Search · resolved
Which podcasts are discussing STX?
14 ATTRIBUTED IDEAS · 12 EPISODES · 6 SHOWS
The shows
CNBC Fast Money
Real Vision Daily Briefing
The Compound and Friends
Animal Spirits
Prof G Markets
Thoughtful Money
Where the discussion went deepest
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 →
25 JUN25 JUNCNBC FAST MONEY · 01:05
Memory supply crunch squeezes device manufacturer margins
“The bull case for memory and storage makers comes at the direct expense of consumer device and hardware producers facing severe margin pressure and demand destruction.”
Micron and Memory Vs. Everyone Else… And What’s Sparking a Bitcoin Sell-off? 6/25/26
Core thesis · 5/5Verify in source →
22 APR22 APRREAL VISION DAILY BRIEFING · 07:15
AI memory demand justifies massive capacity expansion
“The bull case argued: Massive investments by memory makers like SK Hynix's $13B new plant are justified by structural, immediate demand from AI, edge compute, and robotics, suggesting the rally in memory stocks is fundamentally supported.”
How REKT Drinks Runs On AI
Core thesis · 5/5Verify in source →
7 APR7 APRTHE COMPOUND AND FRIENDS · 12:30
Market rotation from asset-light growth to asset-heavy value
“The speakers argued a significant rotation is underway, with money flowing out of popular, asset-light growth stocks and into physical, asset-heavy industrial and commodity companies.”
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Core thesis · 5/5Verify in source →
29 JUL2W AGOANIMAL SPIRITS · 02:18
Semis sell off while software rebounds
“The market experienced a massive single-day rotation out of extended semiconductor and AI infrastructure names into software stocks, signaling internal market rebalancing rather than a broad-based crash.”
45 Million Rich Households (EP. 475)
In depth · 4/5Verify in source →
13 JUL13 JULPROF G MARKETS · 08:15
Crypto-to-AI 'bro-tation' drains digital assets
“The case was argued that retail and speculative capital is rotating out of unbacked crypto assets and into AI and semiconductor plays, driving underperformance in crypto.”
Wall Street Is Pumping SpaceX — So Why Is It Falling?
In depth · 4/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.