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| Episode | Date |
|---|---|
|
SOXX: The Road Back
|
Oct 23, 2026 |
|
Nasdaq at a Q4 Record, Small Caps at Their 200-Day: What Followed?
|
Oct 06, 2026 |
|
The Market Is at a Decision Point
|
Oct 05, 2026 |
|
September Is Holding Up. October May Reward Patience.
|
Sep 29, 2026 |
|
Now, Let the Markets Speak
|
Sep 13, 2026 |
|
How I Trade Opening Range Breakouts
|
Sep 09, 2026 |
|
The Failed Breakdown That Could Send Semis Soaring
|
Sep 07, 2026 |
|
The Different Shapes Of A Crash: Cisco and Qualcomm During The Dot-com Bust
|
Sep 03, 2026 |
|
The AI Trade Has Four Dimensions Now
|
Aug 31, 2026 |
|
Is The Market Moving Beyond Semis?
|
Aug 24, 2026 |
|
Intelligence Could Be America’s Biggest Export
|
Aug 21, 2026 |
|
Build Your Own AI Factory
|
Aug 17, 2026 |
|
Not All Neoclouds Are the Same
|
Aug 14, 2026 |
|
Why the Short Case Is Louder for CoreWeave Than Nebius
|
Aug 13, 2026 |
|
Wiring the AI Factory - Networking Primer
|
Aug 12, 2026 |
|
Who Is Actually Getting Paid From SpaceX’s AI Buildout?
|
Aug 11, 2026 |
|
Podcast Companion: No FOMO
|
Jul 31, 2026 |
|
Podcast Companion: The Bull Case for GitLab
|
Jul 28, 2026 |
|
Podcast: Wiring the AI Factory
|
Jul 27, 2026 |
|
What Happens to the AI Trade When Hyperscaler Spending Finally Hits a Wall?
|
Jul 25, 2026 |