Show Notes
Is the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days?
Chapters 00:00 - Hot Open & Intro 00:51 - Why Earnings Confuse 03:54 - The Anthropic Effect 07:10 - Include Other Income 09:36 - OpenAI Next Wave 12:32 - Valuations vs Earnings 18:05 - Data Sources Diverge 22:42 - Quant Models in Trouble 26:05 - Vendor Financing History 29:15 - CapEx & Bubble Risks 37:10 - Lightning Round Fed or Earnings 38:53 - Wrap Up & Subscribe
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