Archive | Pod Capo

Archive

One guy with Excel is beating the Bloomberg consensus

Jul 10, 2026

An engineer spent $100M on tokens in one month

Jul 3, 2026

Two 24-year-olds vs Nvidia (with a chip they say is 10x better)

Jul 1, 2026

He got rich on 3 stocks by finding one secret

Jun 26, 2026

Revenge and patriotism are a great investment thesis

Jun 23, 2026

Micron might be worth more than Meta by Christmas

Jun 19, 2026

The $5B fund that returned 1.01x (and called it a win)

Jun 16, 2026

The AI boom's real bottleneck isn't chips. It's copper.

Jun 12, 2026

A former Pentagon advisor on when China falls

Jun 9, 2026

The week companies started paying tokens more than people

Jun 5, 2026