50x Token Usage & a Quiet Internet Restructure—What Google Just Signaled

Welcome to Daily Rip Live with Katie Perry and Shay Boloor! This episode is packed with big macro moves, AI infrastructure breakthroughs, retail collapses, and earnings drama. From Shay’s Cloudflare conviction to Tesla’s narrative rebound, Target’s identity crisis, and the geopolitical stakes behind AI chips, it’s one of our most wide-ranging conversations yet. Here’s what we covered:

📡 Cloudflare Is Becoming the AWS of the Modern Internet
Shay explains why Cloudflare’s pivot into Workers AI makes it the gatekeeper of the new digital economy—and why it’s now his top position stock, even ahead of Snowflake.

🚗 Elon Musk Commits to Tesla—And the Market Loves It
After pledging to stay on as CEO for 5 more years, Elon sends Tesla stock higher. Shay says this could bring back the Elon premium—and long-term, he’s still betting on Tesla’s vision of robotaxi dominance and consumer pricing advantage.

🤖 Waymo vs. Tesla: The Real Autonomy Battle
While Waymo leads today’s robotaxi space, Shay argues Tesla’s scalable consumer-first approach will win long-term, especially with future UBI-like car ownership models.

🧠 Google’s AI Plan & The Case for Sergey Brin’s Return
Katie and Shay react to Google’s I/O event. Shay thinks Google is quietly restructuring the internet—and says bringing Sergey back would be a massive narrative unlock. Meanwhile, token usage is up 50x, reinforcing the compute boom narrative.

🛍 Target Fumbles Earnings, Tariffs, and Brand Identity
Target’s Q1 miss sparks a deeper convo on retail strategy. Shay says the company lacks both cost leadership and convenience—and their inability to absorb tariffs shows why they’re losing ground to Walmart and Costco.

⚡ Nuclear Stocks: The Missing Piece in Shay’s Portfolio?
From Oklo to Constellation Energy, Shay talks through the research process behind his eventual move into nuclear—why it’s essential to the AI economy, and why solar won’t cut it for 24/7 power.

💸 Natural Dye Stocks, Dockers, and 90s Retail Nostalgia
Katie dives into FDA-driven tailwinds for clean food coloring companies, while Shay breaks down why legacy names like Dockers and American Eagle may get scooped up in retail’s M&A wave.

🪙 Crypto Regulation, Meme Coins, and the Missing Use Case
Shay admits he’s still not all-in on crypto. While regulatory momentum builds and meme coins surge, he says there’s no “black-and-white” use case—yet. Katie gives an update on stablecoin bills, Mastercard pilots, and crypto’s mainstream inch forward.

🧊 Snowflake Earnings Preview—Muted Quarter Ahead?
Shay walks through Snowflake’s rangebound chart and consumption model headwinds. He still believes in the AI-native data stack—but expects macro paralysis to weigh on this print.

Where to find the Daily Rip Live hosts on X and Stocktwits:
Shay Boloor – https://x.com/StockSavvyShay
Katie Perry – https://stocktwits.com/StocktwitsKP

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Disclaimer: All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision. Read the full terms & conditions here: https://stocktwits.com/about/legal/terms/