The AI Capex Debate: Misallocation or Generational ROIC?
A data-driven, in-depth look at $700 billion in AI capex and whether hyperscalers' spending makes economic sense.
Nvidia Earnings Just Crushed ‘Peak AI’ Fears
Nvidia earnings just dismantled the 'peak AI' thesis with accelerating revenue, record margins, and expanding AI capex.
Can Palantir (PLTR) Justify a Premium Price: 5 Key Questions Answered
Palantir (PLTR) stock trades at 200x earnings, fueled by AI momentum and surging commercial growth. Is its new AI platform the real deal, or just hype? Explore the bull vs. bear case.
From Headlines to Hard Money: What Moves Markets First
A CBOE veteran explains how prediction market signals move before stock prices – and how to use that gap to your advantage.
How to Build a Portfolio for the New AI Capital Cycle
AI infrastructure stocks are gaining as energy, chips, and minerals power the data center boom. Here's how to position now.
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More PodcastsWhen Abundance Becomes Disruption: The AI Spending Migration Begins
Discover why AI spending is concentrating in the semiconductor and infrastructure layer — including SMH, SOXX, TSMC, Broadcom, Micron, ASML, and AMD — and how to position before the divide becomes obvious.
