the 'eggs' (current portfolio value), imply…

$AVGO···bullish· lowjohn coogan

Broadcom's OpenAI chip collaboration signals accelerating custom silicon cycles

OpenAI's 'Jalapeno' chip designed with Broadcom using AI agents in the loop demonstrates a tightening go-to-market cycle for custom silicon, a positive for Broadcom's ASIC busines…

$MU···bullish· mediumjohn coogan

Micron benefits from memory shortage as capital rotates from Apple

Memory shortage drives Apple price hikes and triggers a value reallocation where Micron's market cap rises as Apple's falls, reflecting tight memory supply benefiting Micron.

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