Appears On
Episode Appearances
The Compound and Friends · Apr 28, 2026
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
“Tweeted chart showing historic earnings boom developing faster than mid-90s or late internet bubble years”
Earnings Season 2025 - Big Tech GuidanceSemiconductor Earnings Revisions and ValuationAWS AI Workload Migration and Cloud Growth
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