#95 Year-End Market: AI CapEx, Nvidia, Neo-Clouds & 2026 Setup Frazis Capital Podcast

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

Dec 23, 202500:43:12Business

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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