Prof G Markets
@ProfGMarkets • 7,069 subscribers
Prof G Markets is your daily briefing on the news moving markets — from earnings and geopolitics, to Big Tech and AI. Hosted by @profgalloway and @edels0n
Videos
"This scent chills down my spine. I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the trillions of dollars of CapEx and infrastructure is now basically down to demand being created by two players Anthropic and OpenAI but Meta have basically said: "oh we overestimated the front-end demand we could create so we're going to lease out our infrastructure" They're basically getting out early of these capex wars."
Prof G Markets36,814 Aufrufe • vor 13 Tagen
"This is very bad for the AI bubble" with Ed Zitron. Ed Elson: "Meta is reportedly planning a cloud business to sell its excess AI capacity. The company has poured billions into its AI infrastructure, and until now, Meta has maintained that all of those investments and the resulting compute capacity would be used for internal purposes. But clearly now, something has changed."
Prof G Markets15,646 Aufrufe • vor 16 Tagen
Ed, on today's show: "Do not buy this stock. SpaceX is going public at a $1.77 trillion valuation, which makes it the largest IPO of all time. My final message before the stock starts trading publicly: do not buy this IPO. The company is dramatically overvalued, and not only that, this is a rigged game, and the game is not rigged in your favor. Here's my prediction for what will happen as soon as it hits the market"...👇
Prof G Markets25,010 Aufrufe • vor 1 Monat
Are you living month to month if you earn $500k? With Ramit Sethi and Ben Carlson
Prof G Markets35,740 Aufrufe • vor 2 Monaten
This is causing the affordability issue in America with Ramit Sethi and Ben Carlson
Prof G Markets25,528 Aufrufe • vor 2 Monaten
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