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In this episode I talk about earnings from PLTR and ARM and how the growth of AI as an industry spurs their growth. I also talk about RBLX and how I believe that it's more of an AI play than many may believe. I talk about PYPLs recent earnings, their layoffs and potential 2024 "turnaround year". I end discussing DIS, their blowout earnings, investment into Epic Games and scope for a continued comeback.