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Which podcasts are discussing MU?
264 ATTRIBUTED IDEAS · 82 EPISODES · 22 SHOWS
The shows · from the most recent 100 ideas
The Options Insider Radio Network
The Pomp Podcast
CNBC Fast Money
Bloomberg Surveillance
Motley Fool Money
The Compound and Friends
Prof G Markets
Thoughtful Money
Monetary Matters with Jack Farley
The Alpha Exchange
Animal Spirits
Odd Lots
Real Vision Daily Briefing
Wealthion - Be Financially Resilient
The Twenty Minute VC
WSJ What's News
Commodity Culture
Excess Returns
Forward Guidance
MacroVoices
The Acquirers Podcast
What Bitcoin Did
Where the discussion went deepest
8 AUG4D AGOTHE POMP PODCAST · 25:00
AI stock lows are in, new highs ahead
“The guest argued the recent violent sell-off in AI names marked a bottom, and he expects many to reach new all-time highs by year-end, driven by strong earnings fundamentals.”
Bitcoin Is About to Explode — The Fed Just Ran Out of Tools
Core thesis · 5/5Verify in source →
6 AUG6D AGOCNBC FAST MONEY · 22:00
Hyperscalers favored over semis on HBM bottleneck
“The thesis argued was that the severe shortage of high-bandwidth memory (HBM) is a major bottleneck for AI chip production, making hyperscale cloud providers (who control budgets) a better investment than semiconductor makers facing cooling growth rates.”
U.S. Treasury's Surge… And Oil Prices Sink on Potential Iran Peace Deal 8/6/26
Core thesis · 5/5Verify in source →
24 JUL3W AGOWEALTHION - BE FINANCIALLY RESILIENT · 00:00
Avoid AI infrastructure and hyperscaler build-out stocks
“Massive capital spending on AI infrastructure is creating severe overcapacity and poor long-term investment returns for hyperscalers and hardware suppliers.”
Kevin Muir: Why the Smart Money Is Selling AI Stocks · with Maggie Lake
Core thesis · 5/5Verify in source →
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 JULTHOUGHTFUL MONEY
AI compute faces oversupply and margin pressure
“The speaker argues that massive capital expenditures, cheaper foreign software models, and physical limits will trigger a severe correction in AI and hyperscaler stocks.”
Get Ready For A.I.-Mageddon · with Fred Hickey
Core thesis · 5/5Verify in source →
14 JUL14 JULTHOUGHTFUL MONEY · 00:00
AI capex gap signals earnings bubble collapse
“A severe earnings bubble in tech AI suppliers and hyperscalers risks a steep market drawdown as massive capital expenditures fail to generate expected returns.”
Get Ready For A.I.-Mageddon · with Fred Hickey
Core thesis · 5/5Verify in source →
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