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I wonder that also. I really appreciated that she understood his points and took them as serious critiques. But, he ended by practically begging her to ask tough questions of these companies and she pivoted to the next earnings report, which in context is exactly the wrong thing to focus on.

legally/ethically, the presenters can't be invested in anything themselves due to their ability to influence lots of viewers so at least in theory they should have nothing to worry about in terms of losing their own money on any of this

They "can't" trade short term, but they can have long term investments. And at this point just covering the mag 7 in any way would push a generic 401k one way or the other. That is just for traditional media. Some of these new media people make me very suspicious.

You bring up bad looking S1's a lot, but do you really think people would care about them? SpaceX paper were full of bad scifi and shit numbers, but it still trades and swings on vibes alone. I feel like AI companies will be the same.