Mentioned On
Episode Mentions
TBPN · Feb 26, 2026
NVIDIA Earnings, Nano Banana 2, Block Cuts 20% of Workforce | Kenn Ricci, Howard Marks, Yash Patil, Scott Morton, Fan-Yun Sun, Adam Draper & Doug Bernauer, Sammy Azdoufal
“Investment firm led by Howard Marks, focused on credit markets and contrarian investing”
NVIDIA earnings analysisDJI vacuum security breachBlock workforce reduction
View Analysis