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Software gets broader, semis get narrower next year, says Hedgeye portfolio manager
14 takeaways: triple-C spreads at 920 basis points, the JPMorgan commodities team that stopped forecasting oil, and the Apple package that would sell…
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26 countries tried laser enrichment and none built a plant — LIS Technologies president
16 takeaways: The single US enrichment plant is European-owned, two-thirds of the fuel is imported, and he says his prototype is weeks from its first…
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Getting attention is easy now, getting people to stick is the hard part — a16z partner
18 insights: Why he hasn't Googled in ages, the one question he asks anyone who adopts a new app, and why Siri only gets so many chances to try one more…
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LikeFolio co-founder on retail: "consumer demand for Home Depot plus 15% year-over-year"
10 takeaways: Why he says the top 10% of spenders carry the economy, the three beaten-up stocks he is buying, and the $500B data-center backlog he reads…
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"There's really almost no incentives to invest in people": ex-Commerce Secretary on AI
11 arguments: Why she thinks a 4.1% unemployment rate hides the damage, what she is asking every CEO she meets, and the $20B tax credit her host…
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Apollo President on sports debt: "You're loaning 10, 15, 20 cents on the dollar"
7 insights: Why Apollo would rather lend to the AI build-out than own it, where the gross margin in AI actually sits, and the 10-year range he thinks…
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.406 Ventures principal: AI scribing was adopted faster than anything, then went free
12 lessons: How a pediatric clinic turns Medicaid into a profitable business, what health system executives actually put in their top three, and the one…
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Semis fell 29% in a month and the setup is worse now, says Niles Investment Management
5 calls: Why he has a lot of shorts on into the midterms, the one megacap he is long at 17 times earnings, and the reason he thinks 6% on the 10-year is…
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Premier Lacrosse League president: free AI content is what makes live sports scarce
4 insights: The $100M round led by Joe Tsai and Ares, a peak of 1.6M viewers in August, and why he reads the Disney, Paramount and Comcast moves as one…
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Nvidia has become a defensive asset, says the chart analyst who runs the WRTH ETF
12 calls: Why he would pair long Nvidia against a short in the SOX, the Amazon strangle he sold for 16.95% annualized, and the 7-9% drop in crude one…
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Baird strategist: the frontier labs are worried about open source, not China
5 calls: Why he wants the cloud titans to self-regulate before politicians arrive, what 70+ earnings calls told him about the build-out, and when to…
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Cerebras CEO: 18 months at $8M a month and they still couldn't make the chip
18 takeaways: Why a chip startup has to aim at 100x rather than 50% better, how a fab that costs $40B turns out a $22 chip, and the one person he says…
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