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Travis Hoium

👤 Speaker
5046 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

And now that can just be rolled into this bigger thing that AI can answer.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Maybe those don't need to be paid anymore.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

John, I know you like to find a good value stock, stocks that are trading for very low price earnings multiples or price of book values.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Where are you trying to bottom fish and trying to figure out whether you're catching a falling knife or getting a great deal?

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Yeah, it is fascinating to sort of look and go, wait, this company that I wanted to buy but thought it was really expensive is now really cheap.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

What am I missing?

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

And oftentimes that's when the values or when the great buys can come out is when you feel crazy buying something that everyone else is selling.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

But it's hard to know what's real and what's not in this market.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

When we come back, we're going to play in a little Olympics game, give gold, silver and bronze out.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

You're listening to Motley Fool Money.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Welcome back to Motley Fool Money.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

In honor of the Olympics starting today, we're gonna give out some gold, silver, and bronze to some categories that I think it'd be fun to talk about.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Big tech CEOs, restaurant stocks, and potential IPOs for 2026.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

So, John, I'm going to have you go first here.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I gave you a list of big tech CEOs.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

I want you to hand out bronze, silver, bronze, silver and gold to Andy Jassy, Sundar Pichai of Alphabet, Satya Nadella at Microsoft, Jensen Wong at NVIDIA or Mark Zuckerberg at Meta.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Who do you have at the top of your list?

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Lou, who do you have at the top of the list?

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

All right, Lou, let's round yours out first.

Motley Fool Hidden Gems Investing
Big Tech’s $650 Billion Bet on AI

Who is the silver and who is the bronze?