This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with Ed Zitron, CEO of EZPR and author of the popular Where’s Your Ed At newsletter. They discussed the ultra-bear case for AI, Nvidia’s explosive growth, the economics of OpenAI and Anthropic, whether AI demand can justify the massive hyperscaler CapEx boom, the data center buildout, CoreWeave and the neoclouds, Oracle’s AI bet, private credit and debt financing, the warning signs that could finally break the AI spending cycle, the “rot economy,” and whether AI is actually improving corporate productivity. (Listen)
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CHART OF THE WEEK
The rebound in tech sector earnings, post-pandemic was impressive. Matt Cerminaro at Chart Kid Matt demonstrates that the current earnings boom is even more impressive because it is coming off a higher base.
MERCH
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COMING UP
Next week on TCAF, Josh and Michael will be joined by Daniel Skelly, Managing Director and Head of the Equity Model Portfolio team at Morgan Stanley Wealth Management.
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