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Hyperscaler Stack Decoded (e2619)
Why Amazon's networking edge may matter more than Nvidia's chips
May 6
2
34:17
Weekend Update — W2618
Capital cycle resets — and the hyperscaler face-off the bear thesis didn’t survive
May 2
4
1
17:41
April 2026
Why Costco Is the Most Challenged Big Retailer at 47x Earnings
Amazon, Walmart, and Costco are converging on the same customer — and the valuations tell the story
Apr 29
34:39
Weekend Update — W2617
Q1 prints divide — Intel’s best day since 1987, Charter’s worst
Apr 27
12:28
Could Apple Be the Next Intel? (e2617)
Steady as she goes in Iran, pancreatic cancer breakthrough, and Lilly's in vivo CAR-T bet
Apr 22
1
35:28
Telltales Weekend Update (Pilot W2616)
Bank week, TSM resets the AI tape, Iran war-premium unwinds
Apr 20
10:22
Is Microsoft the Next Intel — or the OS for AI Agents? (e2616)
How the oil shock, the deficit math, and AI capex all connect
Apr 15
34:04
From Bankruptcy to $100B FCF (e2615)
NVIDIA's Compounding Moat, Lilly's Expiring Edge, and the Oil-Gas Paradox
Apr 8
1
30:45
Apple at 50, Oil at a Crossroads (e2614)
From Iran and the Strait of Hormuz to Siri, AI capex, and Eli Lilly’s latest move, the hosts map the forces shaping markets now.
Apr 1
35:13
March 2026
From Oil Risk Premiums to Cancer Vaccines (e2613)
Telltales connects Iran-driven energy shocks, hyperscaler spending, and mRNA oncology to the cashflow trends shaping markets
Mar 25
34:34
20 Million Barrels and No Way Out (e2612)
From $60 to $100 crude, from employees to AI agents — the shifts that matter now
Mar 18
2
33:27
The Most Dangerous Chokepoint in Energy (e2611)
How the closure of the Strait of Hormuz could disrupt oil, LNG, and global markets.
Mar 11
33:14
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