Asks Kim for thoughts on Mag 7 earnings and which companies she likes/dislikes.
Nicole
Kim Forrest
Mag 7 companies have existential crisis driving AI spending; Google faces biggest displacement risk if it loses ad dollars.
Kim Forrest
Winners keep winning - Magnificent 7 won't be replaced as nobody else can do what they do or reach their scale.
Asks Kim about Intel position given 150% gain - sell or hold?
Nicole
Kim Forrest
Still holding Intel; new platform good enough for companies like Apple; 'American first' appeal helps.