We watch hundreds of English-language US stock channels so you don't have to — here's what they're saying

On August 11th, Joby Aviation made an acquisition of Resident Sciences that could roughly double the company's revenue.

I've had a chance to evaluate that acquisition, the impact it could have on the company's cash flow, and evaluate the business, considering this acquisition and the progress the company has made overall to determine if this is a buying opportunity for investors with a very high risk tolerance.

About 10 months ago, we covered Copart and it's one of the most quoted examples for a quality compounder, which is a borrowing business with high margins, high returns on capital, and operating in a duopoly.

A duopoly that it dominated for the longest time.

And with that said, their competitor is gaining market share, which is weighing on the stock. But I love that management has been super proactive about buying back shares again.

They clearly think the stock is trading at a bargain price. The last time they bought back meaningful amounts of share was more than a decade ago.

Nvidia and Micron are two of the companies benefiting most from the huge increase in spending on creating data centers. Micron's revenue increased by more than 4 x in its most recently completed quarter from the same time last year, while Nvidia's revenues have soared to approach $303 billion.

Some amazing news today from Tesla. 1st of October, the new Tesla Roadster will launch in more ways than one. The official Tesla account today posting the caption "and go for launch", the teaser image, and the official date.

If you head to tesla.com/roadster, you can see a countdown, 18 days, 20 hours, 11 minutes, and 33 seconds as I'm recording this.

Well, this most recent quarter, it actually showed that Amazon added a brand new holding to their portfolio, which surprisingly was actually a not so well-known airline called Allegent Travel Company. ticker symbol ALGT,

which if we look at that filing from Amazon, it was revealed that they now own close to $150,000 shares as a brand new pickup last quarter and is currently valued at over $17.5 million.

Now Rachel, I actually want to jump into stock number two before sending in your way for stock number three. And it has to be a semiconductor player, right? This is it can't be an episode without Jose without talking about a chip stock.

And we're going to talk about Texas Instrument. And while Texas Instrument isn't a a pure play in autonomous driving, it is kind of like that picks and shovel angle with this one.

I was wrong on Netflix, but I was right on Nvidia, AMD, Microsoft, Meta, Shopify, Palunteer twice, Google, Robin Hood, Take Two on one of the positions I didn't do well on.

Let's go over AMD as well as Palunteer because these were two of my um interesting and more successful plays.

Meta has finally gotten out of the uh I would say rain clouds when it comes to all the, you know, uh regulatory pressure. Some of these settlements are behind them now. Muse Spark 3 is performing extremely well.

I love where Zuckerberg has the company directionally headed with open source and performance there.