Thinking
Incumbent Consensus
Spencer Peterson
Thursday Thread
You can’t think about Nvidia without thinking about Taiwan
Geoff Lewis
CNBC Squawk Box
Financial Nihilism and What Comes Next
Geoff Lewis
Youtube
GTL: Gym, Tan, Laundry
Spencer Peterson
Thursday Thread
A.I. is a major catalyst for the reopening of the IPO market
Geoff Lewis
CNBC Squawk Box
I think Apple and Google are ‘quite vulnerable’
Geoff Lewis
CNBC Squawk Box
Incumbent tech companies will benefit most from A.I. craze
Geoff Lewis
CNBC Squawk Box
Escape the Spreadsheet
Spencer Peterson
Thursday Thread
Mega Tech Platforms Tend To Be The Most Profitable
Geoff Lewis
CNBC Squawk Box