Predicting the Next Rule Breaker Buyout

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 11 August 2025

⏱️ 20 minutes

🔗️ Recording | iTunes | RSS

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Summary

Having a stock you own getting acquired at a premium feels good at first, but what about the long-term gains that will be left behind when your chips are off the table? Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall will dig into four growth stocks ripe for the acquiring. There’s also two sides to Tesla’s changing AI story and a new kind of stock quote game. They unpack: - Tesla throwing in the towel on its AI supercomputer initiative. - Four potential buyout candidates after another Rule Breaker agreed to be acquired. - A CEO quote challenge. Companies discussed: TSLA, LULU, VKTX, BMRN, ROKU Host: Rick Munarriz, Karl Thiel, Jason Hall Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	potential buyout candidates, a potential shift at a popular automakers AI strategy,
0:09.7	I guess you can say that this show has a lot of potential.
0:12.3	Will our play on words over promise or under-deliver?
0:14.9	Find out right now on Motley Full Money.
0:20.7	I'm Rick Nars, and today I'm joined by fellow analyst Carl Thiel and Jason Hall with bold
0:25.3	predictions for what we believe could be the next rule breaker to get bought out.
0:29.1	We'll also take a look at a whole new stock quote game.
0:32.0	But first, Tesla taps the regenerative brakes on its generative AI supercomputer.
0:37.8	Late last week is reported that Tesla was scrapping its Dojo supercomputer team,
0:41.7	which Elon Musk confirmed over the weekend,
0:44.4	putting an end to at least this chapter of its in-house AI hardware dream.
0:48.5	Let's look at both sides of the story, dueling fool's style.
0:51.6	Jason will bring a bullish spin to the story, but Carl, let's start
0:54.5	with you in the bear den. Yeah, it was almost exactly two years ago that a Morgan Stanley analyst
1:00.5	suggested that Tesla's dojo supercomputer could add a half trillion, that's with a T, dollars,
1:07.2	to the company's valuation. Now it's dead. And as I'm sure Jason is going to discuss,
1:12.3	the stock has been going up since that announcement. Bulls are obviously hoping that
1:18.3	less spending means better capital management. But not so long ago, Bulls believed that this
1:25.6	project would give Tesla critical advantages.
1:28.8	So, look, not only was this supposed to allow the company to leverage all that data coming in from cars on the highway for better training,
1:35.6	but it was a bet on other future possibilities that they could leverage.
1:40.3	Dojo was going to save money because it would require the company to buy fewer incremental
	...

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