#104: Frazis Capital Partners Update
Sep 14, 2026 - 00:26:24
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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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