Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?

Google, Meta, Amazon, Microsoft: Are the hyperscalers still a BUY?

Are the hyperscalers all hype? Or are investors hopes well placed? We asked Sam Ruiz from T Rowe Price and Alex Pollak from Loftus Peak for their call on the AI juggernauts. Stocks Mentioned: Alphabet (NASDAQ: GOOGL) Meta Platforms (NASDAQ: META) Amazon (NASDAQ: AMZN) Microsoft (NASDAQ: MSFT) Chapters: 00:00 Introduction 00:55 Alphabet: Buy Despite Spending 03:23 Meta: Monetization Debate 07:51 Amazon's Massive AI Bet 09:42 Can Hyperscalers Keep Winning? 11:57 Compute vs Models Debate 13:39 Microsoft's AI Crossroads ——— Thanks to bitcoin.com.au for sponsoring Buy or Sell. To claim your new financial year offer, head to bitcoin.com.au/equitymates [https://bitcoin.com.au/equitymates/]. Disclaimer: This is general information only, not financial advice. Cryptocurrency is volatile, capital is at risk, and you should consider your own circumstances before investing. A big thank you to our sponsor bitcoin.com.au [http://bitcoin.com.au/] for helping to keep our content free.   ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Is the hype real on these 5 global stocks?

Alex Pollak from Loftus Peak and Sam Ruiz from T Rowe Price run their rulers over the market’s latest obsessions and tell us if the hype is actually real. Plus, our guests share one company they think is flying under the radar. Stocks Mentioned: SpaceX (NASDAQ: SPCX) SK Hynix (KRX: 000660) Eli Lilly (NYSE: LLY) 10X Genomics (NASDAQ: TXG) Revolution Medicines (NASDAQ: RVMD) Chapters: 00:00 Introduction 00:50 SpaceX: Buy or Sell? 05:04 SK Hynix: AI Memory Play 11:19 Eli Lilly: GLP-1 Opportunity 14:01 10x Genomics Stock Pick 15:25 Revolution Medicines Pick —— Thanks to bitcoin.com.au [http://bitcoin.com.au/], our sponsor for this episode of Buy or Sell. Kickstart the new financial year with a $100 free Bitcoin offer at bitcoin.com.au/equitymates [http://bitcoin.com.au/equitymates] Disclaimer: This is general information only and not financial advice. Cryptocurrency is a volatile asset and is subject to sharp declines over short timeframes. Capital at risk. Consider your own circumstances before investing. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

3 fundies put each other's top global ideas to the test

3 global equity fund managers each bring Ally their highest conviction pick. Plus give their call on each others pitches. No holds allowed. It’s Buy or Sell! Recorded in the hustle and bustle of the Morgan Stanley Australia Summit- Arms Rosenberg, John Stavliotis and Douglas Isles bring their biggest calls. Chapters: 00:00 Introduction 00:27 Neowiz's Surprising Value 01:49 Nubank's Growth Strategy 04:53 Uber's Autonomous Future Stocks Mentioned: Neowiz (KOSDAQ: 095660) Nu Holdings Ltd. (NYSE: NU) Uber Technologies Inc (NYSE: UBER) ——— Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

4 fundies stress-test each other's best ASX stock picks

One Room. Four fund managers. Four stock calls. No fence sitting. Recorded at the Morgan Stanley Australia Summit, Ally Selby asks Andrew Mitchell, Arden Jennings, James Rutledge and Sophia Mulligan for their highest conviction ASX stock picks right now. Plus their unfiltered opinion on each others picks. Stocks Mentioned: SkinKandy (ASX: SK1) Service Stream (ASX: SSM) Codan Limited (ASX: CDA) EVT Ltd (ASX: EVT) Eagers Automotive Ltd (ASX: APE) Chapters: 00:00 Morgan Stanley Stock Picks Begin 00:34 SkinKandy’s Retail Rollout Opportunity 03:02 Why This IPO Could Be Different 04:30 Defence, Electrification and Service Stream 06:49 EVT’s Hotels, Cinemas and Asset Backing 08:37 Eagers Automotive and the EV Tailwind ——— Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

3 spicy fan favourites (and 2 BIG speccy buys)

Who doesn’t love a spicy stock pick? In this episode, we pitch our communities spiciest stock pics to Luke Laretive from Seneca and Hayden Beamish from Endeavor Asset Management. Plus we challenge each of them to pitch a speccy buy of their own. Thanks to Brock, Arjun, Brandon, Jess, James, Mitch and Bryan from the Equity Mates community for their stock suggestions! Have stock you want to hear debated on the show? Send them to our voicemail here [https://www.speakpipe.com/equitymates] or pitch them in our facebook community [https://www.facebook.com/groups/EquityMates] Stocks Mentioned: Polynovo (ASX: PNV) Qoria (ASX: QOR) EchoIQ (ASX: EIQ) Maronan Metals (ASX: MMA) Innovaero (not listed - IPO July 2026) Chapters: 00:00:00 Introduction 00:00:39 PolyNovo: Buy or Sell? 00:03:16 Qoria’s Cyber Safety Debate 00:05:13 EchoIQ Red Flags 00:08:11 Maronan Metals Takeover Thesis 00:10:11 Innovaero’s Drone Opportunity 00:11:25 Closing Remarks ——— Thanks to Good Research for sponsoring Buy or Sell. To claim $550 off on a one-year subscription, or $3,300 off a two-year subscription to Good Research. Use the code Equitymates at checkout. Head to goodresearch.com.au [http://goodresearch.com.au/]. ——— Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered [https://linktr.ee/equitymates]. Keep up with the news moving markets with our daily newsletter [https://tinyurl.com/2saau2ky] and podcast (Apple [https://tinyurl.com/yxm3mm2c] | Spotify [https://tinyurl.com/299dedpd]) Want more from Buy or Sell host Ally? Check out Basis Points * Listen to the podcast (Apple [https://tinyurl.com/2zmumf7v] | Spotify [https://tinyurl.com/mr4x8tae]) * Watch on YouTube [https://tinyurl.com/yc596wem] * Subscribe to the weekly email [https://basispoints.beehiiv.com/] ——— In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. ——— Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes only. Any advice is general advice, and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If you are unsure, please speak to a financial professional. The hosts of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares group but maintains editorial independence. Equity Mates Media operates under Australian Financial Services Licence 540697. Buy or Sell is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.