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Final Trades: Microsoft, On Holding, Netflix and Arista Networks
Youtube· 2025-10-09 01:22
Uh, Bin, your final trade is what. >> Mic Microsoft. Everyone's focused on Oracle and Open AI, but make no mistake, Azure is OpenAI's core cloud computing partner.I think they're going to crush earnings, and Amy Hood and SA are the adults in the room in this AI race. >> All right, thank you very much, Farmer Jim >> on holdings. I think we all know the running shoes.I just recently reinitiated it right at about this price. It's got some nice momentum here, and the valuation is attractive. Man, we went the wh ...