‘ROC’-ing the AI Trade, JetBlue Founder on Airlines, and a Chips Pair Trade 7/9/26
About this episode
The episode discusses AI investment strategies, features insights from aviation entrepreneur David Neeleman on the airline industry, and explores chip stocks deemed unfavorable yet potentially profitable.
The trade for investors concerned about AI capex. Aviation entrepreneur David Neeleman on the airline industry. Plus, the chip stocks Carter Worth calls so bad, they’re good.
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