Podcast
GRO MONEY NEWS
- β‘ AI stocks can rebound overnight. Megawatts cannot.
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π¨ THE CHIPS GOT CRUSHED. THE LEASE GOT A BACKSTOP.
15m
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βοΈ WASHINGTON GETS GRIDLOCK. WALL STREET GETS A NEGOTIATING TABLE.
14m
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WALL STREET JUST SPENT $115 BILLION ON THE PLUMBING.
44m
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π¨ OPEC HELD THE QUOTAS. INTEL LOST 29%. THE GRID WENT SHOPPING.
36m
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π¨ AI JUST MET THE CREDIT COMMITTEE.
11m
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π¨ THE FED PAUSED. YOUR COST OF CAPITAL DIDNβT. πΈ
10m
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π° WALL STREET FOUND $63 BILLION FOR AI. YOUR MORTGAGE IS STILL 7.33%.
11m
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π¨ AI JUST PUT $160.5 BILLION ON THE CAPITAL STACK.
13m
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π¨ $34 BILLION. TWO CEOS. ZERO DEAL.
25m
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π¨ META SPENT $35 BILLION. WALL STREET SPENT $3.5 BILLION TO UNDERSTAND THE CREDIT RISK.
42m
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π THE MARKET FOUND ITS SMILE. CREDIT STILL WANTS COLLATERAL.
11m
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π¨ YOUR MORTGAGE RATE HAS A GPU PROBLEM.
12m
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THE RALLY PUT ON LIPSTICK. CREDIT STILL ASKED FOR ID.
9m
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π¨ THE GRID JUST REPRICED AI.
16m
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π¨ AI DATA CENTER DEMAND ISNβT THE PROBLEM. THE COST OF CAPITAL IS.
15m
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π§ AI was meant to come before blockchain
8m
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YOUR GPU CANNOT COSIGN THE LOAN. π§ π¦
7m
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π¨ AI DIDNβT BREAK. THE CAPITAL STACK DID.
12m
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π° AI WANTS YOUR INSURANCE PREMIUMS. HOUSING WANTS A PULSE.
22m
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π₯ AI HAS PLENTY OF BELIEVERS. IT IS RUNNING SHORT OF BUYERS AT THE ASKING PRICE.
18m
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THE STOCK MARKET GOT CHAMPAGNE. THE LENDERS GOT A SPREADSHEET.
25m
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π¨ THE AI INFRASTRUCTURE MARKET JUST GOT A LOT SMARTER.
14m
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β‘ AI POWER JUST GOT A $37.5B VALUATION. THE PREF STARTS AT 10%.
29m
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β‘ AI POWER JUST GOT A $37.5B VALUATION. THE PREF STARTS AT 10%.
25m