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The Nasdaq just had its worst day since June, the leaders are capitulating, and the AI trade looks like it is unraveling. But look underneath: the average S&P 500 stock already fell 18-20% while a couple dozen mega caps held the index calm, Eaton's electrical backlog is up 43% with data center orders up ~85% and guidance raised, Amphenol just posted record orders of 0.7B, transformer lead times run 16-26 months, US data center demand of 97 GW faces a 57 GW gross power shortfall, and a ~ trillion global defense modernization is booked on decade-long contracts. Alex and Jordan separate the noise, fear, uncertainty and doubt from the three durable mega trends — the industrial renaissance, AI and power modernization, and defense modernization — and name the leaders built to power through the daily volatility: Eaton, GE Vernova, Schneider Electric, Siemens Energy, Quanta Services, Vertiv, Caterpillar, Amphenol, Lockheed Martin, Northrop Grumman, RTX, GE Aerospace, Heico, TransDigm, Axon and BAE Systems. Own the scarce inputs, rent the commoditizable ones, overweight the proven adopters.
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حلقات أخرى في هذا البودكاست
Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time.
This episode to…
Verizon Q3 2026: adjusted EPS .31 beat, record 3.8B EBITDA, 406K postpaid phone adds (best Q3 in five years), guidance raised for the third straight quarter, and a B+ AWS edge deal.
Alex and Jordan distill the October 30, 2026 edition of Hedgeye Risk Management's The Macro Show. Hedgeye's GIP model map (updated Oct 22) keeps inflation sticky through year-end (CPI 3.86% in 4Q26) then collapses it to 1.94% YoY by 2Q27 — flipping the regime to Quad 4 on an inflation rate-of-chang…
Anthropic, PBC filed its public Form S-1 on SEC EDGAR on October 26, 2026 (CIK 0002130357, File No. 333-299633). Ticker: ANT (Nasdaq). Price range and share count are blank in this initial filing. Audited highlights: 2025 revenue $4,585M, operating loss $(8,060)M, net loss $(41,965)M driven mainly …
EQT's all-stock acquisition of Range Resources: terms, premium, synergies, breakeven under $2, and what to watch into EQT's Q3 print tomorrow.
إخلاء المسؤولية: البودكاست والأعمال الفنية المضمنة في هذه الصفحة مأخوذة من The Team، وهي مملوكة لمالكها وليست تابعة لشركة Listen Notes, Inc أو معتمدة منها.
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