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

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
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Escape the Spreadsheet
Spencer Peterson
Thursday Thread

Mega Tech Platforms Tend To Be The Most Profitable
Geoff Lewis
CNBC Squawk Box

Grit is the Only Alpha
Spencer Peterson
Thursday Thread
