
The world is about to change and the biggest investment opportunities of the decade are here. Our job is to find them. 5 episodes a week with the investors, analysts, and builders shaping the next great financial market, and what it all means for your portfolio. 🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s buying next? Join PRO before August 26 and lock in $25/month for li... more
| Publishes | Daily | Episodes | 102 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Tech NewsNews | |||

As NVIDIA moves toward increasingly powerful and compute-dense AI racks, electricity is becoming one of the biggest constraints on scaling AI. The upcoming Vera Rubin generation requires significantly more power, forcing NVIDIA and its suppliers to r... more
In this episode, Melvin breaks down the investment case for AI neoclouds, including Nebius (NBIS), CoreWeave (CRWV), IREN and Applied Digital (APLD), and explains why the market may still be underestimating the scale of future AI compute demand. The ... more
Is the AI boom becoming a bubble or are investors underestimating just how much further this market could run? In this episode, Kyle breaks down his “Everything Bull Market” thesis and explains why the combination of accelerating AI adoption, massive... more
In today's episode, we break down how macro sell-offs and rising bond yields are impacting the markets, why power shortages and grid constraints are becoming the ultimate bottleneck for the AI infrastructure trade, and how companies like Bloom Energy... more
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This show centers on AI infrastructure, compute bottlenecks, and the economics of AI-enabled systems, with a strong tilt toward investing in AI hardware, data centers, and crypto-compatible AI rails. Episodes spotlight market dynamics, sponsor-driven discussions, and real-world deployment stories from leading firms, VCs, and engineering teams building the next era of AI compute. A standout pattern is the integration of timely tech narratives with actionable investment ideas and frequent sponsor mentions, helping listeners gauge which hardware, software, or crypto rails could shape AI adoption and equity performance. The format often blends roundtable market analysis with expert guest perspectives, making it a likely fit for listeners who wa... more
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