If You Build It, Chips Will Come

It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value ...  Show more

Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellit ...  Show more

Builders First Source CEO Peter Jackson joins the podcast. Jack talks stocks. Jackson considers abducting a squirrel. Learn more about your ad choices. Visit megaphone.fm/adchoices 

SummaryThe conversation discusses Sam Altman's plan to raise $7 trillion for semiconductors and the potential challenges and motivations behind it. It explores the idea of negotiation and leaked stories as part of the process. The conversation also delves into the simultaneous de ...  Show more

In this episode, Ben and Jay discuss the latest earnings reports from Apple and Qualcomm, focusing on the implications of tariffs, supply chain resilience, and the shifting landscape of semiconductor manufacturing. They explore Apple's confidence in its business despite uncertain ...  Show more

Jack speaks with a chip analyst about Intel’s recent stock bounce and examines Wall Street’s prediction of a coming Amazon cash flood. Learn more about your ad choices. Visit megaphone.fm/adchoices