When Apollo, BlackRock, and KKR each commit $50 billion to a single chipmaker's buildout, the Earn Your Leisure hosts argue it stops being a tech trade and starts resembling something closer to…
Joel South Three platform businesses dominate entirely different corners of the digital economy, yet each carries a specific risk that could unravel the entire thesis before 2030 arrives.
A top market strategist just called out the biggest risk hiding inside Anthropic's upcoming IPO, and it has nothing to do with the quality of the company or its technology.
Masayoshi Son just placed an enormous bet on a single American chipmaker, and the move has already turned against him on paper. Whether his conviction holds the key to Intel's next chapter…
Goldman Sachs just projected the space economy hits $1.8 trillion by 2035, NVIDIA disclosed a $21 billion SpaceX stake, and a $60 billion acquisition closed last week. Here is what institutional filings…
A Wedbush note linking Cerebras to OpenAI's fastest inference tier sent shares surging after last week's brutal selloff, and the 13F filings landing Monday reveal exactly which major funds are quietly betting…
A Sunday research note on a single chip ramp sent the entire AI networking layer surging Monday morning, and institutional positioning already hiding in plain sight suggests the move may have had…
Ray Dalio just placed a $900 million bet on a chipmaker that has already surged over 20% this year, and Wall Street is watching closely to see if the smartest money in…
Nvidia just cut a $1.5 billion check to fund the very data center that will buy its own chips, and that circular loop is getting harder to ignore as off-balance-sheet obligations across…
Rich Duprey HIVE Digital Technologies just landed a contract that could redefine whether it belongs in conversations about AI infrastructure or bitcoin mining, and the market is only beginning to price in what execution…
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a…
AMD and Palantir both anchor the AI trade, but one stock sits in a constructive setup heading into 2027 while the other carries a valuation that has already priced in two years…
Broadcom has quietly slipped while the rest of the AI chip complex surged, leaving it as the only major name trading at a steep discount to analyst consensus. The question now is…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
Steve Eisman, the man who called the housing collapse, sees a hidden vulnerability in the AI boom that could ripple far beyond Nvidia and force the biggest names in tech to rethink…
