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"I'd rather have 10% inflation than a recession": Basis Points on the Fed hike
12 arguments: Why one host wants the whole Fed removed, why both stopped wanting to own Anthropic in the same week, and the two-year political ad cycle…
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$99B of Alphabet's $112B Q2 profit was non-cash, The Intrinsic Value Podcast finds
14 takeaways: The $500B cloud backlog with one customer inside it, why the buybacks went to zero, and the 40 cents of new revenue every $1 of data…
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MarketBeat analysts: that institutional-buying spike is one pension fund's paperwork
5 calls: why the AI-safety selloff is a buying opportunity, why the Fed sits out a 92%-priced hike, and the mistake behind every institutional-buying…
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Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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Michael Youngworth: a third of the convertible market is now an AI trade
7 arguments: The 11% drawdown converts took while BofA's AI baskets fell 30–40%, why volatility makes the embedded option worth more, and why the entry…
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Vivek Vaidya: sell tomorrow's technology today, the contract takes that long anyway
12 takeaways: The follow-up question that separates a real problem from a wish list, why a CFO kills usage pricing, and the moat he says survives when…
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Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurity
13 takeaways: Why agentic AI keeps adding security vendors to a buyer's bill, the 100x multiple Chris Marotch will defend, and the power name both…
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Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Money
Why he won't short an open-ended growth story, what hyperscaler capex is actually buying, and the three things that would tell him the AI trade has…
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Gavin Baker: he asked every AI company for one number getting worse, and nobody had one | a16z
Why he thinks compute stays short through 2028, the 30% cut Kimi's license takes out of open-weights revenue, and the case for moving a growing share of…
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Ed Zitron: one unnamed customer was 16% of Nvidia's revenue, the CFO guided to 70% growth next year, and Jensen Huang told analysts AGI has…
Nvidia is buying Hugging Face for under $13 billion, giving some buyers a year to pay and backstopping the neoclouds it sells to, and Bloomberg says its…
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Ed Zitron: Why Nvidia's next year rests on its customers raising debt, what Anthropic's $30 trillion market claim is really for, and why…
The disclosure he would force on Nvidia, the Australian neoclouds that only exist because Nvidia invested, payment terms stretched from 90 days to a…
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Imran Khan: Why Nvidia's circular revenue is already priced in at 15 times, what Jensen is really buying with those checks, and where he…
Why memory's story has gone from a 10 to an 8, what Seoul investors only wanted to ask about, why Salesforce's quarter is better than it reads, and who…
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