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#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup Frazis Capital Podcast
Why markets look “fine” but small caps are quietly crashing The brutal 50 - 60% wipeouts in quantum, nuclear & neo-cloud stocks How 2025 became a one-way market dominated by AI & semiconductors AI CapEx, rate expectation...
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#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup Frazis Capital Podcast is an episode from Double or Nothing! With Michael Frazis and Misha Saul by Michael Frazis. Why markets look “fine” but small caps are quietly crashing Th...
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Published Dec 23, 2025, 00:43:12 long, audio available.
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