A Shopify Takeover

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Did IBM Just Tell the Truth About AI?

Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present strengths before giving their opinions of whether it’s a good stoc ... Show more

. 25min 36sec

SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by the end of 2027. Travis Hoium, Lou Whiteman, and Jon Quast bre ... Show more

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