Asks about AI debt concerns and whether it's a worry point
Host
Tony Wang
AI outcomes and productivity potential remain strong; companies continue heavy investment; new use cases driving future spend
Asks about segmentation of AI trade opportunities
Host
Tony Wang
Compute platforms as building blocks; memory/storage (NAND/DRAM) facing bottlenecks; multi-year investment cycle; early in adoption curve
Asks about Oracle's debt financing concerns and credit default swaps
Host
Tony Wang
Oracle leverage manageable; GPU useful lives longer than expected (5-6 years); focus shifting to profit per GPU and token economics
Questions whether current tech valuations (Palantir +139%, AMD +115%) are too rich to enter
Host
Tony Wang
Still early in investment cycle; Palantir leading AI implementation with significant client spend; AMD benefiting from exponentially growing market