
#101: Neoclouds, semiconductors and opportunities in healthcare and software
Jul 6, 2026 - 00:22:42
Radio and PodcastLive Radio & Podcasts
0:00 – Intro: Mike & Ellianna catch up after Melbourne investor meetings 0:45 – Market update: Retail investors driving a red-hot rally 2:15 – Quants, institutions, and semiconductors hitting profit targets 3:40 – Why Fr...