Matt Frankel

So many other automakers are rolling out so many new EV models that are very competitive.

Speaking of Etsy stock price, we bought shares of Etsy in my wife's IRA years ago, right around when Amazon was launching Amazon handmade and the stock cratered because everyone thought it was going to die.

So our cost base is about $6 a share.

It's more than 10X from there, even after the big slump.

So my wife gets to claim the title of best stock picker in the house because her Etsy is a 10 bagger.

But...

On the ChatGPT thing, I think that's a really interesting development because they're not the only ones partnering with OpenAI to offer AI-powered shopping.

Shopify is rolling it out to all of their merchants who want it, and that's a big deal.

But Etsy is unique in the sense that there's a ton of potential for AI-driven shopping for a company whose specialty is unique in handmade goods.

People who have absolutely no artistic ability like myself, if I want something custom, AI could be a great way to help me find what I want.

And there's just a lot of different implications for that technology with a business like Etsy.

So out of all the companies, and it's not just Shopify, there are others too, that have announced that they're gonna partner with Etsy.

I think Walmart might be one of them with OpenAI.

Etsy is the one that I'm most excited about and I think has the most potential.

But as far as the stock that's on my radar, the list was really interesting.

And I had to dig in because some of these have been removed from the S&P 500 because they don't exist.

Discover Financial being one of them.

It was acquired by Capital One.

So the stock doesn't exist.

It can't be in the S&P 500.