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Episodes


Who Actually Benefits from NVDA $500B AI Infrastructure Push?

Chart of the Day: Wayfair (W)

Market "Optimism" Returns, SNDK & RDDT Rally While AMAT Falls on Earnings

Stock Market Today: CBRS Slides, SNDK Lofty Guidance, WDAY Best Day Ever

Thursday's Final Takeaways: Tech Winners and Losers Emerge as Inflation Eases

Ryan Gwillim on Brunswick's Strong Earnings & Consumer Resilience

Tim Holland: Strong Consumers Are Keeping the Economy on Track

Ryan Detrick Sees More Upside as the Economy Defies the Doubters

Volatility Trends in NDX Options & Relationship to SPX

Securitize CEO Carlos Domingo on Tokenization’s Next Growth Phase

Andrew Chanin on UFO ETF Rebound & Evolving Space Opportunities

Why Stocks Keep Climbing Despite Inflation and Global Uncertainty

Can AMAT Keep Riding the Semiconductor Boom?

COHR Sells on Strong Earnings: Andrew Graham Sees Buy Opportunity

NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI

Ca$htag$: APP Faces Trust Test After Earnings Report

CSCO Slides Despite Strong Quarter, Margins Face Scrutiny

CoreWeave (CRWV) Co-Founder & CDO on Earnings, AI Contracts & Power Needs
CoreWeave is navigating a significant inflection point in the AI infrastructure market, reporting $2.58 billion in quarterly revenue and a massive $104 billion backlog. Brannin McBee, co-founder and Chief Development Officer, attributes this growth to an "AI loop" where clients continuously cycle through training, fine...

The Big 3: SE, Z, VRT
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