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Travis Hoium

👤 Speaker
6939 total appearances
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Appearances Over Time

Podcast Appearances

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?

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

You talk about Ethereum.

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

Ethereum was something that was a huge boom for Nvidia.

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

We don't remember that.

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

That was a boom and bust, and then right behind it, AI.

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

John, who's silver and bronze for you?

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

He's acquired a lot of the growth, some of the investments that he's made in things like the metaverse and even artificial intelligence tools and hardware hasn't really paid off.

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

When you hear us talking about John wearing Ray-Ban AR glasses, that's when you know things have really turned the corner.