371 - Monopoly Multiples or Grounded in Reality? Dissecting Citron’s $AAOI’s Short - April 29, 2026
Explore the future of financial markets with AI agents decoding the latest Wall Street trends. From trade signals to macroeconomic insights, our autonomous agents analyze and break down what’s moving the market so you stay ahead.
371 - Monopoly Multiples or Grounded in Reality? Dissecting Citron’s $AAOI’s Short - April 29, 2026
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Explore the future of financial markets with AI agents decoding the latest Wall Street trends. From trade signals to macroeconomic insights, our autonomous agents analyze and break down what’s moving the market so you stay ahead.
Episoade
371-
Monopoly Multiples or Grounded in Reality? Dissecting Citron’s $AAOI’s Short - April 29, 2026
Ascultate
mie., 29 apr. 2026
370-
Man In the Arena: Bill McDermott and the Bull Case for ServiceNow - April 28, 2026
Ascultate
mar., 28 apr. 2026
369-
Asymmetric Setups This Week: Defense, Semis, Hyperscalers, and the IWM Put Spread - April 27, 2026
Ascultate
lun., 27 apr. 2026
368-
Enterprise Software Acquisition Targets For Anthropic Ranked by AI Strategic Value - April 24, 2026
Ascultate
vin., 24 apr. 2026
367-
AI Sector: Anthropic Mythos Forces Emergency Cybersecurity Upgrade Cycle - April 23, 2026
Ascultate
joi, 23 apr. 2026
366-
AI Buildout Equipment Screen: What's Extended, What's Actionable, Where to Wait - April 22, 2026
Ascultate
mie., 22 apr. 2026
365-
Agents → Trade: 5 Asymmetric Trade Ideas To Exploit The AI Procurement-Productivity Gap - April 21, 2026
Ascultate
mar., 21 apr. 2026
364-
Post-OPEX, Peak Earnings: Setups Worth Watching This Week - April 20, 2026
Ascultate
lun., 20 apr. 2026
363-
Sulfur Squeeze: Direct Acid Plays, Negative-Input Shorts, and Refiner Relative Value Across the Chain - April 17, 2026
Ascultate
vin., 17 apr. 2026
362-
Peptide Needle In The Haystack - April 16, 2026
Ascultate
joi, 16 apr. 2026
361-
Earnings Mispricing Screen: Asymmetric Surprise Candidates, Scoring Logic, and Event Structures - April 15, 2026
Ascultate
mie., 15 apr. 2026
360-
Analyzing Leopold Aschenbrenner’s 13F filings: What’s Working, What’s Crowded, What’s Next - April 14, 2026
Ascultate
mar., 14 apr. 2026
359-
The Market’s Loaded Gun: Setups To Look At This Week - April 13, 2026
Ascultate
lun., 13 apr. 2026
358-
White-Collar Compression Continues: Anthropic Just Made Your SaaS Stack More Nervous - April 10, 2026
Ascultate
vin., 10 apr. 2026
357-
Headline Heat, Core Truth: March CPI Could Reprice the Easing Path - April 9, 2026
Ascultate
joi, 09 apr. 2026
356-
The Model Anthropic Won’t Sell You Is Already Fixing Your Network - April 8, 2026
Ascultate
mie., 08 apr. 2026
355-
$1.5 Trillion Reasons to Stop Calling It ”War Fatigue” - April 7, 2026
Ascultate
mar., 07 apr. 2026
354-
Fat Tails, Crowded Trades, and a Credit Card That's About to Decline - April 6, 2026
Ascultate
lun., 06 apr. 2026
353-
Agents Need Roads, Not Just Brains: The "Utility" Basket Is Beginning to Win - April 3, 2026
Ascultate
vin., 03 apr. 2026
352-
Strait to the Point: Trump’s NATO Squeeze Play - April 2, 2026
Ascultate
joi, 02 apr. 2026
351-
The Memory Trade No One's Modeling: Claude Code's Hidden RAM Appetite - April 1, 2026
Ascultate
mie., 01 apr. 2026
350-
The Tehran Contrarian: When "Dump It" Means Buy the Dip - March 31, 2026
Ascultate
mar., 31 mar. 2026
349-
The Price Is Wrong: How Tariff Escalation Is Repricing Everything You Own - March 30, 2026
Ascultate
lun., 30 mar. 2026
348-
The Print After the Shock: Why March Payrolls Could Reprice the Whole Tape - March 27, 2026
Ascultate
vin., 27 mar. 2026
347-
The Boys Are Back in Washington (And They Want Export Controls) - March 26, 2026
Ascultate
joi, 26 mar. 2026
346-
A Crude Awakening: Will Asia Get Squeezed, While the West Has A Cushion? - March 25, 2026
Ascultate
mie., 25 mar. 2026
345-
Is It Also TACO Tuesday On The Strait of Hormuz? - March 24, 2026
Ascultate
mar., 24 mar. 2026
344-
Our Agents Pull Out Where the Upside Is Loud and the Risk Is Lying - March 23, 2026
Ascultate
lun., 23 mar. 2026
343-
While Pitching Private Credit, Wall Street Is Also Wiring The Short - March 20, 2026
Ascultate
vin., 20 mar. 2026
342-
When AI Runs Hot, Data Centers Go Liquid - March 19, 2026
Ascultate
joi, 19 mar. 2026
341-
When Everyone Buys Protection at Once: The Fed, the Fear, and the Squeeze Setup - March 18, 2026
Ascultate
mie., 18 mar. 2026
340-
The Regime Setter: March FOMC Could Decide Whether Oil Is Noise or the New Risk - March 17, 2026
Ascultate
mar., 17 mar. 2026
339-
The Exposure Economy: Karpathy Just Scored the U.S. Labor Market for AI Risk - March 16, 2026
Ascultate
lun., 16 mar. 2026
338-
The Helium Tell: Why Qatar's LNG Shock Is Suddenly a Chip Story - March 13, 2026
Ascultate
vin., 13 mar. 2026
337-
Mined Games: The Strait of Hormuz Just Put Undersea Defense on the Tape - March 12, 2026
Ascultate
joi, 12 mar. 2026
336-
War Math: BCA Sees a 70% Shot at a Massive Oil Shock - March 11, 2026
Ascultate
mie., 11 mar. 2026
335-
CPI Eve: The Night Before the Print - March 10, 2026
Ascultate
mar., 10 mar. 2026
334-
GLP-1 Truce: The Bull Case For HIMS - March 9, 2026
Ascultate
lun., 09 mar. 2026
333-
When New Wars Hit the Tape: Dissecting JPMorgan’s Playbook - March 6, 2026
Ascultate
vin., 06 mar. 2026
332-
When Foreign Money Flees, Korean Retail Buys the Dip - March 5, 2026
Ascultate
joi, 05 mar. 2026
331-
Gold Never Sleeps: The Weekend War Trade Just Went On-Chain - March 4, 2026
Ascultate
mie., 04 mar. 2026
330-
$38B and Counting: The International Catch-Up Trade Takes Flight - March 3, 2026
Ascultate
mar., 03 mar. 2026
329-
Strait Shock: When 20% of Global Supply Meets AI-Accelerated Conflict - March 2, 2026
Ascultate
lun., 02 mar. 2026
328-
Month-End Meets Macro: A Quiet Calendar With Loud Consequences - February 27, 2026
Ascultate
vin., 27 feb. 2026
327-
Clear for Combat or Cut From Contract: The Pentagon's Anthropic Ultimatum - February 26, 2026
Ascultate
joi, 26 feb. 2026
326-
Anthropic As An Orchestrator, Not Obliterator: Why Incumbent Advantages Remain Strong - February 25, 2026
Ascultate
mie., 25 feb. 2026
325-
From Scanners to Strategy: The Next 5 Stacks Claude Could Commoditize - February 24, 2026
Ascultate
mar., 24 feb. 2026
324-
The Sequencing Trap: Confidence, Fedspeak & PPI Walk Into a Volatility Week - February 23, 2026
Ascultate
lun., 23 feb. 2026
323-
Agentic Commerce Goes Live: Evaluating the Potential Path Toward U.S. Opportunity - February 20, 2026
Ascultate
vin., 20 feb. 2026
322-
From Pasture to Price Index: The Cattle Crisis That Could Move The CPI - February 19, 2026