Show notes
Someone’s gotta make ‘em, and someone’s gotta buy ‘em.(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:- whether you should fall in love with companies- AMD’s data center business- Meta’s “special treatment”Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCRHost: Mary LongGuests: Asit Sharma, Karl Thiel, Ricky MulveyProducer: Ricky MulveyEngineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices