# NVIDIA Guides to 70% Growth and the Circular Financing Debate Takes Over - Weekly Semis & AI Infrastructure Podcast Recap - Week of September 6, 2026

> Weekly Semis & AI Infrastructure Podcast Recap for the week of August 31 to September 6, 2026. Podcast synthesis on NVIDIA's roughly $96 billion quarter and unprecedented 70% full-year guide, the circular-financing worry moving from footnote to main event, power and memory as the real bottlenecks, and a genuine bubble debate with data on both sides.

## Weekly Semis & AI Infrastructure Podcast Recap

### Week of September 6, 2026: NVIDIA Guides to 70% Growth and the Circular Financing Debate Takes Over

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## Top of mind this week

This was the week the podcast world digested NVIDIA's blockbuster quarter and, instead of cheering, spent most of its time arguing about what it means. NVIDIA reported roughly $96 billion in revenue (up about 106% from a year ago) and did something it has never done before: it guided to about 70% revenue growth for the year ahead, roughly double what Wall Street had penciled in. The bulls heard "demand is effectively unlimited." The bears heard "a company that has to lend and invest in its own customers to keep the party going." Layered on top were NVIDIA's ~$12.9 billion deal to buy the open-source AI firm Hugging Face and a $3.5 billion investment in Taiwan's MediaTek, both of which fed a growing debate about "circular financing," where the same dollars seem to loop between chipmaker, cloud provider and AI startup. Away from NVIDIA, the other loud theme was physical limits: power, cooling, memory and skilled labor are now the real bottlenecks to building AI, more than the chips themselves.

## Dominant themes

1. *NVIDIA's 70% guide became the number everyone reacted to.* On The Circuit, chip analysts Ben Bajarin and Jay Goldberg noted the quarter and guide were "pretty much as expected," the surprise was management guiding a full year out to ~70% growth, with CEO Jensen Huang saying growth could be even higher if they could get more supply. The catch they flagged: NVIDIA's gross profit margin is expected to slip from about 75% to 72% starting next quarter, because memory and other input costs are rising and NVIDIA can't fully pass them on, especially to big cloud customers who increasingly buy their own memory. In plain terms: demand is huge, but making each chip is getting a bit more expensive.
2. *"Circular financing" moved from a footnote to the main worry.* Several podcasts zeroed in on how tangled the AI money web has become, NVIDIA investing in customers who then buy NVIDIA chips. Jensen tried to head this off directly on Bloomberg, insisting the MediaTek deal "is not circular." Bloomberg Intelligence's Mandeep Singh argued the concern is overblown for a company generating over $200 billion in cash flow a year, but conceded it is weighing on how the stock is valued.
3. *The physical world is the new bottleneck.* Goldman's Exchanges podcast now sees global data center power demand growing about 170% from 2025 to 2030, the equivalent of adding all of Japan's electricity use. Moody's, Fidelity and others made the same point from different angles: even if you doubled the chip supply tomorrow, there isn't enough power, advanced packaging, memory or trained labor to plug them in. Utility turbines are largely spoken for into the early 2030s, and some developers are literally eyeing repurposed helicopter engines for power.
4. *Money is rotating around inside the AI trade, not out of it.* Memory (Micron, SK Hynix, Samsung) and the "picks and shovels" equipment makers (ASML, Lam Research, Applied Materials) were repeatedly named as the next leg, on the view that high-bandwidth memory is the tightest link in the chain. At the same time, The KE Report noted a rotation the other way, out of chips and into software, after Microsoft showed its heavy AI spending is actually translating into profit growth.
5. *A genuine bubble debate, with data on both sides.* This was not vague hand-waving. Bears cited hard numbers on customer concentration and cash burn; bulls cited unprecedented revenue growth and the fact that, unlike the dot-com era, these buildouts are largely funded by profitable companies rather than debt. Both camps kept reaching for the same historical yardstick: Cisco in 2000.
6. *The data-center backlash is now a political story.* From Thoughts on the Market to Arm's CEO on No Priors to several energy podcasts, hosts flagged rising community and regulatory pushback against new data centers, noise, water fears, and worries about who pays for the grid upgrades that end up on ordinary electricity bills.

## Key debates

- *Is NVIDIA's long-term guidance a strength or a red flag?* Veteran tech investor Dan Niles, on Excess Returns, said the blowout quarter was great but the one thing he disliked was NVIDIA giving long-term revenue guidance at all, the company has always guided just one quarter ahead, and he drew a direct line to Cisco confidently guiding right before its 2000 collapse. The Circuit's hosts took the opposite read: guiding to 70% shows real order visibility, and management is probably being conservative because it is supply-constrained.
- *Circular financing: normal bootstrapping or a game of Jenga?* On RiskReversal, the hosts laid out the web bluntly, NVIDIA is OpenAI's largest investor while OpenAI is NVIDIA's largest customer; NVIDIA backstops CoreWeave's chip purchases while CoreWeave's biggest customer is Microsoft, and called it a "game of Jenga" with two points of failure, NVIDIA and OpenAI, where one falling brings down the other. Economist Tyler Cowen, on Prof G Markets, argued the exact opposite: this is how new industries bootstrap, and NVIDIA and Microsoft are simply acting as "lender or buyer of last resort," which increases the sector's odds of success.
- *Is this a bubble?* Paul Kedrosky (Meb Faber Show) made the most forceful bear case: AI is "the first bubble with every ingredient at once," with tokens deflating 70-80% a year and data centers running at only 35-40% utilization while financing shifts to riskier external sources. Ed Zitron (Better Offline) piled on with a concentration-risk argument, 80% of OpenAI's enterprise revenue reportedly comes from just 1% of its customers, and the AI labs' ~$1.1 trillion of compute commitments look to him like "subprime mortgages." On the other side, ClickHouse's Aaron Katz (20VC) said "the AI bubble is wrong" because revenue growth is genuinely unprecedented, and Cowen stressed that revenue growth and balance sheets are far healthier than before the dot-com bust.
- *How durable is NVIDIA's ~80% market share?* Buyside investor Daniel Pilling of Sands Capital (Pitch The PM) pointed out that NVIDIA's stock now trades below a market multiple, meaning the market is effectively betting its share falls sharply as hyperscalers build their own chips (Google TPUs, Amazon Trainium), yet NVIDIA remains one of his highest-conviction holdings, alongside TSMC and memory. Jensen's counter, on Bloomberg, was that an AI factory needs seven different NVIDIA chip types; a custom chip replaces only one, and NVIDIA's networking, switching and CPUs still get to participate.
- *Who actually benefits from all this spending?* The Compound and Friends' guest Dan Skelly argued the underappreciated point is that finished data centers lock in recurring chip and server replacement demand "as far as the eye can see," good for NVIDIA and Dell. InvestTalk pushed back that the infrastructure layer (power, cooling, real estate) is where returns are hardest to capture, citing roughly $50 billion of canceled projects in a single quarter.

## Stocks discussed with bull/bear angle

| Ticker | Direction | Source / Speaker | Argument |
|---|---|---|---|
| NVDA | Bull | [The Circuit](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhPbtroEIdmOiE3XiQWpvR0fj2I6tOH0STcHSEzqPOPdhqXz9VutP2gg8Q8fD-2Fvcz2Oet2JCJvR-2Fp4E5OGO2qb5zte51mbf0L6iPJLtdoFADQ-3D-3DtTfT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMOzzB1BNwWaEdN-2B8kRfJeF2Cxewo1fxJUAEfJfKUnSQzrzs8PeRUkijmlvSf-2F1HNdRCI3e-2BP6HIA8U4RtiUTVIqBePjtcBUrpv3ezS8MkCQFTcG-2F3LGifYBrUy8D5ZoLg-3D-3D), Bajarin/Goldberg | ~70% growth guide with room for more; visibility strong, but watch margin dip 75% to 72% |
| NVDA | Bull | [Bloomberg Intelligence](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgo-2FcUWz8dIUtCBhnrNFf2vZGgi3MDkFrpcGowCT2tGCsll53VUlCHDjbtGJAzhXSHBZy2jbXLjZt9x9brvFzY5Z1b46Bf-2FT29EkWMimKGrNA-3D-3DDGwC_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMJe4FShIxogNTr83kd0eOqFvoiddtfH6MFWVYwiXBkrkvmtMFrWtUFdaUJtk5y4JCGE4uhqOfnuGaBzcflM6JPM0OmTuZ8Kx4Myb1bxld4vOiJy-2F1lz5NVJz4c211AZVtw-3D-3D), Mandeep Singh | Guided to >$650B annual revenue next year, ~80% share; $3.5B MediaTek stake is "change" vs >$200B FCF |
| NVDA | Bull | [The Morning Filter](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhMUrf3emdXVNyMEyfMJNm-2BbVuvYqykICP8JDR1pVuGrwEdodBHhfQ549vWCJHLI-2FODGM3N1EpIm8BJal2-2FOEEjIMKaNoiTxvyyh9MiTyhYuA-3D-3DvxUb_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMBdIMuKt5z4D3vovqdRPOTeGRMgpChMNfn23pbF3FJyrEhTiO7dxczZQuFIYiFPr8tZU-2Fz9Bxi9QdJD1OCgpypey-2BmfPWk3rTZzpAe3xBzG6kVYUTh9qgnJdtsD7qikuqw-3D-3D) | Morningstar raised fair value $30 to $310; buy at ~30% discount |
| NVDA | Bear | [Excess Returns](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjP3-2Fnla2l6YwORUFQBJ1s3zob1VPrmXu8tah2CBKA1DNR82j0w9ARKAfX7H-2B1-2B2tw9r-2FfuWXTNFZrOX4GyuyXPjXvZVFe-2BE-2B5od7zN-2Bz948Q-3D-3D7WYS_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMMxA81G90D1B-2FEN-2BGvKMKPBdQ7Pl3te1zJ-2FBgPsqtOZRR81rc6pDdD-2B3MXy73IvtXR-2BBro8-2FfB22fDBW3HUMSlR1NFK2RcArxmjRdbDrNGdG4cM-2FnwLvj5H7O7GwcblwUw-3D-3D), Dan Niles | Long-term guidance out of character; Cisco-2000 echo; watching hyperscaler CDS; ~15x forward PE limits downside |
| NVDA | Bear | [RiskReversal](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOi-2FnZ-2BBXL-2FsT6JzN25rkXwckJ5As-2B9ZvnHhwyraJ-2Bd1EBtT-2FWDRwiAnJVVnrimnddsFtX3ps1w-2B2VQaVrom7brq0nOrS1upxTVU6kFZeSCzhw-3D-3Daak3_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMBXpKPqRRGHy6BZZuozPcD1Mrkbv4hS3l7-2BXIX0nNoSuolPLE47mqiDNJrZGzwQLGTHPIBR8CWUUhLyMa9vpYFvQSzbfSdUFe7LNqQHI-2FLexCXhwkv2eh-2BEnw2813YiGFQ-3D-3D) | "Game of Jenga," NVIDIA/OpenAI mutually dependent; if one falls, both fall |
| NVDA | Bear | [Rebel Capitalist News](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjf6aKGs4tUX2w8YcUhJpGHFlO-2Bz6zhN146fJ5wDOmyMW7d37zroyZtMlW-2B-2FzOWjYHjABYnlod4tBbJHODqFVyjCU-2FAybqcSywvTLOpYB2bGw-3D-3Dewex_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNQT19QPm52V0D7-2F1Stz5jcdXwbHWlUg-2B8oDbb411-2F-2F9UkyQyTRD1cY71nMFQBBbuV1UC3ia0Hjq5x4nCb5oeBh2oJ3w0w5S-2FS6JWOFB1Qz0tyzm6z3-2FwiXew-2BwBwAsrpA-3D-3D) | ~50% revenue from four customers; a "shadow bank"; sees $350 then a fall |
| NVDA | Neutral | [CNBC "Fast Money"](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOirTGMkLg8xQxL10CAKNOWSAXxkwfxLyuhCkgeco8kPLzuyvlLIr-2BxzehOeYKtpuUNhNco-2BgauYnsoi-2FRpdTEut56XjFTveFrQbj8ApvDmiJg-3D-3Dsso9_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMH8zCX8MHKx4utQbpHfZb-2BIAcI80MlECtgCEff9zTL4hz9FF-2Bh5gz5d7xThL8kApwmyxxWjt-2BhjSPIH-2FUs3OdlhM94rJg4Z820s4Kv4lTWcjtN4FAqPi5Skt8ggr2uBsmQ-3D-3D) | Beat called "mild" given valuation; Marvell doing better; +3% on the day |
| AVGO | Bear | [Squawk on the Street](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjQVzfmB6ptm2yyOxkFua8hDeBOjiDQ1kFH2sGTkD4lIfwKnIN0gKW1TA4kMYLaCZAeck9ZwggDT9dvA6ZIxStcvydkOwQsnOmJFLQVOePhYw-3D-3D_s39_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMG0cp-2BK4lJ-2Fqi6WyfNG1NtmFSfthOGtvEql-2FRNa2hN-2FyxgY1ki1fW1GWT5I1CKVAD0rtcpF2UfNNYt-2BdkXdSFH4OM74hTwJYJGPgLqFxCDSyLLGNMFkFn-2FtfoG-2BIfJPZNw-3D-3D) | Guided AI revenue to double again to $230B by FY2028, yet stock fell as forecast underwhelmed |
| AVGO | Bull | [Chit Chat Stocks](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgCG8nKjKVDXKJbpRncKd1O1pngDpk4JpYdzqBwRsru7Gmoh3BZspeTdAGCoz94vkbJBMY1E8R1EmLr9VRQlw9WH32P45I6Kyv1SiaQ27t3DA-3D-3DD7mY_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMDmo0BDeg9rLn5vBe37d7GJmngjdfkyUq5-2B2NT2wjz4L4Rv1iSUa-2BRnWNIC3kyliH8HERVjpuF-2F6xQvsAozmj2FXWMpl4bbPczu2k5PdfMQS681CEaIiQhBVkpDX-2F-2Fuwxg-3D-3D) | ~$22B revenue (+48% YoY), ~$10B FCF, 143% AI semiconductor growth |
| MU | Bull | [Schwab Network](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjCn93s33BgFTcfDotrCw7moQ9By1taNM4xEfkhzoOL2gNFdDfTj5ZHPH8SHXPMngGB9KvO-2B-2FVHnQ2X3GPzywOkJA-2BC18-2FuvDvrjmdvau5NvQ-3D-3DN9_t_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMI2MoxCTe13-2FE7JY0rtb6aYHU2ArOPGy6-2F8lIYX8YQ7eweBrS5V5wIW9-2BFonBrmt1kGaOY5sLV0pIHUlFHHUln04O09lY6PWJ6JcCXWqhOSn1omhmf3E6CYdDH1ty5mQPw-3D-3D), Ted Thatcher | Pent-up DRAM/HBM demand; one of few enterprise-chip makers; set to capture large share of next-year capex |
| MRVL | Bull | [The Morning Filter](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhMUrf3emdXVNyMEyfMJNm-2BbVuvYqykICP8JDR1pVuGrwEdodBHhfQ549vWCJHLI-2FODGM3N1EpIm8BJal2-2FOEEjIMKaNoiTxvyyh9MiTyhYuA-3D-3DGPYl_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMOlYrTjer-2FnD5lyCsZ52gFM3-2Blh93AXoYFyqr0-2Bvw0ESDvs73N3LHeomB7r6LWno8JLpwXVnihHbRNShfotEKkFs6QaTGAvPFwmyqq8UefRWpMcUD-2FTyag-2FT-2FhNwBDDPww-3D-3D) | Data-center strength; raised FY2028 guidance |
| DELL | Bull | [Squawk on the Street](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhYr-2BEgYyxDrIW3JWzp5NdxH9Ie1JmGeX97jDh-2FpzLxRZwsAQLBVXa-2BfiYdWuxtszodh7CGoZ12VglEGo9KUYF0Zirz9CQI3kU2Cw2hH4SBFg-3D-3DgDup_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEUiaIQJIcfQtwDfIcoI2iLpUlI2S0zjigXqclOfAXYkWvA-2FUCg54jCpvlQdg3BcnbVSpCCqzQ-2F9N0AvOx65rTfVdFEtH6VMfBhI1-2BSOQQ-2F-2Bakb0gr0XswIH04dIWnrWDA-3D-3D) | 58% revenue growth to $47B, EPS +203%, $60.9B AI server orders; JPM PT $635, BofA $600 |
| AMAT | Bull | [The MoneyFlows Show](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjVPlfweLA4U7OCmeph9iNU-2B1leeNeELOAOYwxjtbXJWbB4vhL9Sw4ospEPAOvRRAvstn6PDzXDG6Lxvgo-2BVQGDA6lpOA-2BasQfGobBJcTru-2Bw-3D-3Dn51o_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMF0wlJv6TYhbk6pcx27uYyqotz-2FaFr0854SD37PEu4LD0XRVxCQZjtHKEqjrqeHCRBJvcLRXzsYz4Q3BAXQgs-2BWH4QWz-2BQ4w8K-2B7s3y1MYjmRcYqN4gB2syBhxOJjfTlQA-3D-3D) | Down ~37% from highs, forward PE <25x; leverage to WFE/advanced packaging boom |
| LRCX | Bull | [The MoneyFlows Show](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjVPlfweLA4U7OCmeph9iNU-2B1leeNeELOAOYwxjtbXJWbB4vhL9Sw4ospEPAOvRRAvstn6PDzXDG6Lxvgo-2BVQGDA6lpOA-2BasQfGobBJcTru-2Bw-3D-3DL5pw_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMBp-2FUed0E0odFz5jA04EhFywdwHXRdGINTug9j7K4xvLQRy7PKHY-2BnebYjGX8FlE77Km85K3ib9upo6ZVScD6Kmw3s9wRqFyTG2pIvS8m1H13Yau1J2-2FigIpLhWTFIUzfg-3D-3D) | Q1 revenue guide ~$8.1B vs ~$7B street; memory/HBM tailwind |
| CDNS | Bull | [Schwab Network](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjnLRdWRkaR2-2BA5W33GA2JxgXW8rkFWtoNz94NNOTzjs8jsyCMaskSEPvGhf2a9xS770b4m9q4nV8g57Q3jGqETVYNPhWO-2FzysXboKFk6k8IQ-3D-3D9hzH_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCbNmjrxxnNqO97B8ftx9EmKy6CSx2dcUusGl-2FHhbPUpiQZvpRLGLI1vkwVGgohZotbaNWp29py-2FUOuMURAZrJlMca29ZkeDQeP3RDD-2BqagqlPk5sBGWEXv6ua-2FaVg5-2BqA-3D-3D) | Record ~$8B backlog; watching breakout above ~360 (trading ~338.77) |
| TSMC | Bull | [Pitch The PM](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOij8HkIFrORoP7qLZZGoolFeAy8A6PkZz4-2FEMY2EuIUCgrF8tKcb1F30LMoJ-2FuMgLiM8-2FGKeuAKIIiDehuIILyS6tOo4Qf0gztr-2BuIj8oLuWA-3D-3DZJbW_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNaBex-2BjO858NnwGrN2FVs26oJd8PsSXKvul2V0TZhEOdEdFny5c8OG3OGA2j-2B8tYjWA4Xfm70qGLk64QQE9hJkLuhma1dulLcyGurV9r9bC47Eo7Lm11OJfeZVvOa0pXg-3D-3D), Sands Capital | Top 2-3 holding; the capacity that gates the whole industry; owned 10+ years |
| ASML | Bull | [Pitch The PM](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOij8HkIFrORoP7qLZZGoolFeAy8A6PkZz4-2FEMY2EuIUCgrF8tKcb1F30LMoJ-2FuMgLiM8-2FGKeuAKIIiDehuIILyS6tOo4Qf0gztr-2BuIj8oLuWA-3D-3D3RPe_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMDrwEML4C-2B3NsOx7J-2F0Z8TR0au9VyZrIxn60n1k2cHy9ZCVhI22G7X4YPd-2FlOPIt7hdvNUDFtH-2Fytc86W-2B-2BCz-2B40BNEbEFp4MUZxJH-2FhF0s7qShSP15Xh0Cmr5GuvRc2mw-3D-3D), Sands Capital | Benefits from rising memory demand; held since ~2009 |
| HPE | Bull | [Bloomberg Tech](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjjHvuRrTSPGXozUstSGENlctLM0cxtof6Km8l80bJ6v6u2SDvkQcyRGFarRNAEimwfcobaLMblZeiT1Ce8PmTTcfnugqvBCM8n4WoPf5FmmQ-3D-3D9Xuh_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMGShX2jwHyoNk7iWkvFThq2J2b6Oc8-2FK0YGjNyBL37EE4ZrBAX-2F7qwcts43V2s5uZbn2ejef7s2PFDM4IIqwy-2Bec73tJ3mX4iwu6wa6kpkZs7sCe0lewFUT75T-2B2Hvs9GA-3D-3D), Antonio Neri | Q3 revenue +34%, networking demand +36%; strong Q4 guide |
| VICR | Bull | [Stock Club](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiVDPft9f3uQg6H-2Byqcsw9G6f4q4AwriTXwgVzFe0ijWWM5vEv02zMGrdxMJoaoQw7gIlgCwj4e6denB5BdqxYpN7Z1yXoU-2Fv4YpqXOXIqGtA-3D-3DdlvN_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNRHhqWhgLhWLwhGUBE-2BunDCLp5zMEVt6U6RMIaSdq18-2BhIQnBpfDxi-2FEZ9XgS9K8102iDuuFBrtphNCsAShz4Atek13w8z1CyeWC-2FXQnhOQ7KRLgTSu1s0LmvNvLZy3iQ-3D-3D) | Power-delivery play as clusters scale |
| ARM | Bull | [No Priors](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh-2F1ubgPY6848fSOdVrpT4RHbKkrHg-2B6wT-2FCYsL3XuvmZOTxYpSZaJyf-2BUx1179TBjRuE57RXpJ53FYwjud6-2BV1vMf0imMgFOGYjwD0uP294A-3D-3Dc5eT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMMR4w4OUmpfrgTPPqPGYWuL0llHW-2FdbJVE8hDYIqX4rnolvUD-2BwSIcjrzqPPDBf-2F-2FicdcHAll9KEse2g-2FNmI914VKZ5TGz6lDyQ7UVH0vmZHZ2E1Fk7SQimTUhU2McutaQ-3D-3D), Rene Haas (CEO) | "No downside from being the leader"; central to the AI compute buildout |
| META | Bull | [Schwab Network](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjCn93s33BgFTcfDotrCw7moQ9By1taNM4xEfkhzoOL2gNFdDfTj5ZHPH8SHXPMngGB9KvO-2B-2FVHnQ2X3GPzywOkJA-2BC18-2FuvDvrjmdvau5NvQ-3D-3DKt6q_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMMeOb57HYZUmFgCV94p8xLH3nd92mpY4kTT76ai5XOa08Nrh8jWCO0Zb9793De1hRgs4mqYx-2FAHiEuGAPaAq3d23IZtIdA3gTAae4HSNhtouS5gq435Abmt1-2B6-2BowHA-2FLA-3D-3D), Ted Thatcher | Value name; legal/regulatory cloud lifting as settlements clear |

## Episode index

- The Circuit, "EP 189: NVIDIA and Marvell Earnings, Hot Chips Hot Takes" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhPbtroEIdmOiE3XiQWpvR0fj2I6tOH0STcHSEzqPOPdhqXz9VutP2gg8Q8fD-2Fvcz2Oet2JCJvR-2Fp4E5OGO2qb5zte51mbf0L6iPJLtdoFADQ-3D-3DhNSU_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLD2jEBNoBA33pX2Rgvrbmhf8LDYwmHn12vbWYwZ2SAHGGE3KBAmQQOHbZ0rQjW6lwwHdSTG8Bt5uExzZrCRAdO1l6zH9ZMWtQ9Ms-2FLWAH7TXRfPCfZMf3MchDYn9LqD8g-3D-3D)
- Bloomberg Talks, "Nvidia CEO Jensen Huang & MediaTek CEO Rick Tsai Talk New Partnership" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhy-2BRe83LaMRlEx4a-2FkfpFwKhOZWC6utcMNvNE8Hjnt-2FX9B8GjuWckIl5d-2FX5Jp08EJ16AHH0x5Hre30grY3MAPzaFnFGUHtfli1V4Ti6jZCw-3D-3DV6-2_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMG1Yk-2BN3PscZi7C8VjN3LMWRnN0gP8y6ElJx6OnyORld42TrUJiX5u43MvZ33Q0bZWR8o5qndyV6A-2FAqqUmIgPmGZBeo1b9BOKQGRSQokGOqOX3m0TRsNNGNkWIh0KuAvA-3D-3D)
- Bloomberg Tech, "Special Edition: Jensen Huang & Rick Tsai" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiw3ZS4U4D1xiBW1PL4HIQHisDz2-2BgNneRVjzPEV-2FvTp2ddXmDPeU6XvfE5dd-2BlN1PfFt4K-2BB9S0Yn-2BVlpwMVE2FxqnNixizXMuWRUBOHvUwA-3D-3Dqlz4_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMD2E9FvTD9YNSR-2FFigaFQJ6LjeolvO2h8DJ-2BDvHO4k6HdAC8tPor-2Bko3Q1gowum4tJhUj2T4RE8JpIpcL6vxL2cXH5l-2BCl1mNpCJNy-2BLbYukeaUbgtVilLKYulbOPbR64w-3D-3D)
- Bloomberg Intelligence, "Nvidia to Invest $3.5 Billion in Chipmaker MediaTek" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgo-2FcUWz8dIUtCBhnrNFf2vZGgi3MDkFrpcGowCT2tGCsll53VUlCHDjbtGJAzhXSHBZy2jbXLjZt9x9brvFzY5Z1b46Bf-2FT29EkWMimKGrNA-3D-3Dl0tN_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMHMSzrc4Nx0YN-2B5OxzNRBhgtlxUDgXwF1luEMTXn8XPErLGfViB-2BCQQetBdnZfYKsLAwqMLghGsziLMFCQEEwsteAN1pSsJ1U0SbVu22IsXfY6j58spp5yeEai6RQB33Yg-3D-3D)
- Bloomberg Intelligence, "Broadcom Slides After AI Chip Forecast Underwhelms" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgZFTkfrzCFNCw-2BrVI0MNM2RrqrudRGNWnjKQduIPlNHvs-2FMWpgvCbTCYIH7RaCtuYS4mD7bjxkoPLWqptZu82J8AC6LfPitiI8xhLcrpeEbA-3D-3D6vy8_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMDm0OR-2FoPCeT9rS4Fyiv-2FMFhTr0Rngn6frq-2FDKHtMPEfuf1Jqr2hudaWYCMLKzFBZG0ioXy4nXhF81X7C5EEA4LmaaUJCJW5vbvR52-2FHwjUd1KYxSmwWj5LX7lurvWY6NQ-3D-3D)
- Squawk on the Street, "Nvidia Buys Hugging Face, Broadcom Falls, Snowflake Soars" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjQVzfmB6ptm2yyOxkFua8hDeBOjiDQ1kFH2sGTkD4lIfwKnIN0gKW1TA4kMYLaCZAeck9ZwggDT9dvA6ZIxStcvydkOwQsnOmJFLQVOePhYw-3D-3DIyd7_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMJOQS8VNAnd2z5FbkRpCbUlqbfsoXveLB00IyZLo-2FAoWpD-2FEQqfuQ1gtyk6c9Rk6HPytCB-2FDQLQLIohtsmlzFwSP4xXr6kykL4MZQ-2FLtdHhh89Ey6l-2FvHPDjGbJst2NU3g-3D-3D)
- Squawk on the Street, "Oil and Yields Watch, Dell Surges" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhYr-2BEgYyxDrIW3JWzp5NdxH9Ie1JmGeX97jDh-2FpzLxRZwsAQLBVXa-2BfiYdWuxtszodh7CGoZ12VglEGo9KUYF0Zirz9CQI3kU2Cw2hH4SBFg-3D-3D-B7T_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMI-2FrNxg7Bu652a9stbHCQln7nITs8UadRrcAfGhkY97azcxkoS2Nuua0dheU6ynZmieR7ugeFuaYrpbIeiKp4xzQro24C-2BG6e9fxiJJq3DK5fpWvymYylqrHHY7kq-2B21Yg-3D-3D)
- CNBC "Fast Money", "Major moves in semi stocks" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOirTGMkLg8xQxL10CAKNOWSAXxkwfxLyuhCkgeco8kPLzuyvlLIr-2BxzehOeYKtpuUNhNco-2BgauYnsoi-2FRpdTEut56XjFTveFrQbj8ApvDmiJg-3D-3DM5Ui_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCNNTO78WL-2BMHuZFnww3WlquCjaX7n-2BmO0uIyltK-2FV-2FCVhqbzBiaQ6uVphuF7k7MO0Dio-2FkpEPs1oLdqEyDcSIX44R-2FlMRJwDtakzYZ2K2cdHkKQ7XupGImFWXw7DGM1HQ-3D-3D)
- CNBC "Fast Money", "AI buildout financing in focus" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjB7cCkCncDApWP2R-2BLTIK9xIWjdtcZDJlivgh3NBxDdQi8ub4ajJBBEb-2FzdUkXbCZH1XPzgL6VYDrTU1E1knGATUjSCg70cKc-2BiS1vESQEog-3D-3Dxehc_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEWS0DE8d-2BxOP693-2BoEBpDcx1gwMMkDjG3YELoloFmynMPXLGfBXknImf-2Bnj3h4GkvkqcUkG3V-2BWnWxycYp3xpXXCPFr1-2BLGOHjdYsQC0ZhJRKL6krTT5egXnGmtAygrCg-3D-3D)
- The Morning Filter, "3 Stocks to Sell and 3 Stocks to Buy for September" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhMUrf3emdXVNyMEyfMJNm-2BbVuvYqykICP8JDR1pVuGrwEdodBHhfQ549vWCJHLI-2FODGM3N1EpIm8BJal2-2FOEEjIMKaNoiTxvyyh9MiTyhYuA-3D-3DRBLd_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMJzIwyedhFg-2BXmDcnMfPH2CbMNN3FlMzqWyqroT7aYvonUYGfO95FXQY3iJaANF2nuDdjfXTXzlfCTsx4r4TRIWoXwBtq1oljU98E-2FnjTZMcKY5xRSmEwH2tbmgZJy2wKQ-3D-3D)
- Halftime Report, "Markets after Nvidia and Warsh" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhYJqpSuRFT9A7-2FNNQrSrsGdgETmArgonCV99x54Z68vy5cc-2FlkhzcKBj3DK5mlA5fvNZkxmsP5HogGVY5WrloVCqeltmNzvk-2FKckG-2BjAhVGg-3D-3DMCh8_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMAwH-2FlO-2B0RVQ7sLVtQSObkRf-2B3YkppFAuDIuMXt7VQ-2F6XuJcgPDktpRu3PYz-2FjvQWXP3TnxWSirw36sE6XG6A2sT7P1tCUClCAv-2BCWAqdKL-2B033MpNAl5-2BPSR-2B9JuMcOYA-3D-3D)
- The Twenty Minute VC, "NVIDIA Crushes Quarter and Buys Hugging Face" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOj4ZXO19XNpC2In5f01V44ecPqOhhXHqYPxXTAfBRW1byWxI5Z0RVKKPSsu5cFtSy5Q8iEZQVs7QiUcYB9x8E-2FBXxQv5a5ja1wiVhGBeIL4LA-3D-3DCXpB_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNt4ZGd3DTOlmZqiCsWy5b9st2GhvcuGcwgyXxpM0aNTXSzPIIYr7EVzCAXK8bFOEEWI-2F0fPoLPAycp2grXls0zYiznSFafHuAtV-2FKU5YMJimfYBGIIniqyg-2BKjThyqCcQ-3D-3D)
- The Twenty Minute VC, "The AI Bubble Is Wrong (Aaron Katz, ClickHouse)" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhvmmo0GBhbLaKgdMbZb-2BhLhctkn5CHmE8Y5-2FT4gz4CWFWjvE9JoG0VYL5BE2gx08hUJIOu-2BZoRNL-2BaN14xJI03P6z8mz0NYdkRNaklL4z5CA-3D-3DpB8e_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCQil2PcrSuSkW6K0bk5SSzGpbLB3gEhxoCpZ3X8jTcTOfU1DsEcHzBChAtlDRCzatzCdqYQYIO8-2BQgGABU-2BZ0hNMy898eAzwQOw76VlvPPQWyytj2ZQv9e-2FBMsq038Ffg-3D-3D)
- The Enterprise AI Show, "AI News of the Month - August 2026" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOj-2FhaNB2UDwvdLzReYRPHTA0YRmQHxogKG4bn-2Fu-2Fd8TUx8mdDVOOUbz5hMUdtdJGxjC1nWpreN-2Fck0C4fyfKncaJyDijw4uqFvT6rYzaloxJw-3D-3Da42t_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMAaAHhFrBABElOv0EbZgfNz84zyMfOSeMKTa1FfKHNB-2FKelImb1cCdKgpEj8N2kmOlBsTrJNgvFTd-2B4VMeiz87t25BrjpJnMLnGpRgSCiIHNmWjzjRM2qAWIdh6KPrwHgw-3D-3D)
- Network Break, "OpenAI Makes Cyber Mess; Cisco Strategizes" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOi3oxwO7S5mOaNTPLci7aL0BOwJZLnwxtvpoyKxchoj7I2BUc-2F-2FVEZT1pMKeLmFO1I00Jjdl0Drqw5MFNOoHjW8pWrFI4XLU3cb-2BvfRRt-2BvWg-3D-3DBfn6_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCtpJjbbShO34nDHHCtLzlyGTqq-2BNfRx-2FYHqkBnBN5uRndzO58T0p9lJV3uejl1IUCzEvJCb-2F2tv5t6YRadqVLEsNeb6Bho0-2BdxYtyD61ZHZYQ5-2BBmSQvY5haeg65ituAA-3D-3D)
- The Canadian Investor, "Nvidia's AI Boom Gets Bigger" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgn9j3BlRG-2BIvoRZrvtTH3ESgmpdr6D4AcBnFkHRfvMKQ4IZuqUV8U-2BXjeluMM7e6VmWr3lUISd-2Fr-2F5BicKubG2KImj4NkRhxFmygMgoVGjgw-3D-3DtMBn_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDML8qNZPPSXHPKEfNNuDdyu4oBWXxMRLjYrj-2FbP6tJMPv4uIf-2FDbTWUdIF5rw5QvnrCK8o6JhfVMuIsNBLut5aqQ42PV4DWdqaoPdF3HsgamN13asXlolnAJw9FjtpzIBWw-3D-3D)
- The Investing for Beginners, "Is NVIDIA's High-Margin Machine Sustainable?" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgZ8g84TB2xJkycd-2BKZKX-2FwxE7wXywfZ51Y5sevrw7GetUFzs3-2BtSHWVk1PSS6ZA8mcBawXKJ3LUyUGhwBhf5gYcqPNExS3-2BMjOGUkCcUSYaQ-3D-3D2s7b_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMPeoBHPw74W-2FoJrpTP25C0Zxnt-2BdYGV0au3k9PV2j8uYQhVDA1FC9tc8-2F-2BbCHhdwTfbw-2Bh3k-2FOopdVG07gnQ0GGGHyb5TAXTjqOwKxCIVuF4t2bbww5mHxGGiEwygXvp2g-3D-3D)
- Better Offline, "Monologue: Concentration Risk" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh73jyocSjwy9Fa4Goz6sbTQgLrDT70Gt6NpAXatb0oXgFA7y-2B35HsCSAytTsoK1BqoEYH17uXIC2CiybDYIErncNEyIqT3MrYTYuINwJ-2B9Tw-3D-3DXXQ4_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMF1TZY8HFaHaBNJK6fWkzri9ZGaiuvXV52pHciyGC3V7mFe5dZJ9d6Y3WTrajBb6PPJ5GRfY3oPQRvJzc9sR0V-2FJojZKgAzimrX5Wg42K1Uov2xBoDGyFSf83azdP27kkQ-3D-3D)
- The Meb Faber Show, "Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOipxkE8MlJ-2BqvKlek8bidbRQ8oQmrGx9X28NQP1EQc6uo2tGv4WQwA1wWOKhhvflRfkQS0UncYdhxhEyx8RNo9TZiHdJRRfgDApyT29VU8MBA-3D-3Dxg_i_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLSXxyaYCf1wLWzOknAtAI-2FeiEVgCn-2FNwGYwgZxiUGdl4YlCnfu4ND71HDim-2BJOOHau4r8spIMWO1ENuz7Uy9tlItBCcvSqyxETbQYzL4LwbUOz1hyoUD4Twq8l3OuM3HA-3D-3D)
- RiskReversal Pod, "Wall Street Isn't Buying Kevin Warsh's Tough Talk" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOi-2FnZ-2BBXL-2FsT6JzN25rkXwckJ5As-2B9ZvnHhwyraJ-2Bd1EBtT-2FWDRwiAnJVVnrimnddsFtX3ps1w-2B2VQaVrom7brq0nOrS1upxTVU6kFZeSCzhw-3D-3DWeFN_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMC8jDDCOCynSR3D1uk9GAc7NRNv0ye9ZD7b-2FhuZ1ESZnTu8gULXCci-2But9BRQzqhwkF9K77l2cOcNgCLci8VySQWwykZdDcn45JHLrN8OPs-2BQGuDHTY4bgkJQJbuBTwOEA-3D-3D)
- RiskReversal Pod, "Paul Kedrosky: Nvidia Is Now the AI Bubble's Single Point of Failure" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjDUfAhmECpmyqMz62qNTv7JTlwemgcNSZj3eowB2C8lB6HZ8-2FL-2BPO2DZrKNJph7l-2FbCqq-2FfhfRlS7vXahf5vJyKtJT1obCEUr79gqixe3qlg-3D-3DnuVL_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCBrPuNk9CiTWQSbvhB9b-2F9sSH1R01nxxmzuZfaplxYwbXCjoCVY67mgAR5kiq-2FNttHltm2UDnxPIqQeerzwtLiVwLJE0mLkofsiY6Zyvn4-2FSBrrKswp6WIOyA7QX-2FcTnQ-3D-3D)
- Prof G Markets, "Tyler Cowen: The AI Bears Are Asking The Wrong Questions" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh5Z5A-2Bp0UcR9i6EiAFpOXRsNFgw4iI7Opw3aSV-2BJY1pMv3syYpLWkOmqbbbj3Ugrj569VvIbbpmMuizSGhmrRRUHjVXvtdvK-2FEQnxYbgs-2BJg-3D-3DpiZM_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMFo0GB8P6uyeBbUhJhI18XrkP5ftDBMzCAgJ3WrMB0B9MyJ4ND7zH1P927BM1ObD9NW8QfQue-2B-2B1dwYAFctmPy9V3PQN0HTy5qPD3XHvA10dEaReXOgxVCPiVoscteiIpg-3D-3D)
- Excess Returns, "Bearish Into November (Dan Niles)" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjP3-2Fnla2l6YwORUFQBJ1s3zob1VPrmXu8tah2CBKA1DNR82j0w9ARKAfX7H-2B1-2B2tw9r-2FfuWXTNFZrOX4GyuyXPjXvZVFe-2BE-2B5od7zN-2Bz948Q-3D-3DRkhN_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLPormV6w9JkVyIuFTWu2gnXl-2B-2FkzJUzpptoX6mOFFIHTf4AG0lbb-2BRem010OcOlz7N4ibx994KxkTTo6Mex08LrAMyWTbYBXtt1gB167ZAVn1f0rUDPGFOon8ujxbx-2Fiw-3D-3D)
- The Compound and Friends, "How to Pick Stocks Like Morgan Stanley (Dan Skelly)" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiaKRRTuLEo4KuQpFRjHJ3UvdyJMr1tvDF-2FU11VWw6Qc8dNIOuRfnuO6Gm9wqw5pfupl57a9QkKJy5PzW6Go5bvrWgjHgdL59eKPY7nJTtw-2Fg-3D-3Dey8A_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMGKwkG58xMuhV9v1QTmBzR-2B4Ammz3oDZA07Mr8GbYc1URI4PWLgOQfMzH1ZfIRQ54MHQaGbloNTUPVfa-2BDau2DefC23pU-2BiObafQBB1q-2FiDO65vScAsIKM1ye3Xfzsn6-2Fg-3D-3D)
- The Real Eisman Playbook, "Is OpenAI the Achilles' Heel of the US Economy?" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhuR5SmZnSsSA24hfAfK6JhWmEghdQvvYlxyrFFMK4fNvt0C4rvnhmjy5L5DBlYQw6F2cHxODaik53X5OTWmKkfmLK-2B855AdnWTygjGtY22gQ-3D-3Dcx2x_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMFrPtvF9TcwYvxU2-2BO3MCZLI0OnEWj9OfQ8-2FnjSJ62OApKMtwV2DKJ2GezGxQbPCfA6z9InnVCpdPUvi2MK-2Blfz3RBol3Ikdzu-2FEGLOrozqaMNn-2FyxiYLWbeLvZKShDSaw-3D-3D)
- The Dividend Cafe, "The Real AI Problem Made Simple" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOi3Quy0i8usvZD-2FKju9TWSafyR0NWzYzEiaS2kAYyytewIaSGzcguW7o2Yhz3KCh9l-2FBhy8JexQlgYJ0uMbGG2NstSNHxbbHLhW-2BtVGvjK6Mw-3D-3DeVtD_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMK6nnb5Gq9YeRNpVxYu5Zsa4mwPcyseQS6VJOUGXN4xtawRuK5dveV7LvMW-2BEOZfl1vsgCuwvYuZ1PmyrT2lia6WFiN48FRNQrcwLsO-2Bv8aFQ6GgbmTY0Otnbwc6ScCiRQ-3D-3D)
- Rebel Capitalist News, "Nvidia Earnings...The Dark Secrets" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjf6aKGs4tUX2w8YcUhJpGHFlO-2Bz6zhN146fJ5wDOmyMW7d37zroyZtMlW-2B-2FzOWjYHjABYnlod4tBbJHODqFVyjCU-2FAybqcSywvTLOpYB2bGw-3D-3DKzMo_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMBriVhtd2fwGo14F5rHoo-2F5IzNHi9sSaug0alyom0MBd2jbPYTw6hWqCLzzYls5co-2B4yIZjB2OJMau7XeL27CTjiVzr0O-2B1GJn4RYxj1BCyrWnc-2FM6fVhNnI4Kajhgmp7Q-3D-3D)
- Rebel Capitalist News, "New Inflation Data Is A Nightmare For The Fed" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOheMsamUM7yQtUjGDN6VsTOm5ex4ma1nYyMLW4uujL6v6heojCin48UQtc2g-2Fv6lyX8-2FCTF94dc69vCRGn90ZD92da2eXNe3LK0UJxUywPxJA-3D-3DQtJT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMKbA-2F-2Bc04-2B-2FkFDboJfnG2h54zVWPZhjRM9zFphvKkh3bfjX6yPwkM-2Bj4dMRShvhe8WmrxHq8Mkw4AztyE5CHv0S784ZqUFNg4-2BLsIbv5vQNSWv-2F6ve45NcM1bszBzgDk1Q-3D-3D)
- Monetary Matters, "The Certainty Premium (Jeff Keller)" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOisQJMyY1kAmwTEx4DD-2BGGWPyoLBUrJR2JByfSxnVqlrh2U21PVfnPg5-2F3BHz9A-2BpQYaEXvYhnCtHlSw0MLVh4SAruazzBp2PGC2NGGnKcROg-3D-3Dsflx_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMElg3oICq1FQTlAMoqNmKAs9zxmgDgpkX68kRHxSfYAuu9Ctd2-2F4xbtCU-2FTXHFPtuUKZKfoNV4mhzsXJfHih-2FjtYBGrW5pn4qmtKI-2FOtsgqybW0-2BJorQL65MnepE-2BdmM2Q-3D-3D)
- Wealthion, "David Rosenberg: Every Bubble Pops" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhXAuQyVrltlYuq23K5G-2Bb6ckWieKVsIs0dHZY-2FNowHuUycuqxwN74BJ4Kc39hzgtCy-2BHfMNNnytqGZlK0sLinXNmA-2B1VjzleaNYr3oAL9ICg-3D-3DSqi5_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCkmqOc-2ByH96sAAxPT0Sk9tslfovYyPma9Mjrayl2rVuFlwmthHffBngpofIk8O457TlBXOIGFigc8H7nn3KCKTrks9fcSC3FXE7cKA-2F-2FUGlnkuxhH7GiaSt4-2BjotOXfdw-3D-3D)
- Alpha Exchange, "Ulrike Hoffmann-Burchardi, CIO Americas, UBS" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiT39uPyZy4OxAjke3pPnMgswiWlrq4Rw-2Bt0o8ZD6a4aSft8gPKfi3thxHXhiGOMNMMXPKpl2LaOUzplj4z6Ssc404LgjeBBdhgfCgxPABUuQ-3D-3D4BeS_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMCyxF4zV9qJ8ryvjn6OOUX5szhoBfLbGPdW7A8QuoTFyVLzSk1F7t3caKrCRbS6RsSmF8R3zfqr7Oun5959lUZZy06DWXN1629NWiWscaPjqApKLAs-2FzogZkKygdY-2FPIWQ-3D-3D)
- Pitch The PM, "Why the AI Boom Is Still Early (Daniel Pilling, Sands Capital)" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOij8HkIFrORoP7qLZZGoolFeAy8A6PkZz4-2FEMY2EuIUCgrF8tKcb1F30LMoJ-2FuMgLiM8-2FGKeuAKIIiDehuIILyS6tOo4Qf0gztr-2BuIj8oLuWA-3D-3DAWe0_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMAqc8jPP3qDGlQ2ptjIudQd-2FeYuOiyo5vyW22vTY7bw8dl23FtuwFb7yEWV-2FXJlwh43HUpfY-2BYaSLTHcoYqOgBqv961Ugt2Poqx82p848HeYEyAggSL8O7Ta9DCHyCCCMA-3D-3D)
- Exchanges, "The Outlook for Data Center Power Demand as AI Token Use Grows" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgyTdnQIs4MaM2hvhGzvPZErXu4Ric8sqUHfi0ojjp5gb6e-2BA056uJjLCrd6Mk-2B63VnZz0s9E4nuqYxHF8G0uwfZoUIEiRxUcGjn6oFbDohXw-3D-3DmLpb_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMKLICdDr9zoj-2FyavAvaj8jAcrw8dXMY8RxSQLp-2Fi3QanM5k2lC-2B1OGHkfOqsHo2DjDuNSLApn1q6kq2CvOJu-2B0v72r-2Bf0uxGPjBhAgSAIS7x7JKmYZ6qVijUA-2Fw7q23UFw-3D-3D)
- Moody's Talks - Inside Economics, "The AI Series: The Data Center Buildout" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgSh0Xo3RCE6ynASWBflgxv78h0h5lI9t4fmMa0MpqmlzFpKewVRWzsGNtBtsc65bTWejB0xZ9hzOySJ4gyoPeKdIgeVwtEdgrqCEDh3hYAPg-3D-3D1u-T_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMF3mVFfFW9nmDVBAY2dvmEKrMQppbjuSGVBYWvf73SepgLpQRoJZZVDdk6vy65Rs-2BY0ipbXGA5Z2BywShBfyWPcaaMJbAmQdfeIRx3fJ9lOR-2FadiVIuGqzw1UQjC01lbBQ-3D-3D)
- Catalyst with Shayle Kann, "What comes after the data center backlash?" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgIjJqIjPoPkGsWTXJa3-2FhUQ2pbN8qAHVVhnUfMWgf3MbAC8BKv5A5NmEFqT-2FmPICTcr47wQNt9Qwmfj3rx-2FHuup-2BipQgh7LnkCWtWf9joxQA-3D-3Divp2_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMKHpgZpAudkhSJ29U7cq5zXpe87U5YlDE99Pw2OYcE6sfIEV1h0r0OhxHAx18QFu8No9idtdhEiv2TuSKNgLFgZ6WXz2Jy0xVFI8zrqby-2FLNWxnTiI6SHUpuZXcdUxgPSg-3D-3D)
- Tech Talks Daily, "Building Flexible AI Data Centers With EdgeCore" (2026-09-05): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOifrPOQGMtiTS0MyJZSrjbGfsoXIPT4mGhJCzMuhAPU9z8Ah0GuZMsY3M-2FFVXcbPNMPQ9zA-2FmGz3thKFtbkKPoNtuq1KyoZxR3y1p-2BvElvY3w-3D-3DX_PW_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMFPqsajN8EykKnCNOOf560CzQ6pUSQPVymnqjnIJ3rUYj-2FjQu4V-2BA0q7kBE-2FEY6kiGAzsd-2B8EXxSUMsXpRPfeLRIW453qMVQOrDFKmfs2ZFSxjjAQM-2B0jFkeJngEIGT07g-3D-3D)
- The Energy Show, "Who Pays For AI Data Centers?" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhNMprFN9YM9pc8Xt5lZg5B3Uf73BYw78s5DdrYQ25LiLmyF1leAiwE-2F0triwZq-2FIas6WJfujYwCIHfUb-2FuDpXt7bwQElS6czh93xaTTHe9ug-3D-3DT_bS_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLrL78-2BdRSUj50zkcN3F-2FrnmHR-2FYd9J3ZelrPvLVlhTBj7G3Du5t29qMuM03w9rzLr3aT3XW3loMGH31NzXaei7yipRXUQ4XPkEytOcgQrqj35fH9Qn5ZkCw2btQ9ry66Q-3D-3D)
- Volts, "Best of August 2026" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgLWZ60WMV-2FFvL069zZHxnBpKvbtcR-2BL20o-2BSSQQW126Rnsmq8ZWyPfUMks5dt8zR-2FZyRir41qPAPlUp9YlCsNtWOvmlE7JRgP6BGWNDVofpQ-3D-3D3xcT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEFY5kZ8GniaI5vSEn5XCYoB9dwG48VPywfC0TWWvv2-2B0t0TDqt-2FfSqSKXLiqHw2rWvi4HDyLj9bM0WgSB-2FEn0qEsVCODOI5gzLHkpWDZMiwRkVZ2v-2BPM4917aVn8oAmeQ-3D-3D)
- Motley Fool Hidden Gems, "Is the Data Center Investing Trend in Trouble?" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhcdcoLrk3RhvUU5ngppT3lepCsdkcvChkmlFnPcNvbGfX5Nk3JxGGgvvYDJp0P4fASeaWOy1Npzdq9ESkg0mBF8xg0M7c6NDSEu1vZBpqngg-3D-3DmzQA_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEl8tIMKalAAim1IRiFATa5u7AogDmubZgYyGkPxxl8CGZ3I1vdkkOBBpEdvOlptbExEsD57nI9t-2FAov5hVMYzWhaoyD4-2F5KoFvCqF9u2mAm5w2MTZ65-2BHJ7BJYzmjovKA-3D-3D)
- InvestTalk, "How to Invest in AI Infrastructure" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiOkGxL2mw5v8ufbgYcoy8uHgRT2m5GsPkHPY1XyFtj8WGH2S-2FR4EBPTlDmi8LlsBcX1Yq2-2FpQ11bQP41C4ZXXwhTvck9aZPX2BV3eO0xCRfA-3D-3DJ6XO_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMIvt4m-2BKjdAsqb-2B4-2FYdGpc-2BQnnYItn5zM0fME-2BbYsrpSdVPMS9HRVo7pH-2B5yXPJO3sJAKURqH-2BO0Hxdo77fq8fayzbOOEdhCveBnWpZ1E9xzpkyhKfvKY5RGImyW24UMUw-3D-3D)
- Fidelity Viewpoints: Market Sense, "How supply problems in AI can create opportunity" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiqCjhYBgOx3GI4KS7j-2FXe4xocuCNe-2BHwBiqh32vKmE94al03HCuTnSSwhp5MHcXM0BWbvI57Gciq3ZK5swx1pgrtqfiPG9LyBKrxCPYdO83g-3D-3DTiSm_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLmXiDMnc7vkM0uCWHPHy-2FGuuJZkAaaFfQ7W939pZKyOeWQwnC0iBWVQAyA-2Fn-2FJiO-2BmiLC1TCj-2F03TE2PJDlRF87fkFscTjKk9qHlGtxaG1KFAM-2BO4OCcmV-2FUHh8BnW8-2Bg-3D-3D)
- Supply Chain Now, "From Silicon to Steel: The Supply Chains Behind AI" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhdp2lZqWREa2nbECZTXjVo826UqICJy0weykQKZF5lcOjf2bv6uvtRi-2FELRJvIcsJd-2BC2oCUUVr7vsIyIMx-2Be1VUyEW9k1zoTlLMuufCYNrA-3D-3Dzudw_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMDe5QQuhCC2aqHU5pSEhrr9nSw4WCBHNn29M8XePWF7jmoUOj6y-2FhCXNad0e6ktgMgKlbwmWSn2TfkU8cfYKD7-2BQiak-2Bryes-2F3mlr-2BkQPfwJoL7eD7Q9-2Bg0ijHObbmqyxQ-3D-3D)
- Data Center Revolution, "Boom or Bubble? (Curt Holcomb)" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhmDN6Nt1vpsqNzmMpc5kgsSRNXZq4xmEdPclLrCUtbIdW2I8XaTTajj0Btymgx4wJ68oWp8pLrM9af62-2F50j17lmvbsO3k96VET3DyHWHD-2FA-3D-3D6JRh_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMB-2BOiQCCnzmI2d81-2FssJYrFZVTUMwvBmn8MjVdf0Suot3c6GnHodL6nPt83ldxudEdQD-2FwkIQ9gEbTCL5HVoD2xS5OzV-2FHo1mkrh7g-2FgES-2FgDEhA-2BJCVG-2B-2Bu9XGe6utUMQ-3D-3D)
- Bloomberg Tech, "AI Spending Ripples Across Tech Stack" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjjHvuRrTSPGXozUstSGENlctLM0cxtof6Km8l80bJ6v6u2SDvkQcyRGFarRNAEimwfcobaLMblZeiT1Ce8PmTTcfnugqvBCM8n4WoPf5FmmQ-3D-3Dc3cB_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLL99IQ4zcQ2VzQwSOigEEOj2hI-2F76cnhOZf0uQxUXw6lIH0R15wAo0PVDS-2B58p4zMashQ-2FzhbAbZCw3nm3tB6eX3TChM1FStNo2iGMsN8nEiMJzdsJF9WeovfLKRyf8sQ-3D-3D)
- Bloomberg Tech, "Anthropic's Compute Bet, Musk on AI, Apple's New CEO" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh04UgOh0M3xdyc4DK7igkhfd1nlEdQDBAyrkNWjSJ7eqpprdGXY-2BlZBhIQC2TkkoMGI6UmfXKMp-2BS5vHDjpP0Zv4oUCTforUQyidV8Q6k-2BKw-3D-3DSB8Q_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNJYic1X3pe9qybUIck8YONvODoumTupF4RPL6NTNWWriYC-2Fp-2BEDklBy31hioGvTCjZcoMnX5KKJvlJFJcJPMq9RlAsYJhf9rWWozzYQ2aGQVAK-2FhFBuJ23-2BOsRJwuN2fA-3D-3D)
- Everyday AI, "The State of the AI Race" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOherJ8jEIVTEu4AnBLTuSlEogJAZ4Zv8TBktrVxlMx9hpxojx6wElpV-2Ft9mN73x1-2BYznF-2BNves1D6HueUX-2BCq54HNAJtTwhFn-2BbfdOvU3wvMA-3D-3Dd5_S_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEWOi99idIQRL9lTivwAPmc1qcBUNuwSfJLZYQuY94u12-2F9hIT-2Fy5kK0GC7eOotpbAK38-2FG9kyGg67ghdJiMzko-2FS1nHF1V3LT7CJWLro-2BPSVv16wOjxeHJj2neKzK-2Bm7w-3D-3D)
- The KE Report, "Joel Elconin: Tech Capex Resilience" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiIeYj9rIDwKmhZ6VXy-2Bc-2BqDI3z2zixS6gQM67SK-2F0H-2BMTtLDRscCGxeNrWscjkzyEFs-2FRG15QbMrYdtVxGUddUHwLYcqp4QmMcb6WelOp3ZQ-3D-3DsZZj_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMFw-2FPS5q-2B0U4nHHpIT0thvRg32-2BUiJnkvLCBMoyU-2F-2F1n4v0lrN7dP7Bk9cBiN9cHlbqtOQ-2FyynTfGgXRhV5vLyVS5kQIyi-2BZpKnwIziTZ9GVqY9ED1J3o16anwcprTxrwQ-3D-3D)
- Chit Chat Stocks, "Broadcom and Cybersecurity Earnings" (2026-09-04): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgCG8nKjKVDXKJbpRncKd1O1pngDpk4JpYdzqBwRsru7Gmoh3BZspeTdAGCoz94vkbJBMY1E8R1EmLr9VRQlw9WH32P45I6Kyv1SiaQ27t3DA-3D-3D8WYL_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEplXqoD-2BUr5K8-2BsLNsLr-2BJttGrZTTrVkj8ZGAGiJyNgGUHaR9QtN2-2FX3a-2Flr-2Bj7wu-2BTLuRSzmacpX0wHa4n1xJ-2BYRYOnoe8N-2BeshbIHJXFIV4DUU2oeK17bQKIm3XZq2w-3D-3D)
- The MoneyFlows Show, "NVIDIA Stuns Wall Street; Buy 3 AI Semiconductor Stocks" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjVPlfweLA4U7OCmeph9iNU-2B1leeNeELOAOYwxjtbXJWbB4vhL9Sw4ospEPAOvRRAvstn6PDzXDG6Lxvgo-2BVQGDA6lpOA-2BasQfGobBJcTru-2Bw-3D-3DiiJy_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMJQ2vqHjohzB1jhEyW8I2Qd1j-2Ft5zlh-2F6DmTkxZyAh9ACV8o8Whje-2BUYP-2B8gZWvpKqZPQoGOzRF-2BG8DCbiig4msCcoXz1k7NHl64DIkB6zVmrfgt4oKkhGR-2BQiE6bDVutQ-3D-3D)
- Schwab Network, "Thatcher: NVDA AI Tentpole, META & MU" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjCn93s33BgFTcfDotrCw7moQ9By1taNM4xEfkhzoOL2gNFdDfTj5ZHPH8SHXPMngGB9KvO-2B-2FVHnQ2X3GPzywOkJA-2BC18-2FuvDvrjmdvau5NvQ-3D-3Dc3_K_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMI0SWW-2FvUyDoEkcP0hFEXJsN4irMHc8ZKQn7r-2F2B9FAp3c9nQCnyHyqUkursOx4zeKaD6cprbNNJC9prtSu7Bx6OB-2FrA0ZQ5zwV-2BYh8k8kMMaBjPmRPZoI6btRMo944Cag-3D-3D)
- Schwab Network, "The Big 3: CDNS, NET, WMT" (2026-08-31): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjnLRdWRkaR2-2BA5W33GA2JxgXW8rkFWtoNz94NNOTzjs8jsyCMaskSEPvGhf2a9xS770b4m9q4nV8g57Q3jGqETVYNPhWO-2FzysXboKFk6k8IQ-3D-3D4ZGn_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMChcsZQ1nv4cn8BYXTb1rnyFr48Rz0r8QACR5Ds4oZVzbCw8NJ-2Fl5GPvI8PmJfM2BIywZdZxwDrBB0yfG7onBKFWPvAWEI0t-2BP6BbTdGNMAsmiao38oPbz9vZxxhzUIPwg-3D-3D)
- Strait Forward, "Why Taiwan Didn't Steal America's Chip Industry (Pt. 3)" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiaahQM5lup54lt-2BQbe-2BO3rnaW7tCvr3tUsjDDvvCXXcY45hzkW0Um-2Bf0sH-2FwOE3PqQcN9WQx0VoVTcJOzqnX48AbI61W0uHvFqPtu9nsDJgg-3D-3D1sYa_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMHBvuIe-2BXcWyNuhdjmmWzXbFYC7weVBfI8R2QbUU0Jsh-2Fn9OzHyIjj7qRyJaoR3M2dMA6OwAJ8dEaeo6RVC5dqRFXxkTksDS-2F3xsewYtHFzCdjm2IEfHYqrDMZNp1sqIkQ-3D-3D)
- No Priors, "Redefining Chip Architecture with Arm CEO Rene Haas" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOh-2F1ubgPY6848fSOdVrpT4RHbKkrHg-2B6wT-2FCYsL3XuvmZOTxYpSZaJyf-2BUx1179TBjRuE57RXpJ53FYwjud6-2BV1vMf0imMgFOGYjwD0uP294A-3D-3DymuD_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMLCfViidpShCkZnOoQUQFw-2FYwESZGG8fE0fE4ZbLQx8N-2Bh6QXsRjSUVLqqWHifSjMB-2FwC7zWy0juegGhmfW35RFqF8D3LqJpvpz74xGgoHMJQdEMstzrpObanXGOBARHpA-3D-3D)
- Telltales, "Moderna Only Owns Half of Its Own Cancer Vaccine" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjzK-2FPcXiqrW3LZi6LhEIw4Fm-2FwQBfKzYSKlPvevWH7oDzddHO7XLMpq-2F8V160FgTqtWwym-2BEzFKNOYqdm8-2Bo1-2F0G57iSp7pm53nQDkmj8fpA-3D-3DMVrE_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMEyRmeHegQqeEfRgV6hHZMAuzelGRpJWLbz5abBZr8O3kbNwz9Eg0BuL7P9Rgi0cY9DgE1XEZYw2uOS5US2Mj-2B5Y8kTBNYjW2e5eB3ha5fkq4zKSluGASEac5tcj30cpfQ-3D-3D)
- Paradigm Shock, "China, AI Risk and the AGI Race (Alvin Wang Graylin)" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiFXHnLxdEmI4Afhrj-2FZ0RGlI4oOdEiIKyAtEMRP2rniL8Sfw0y98V4wZptzQcjwOpMQ890ZvWcoFUbwV06o0R9VVDhNZ7b5hAm3q7BBdRSag-3D-3Deo4w_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMN1157T3clzm2E7H6qgqkNm2a9AGnmwlLfQR1YZ-2Fdd8O3QJZ2n4AgbJZVHLEkWSwTf68CFEq-2FCPwZ6eQCX-2Bnw-2FTWU7bUdRMNbmveQGCKJeWTHeqN9TWSREuUXh-2FEKMJKhw-3D-3D)
- Thoughts on the Market, "3 Policy Catalysts to Watch This Fall" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiSYrKP3c3SyccBU5M51SNK6ZFcB7JcMdJW8JraqRbvN3OKFGtCEfWfKN69miJ1rsem8cdwMsZw6P-2BnZHiTQB4gTtrUXdKye4ENafFuPmdroA-3D-3DdLmb_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMOSozbvBkuWyl7DxkTMXc5vyj1cLKzDSE9S4EYJhW6hHLQu-2Ff-2F7c4aOWmE15J-2FbZv3yp2XwkSbrDxO1Z07SLHpFeWgUgIXPrcimeWzRRg3cIXYhf195CmhX4wwsYJ5Gtzw-3D-3D)
- Moonshots with Peter Diamandis, "Architect Labs Beats NVIDIA 3.4x" (2026-09-02): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOgMsQ19tnNhYt9rh1-2FGMewkUZIElgN5TxiQL715KYqlQJ4Vp-2BXjyeA-2BsZmJiymMFShEViujSmyNagmWiaFfFaw5nC227-2Byjf98uTxo3EETH6w-3D-3DnxX2_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMP4Bb57e6UD7b9wd3Ge2C-2FwkV02gqJJ-2FlZXScd171UbGue2qwxzWfFVUK-2Brlr9fJkJNK96TBTLwZ8WqHBCngnBulEUkGCrg58cYlCaASpj8OdYRnrbj1T4XMr2zS29LCgw-3D-3D)
- Mixture of Experts, "CES 2026 AI highlights: NVIDIA Rubin" (2026-09-01): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOisf6u1Fy75V4KM-2B7-2BLOcXqC0NyO9K6R796GVDKnCM3qxiZNHAIGUfy7SvW8bP29snelTf9ePHzx8YtEgPnz5wHpsPQbux-2Fr44Ia5fDC9ll7w-3D-3DPrit_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMJh0O5rWirZN4rbQFUavaYCIcWzaMklVKseQwXqU2S6YbbH2By6wbnI5QBICawIXc27ITNdyxHKVHy89ID3jWBbelgC-2B9fLedWB1s61bBqehL2fic89rNJvK537L-2BpYuzQ-3D-3D)
- Stock Club, "An AI Pick from Investicon" (2026-09-03): [link](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiVDPft9f3uQg6H-2Byqcsw9G6f4q4AwriTXwgVzFe0ijWWM5vEv02zMGrdxMJoaoQw7gIlgCwj4e6denB5BdqxYpN7Z1yXoU-2Fv4YpqXOXIqGtA-3D-3DcytT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbWZuljyCZYqyT9g1s-2FHIxDRAxRh82tTpjQfMLn58RcDMNgEaVgM7TpSlsb5y5Bd4kpjJ5i9IqoTW11CkZwvzeX9R-2FHGIaFNkC-2FnfOSghOnP5TxMsTnCEWVI9PJ11b7nMtxQiQBlzG7A73VkcyuoZFPHUZTVCOQFv9AuXkeeGcABPA-3D-3D)

---

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