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(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space (32:43) Allocating capital toward scientific discovery and deep space research (35:46) Space Race 2.0: China and Russia Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Jared Isaacman: https://x.com/rookisaacman https://x.com/NASAAdmin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests (17:03) How he got into investigative journalism and finding fraud (23:32) Selective journalism and why Nick is a major threat to mainstream outlets (27:34) What's next for Nick: Investigating welfare fraud, building his platform Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Nick Shirley: https://x.com/nickshirleyy https://www.youtube.com/@NickShirley Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns (19:57) America's Workforce Academy, the job growth in re-industrializing America (26:58) Meta's recent social media settlement, new rules for teens (35:25) Meta glasses and Zuck's AI strategy Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Dina: https://x.com/DinaPowellMcC Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears over increasingly powerful AI. Then, JPMorgan makes a bullish call on IREN as the former Bitcoin miner reinvents itself as an AI data-centre player. Plus, what oil above US$100 and rising bond yields mean ahead of the Fed; why ByteDance and a US tungsten producer are up; Bank of America slides; and could S-REITs finally offer investors an “oasis of calm”? And in the Last Word: BTS agency BigHit Music is coming to Singapore in search of its next male K-pop star.See omnystudio.com/listener for privacy information.
(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending (21:48) Relationship with Israel, rational foreign policy (25:19) JD Vance's midterms message Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Vice President Vance: https://x.com/JDVance Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X (13:43) Direct to cell with Starlink, retiring rockets, competition (18:34) Data centers in space (22:00) Management at SpaceX (27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right" (36:53) Elon and Gwynne on their working relationship, Starship's future (46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX (52:51) Lying AIs, how to do AI peer review right Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Gwynne: https://x.com/Gwynne_Shotwell Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's master plan for AI, how they are allocating capital (31:00) China's slow down, changing AI perception, data center benefits Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Satya: https://x.com/satyanadella Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05) Hugging Face acquisition, future of Open Source, and the race with China (22:58) President Trump calls in live to discuss the Doomer Hoax (31:29) The AI boom and Nvidia's capital allocation strategy (40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow Jensen: https://x.com/JensenHuang Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Ein Jahr vor dem Ryder Cup 2027 nehmen wir euch mit hinter die Kulissen von Adare Manor! Wie bereitet sich ein Luxushotel darauf vor, die besten Golfer Europas und der USA zu beherbergen? Wer entscheidet, welches Team welche Zimmer bekommt? Und was landet eigentlich auf den Tellern der Spieler? Zille spricht mit einem, der mittendrin steckt: Tee Time-Hörer Niko Zigrahn ist Director Food & Beverage im Adare Manor und verantwortet dort die Gastronomie. Aus einer Nachricht an unseren Podcast wird ein Gespräch voller Einblicke in die Vorbereitung auf das große Duell zwischen Europa und den USA. Niko erzählt von Besuchen der Captains, den ersten Verpflegungsplänen und der Frage, warum ein Zimmer mit Golfplatzblick für die Spieler nicht unbedingt die erste Wahl ist. Außerdem geht es um frisch erneuerte Fairways, die Golfbegeisterung der Iren und einen Pro-Shop, in dem die Ryder-Cup-Vorfreude längst an der Kasse ankommt. Und natürlich sprechen wir über das Thema, das viele Fans beschäftigt: Wo übernachten, wenn man ein Ticket ergattert hat? Vom Camping bis zum Kreuzfahrtschiff diskutieren wir Möglichkeiten, Engpässe und ungewöhnliche Ideen. Eine halbe Stunde voller Vorfreude, irischem Golffieber und Geschichten aus einem Haus, auf das 2027 die Golfwelt blickt. TEE TIME – der Golf Podcast. Als Video auf Spotify und YouTube und zum Hören auf allen Podcastplattformen.
Ugens store gæst er Andreas Holm Mattsson, medstifter og Chief AI Officer i danske Evaxion: Hvad betyder Moderna og Mercks fase 3-gennembrud mod modermærkekræft, hvordan skræddersyr AI en vaccine til den enkelte patients tumor – så unik, at selv enæggede tvillinger ville få hver sin – og hvorfor virker det bedst på kræftformer med mange mutationer? Evaxions egen EVX-01 mod melanom viser 92% af patienterne fortsat i respons efter to år, og hos 25% er canceren helt væk. Treårsdata kommer på ESMO i oktober, hvor Evaxion også kan blive det første danske selskab nogensinde, der vinder Prix Galien-prisen – biotech-branchens svar på Nobelprisen.Imens falder markedet på gode nyheder: Jobreporten viste 162.000 nye jobs mod 55.000 ventet, og så røg aktierne ned, fordi en rentestigning i september nu prises højere. Mads' pointe: Økonomien er skiftet fra forbrugsdreven til produktionsdreven, og det har markedet ikke lært at læse endnu. Hans melding er klar – Nvidia til P/E under 20 med 70% vækst er "fuldstændig godnat", og vi står måske i en historisk købsmulighed.Tesla ruller Cybercab ud i Austin uden rat og pedaler – uden at spørge om lov først – og aktien falder 6%, mens Mads akkumulerer. OpenAI lancerer GPT-6 Astra, og Sam Altman erklærer AGI for ankommet; Chamaths tørre kommentar: AGI har eksisteret et halvt år, bare kun hos modeludviklerne. Dertil Nvidias køb af Hugging Face, SpaceX der nu selv producerer gasturbineblade med raketteknologi, myten om datacentrenes vandforbrug (mandelfarme i Californien bruger 4-7 gange mere end alle USA's datacentre tilsammen) og NASA's nye teleskop, der kom op ni måneder før tid.Regnskaber: Broadcom vokser 86%, guider 100% vækst to år frem og bygger chips med både Google, OpenAI og Meta – og alligevel står aktien stille. Dell vokser med 58% med indtjening op på 203% frem mod 2030.Plus Pluto-data – IREN er både mest handlet og mest solgt, Eli Lilly mest købt – og porteføljen er oppe 1,7%, klar til endelig at handle igen, når erhvervskontoen åbner i næste uge. Denne episode er sponsoreret af AIOSS. Et komplet kosttilskud i pulverform med probiotika, fibre og vitaminer - udviklet til en velfungerende tarm og en sundere hverdag. Brug koden “aktieuniverset" på aioss.dk. Denne episode er sponsoreret af FlowNordics. Få automatiseret jeres manuelle workflows – fra gentagne opgaver til skræddersyede databaseløsninger med AI. Læs mere på flownordics.com. Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket:finobo.dk/gratis-oekonomitjek-aktieuniverset/Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af podcastens sponsorfamilie. Tjek os ud på:FB gruppe: facebook.com/groups/1023197861808843X: x.com/aktieuniversetIG: instagram.com/aktieuniversetpodcast Aktieuniverset modelportefølje:Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset. DISCLAIMER:Aktieuniverset indeholder markedsføring af andelsklassen NewDeal Invest, kl n (PMINDI) i afdelingen NewDeal Invest under Investeringsforeningen PortfolioManager. Markedsføringen er betalt af NDIIR ApS, CVR-nr. 43934090, FT-nr. 34183, der er investeringsrådgiver for afdelingen. Mads Christiansen er medejer af NDIIR ApS. Podcasten kan ligeledes referere til andre fonde.Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages.PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest) eller ved at søge på ISIN DK0062499810 hos din egen bank eller handelsplatform, herunder Saxo Bank.PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Al investering medfører risiko, herunder potentielt tab af kapital. Historiske resultater er ikke en pålidelig indikator for fremtidige resultater, der kan afvige meget eller være negative.Læs central investorinformation (PRIIP-KID) og prospekt for PMINDI med de fulde risikoscenarier på fundmarket.dk/newdeal-invest-kl-n. Overvej risici og fordele nøje før investering.Læs mere om risici på newdealinvest.dk/risici og generelt om investeringsforeningen på newdealinvest.dk.Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet på newdealinvest.dk/nyhedsbrev. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Irland steht fest an der Seite der Palästinenser. In deren Erfahrung erkennen viele Iren die eigene Geschichte unter britischer Herrschaft wieder. Das prägt auch die Politik des Landes. Doch die Solidarität sorgt auch für Konflikte. Vanessa Guinan-Bank, Jack Crangle, Katja Bigalke www.deutschlandfunkkultur.de, Weltzeit
itcoin is back below $78,000 after another failed attempt to establish $80K as support, while ETF inflows finally broke their winning streak and Kevin Warsh's Jackson Hole comments increased expectations for tighter monetary policy. Matt explains why Warsh's apparent commitment to returning inflation to 2% could mean higher rates and less liquidity, creating another potential headwind for Bitcoin. The bigger story is the growing convergence between Bitcoin mining and AI infrastructure. Miners already control power, grid connections, land, cooling and data-center infrastructure that AI companies desperately need, pushing companies like IREN, Riot and CleanSpark deeper into AI. Matt argues that this creates enormous opportunities but also new risks, including AI-focused regulations spilling into Bitcoin mining and the possibility that an eventual AI correction exposes companies whose valuations have become too dependent on the boom. Happy HODLing Hosted on Acast. See acast.com/privacy for more information.
From $10,000 to over $1.5 million. That's my experience with $AAPL and there is a stock today that over the next 20 years will provide that type of compounding as well. The first goal is to find it - the next goal is to hold it. My strategy is simple - my tools are easy - and my reason for the podcast was always to just help others understand my mindset. That's the goal of today's podcast. Short term vs. long term - for me long term wins. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with JUST THIS LINK ONLY CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ✅ NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50EPISODE SUMMARY
Un discurso bastó para hundir al oro y al Bitcoin en un solo día. En este resumen semanal te explicamos qué dijo Kevin Warsh en Jackson Hole y por qué cambió por completo las expectativas del mercado sobre los tipos de interés. Pero eso no es lo único que ha pasado esta semana: Nvidia ha presentado unos resultados que baten cualquier récord... y aun así el mercado desconfía. Te explicamos con un ejemplo sencillísimo (una fábrica de canicas) cómo funciona la economía circular de Nvidia, por qué se está financiando, garantizando y comprando a sí misma, y qué riesgos esconde ese esquema. También hablamos de Iren, que promete mucho pero no termina de convencer al mercado, de PayPal, que se desploma tras rechazar una oferta millonaria, y de por qué Salesforce y el resto del software están reviviendo con fuerza. ⚠️ Este vídeo tiene fines exclusivamente educativos y no constituye asesoramiento financiero ni una recomendación de inversión. Invertir en mercados financieros conlleva riesgos, y es posible perder parte o la totalidad del capital invertido. Analiza cualquier inversión por tu cuenta y, si lo consideras necesario, consulta con un asesor financiero certificado por la CNMV antes de tomar cualquier decisión. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/
Takıntıya varan bir şekilde hiç durmadan eşyalarını düzenleyenler, bir türlü istedikleri gibi düzene sokamadıkları hayatlarının seğirmesini mi yaşıyor? Bazen kendini kederli bir şarkının nakaratında o şarkıyla birlikte tekrar edip duruyormuş gibi hissediyor insan!
Kan to selskaber omsætte for lige så meget som hele EU? Ugens tema tager AI-økonomien fra bunden: 15 mia. dollars i base cost per gigawatt, 50-100 mia. i omsætning – og AI-labs, der går fra 10 til 100 gigawatt frem mod 2028. Mads' pointe fra Dylan Patel og Dwarkesh: Dem, der tror på AI, og dem, der kalder det en boble, adskiller sig på én ting – om de forstår skalaen. Og hvorfor SpaceX med 20 gigawatt i 2028 ser billig ud, selv hvis man halverer tallene. Nvidia bekræfter det: 96 mia. i kvartalet, 70% vækst næste år og Amazon, der udvider sin ordre med 2 millioner GPU'er. Vi tager også IREN, der falder 13% på regnskabet – og hvorfor neoclouds, der skal have kunder før de kan låne, sælger compute langt billigere end SpaceX og Meta, der bygger på egen balance. Makro: Kevin Warsh viser sig som inflationshøg i Jackson Hole, 55% sandsynlighed for rentestigning i september, Druckenmillers kritik af Bessent, og hvorfor stablecoins og Clarity Act kan blive USA's nye gældsfinansiering. Dertil OpenAI's Jalapeno-chip og de tre typer chip-hukommelse, Metas rekordforlig og nye AI-produkt Hatch, Waymo til München, og hvad danskerne handler mest på Pluto: Marvell, Micron, Intel og IREN ind – Novo Nordisk og UPS ud. Plus status på Pluto.Markets-porteføljen: ned 2,7% i ugen, ingen handler mens flytningen til Aktieuniverset ApS gøres færdig. Denne episode er sponsoreret af Dansk Transportoptimering. Få optimeret og effektiviseret transport, distribution og logistik til din virksomhed. Læs mere på dto-as.dk. Denne episode er sponsoreret af Vipp. Udforsk deres unikke univers af design – fra eksklusive køkkener og møbler til deres særlige guesthouses rundt omkring i verden på Vipp.com. Du kan også blive medejer af en unik bolig på Mallorca gennem Vippresidences.com. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten. Tjek os ud på: FB gruppe: facebook.com/groups/1023197861808843 X: x.com/aktieuniverset IG: instagram.com/aktieuniversetpodcast Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Were NVIDIA earnings the GO sign for the market? And in this episode I give you 5 stocks I'm buying at what price and where I would sell them for great gains! FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with JUST THIS LINK ONLY CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ✅ NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50EPISODE SUMMARY
The risks in the market and clear - not hidden. My process is simple. My portfolio is still only 1% off all time highs and my portfolio is VERY strong IMO. The tools I'm using to find opportunities in the market and using those tools to make decisions is what I attribute to my success. Here I take you through how I found a new hot sector (robotics) and how I'm evaluating the opportunities. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: I negotiated to get 59% off and 100 Sidekick messages per month for the entire year. Plus you get my 4 hour algorithm and so many other benefits with JUST THIS LINK ONLY CLICK HERE TO GET THE DAILY STOCK PICK SPECIAL OFFER - ONLY ANNUAL PLANS AVAILABLE Seeking Alpha's SUMMER SALE ✅ *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together - ✅ ALPHA PICKS - Want to Beat the S&P? Save $50 ✅ Seeking Alpha Premium ONLY - FREE 7 DAY TRIAL ✅SEEKING ALPHA PRO - YOUR FIRST MONTH ONLY $89 ✅ NEW - QUANT GROWTH AND INCOME PORTFOLIO - SAVE $50EPISODE SUMMARY⚠️ The market is nervous for real reasons: The 30‑year Treasury yield is around 5.28%, near its highest level since 2007, while higher oil, low volatility and next week's $NVDA earnings raise the odds of near‑term swings.chase+2
Los últimos 13F han dejado claro algo que muchos no esperaban: los grandes fondos e inversores no dudan con SpaceX. Desde el fondo soberano de Arabia Saudí hasta Nvidia, AMD, Google, Citadel, Sequoia Capital y hasta indirectamente Warren Buffett a través de Berkshire Hathaway, todos aparecen entre los accionistas de la compañía de Elon Musk. En este resumen semanal analizamos por qué SpaceX ha subido a pesar de la liberación de acciones que todo el mundo esperaba que la hundiera, repasamos los resultados de HIMS y Nvidia (Nebius), y vemos por qué Michael Burry está sangrando con sus posiciones cortas en varias de las empresas que más han subido esta semana. También hablamos del nivel de complacencia del mercado, con el VIX en mínimos del año, y repasamos noticias rápidas de Golar, Iren, Duolingo, Georgia Capital y PayPal. Suscríbete al canal para más resúmenes semanales de mercados. Síguenos en redes: Instagram: https://www.instagram.com/locosdewallstreet/ X/Twitter: https://x.com/LocosWallStreet Canal de WhatsApp: https://www.whatsapp.com/channel/0029Vb0xgos9MF96wv0aKI31 Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #SpaceX #WarrenBuffett #13F #HIMS #LocosDeWallStreet ══════════════
Senior executive, lawyer, company secretary and experienced director Joanna Brand has built a career across corporate governance, capital markets, infrastructure, energy, aviation and the arts. In this episode of the 20 Years of Women on Boards podcast, Joanna joins Women on Boards CEO and Co-founder Claire Braundd OAM to reflect on the experiences that shaped her career, the value of curiosity and adaptability, and the governance challenges boards cannot afford to underestimate. Born in Brazil, Joanna spent her early childhood moving between Trinidad, the United States, the Netherlands and Australia before returning to the US alone at 17. She credits this international upbringing with building the resilience and adaptability that have remained central throughout her career. Her father's strong belief in education also had a lasting influence. Joanna went on to study commerce and law at the University of Melbourne, arts and political science at Duke University and law at Harvard. While learning has always supported her career, Joanna says curiosity is also deeply personal. "I am an intensely curious person. I get bored really easily, so I read a lot and I go to a lot of CPDs and I'm always thinking about what course I can sign up for." Joanna's executive career has taken her across banking, energy, retail and aviation, including senior legal and governance roles in complex, highly regulated organisations. She describes her preferred roles as 'T-shaped': positions that combine deep functional expertise with the opportunity to contribute across the whole business. At Jetstar, being part of the executive team meant having a view not only on legal and governance matters, but also on issues such as aircraft interiors, catering and operational crises. Her career has included helping complete a NASDAQ listing, selling a bank, responding to regulatory investigations and working across multiple jurisdictions. Yet one of the achievements she values most is the impact she has had on people. During a Powerlink board exercise, fellow directors were asked to identify each other's 'superpower'. Every response Joanna received focused on the genuine care she showed for people across the organisation. "If that is what people take away from working with me, I'm super happy with that." Joanna also offers a practical perspective on the evolving role of the company secretary. While the position can include a great deal of administration, she believes its strategic importance is often underestimated. Company secretaries work closely with chairs and directors, observe board dynamics and play an increasingly pivotal role as governance, risk, cyber, artificial intelligence and ESG converge. That intersection is particularly important in fast-moving sectors where there is no established governance playbook. Joanna shares lessons from her time at IREN, a renewable energy-powered data centre business that began in Bitcoin mining before expanding into AI computing. She explains that emerging industries can face additional complexity because regulators, investors and service providers may not fully understand the business model. Governance systems must therefore evolve quickly while the organisation continues to operate and grow. Looking ahead, Joanna believes boards are still underestimating the scale and speed of change that artificial intelligence will bring. Rather than maintaining a separate AI strategy, she argues that boards must consider how AI supports the organisation's core objectives, how returns will be measured, what the organisation's risk appetite is and when decisions should be escalated from technology to people. She also cautions that the human impact of AI will be critical. "How your organisation does with AI will be made or broken around that human engagement with your staff and your employees." A long-time Women on Boards member and participant in the Next Generation of Female Leaders program, Joanna also reflects on the importance of networks and community throughout a board career. One piece of advice has stayed with her: "It's not who you know, it's who knows you and what you want to do." As technology becomes an even greater part of professional life, Joanna believes these human connections will become more valuable, not less. Asked to describe her journey in three words, Joanna chose: Resilient. Adaptable. Curious. Learn more about Women on Boards www.womenonboards.net
Marc Ribes, cofundador y CEO de Black Bank, analiza los valores de Deutsche Börse, Applied Optoelectronics, Alcoa, Iren o Iberdrola, entre otros
We discuss the acquisition of Mirantis by the neocloud company IREN, and use it to examine the current market for infrastructure and AI deployment. We look at Mirantis' consulting business, Kubernetes distribution, and its earlier acquisition of parts of Docker, including the registry and enterprise components. We also consider whether trusted registries could play a role in distributing agents and tools for AI systems, and we compare this idea to package management. We get into an interesting discussion on neoclouds and managed agent providers as part of the operational layer for running AI workloads, including GPU capacity, model hosting, and repeatable deployment. Transcript: https://otter.ai/u/ZBtX6hwwHIqqOBbLDiJwM66wFuM?utm_source=copy_url
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Freud und Leid bei Amazon und Apple, die enttäuschenden Zahlen von Coinbase und den historischen Fall von Adidas. Außerdem geht es um Microsoft, Roblox, Reddit, Monolithic Power Systems, AXT, Marvell Technology, Live Nation Entertainment, Western Union, Infineon, Siemens Energy, Siemens, Hochtief, Siltronic, Nemetschek, TeamViewer, SAP, IREN, Nebius, Sandisk, Micron Technology, SK Hynix, Bloom Energy, CoreWeave, Core Scientific, Nvidia, AMD, Broadcom, Adobe, Arm Holdings, Lam Research, Schneider Electric, Ahold Delhaize und Walmart. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link. https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate und auf der hauseigenen European Investor Exchange, die genau auf Privatanleger zugeschnitten ist. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Bloom Energy, Nebius und IREN steigen um 25%. Samsung sieht Chip-Knappheit bis 2027. Oracle weitet Google-Partnerschaft aus. Starbucks-Turnaround zeigt erste Erfolge. Ferrari hebt Prognose an. ICE kauft MarketAxess für 6 Mrd. $. Aschenbrenner verkauft Aktien. Adidas (WKN: A1EWWW) macht dank der WM einen Rekordumsatz im Quartal, aber die Marge enttäuscht und die Gewinn-Prognose wird nicht angehoben. Aktie verliert über 10%. Das liegt auch daran, dass die Lifestyle-Sparte stagniert. Faltenspritzen als Milliarden-Geschäft. Galderma (WKN: A407X6) wächst zweistellig und steigt in den SMI auf. L'Oréal hält 20%. Dazu wächst Neurodermitis-Mittel Nemluvio rasant. Wie passt dazu ein KGV von 45? Diesen Podcast vom 31.07.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft explodes after earnings while Apple and Amazon take center stage in another wild session for Big Tech options. On this episode of The Hot Options Report, we break down the most active names across the options market, including a massive post-earnings move in Microsoft and aggressive new positioning in MSFT calls. We also dig into the earnings action in Apple and Amazon, with AAPL sliding after hours while AMZN jumps following its report. Plus, we examine the latest options activity in NVIDIA, Tesla, Micron, Meta, Intel, SpaceX and IREN, along with some of the unusual names lighting up the Lucky Seven scan. Check out the latest options data and market scans at TheHotOptionsReport.com.
Apple stole the spotlight to close out the trading week, ripping higher on massive options volume while Intel's post-earnings optimism quickly faded. On this episode of The Hot Options Report, Mark Longo breaks down the busiest names on the options tape, the most active strikes, and the trades that defined Friday's session. From Apple's explosive rally to Intel's earnings hangover, Tesla's continued weakness, NVIDIA's relentless options activity, and notable action in AMD, Amazon, Alphabet, Micron, Oracle, and SpaceX, you'll get a fast-paced recap of where options traders were putting their money. Plus, Mark highlights today's Hidden Figure Scan from QuikOptions, featuring unusual near-dated options activity in Nike, Intel, and IREN.Discover the scans professional options traders rely on every day at TheHotOptionsReport.com.
Prosper Trading Academy's Charles Moon talks all about tech for his Big 3 picks Thursday. He sees opportunity in Alphabet (GOOGL) as the stock sells off after earnings, compares SK Hynix's (SKHY) setup to the Mag 7 giant's earnings reaction, and sees IREN (IREN) as a high-risk, high-reward opportunity. Charles Moon offers example options trades for all his picks while Alex Coffey walks through the technicals in the charts.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Big Tech once again ruled the options market as NVIDIA, Tesla, Apple, Microsoft, Amazon, Alphabet, Micron, and Intel accounted for the day's most active contracts despite a lighter overall trading session. On this episode of The Hot Options Report, Mark Longo breaks down the biggest options movers of Monday's session, including: NVIDIA once again claims the top spot on the options leaderboard Tesla extends its recent slide as traders swarm same-day expiration calls Apple's impressive rally finally cools off Microsoft, Amazon, Micron, Intel and Alphabet all see heavy 0DTE activity SpaceX continues trading below its IPO price while the mysterious 330 calls remain active IREN surges nearly 20% as options traders chase the move QuikOptions' latest Congressional and Senate trading scans Plus, we examine how many of today's hottest same-day expiration options briefly traded in the money before reversing by the closing bell. For institutional-quality options flow, unusual activity, dark pool analytics, Congressional trading data, and much more, visit TheHotOptionsReport.com, powered by QuikOptions.
Jim Everett, third overall pick in the 1986 NFL Draft, former Los Angeles Rams quarterback, and Purdue legend, joins Jim and Bobby to share the financial journey he built after football.From running his own registered investment advisory firm to holding Bitcoin since 2014, Everett offers a rare look at wealth building from an NFL quarterback's perspective. Jim Everett, who has held Bitcoin since 2014, says he won't recommend a fixed percentage for anyone's portfolio, but believes if you don't hold any Bitcoin at all, you're making a mistake.Timestamp 00:00 – Intro 00:55 – Purdue vs. Illinois banter02:41 – Starting his RIA: avoiding the "no-risk return" NFL client trap03:48 – Why finance over broadcasting: divorce, custody, and staying home04:30 – The "Jim Everett the football player vs. the asset manager" problem06:29 – Football as a metaphor for investing: "you're going to have bad weather"07:57 – Crypto asset vs. cryptocurrency: how he frames Bitcoin vs. "shitcoins"09:41 – Why he still holds Bitcoin since 2014, and how much is enough10:45 – Companies riding the Bitcoin infrastructure wave: IREN, ClearSpark11:56 – IREN chart breakdown with Bobby14:11 – The Bitcoin "cult," and miners pivoting from mining to compute17:17 – The four-legged table: portfolio allocation philosophy19:51 – STRF: Strategy's 10% preferred note, explained21:12 – Purdue teammates and staying in touch24:12 – Chicago Bears, Arlington Heights, and the stadium that almost was25:35 – Race in college football: 1986 vs. today28:56 – Why NFL tight end usage has changed so much31:24 – Bringing back the fullback: Aaron Donald edition35:03 – NFL stadium economics: gate revenue, box seats, and leverage39:15 – Who's really to blame for Chicago's stadium fight41:15 – The Jim Rome incident, revisited46:08 – Sports media, disclaimers, and shock-jock culture49:18 – The "Take a Station Break" mug story53:35 – Inviting Everett back for a finance-only episode55:00 – Quantum computing teaser: IonQ, QBTS, Rigetti
The Praise O'Clock Show (also known as The Praiseworld Podcast) is the breakfast show of Praiseworld Radio.Host: Goodness EzehQuote of The Day "When the devil is shouting 'no way', get ready...the way is about to show up." ~ Jerry Savelle
¿Están los semiconductores en burbuja o es la mayor oportunidad del año? ¿Y qué nos dicen los próximos resultados de Nike y Accenture sobre el estado real de la economía americana? En este resumen semanal analizamos la locura de los semiconductores con Nvidia, TSMC y el debate sobre si el CAPEX de la IA está justificando las valoraciones actuales, los próximos earnings de Nike tras caer un 60% desde 2021 y Accenture tras su desplome del 20%, y todo lo que ha movido el mercado esta semana incluyendo la situación de Iren y el petróleo.En este resumen tratamos por qué los semiconductores siguen subiendo aunque todo el mundo dice que están caros, el análisis previo a los earnings de Nike y qué necesita presentar para recuperar la confianza del mercado, Accenture y si el mercado está descontando demasiado la disrupción de la IA en consultoría, la situación macroeconómica con los bonos americanos y el dólar, y las oportunidades que está creando la rotación del mercado fuera de las Siete Magníficas. Este vídeo es solo contenido educativo e informativo. No es asesoramiento financiero. Suscríbete y activa la campanita para no perderte ningún resumen semanal. Dos cosas que debes saber: 1 - Cada día mandamos un email con una idea, estrategia o reflexión privada para que avances más rápido en tu camino como inversor. El de hoy ya te lo has perdido, si quieres recibir el de mañana, te apuntas en: https://locosdewallstreet.com/7-errores/ 2 - Al apuntarte recibes un video titulado «7 errores fatales (muy habituales) en la selección de oportunidades en bolsa». Me da igual en lo que inviertas, tus años de experiencia o el tamaño de tu cartera. Si inviertes deberías verlo (antes de tomar una decisión de la que poder arrepentirte). Lo recibes al apuntarte en nuestra newsletter aquí: https://locosdewallstreet.com/7-errores/ ══════════════ DISCLAIMER El contenido de este canal de YouTube tiene exclusivamente fines educativos y no constituye asesoramiento financiero ni recomendaciones de inversión. Todos los temas tratados están diseñados para ayudar a los espectadores a entender mejor el mundo de las finanzas, pero las decisiones de inversión deben tomarse de forma personal y bajo la responsabilidad de cada individuo. Invertir en mercados financieros conlleva riesgos significativos debido a su complejidad y volatilidad. Es posible perder parte o la totalidad del capital invertido. Por ello, es fundamental que realices tu propio análisis antes de tomar cualquier decisión y, si lo consideras necesario, consultes con un profesional financiero acreditado. Recomendamos: - Contar con un fondo de emergencia equivalente a al menos tres meses de tus gastos básicos antes de invertir. - Analizar muy detenidamente y con precisión cualquier inversión. - En caso de duda consultes con un asesor financiero certificado por CNMV - Mantenerte alejado de promesas de rentabilidades astronómicas, dinero rápido u otros esquemas engañosos. En Locos de Wall Street, nuestra misión es fomentar una educación financiera sólida, ética y accesible para todos, ayudando a nuestros seguidores a tomar decisiones informadas y responsables. #semiconductores #nvidia #nike #accenture #locosdewallstreet #resumenmercado #invertir2026 #wallstreet #bolsa #análisisbursátil #tsmc #inteligenciaartificial #inversionenbolsa #earnings #iren ══════════════
Blodbad i AI-aktierne: Mange af de aktier, vi har talt mest om, er nede 15-25%, efter Meta annoncerede, at de vil sælge deres overskydende AI-computerkraft. Ugens tema er Mads' modsvar til boble-snakken: Boblen kan slet ikke pustes op, for der er ikke noget luft at puste med - TSMC, elselskaberne og memory-producenterne kan ikke levere mere, og selskaberne kæmper om at sikre sig compute, inden efterspørgslen løber fra udbuddet. Tesla leverede 480.126 biler - langt over forventningerne - og Elon lancerede X Money: en genoplivning af PayPal-visionen, som kan blive ubehagelig for de etablerede finanshuse. Og Circle fik en formidabel konkurrent, da over 100 finansgiganter med Visa, Mastercard og BlackRock i spidsen gik sammen om en fælles stablecoin - med et indbygget innovators dilemma. Derudover: OpenAI overvejer at give staten 5% ejerskab, Apple forhandler om kinesiske memory-chips, Anthropic og Samsung taler om en ny AI-chip, Palantir henter Nvidias Nemotron ind, Super Micro fik besøg af myndighederne i Taiwan, og FSD blev godkendt i Danmark. Plus ugens køb i Pluto.Markets-porteføljen: Oracle, IREN, Merlin og SolarEdge. Denne episode er sponsoreret af Ansnei. Sikre din virksomhed eller hjem med et højteknologisk alarmsystem. Klik ind på Ansnei.com/aktie og få et ekslusivt tilbud på en sikkerhedsløsning og alarmpakke. Denne episode er sponsoreret af Dansk Transportoptimering. Få optimeret og effektiviseret transport, distribution og logistik til din virksomhed. Læs mere på dto-as.dk. Denne episode er sponsoreret af Finobo. Få et gratis økonomitjek hos specialisterne i låneoptimering ved at bruge linket: finobo.dk/gratis-oekonomitjek-aktieuniverset/ Prøv den nye omlægningsberegner på Finobo.dk/beregner-omlaegningsberegner/?utm_source=aktieuniverset Denne episode er sponsoreret af Pluto.markets. Invester i aktier og ETF'er uden kurtage. Læs mere på pluto.markets, og se vores modelportefølje på pluto.markets/aktieuniverset. Skriv os en mail på aktieuniverset@gmail.com, hvis du og dit produkt vil være en del af sponsorfamilien af podcasten. Tjek os ud på: FB gruppe: facebook.com/groups/1023197861808843 X: x.com/aktieuniverset IG: instagram.com/aktieuniversetpodcast Aktieuniverset modelportefølje: Modelporteføljen samt tilhørende vilkår og disclaimer kan ses på pluto.markets/aktieuniverset DISCLAIMER: Aktieuniverset indeholder markedsføring af investeringsforeningen Portfoliomanager NewDeal Invest, kl n (PMINDI), som Mads Christiansen er investeringsrådgiver for. Podcasten kan ligeledes referere til andre fonde. Indholdet i podcasten udtrykker alene værternes og gæsters egne holdninger, refleksioner og analyser, og skal ikke opfattes som en personlig anbefaling af bestemte værdipapirer eller strategier. Podcasten skal ikke anses som investeringsrådgivning, da den enkelte lytters finansielle situation, nuværende aktiver eller passiver, investeringskendskab og -erfaring, investeringsformål, investeringshorisont, risikoprofil eller præferencer ikke kan inddrages. Det afhænger af den enkelte investors personlige forhold og målsætning, om en bestemt investering eller investeringsstrategi er hensigtsmæssig, og vi anbefaler, at man rådfører sig med sin investeringsrådgiver, inden en eventuel beslutning om investering tages. PMINDI kan findes via Nordnet (nordnet.dk/markedet/investeringsforeninger-liste/18148998-portfolio-manager-new-deal-invest), Saxo Bank (saxoinvestor.dk/investor/page/product/Fund/38109485) eller ved at søge på ”DK0062499810” i din egen netbank. PMINDI er kun egnet for investorer med høj risikovillighed og en investeringshorisont på mindst 5 år. Alt investering medfører risiko, herunder potentielt tab af kapital. Historisk afkast er ikke en indikator for fremtidigt afkast, der kan afvige meget eller være negativt. Læs PRIIP KID for PMINDI for fulde risikoscenarier: https://fundmarket.dk/newdeal-invest-kl-n/. Overvej risici og fordele nøje før investering. Læs mere om risici her: newdealinvest.dk/risici/ og generelt om investeringsforeningen på newdealinvest.dk. Vil du have en månedlig oversigt over alle positionerne i PMINDI? Så skriv dig op til nyhedsbrevet her: newdealinvest.dk/nyhedsbrev/. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
I end today's episode talking about my Roth IRA and how it's great I'm up almost 70% in 1 year - but Alpha Picks is up almost 90% in that 1 year. The Seeking Alpha Summer sale continues with HUGE savings. Don't miss it - there are only 2 per year with discounts off what they normally provide. You'll have to wait until December to get the next one. FORMULA - Alpha Picks + Seeking Alpha Premium + Trendspider and Sidekick - PERFECT TOGETHER! THESE SALES END SOON: TRENDSPIDER - JULY 4TH SALE THIS WEEKEND - get my 4 hour algorithm included on any annual plan.Seeking Alpha's SUMMER SALE *BEST DEAL - SEEKING ALPHA BUNDLE - Save over $250 and get Premium and Alpha Picks together - EXTRA $100 OFF ALPHA PICKS - Want to Beat the S&P? Save $124 EXTRA $74 OFFSeeking Alpha Premium ONLY - FREE 7 DAY TRIAL SEEKING ALPHA PRO - SAVE $600 EPISODE SUMMARY
Anthropic pulled the plug on its Mythos / Fable 5 model after the U.S. government raised concerns, and IREN has completed its acquisition of Nostrum for 490 MW of capacity in Spain. Welcome back to The Blockspace Podcast! Anthropic and Uncle Sam are trading blows again, with the frontier LLM company pulling its recently released Mythos / Fable 5 model after whistleblowers said the model's guardrails were bypassed. Lygos Finance's CEO Jay Patel joins us for his reaction to the news and the market rally with a reported, imminent peace deal coming for the Iran War this week. For other news, we cover IREN's closing its acquisition of Nostrum, which will give it a 490 MW foothold in Spain for AI data center development, and the EPA's stance that it won't regulate AI data centers. Check out Dimetrics, the AI industry's Bloomberg terminal. Track financial metrics and news for AI stocks, GPU rental prices, state-by-state data center pushback, and more with the compute industry's most powerful dashboard. Subscribe to our newsletter to receive updates for all of our shows and content.
Charlie and Will break down the crash of Michael Saylor's STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google's massive $80B equity raise for AI, and why Joe Wiesenthal calls this the coldest crypto winter ever. Janusz, former engineer at Electric Coin Company, joins us to talk about a potential Zcash soundness bug and the trade-offs of privacy versus auditability. Plus, Charlie and Will dive into Michael Saylor's STRC asset crash, IREN's massive 800MW data center agreement in Australia, Google's unprecedented $80B equity upsize for AI infrastructure, and why the Texas grid is moving away from the 4CP mechanism. Subscribe to the newsletter! https://newsletter.blockspacemedia.com Notes: * Saylor's STRC credit dropped 5% to $94. * IREN's total power pipeline exceeds 5GW. * Zcash Orchard pool holds 4.5M locked tokens. Timestamps: 00:00 Start 02:07 STRC down bad 05:03 IREN back to the AUS 13:37 Zcash bug with Janusz 28:20 Google upsizes deal 31:50 Jeff Park tweet 41:15 Joe Weisenthal thread 46:56 ERCOT & 4CP Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com
Anthropic has filed for an IPO and Strategy finally sold bitcoin for the first time since 2022. Welcome back to The Blockspace Podcast! Anthropic has filed for an IPO as the public markets race for frontier AI companies heats up. Plus, Strategy just sold bitcoin for the first time since 2022, and Lygos' Francis Corvino joins to give his take on whether Strategy is losing favor as Strive makes inroads with BTC treasury investors. We also welcome DMG's Sheldon Bennett and Steve Eliscu to discuss DMG's flagship, 50 MW AI data center in BC, Canada. And to finish the show, we touch on IREN's new $3.65B GPU finance deal and a new executive order in Utah to regulate the roll out of AI data centers in the state. Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com
Robinhood now allows AI to trade for you, and IREN just purchased $1.6 billion worth of GPUs for AI workloads. Welcome back to The Blockspace Podcast! Today, Asher Genoot, CEO of Hut 8 joins us to talk about the company's $9.8 billion deal for its Beacon Point AI data center in Texas. For news, we cover Robinhood launching access for AI trading agents, IREN's $1.6B Dell Blackwell purchase, hardware rollout, Core 42's $500M financing, and Mara's rising executive security expenses. Check out our latest report, “What's a Megawatt Worth?” where we quantify the trillion dollar opportunity for bitcoin miners venturing into the AI sector. Download here: https://megawattreport.com/ Subscribe to our newsletter to receive updates for all of our shows and content: https://newsletter.blockspacemedia.com
The Hot Options Report: House Stock Disclosures, Micron's Run, & Huge Tech Volume Welcome to The Hot Options Report for Wednesday, May 27, 2026! Today, Mark Longo breaks down a fascinating "House Nay Scan"—shining a light on the top stock sales disclosed by U.S. Representatives over the last seven days, including trades from New Jersey and California. Then, we dive deep into the top 10 most active options chains of the day. From newcomer next-gen data center operator IREN to the staggering 0DTE options volume in Meta, Apple, Tesla, and Nvidia, we explore whether paper was buying or selling the massive moves. Plus, we check in on Micron's ($MU$) absolutely explosive rally toward the $1,000 strike. To check out all 22 disclosed Congressional trades and explore the rest of today's scans, head over to TheHotOptionsReport.com to kick the tires and light the fires!
Brief SummaryBitcoin is trading around $75.5K this morning after sliding toward key $75K support.Ethereum is below $2,100 and remains weaker than Bitcoin on a relative basis.Bitcoin has fallen to 13th among global assets, with capital rotating toward AI, semiconductors, gold, and other non-crypto trades.Traders are moving defensively into stablecoins, with USDT and USDC dominance rising.SoFi launched SoFiUSD to nearly 15 million members, making it one of the first U.S. national banks to offer a stablecoin directly inside a banking app.A large holder reportedly sold about $1.29 billion worth of BlackRock's Bitcoin ETF in a dark-pool trade.IREN signed a $1.6 billion Dell agreement to expand AI cloud infrastructure, showing how crypto infrastructure companies are chasing AI demand.Coinbase's Base launched Base MCP, allowing AI tools like ChatGPT, Claude, and Cursor to interact with wallets and DeFi apps.Crypto PACs spent about $9 million in Texas and scored wins in both parties.The U.K. sanctioned HTX and Russia-linked crypto networks as part of a broader crackdown on sanctions evasion.Singapore charged former Hodlnaut CEO Zhu Juntao with six fraud counts tied to TerraUSD exposure claims.OpenZeppelin's CEO warned that AI coding agents have made DeFi increasingly unsafe because attackers can find vulnerabilities faster than defenders can patch them.XRP remains range-bound near $1.32 to $1.33 after a failed breakout.The stablecoin market remains above $300 billion and is becoming one of the biggest battlegrounds between banks, fintechs, crypto exchanges, and regulators. Hosted on Acast. See acast.com/privacy for more information.
SUMMARY DEL SHOW Futuros ligeramente en verde tras nuevos récords en $SPX y Nasdaq, con el mercado todavía montado en infraestructura AI, pero con el crudo alto y la geopolítica marcando el pulso. $MU lidera el rally por memoria para AI y contagia a $WDC, $STX y $SNDK, mientras fondos rotan desde software hacia semis según Goldman. $NVDA anuncia expansión grande en Taiwán con el campus Constellation y $IREN firma $1.6B con $DELL para Blackwell en Texas, reforzando que el ciclo de data centers sigue acelerando.
Iran wants tankers to pay for maritime insurance in BTC with its Hormuz Safe program, and the Prime Trust estate is suing Swan to claw back nearly $1B in assets. Welcome back to The Blockspace Podcast! Today, we cover the bombshell news that Iran is now accepting bitcoin for maritime insurance for tankers trapped in the Strait of Hormuz. Francis Corvino of Lygos Finance joins us to talk about why he believes this is the greatest threat to the Bitcoin network yet, plus his takes on STRC, SATA, and “digital credit.”. We also break down the lawsuit where the Prime Trust Bankruptcy Trust is seeking to claw back nearly $1 billion from Swan Bitcoin, as well as similar clawbacks from Circle, Strike parent company Zap, and Huobi. We also look into the public backlash surrounding a proposed 9-gigawatt data center in Utah, IREN's acquisition of Awaken Media, and Hive's 320 MW AI data center in Canada.
AI compute futures are now live on the CME, and IREN has raised $3B in a new convertible note offering. Welcome back to The Blockspace Podcast! Today for news, we cover IREN's new $3B convertible note – the largest convert ever for a public bitcoin miner – Trump's Q1 bitcoin equity buys, and the 90-day pause on zoning discussions for Hut 8's proposed 500 MW data center in Logan County, Illinois. Plus, Mike Alfred of Alpine Fox Hedge Fund joins us to discuss his top stock picks for AI, and Kush Bavaria of Ornn jumps on to discuss how Ornn is providing an H100 index for the CME's new AI compute futures – and his thoughts on the future of these incipient compute futures markets. Mike San Miguel of Luxor also joins us to discuss the latest in GPU markets and AI ASICs, and pseudonymous user Soup explains how he used Claude and $15 in tokens to spin up 3.5 trillion passwords to crack his long-lost bitcoin wallet.
IREN is planning a $2.3B convertible note offering to scale its AI line and DeFi degens are starting to trade STRC. Welcome back to The Blockspace Podcast! Today, Jay Patel, CEO of Lygos Finance, joins us to talk about the emerging trend of Strategy's STRC derivatives in DeFi. We also break down IREN's new $2.3B convertible notes offering, BitGo CEO Mike Belshe's take on quantum computing threats and Project 11's new research paper on the topic, KEEL's Q1 2026 results, and why Morgan Stanley's Bitcoin ETF saw zero outflows in its first month.
Everyone and their grandmother waited to disclose AI deals during quarterly earnings, with IREN, Hut 8, and Cipher Digital announcing new tenants and massive expansion plans. Welcome back to The Blockspace Podcast! Charlie and Colin cover a flurry of deals and quarterly earnings in the bitcoin miner-AI space. We break down IREN's roadmap to 5 GW and their new Nvidia partnership, Hut 8's $9.8B contract with an undisclosed hyperscaler, and Cipher Digital coming out with its 3rd AI data center deal but with undisclosed details. We also sit down with Lygos' co-founder Francis Corvino to address the news that Strategy may sell bitcoin in the future and review Luxor's April hashrate lookback series with Kaan Farahani. Plus, quarterly results from $IREN, $HUT, $WULF, $CORZ, and $CIFR.
Secret Space Program Survivor Speaks Out -
Iren is humming and Boyle reads a story of bodily fluids.
Why this CEO sees bitcoin hitting $50M by 2041. On this episode of CoinDesk's Public Keys at the New York Stock Exchange, Jennifer Sanasie is joined by White House Executive Director of the President's Council of Advisors on Digital Assets Patrick Witt for the latest on the Clarity Act and why stablecoin yield poses limited risk to banks. EMJX CEO Eric Jackson explains his Gen 2 digital asset treasury strategy and makes the case for $50 million Bitcoin by 2041. Plus, Morgan Stanley Managing Director and Head of Digital Asset Strategy Amy Oldenburg discusses the firm's spot Bitcoin ETF launch and its expanding crypto product suite. - Timecodes: 00:00 Welcome to Public Keys 00:32 Tax Deadline, Inflation Data and Earnings Season Ahead 01:10 Barclays Downgrades Coinbase as Crypto Trading Declines 01:25 Senate Returns with Clarity Act on the Agenda 01:43 White House's Patrick Witt on Market Structure Timeline 04:41 Stablecoin Yield Poses Limited Risk to Banks, White House Finds 07:37 DeFi, Developer Language and Other Sticking Points 11:03 EMJX CEO Eric Jackson on 'Gen 2' Digital Asset Treasuries 16:12 Why AI Agents Will Use Ethereum, Not Solana 17:09 The Case for $50 Million Bitcoin by 2041 19:24 Crypto Equities to Watch: Bittensor, IREN, Cipher and Hut 8 23:33 Bitcoin and Ether ETF Flows 25:48 Morgan Stanley's Amy Oldenburg on the Firm's Spot Bitcoin ETF 27:00 Spot ETH, SOL Filings and E-Trade Crypto Trading 30:06 Tokenized Money Market Funds and the Road Ahead - This episode was hosted by Jennifer Sanasie.
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel Roberts Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE - https://nyse.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
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