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IS AI COMING FOR SOFTWARE? | IWTB S2EP02

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Investing With The Boys

DATACENTER WINNERS AND LOSERS | IWTB S2E03

1h 6m

Up Next in Season 1 | 2025

  • IS AI COMING FOR SOFTWARE? | IWTB S2EP02

    The episode covers recent market volatility, focusing on $HIMS, which faces revenue decline and margin compression amid broader healthcare sector challenges from $NVO. Despite this, Hims is expanding its services. $DOCN is poised for growth, potentially reaching a valuation of $15 to $20 billion ...

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    In this Season 2 premiere of IWTB, Logical, Shay and Sam break down the latest market trends and the growing influence of AI across sectors. They review key earnings reports, highlight the market’s surge to all-time highs, and explore how AI is shaping investment strategies.