The Compound and Friends

13 orders for every 1 chip that can be produced — The Compound and Friends

15 insights: Why one guest put the start of the next rally at 2:15 the next afternoon, how the two of them read Nvidia at 16 times earnings, and the 80…

18 hrs ago • The Scuttlebutt

Ed Zitron: The pale horses he is watching for, why OpenAI has become Microsoft's biggest liability, and the private credit damage he cannot…

Nvidia's five-customer problem, why he calls run-rate revenue a scam, what Josh Brown says AI already does inside his own firm, and the one thing that…

Aug 29 • The Scuttlebutt

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