Episode Mentions
The Compound and Friends · Apr 24, 2026
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
“Power generation company; derivative beneficiary of AI; trading at 16x forward earnings; natural gas to electricity conversion”
Software sector earnings misses and margin compressionSemiconductor valuation and earnings estimate revisionsAI productivity impact on enterprise profitability
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Best of The Roula Show with Eric · Apr 16, 2026
6a Fleet Week, Eric Rodeo Goat Review, Scoop Ticket Master Lawsuit, Rush E Piano and Latty Astros Fleet Week Interviews 04-16-26
“Energy company whose naming rights to stadium expire; facility reverting to Reliant Stadium name in August after 12-year sponsorship deal”
Live Nation Ticketmaster Monopoly LawsuitFederal Court Antitrust Ruling Entertainment TicketingFleet Week Houston Military Community Engagement
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Catalyst with Shayle Kann · Apr 16, 2026
How Base Power plans to use its fresh $1B [re-published]
“Referenced as traditional GenTailer model with centralized thermal generation that Base is competing against”
Vertical Integration in Battery ManufacturingGenTailer Business ModelResidential Battery Cost Reduction
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