Episode Mentions
Acquiring Minds · May 14, 2026
Too Good to Be True: Year 1 in a $700k SDE Business
“Zach's former employer where he managed backup diesel generators for telecom infrastructure sites”
Stock vs. Asset Purchase StructuresHidden Liabilities and Undisclosed LawsuitsReceivables Quality and Collection Risk
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Morning Call · May 6, 2026
Morning Call 5/6/26
“Transforming from legacy telecom to AI connectivity provider; acquiring Alcura software platform to create AI network orchestration layer”
U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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FactSet U.S. Daily Market Preview · May 6, 2026
Financial Market Preview - Wednesday 6-May
“Acquiring Alkaira for $475 million in all-cash transaction”
U.S. Equity Futures and Market DirectionIran Nuclear Negotiations and Project FreedomStrait of Hormuz Reopening Efforts
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