Tech Titans Tumble Pirates Set Sail for New Treasures

• Investors are selling Nvidia and Amazon amid concerns about AI competition and labor market disruptions.
• Netflix gains favor as it focuses on content investment after a failed Warner Bros. Discovery deal.
• Apple and Microsoft are seen as undervalued opportunities, with potential upside from AI integration and overselling.
• Norfolk Southern is viewed as a safe haven, with a strong balance sheet and a business model resistant to AI disruption.

The Great Chip Chase Weiss Dumps Nvidia

Oi, I'm Monkey D. Luffy, future King of the Pirates and now apparently a financial analyst or something. Shishishi. Heard some fellas on the 'Halftime Report' were talkin' 'bout treasure, so I had to listen in. This Weiss guy, he's sellin' Nvidia. Says all these other big shots like Meta and Microsoft are movin' in on their chip business. Sounds like a real rumble is brewin'. "The stock is pretty much wallowing in the 180, the 190 range. I think it will go up over time, I just think near term it's going to be stuck there," Weiss said. I don't know 'bout all that fancy talk, but I know a good fight when I see one. Reminds me of when I fought Crocodile in Alabasta. Everyone was tryin' to take his spot as the big boss.

Amazon's Long Voyage Awaits

Next up, Amazon. Weiss thinks their big plans are good, but they'll take too long. He's also worried about AI stealin' jobs. Shishishi. Sounds like Chopper worried about bein' a monster all the time. Sometimes things take time, you gotta believe in your nakama. Speaking of market anxieties, it seems the AI jitters are indeed shaking the Asia-Pacific markets, echoing Wall Street's woes, similar to the concerns raised about Amazon's future. You can read more about it here: AI Jitters Shake Asia-Pacific Markets Echoing Wall Street's Woes. Gotta be adaptable, like when Nami steers the ship through crazy storms.

Netflix Sets Sail Solo

But wait, there's a shiny treasure. Netflix. This Weiss fella bought more 'cause they didn't buy Warner Bros. Discovery. Now they can make their own stuff and grab other opportunities. Sounds like a good plan to me. Sometimes you gotta make your own path, just like when I decided to become King of the Pirates instead of followin' Shanks. "I don't wanna conquer anything. I just think the guy with the most freedom in this whole ocean is the Pirate King" - Me

Apple's Secret Siri Weapon

Now this Simpson guy, he's buyin' Apple. Thinks they're safe from the AI madness 'cause they haven't spent as much on it. Plus, they're workin' with Google on Siri. Someone finally gonna fix that thing. It's been a long time coming. He asked "How many years have we sat here saying they'll get Siri right at some point? I think this is the year that comes to fruition". Reminds me of Zoro always gettin' lost. Maybe Siri can finally help him find his way.

Microsoft's Oversold Bounty

Simpson also grabbed Microsoft. Thinks it's a steal right now. Down nearly 19% in 2026. I guess even the big shots have bad days. Like when I got beat by Magellan in Impel Down. You gotta get back up and keep fightin'. I might not be an expert in economics, but i know never underestimate anyone.

The Unstoppable Railroad

Last but not least, Norfolk Southern. A railroad. Simpson says it's got a strong balance sheet and is cuttin' costs. He also thinks it could merge with Union Pacific and build a super-railroad. And the best part? AI can't replace it. "They're not going to go out there and go build the rails." Even I can't stretch my arms that far. Sounds like a solid plan. Reminds me of Franky and the Thousand Sunny. Built to last. Shishishi. Guess even pirates need trains, eh?