00:00 Introduction 02:00 Things Are Changing Fast 19:50 Bill Ackman Buys Meta
Michael Burry Says We're In Another Bubble
09/2/2026 | 35 mins.
00:00 Overview 02:00 Burry's Argument 11:30 Big Tech Valuation 18:50 Jensen Asked About CAPEX 31:34 Fail Of The Week: Anthropic Super Bowl Ad
The Biggest Loss Ever
05/2/2026 | 26 mins.
00:00 Overview 01:13 Stock Market Panic 13:10 Duration And Business Model 19:59 Uber Earnings 21:40 Fail Of The Week: Netflix at Congress
I Bought $40,000 Of A New Stock
03/2/2026 | 32 mins.
00:00 Overview 02:00 Meta Analysis 12:50 Meta Capex Spend Explained 22:00 Tom Lee Bitcoin Prediction 23:15 Waymo Accident 27:47 Nvidia Walks Back OpenAI Deal
The Microsoft Stock Sell-Off Explained
29/1/2026 | 28 mins.
00:00 Overview 02:00 Microsoft 13:00 Meta 18:24 ASML 20:08 Mastercard 22:00 Tesla