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#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash artwork
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#94: Nvidia’s Red Flags, NeoCloud Bubble & the Quiet Quant Crash

Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis

Dec 28, 202500:38:36Business

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...

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