All-In Podcast · Aug 29, 01:19 AM UTC
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Historical operation · Retained
“like Nvidia and Google and Microsoft and”
Quoted source · 43:27–01:05:13 · 2 source segments
- [1] 43:27–43:33
- [2] 01:05:09–01:05:13
Model assessment
The transcript contains only incidental mentions of Microsoft in a list of companies and as an example of software usage, with no actionable directional evidence for the stock.
2 exact transcript citations