In this recurring segment, Jason and Jeff let an AI randomly select six stocks from their personal portfolios for a rapid-fire review. The hosts deliver a one-sentence thesis, a bear case, and a final "buy or pass" verdict for Arista Networks, Ferrari, Rocket Lab, Alphabet, Mercado Libre, and Starbucks. They debate the risks of AI slowing down for Arista and Alphabet, weigh Ferrari's massive operating margins against its valuation, explore Rocket Lab's upcoming Neutron launch, and discuss whether Starbucks can reclaim its former glory.

01:25 Rules and Stock Randomizer Setup

03:20 Who Goes First AI Coin Flip

04:49 Arista Networks

05:37 Arista Risks Valuation and Space Bet

12:49 Jason Weighs In on Arista

15:00 Ferrari Thesis and Bear Case

22:30 Rocket Lab Thesis and Risks

03:24 Rocket Lab Bull Bear

32:30 Alphabet Thesis Risks

36:38 Alphabet Valuation Debate

38:51 MercadoLibre Credit Risk

45:03 Starbucks Thesis Turnaround

54:49 Wrap Up Listener Call

Companies mentioned: AAPL, ANET, CMG, COST, CSCO, F, GM, GOOG, GOOGL, HOG, KO, MELI, NKE, NU, NVDA, RACE, RKLB, SBUX, SE, UAA, VZ

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!

Learn more about your ad choices. Visit megaphone.fm/adchoices