Episode Details

Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?
Travis Hoium, Lou Whiteman, and Jason Moser discuss:
- AI IPO Setup
- Insatiable Demand
- Debt Gets Involved
- Restaurant Recovery?
- Buying a Franchise
- Radar Stocks
Companies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).
Host: Travis Hoium
Guests: Lou Whiteman, Jason Moser
Engineer: Bart Shannon
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