The Cashflow Memo
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SHOWNOTES
In this episode, the Telltales team discusses the latest developments in energy, technology, and healthcare. They analyze the potential impact of a second Trump term on oil and gas markets, dive into Nvidia's AI dominance and the future of inferencing, and explore Tesla's challenges and opportunities in the evolving EV landscape.
[00:00:55] Energy Market & Oil Supply Discussion (Exhibit C) Hunt believes that oil supply is unlikely to change based on the recent Putin-Trump phone call. He suggests that the US Treasury may curtail some Russian production and discusses the potential for conflict between Israel and Iran, which could tighten the oil market.
[00:03:40] Natural Gas and LNG Update (Exhibit B) Hunt notes that natural gas demand is good, and LNG facilities are being approved under the Trump administration. He highlights the increase in power demand for natural gas and the potential for further growth in LNG exports.
[00:06:54] US Government Fiscal Policy & Budget Outlook (Exhibit A) Hunt discusses the challenges of reducing government spending and the deficit, particularly in the "all other" category. He emphasizes the need for the Trump administration to propose a budget with significant spending cuts and hopes for economic growth to lower the debt-to-GNP ratio.
[00:10:28] 2 Podcast Recommendations Mike recommends an interview with Scott Bessent on the All In Podcast, which covers the administration's plans for tariffs and their agenda. Hunt suggests listening to a three-hour podcast interview with Morris Chang, the founder of Taiwan Semiconductor, for those interested in the tech industry.
[00:14:02] Tesla and EV Market Developments Jason discusses the challenges facing Tesla, including public backlash, declining sales in China, and competition from BYD's fast-charging technology. Mike mentions that Tesla has obtained a permit for testing their robotaxis in California, which could signal progress in their self-driving technology.
[00:17:35] Healthcare Earnings and Drug Developments Jason provides an update on Harrow's preliminary earnings and the market's positive reaction, despite the delayed release of their 10-K. Mike highlights the potential of Harrow's Triessence drug and its patent protection through 2029.
[00:22:00] Technology Update: Nvidia Investor Day & AI Inferencing Jason and Mike discuss the key takeaways from Nvidia's Investor Day, focusing on the company's advancements in AI inferencing, power efficiency, and data center optimization. They explore Nvidia's competitive position against hyperscalers like Google and AWS, and the potential impact of their new Blackwell chips.
The Telltales team covers a wide range of topics, providing insights into the latest developments and potential future trends in energy, technology, and healthcare. Stay tuned for more in-depth discussions and analysis.
NVDA 0.00%↑ TSLA 0.00%↑ HROW 0.00%↑ AMZN 0.00%↑ GOOGL 0.00%↑ AAPL 0.00%↑ TSM 0.00%↑
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