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A 24-year-old hedge fund manager said he had more "situational awareness" than anyone on Wall Street. Then his leveraged bets on memory chipmakers blew up, forcing a fire sale to Ken Griffin. Wall Street is pretty smart. Ricky Mulvey and Malcolm Ethridge discuss: - How Leopold Aschenbrenner's AI…
Uber, Tesla, xAI, Meta, and now IBM have all quietly signaled the same thing: AI is too expensive. Ricky Mulvey and Malcolm Ethridge discuss: Whether "gotcha questions" in media interviews (from Tucker Carlson to JD Vance on Rogan) actually work Why Malcolm bought Netflix into weakness a…
Malcolm bought a popular tech stock a few years ago and just decided it's time to sell. How did he know? Ricky Mulvey and Malcolm Ethridge discuss: Why Malcolm is selling a streaming giant after a multi-year run, and why he believes there are signs the company's best growth days are behind i…
Nvidia’s valuation is the cheapest it has been since the AI boom. Traders’ attention moved to memory chipmakers. They may have forgotten that Nvidia makes advanced memory systems.  Ricky Mulvey and Malcolm Ethridge discuss:- An unpaid intern getting “fired” for demanding $32 per hour, and if …
ServiceNow is down 50% over the past twelve months. Investors are doubting the company's place in a world with AI agents. But, maybe the software giant is figuring it out… Ricky Mulvey and Malcolm Ethridge discuss: - OpenAI’s latest scandal. Its bot broke out of a sandboxed test environment and …
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