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Which podcasts are discussing HPQ?
5 ATTRIBUTED IDEAS · 4 EPISODES · 3 SHOWS
The shows
Monetary Matters with Jack Farley
The Knowledge Project
Wealthion - Be Financially Resilient
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 →
14 JUL14 JULMONETARY MATTERS WITH JACK FARLEY · 1:13:30
Supermicro framed as a fallen-angel value play
“Super Micro Computer was argued to be an underappreciated fallen-angel turnaround, backed by essential liquid-cooling IP, major OEM hardware relevance, and a recent $7 billion capital raise.”
The Semiconductor Earnings Boom Is Just Getting Started
In depth · 4/5Verify in source →
25 MAY25 MAYMONETARY MATTERS WITH JACK FARLEY · 25:00
End-user scarcity from AI wafer cannibalization
“The guest argued that AI-driven demand is cannibalizing semiconductor production for consumer electronics, potentially creating an end-user scarcity and a trade in companies with strong supply chains and pricing power.”
Things Are Going to Get Even Crazier: The Macro Regime Shift · with Earnings
In depth · 4/5Verify in source →
4 NOV4 NOV 2025THE KNOWLEDGE PROJECT · 00:45
HP's missed Apple opportunity
“The story framed HP's rejection of Steve Wozniak's personal computer design as a legendary missed opportunity that led to the creation of Apple.”
Steve Wozniak: The Engineer Who Built Apple [Outliers]
Notable comment · 2/5Verify in source →
4 NOV4 NOV 2025THE KNOWLEDGE PROJECT · 22:10
HP's engineer-centric culture as an ideal
“Wozniak viewed Hewlett Packard's engineer-run culture, which prioritized job security over layoffs, as the ideal model for how a company should work.”
Steve Wozniak: The Engineer Who Built Apple [Outliers]
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