Prof G Markets

Josh Brown: If This Is A Bubble, It’s Pathetic

Microsoft Rises, Google Tanks: Why Investors Are Polarized On Big Tech

Why Steve Eisman Isn't Buying Anthropic's IPO

Anthropic’s S-1 filing signals a critical inflection point for the AI industry, revealing massive future compute commitments exceeding $800 billion and a significant deceleration in revenue growth following the end of "token maxing." Legendary investor Steve Eisman highlights the absence of economic moats, suggesting t...

The $800 Billion Catch Behind Anthropic's IPO

The $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX

Elon Musk’s potential merger of Tesla and SpaceX serves as a strategic maneuver to consolidate control and mask Tesla’s declining automotive performance with the high-growth narrative of SpaceX. While Tesla struggles with flat revenue and intense competition, SpaceX offers a compelling story that potentially allows Mus...

The AI Bubble Isn't Where You Think It Is

The AI bubble resides not in the public stock market, but within the private startup ecosystem. While public AI companies like Nvidia and Broadcom have seen their earnings multiples contract—indicating that market risks are already priced in—private AI labs such as OpenAI and Anthropic command astronomical valuations d...

Meet The Millionaire Class That Really Runs America

Why Elon Might Merge Tesla And SpaceX

Is Nvidia Selling More Chips Than Anyone Can Use?

Why The Tech Selloff Just Reversed Course

Market volatility surrounding the AI trade stems from credit market pressures and high interest rates rather than a systemic bubble, though private market valuations for firms like OpenAI and Anthropic remain speculative. Investors are increasingly pricing in a Democratic sweep of the upcoming midterm elections, a shif...

Why The Stock Market Is Booming — But Your Paycheck Isn't

The current economy is defined by a K-shaped divergence where corporate profits and stock market gains for the wealthy contrast sharply with stagnant real wages and declining wealth for younger generations. Inflation remains a significant burden, particularly due to rising energy costs, which act as a regressive tax on...

How The Children Of Billionaires Took Over America

Will The AI Boom End Like The Railroad Crash Of 1873? — ft. Liaquat Ahamed

The current AI data center boom mirrors the 19th-century railroad bubble, signaling potential risks of overbuilding and debt-fueled instability. Financial historian Liaquat Ahamed, author of 1873, argues that the railroad expansion of the 1870s was driven by excessive borrowing and competitive overbuilding, which culmi...

CoreWeave Is Imploding — And Taking AI Stocks Down With It

Elon Musk Spent $366M On The Midterms — Will It Work?

Has Nvidia Become Too Big To Fail?

How Fraud Became A Winning Strategy

Cal Newport: The AI Industry Is Betting On The Wrong Kind Of AI

SpaceX Raised $111B — It Already Needs More

Why The S&P Just Hit A Record High — Despite Soaring Yields