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Which podcasts are discussing AVGO?
56 ATTRIBUTED IDEAS · 48 EPISODES · 21 SHOWS
The shows
CNBC Fast Money
Monetary Matters with Jack Farley
Bloomberg Surveillance
Excess Returns
a16z Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Barron's Streetwise
Thoughtful Money
Motley Fool Money
Prof G Markets
The Acquirers Podcast
The Options Insider Radio Network
Planet MicroCap Podcast
The Alpha Exchange
The Compound and Friends
The Dividend Cafe
The Long View
The Pomp Podcast
The Twenty Minute VC
Wealthion - Be Financially Resilient
WSJ What's News
Where the discussion went deepest
15 JUL15 JULWEALTHION - BE FINANCIALLY RESILIENT · 02:50
CapEx bubble threatens tech and semi multiples
“The speaker argued that the AI bubble is concentrated in massive hyperscaler CapEx rather than the technology itself, setting up eventual margin and earnings compression across memory and hardware suppliers.”
Peter Boockvar: The AI Spending Bubble Is Cracking · with Wealthion's Real Assets Community
Core thesis · 5/5Verify in source →
26 JUN26 JUNBLOOMBERG SURVEILLANCE · 09:58
21 JUN21 JUNMONETARY MATTERS WITH JACK FARLEY
AI compute demand is concentration risk disguised
“The argument was presented that underlying demand for high-end AI compute and data center capacity is artificially inflated and concentrated in a tiny group of unprofitable entities.”
Ed Zitron: The AI Bubble is Bleeding Cash, Here Are The Receipts
Core thesis · 5/5Verify in source →
9 JUN9 JUNCNBC FAST MONEY · 05:07
Risks of excess GPU capacity in AI
“Over-ordering and hoarding of AI GPUs by major tech players could lead to a sudden air pocket in demand and excess capacity.”
A Decline in Chip Stocks Becomes Market Sell-off… Where Tech Sector is Heading 6/9/26
Core thesis · 5/5Verify in source →
8 JUN8 JUNPROF G MARKETS · 06:18
Upcoming IPO deluge threatens broader market pullback
“An unprecedented $400B supply shock of fresh tech equity issuances was argued to threaten broader market valuations by draining limited investor liquidity.”
AI’s $400 Billion Test Is About To Begin
Core thesis · 5/5Verify in source →
2 JUN2 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 00:00
OpenAI's multi-cloud, multi-chip compute strategy
“The guest argued that OpenAI's strategy of partnering with multiple cloud providers and diversifying its chip supply shifts capital expenditure to operating expense and ensures access to frontier compute.”
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Core thesis · 5/5Verify in source →
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