The Rotation Report
The Rotation Report Podcast
The Stock Show: Pissing Into A Nuclear Hurricane
0:00
Current time: 0:00 / Total time: -30:47
-30:47

The Stock Show: Pissing Into A Nuclear Hurricane

What an episode of The Stock Show we have here!

Spotify Link

Apple Link

Hilarious Take from the Nvidia call

Question: historically, when we have seen hardware deployment cycles, they have inevitably included some digestion along the way. When do you think we get to that phase?

Jensen: The way to think through that Vivek is I believe that there will be no digestion until we modernize $1,000,000,000,000 worth of data centers.

Bullshit AI breaking out

And helicopter uber? personal helicopters?

Mickey Saylor talking nonsense

Lame Street Media can’t even not make up fraudulent headlines about bananas

It’s a pretty big spike in the insider sales ratio

Consumer Sentiment is partisan

Twitter short bro pissing into a nuclear hurricane

Cameco getting the big breakout

Share

Leave a comment

Discussion about this podcast