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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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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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Getting a kilogram to orbit went from $18,700 to about $150, says Baron Capital's CEO
12 numbers: The $71B his firm has made clients and the $30B of it that came from Musk, the 100,000-satellite Starlink plan he values at $14T, and why he…
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Rodrigo Liang: SambaNova pays back the infrastructure in 6 months, not 12 to 24
8 insights: Why he wants old air-cooled data centers instead of new build-outs, the one metric he says inference should be priced on, and what JPMorgan…
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Marketplace: the 9 biggest tech firms have nearly $3T of debt off the books
7 takeaways: Why central banks are all turning hawkish at once, how buy-now-pay-later balances cost one buyer a mortgage, and the record diesel price…
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Gabriel Agostini: 90% of firms say AI has had zero impact on jobs or output
7 takeaways: why 90% of firms feel no AI hit yet, the New York Fed's remote-work finding on youth unemployment, and what has to happen for the AI trade…
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Sebastian Herrera: Apple skipped AI models and data centers, and now Ternus owns it
6 takeaways: The $4.5T company Ternus inherits on day one, the memory chips he has to secure, why Samsung beat Apple to the foldable, and what Tim Cook…
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Jared Diamond: individual leaders explain 15–30% of company profit variation
13 takeaways: Why he says Jeff Bezos was not uniquely qualified to found Amazon, the five conditions under which a leader changes an outcome, and what…
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Mustafa Neemuchwala: Nvidia's $3.5B MediaTek note pays it when Google's TPU wins
8 takeaways: Why he says this is not circular financing, who actually pays MediaTek for the interconnect work, and the Anthropic deal he says the…
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Adam Posen: Warsh's speech was a B-minus, and the Fed just guided itself into a hike
11 takeaways: Why he expects Fed funds 75bps to 100bps higher in 6 months, what breaks if the hike never comes, and the task force he says will surprise…
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Ulrike Hoffmann-Burchardi: hyperscalers pay 3x an electrician's wage for data centers
14 takeaways: Why 50bps of rate rises will not slow AI capex, the one hidden factor sitting inside a diversified portfolio, and the electricity…
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