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Neal Freiman

πŸ‘€ Speaker
27948 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

They got rid of CNBC.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

They got rid of all those things.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

You know, the one channel that they kept was Bravo because that was just the engine they...

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

They continue to produce all these original series.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

One thing that's funny about Survivor is that they haven't changed the $1 million prize from 2000.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

I know.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

That's crazy.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

That'd be worth $1.88 million in today's money.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

And maybe, I don't know, maybe, Jeff, maybe you guys should up that to $2 million.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Yeah, this is a massive deal.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

It's worth over $100 billion.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

And I think when you're trying to sculpt the Mount Rushmore of Silicon Valley CEOs, you're probably going to put Lisa Su up there.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

She is the CEO of AMD, has been since 2014.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

when she came in this company was not doing well it's about three dollars a share a lot of debt years of losses and now that three dollars per share is 213 dollars per share it's up almost six thousand percent so she has just been an absolute

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

corporate legend for AMD.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

And it's been a rocky few years as it's gone up against Nvidia, which has really captured the market share for so much of these AI chips.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

But it just got this big deal from Meta.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

It inked a big deal, very similar deal with OpenAI last fall.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

So Lisa Su is an absolute legend.

Morning Brew Daily
Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Up next, we got any Topo Chico fans listening?