Podcast Episodes
Back to SearchShould you buy Cerebras on this pullback?
Season 1 Episode 1382
Cerebras (CBRS) is sinking after its earnings miss—is it a buying opportunity? Plus, here's what's really driving Trump's sudden shift on Iran… 2 sto…
10 hours ago
Stop believing this lie about the U.S. dollar
Season 1 Episode 1381
Think the U.S. dollar isn't backed by anything? Think again. Plus, inflation is still hot—will the Fed do anything about it? … CoreWeave (CRWV) and S…
1 day, 10 hours ago
This tiny copper explorer just unlocked a multibillion-dollar opportunity
Season 1 Episode 1380
Ivan Bebek, CEO of Coppernico Metals (CPPMF), breaks down how a new permit completely changes the company's story… why mining giants are betting on C…
3 days, 10 hours ago
Japan's currency crisis is more dangerous than you might realize
Season 1 Episode 1379
How Japan's currency crisis could ripple through the global markets. Plus, the AI cybersecurity threat… Should investors worry as Alphabet (GOOG) los…
1 week ago
Is SpaceX a buy on its pullback?
Season 1 Episode 1378
Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… W…
1 week, 1 day ago
Could South Korea trigger another 2008 crash?
Season 1 Episode 1377
South Korea's meltdown could spread to the U.S. market. Plus, did a hedge fund cause the AI crash? … Which hyperscaler stock is most attractive here?…
2 weeks ago
BlackRock and Meta's $12B bond deal changes the AI landscape
Season 1 Episode 1376
Inside BlackRock's (BLK) historic bond deal funding Meta's (META) next data center. Plus, a watchlist of stocks for the pullback… These "non-AI" stoc…
2 weeks, 1 day ago
Alphabet is in a league of its own among hyperscalers
Season 1 Episode 1375
Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis i…
3 weeks ago
Are smarter AI models creating a cyber threat?
Season 1 Episode 1374
OpenAI's HuggingFace debacle: Is AI a cybersecurity risk? Plus, SuperMicro's (SMCI) margins… Open-source vs. closed-source AI models… 2 no-brainer AI…
3 weeks, 1 day ago
How DigiPower X's $1B Cerebras deal is powering execution
Season 1 Episode 1372
DigiPower X (DGXX) CEO Michel Amar breaks down the company's milestone contract with Cerebras (CBRS)… its AI stack roadmap, from real estate to GPU-a…
3 weeks, 6 days ago