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June 2025

Chips, Chains & Cash Flow (e2526)
Energy shocks, chip revolutions, and the policy shifts steering cash-flow winners
30:05
From Iran to AI: Energy, Healthcare & Big-Tech Shake-Ups (e2525)
Gas bulls grin, the FDA out-innovates Silicon Valley, and Meta writes nine-figure checks to dominate AI.
28:54
Tariffs, Translucence & Tesla: A 30-Minute Tour of Markets in Flux (e2524)
Rare-earth trade chess, Apple’s AR tease, and a healthcare middle-man showdown—decoded through cash-flow lenses.
31:11
Energy, Chips & Deficits (e2523)
Intel’s historic pivot, $UNH's downfall, $TSM - AI choke point, nuclear-powered data centers, and the race to reinvent weight-loss drugs
34:34

May 2025

Nvidia's Cash Flow Margins: Too Good to Last? Plus Intel's Origin Story (e2522)
Plus GLP-1 prices drop, Alzheimer's blood tests approved, and CVS exits Arkansas
28:17
Chips, Capacity, and Colossus: Reading the Currents in Tech & Energy (e2521)
A $25B bet from Tesla, OpenAI’s counterpunch, and the war-time roots of the chip industry
31:01
CRACKING THE COST CODE: Pharma, PBMs, and the AI Buildout
From drug price wars and shadowy rebates to the trillion-dollar shift from CPUs to GPUs—how policy, power, and platforms are reshaping healthcare and…
29:11
Parallel Islands: When Chips, Cars & Currencies Diverge (e2519)
From OPEC’s supply dance to Nvidia’s CUDA moat and Washington’s budget puzzle—decoding the cash‑flow forces shaping 2025.
30:03

April 2025

© 2025 Mike Nicoletti
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