Episodes
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Is Apple Losing Its Memory?
AI data centers are outbidding even Apple for memory, making the shortage an unusually serious supply-chain constraint.
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Marvell’s Trillion-Dollar Target
Marvell’s proposed $115 billion, all-stock acquisition of Lumentum is intended to give Marvell in-house optical and manufacturing capabilities that could make it a more direct competitor to Broadcom.
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Three Questions Every Investor Should Ask About Any Management Team
Executives’ proven habits can become liabilities when supply chains, technology, politics, and markets change faster than their assumptions.
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Financial Horror Stories, Vol. 5: The All-Monster Edition
Use a robust retirement-planning tool and test conservative assumptions; Brokamp suggests modeling returns no higher than 8%, personally using 6%, and assuming retirement may occur three years earlier than expected.
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Is Wall Street Turning on AI?
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Alphabet Almost Sets a Record No One Wants
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Is Robinhood Stock Too Expensive?
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SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”
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Anthropic’s $500 Billion Question
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America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street
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When to Contribute or Convert to a Roth Account
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Is the AI Bubble Popping?
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Did IBM Just Tell the Truth About AI?
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SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?
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GE & GM Earnings and Deals, Deals, Deals
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Investors Shoot for the Moon
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Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones
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10 Tips for Harvesting Investment Losses
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Flying Cars, Smart Homes, and Cracks in the AI Boom
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Is Berkshire Bending the Rules With Bending Spoons?
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