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#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash
0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nvidia deals: inventories, AR and “not-real” revenue4:40 – Retail mania: quantum computing, nuclear & Aussie drone stocks7:05 – When the mu...
About This Episode
#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash is an episode from Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis. 0:00 – Intro0:42 – Nvidia earnings: strong growth but odd details2:10 – Circular Nv...
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Published Dec 28, 2025, 00:38:36 long, audio available.
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