RADIO SHOW 8/6- RECORD CONCENTRATION
SOURCE: https://www.spreaker.com/episode/record-concentration-08-06-2025–67277585
SOURCE: https://www.spreaker.com/episode/record-concentration-08-06-2025–67277585
SOURCE: https://www.spreaker.com/episode/communism-sucks-08-05-2025–67262496
SOURCE: https://www.spreaker.com/episode/no-memory-08-04-2025–67250442
SOURCE: https://www.spreaker.com/episode/topping-week-in-review-08-01-2025–67221384
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Market losing some steam? At the very least, some things are. But some massively good earnings reactions. But some massively bad earnings reactions. Oil spikes…the Russia thing? We do not want that to stick. AI semis came in a bit off highs today but remain strong…very strong.
SOURCE: https://www.spreaker.com/episode/ai-semis-07-28-2025–67160023
SOURCE: https://www.spreaker.com/episode/the-mid-summer-week-in-review-07-25-2025–67117452
SOURCE: https://www.spreaker.com/episode/the-hulkster-07-24-2025–67105049
SOURCE: https://www.spreaker.com/episode/deal-making-07-23-2025–67090532