▶ 9:32 · $AVGO · Broadcom is largest TGLR ETF holder; designing Google TPUs

episode briefing

OpenAI’s Vision of 220 Million Paid Users by 2030, Crypto Winter Will Be Different | Nov 26, 2025

2025-11-27 · 18 company · 8 thematic

sentiment

12 bull3 bear3 neu

speakers

Nancy Tengler manages a fund with full allocation to memory sector via Micron; sees sustainable AI buildout with 3-5 year backlogs and is unconcerned about $350B data center capex given strong cash flows.

shrima

Author of The Information's reporting on OpenAI's internal projections for 220 million paid ChatGPT users by 2030 and the company's go-to-market strategy.

ken brown

Covers crypto markets, stablecoins, and the intersection of digital assets with traditional finance; authored weekly finance newsletter warning on crypto winter and stablecoin systemic risk.

sarah dmano

Covers sports media rights, music licensing in sports, and AI's impact on figure skating; reported on ISU permitting AI-generated music at Winter Olympics and startup Click and Clear.

quote

“One of our largest holdings in our ETF TGLR is Broadcom and they are the ones that are designing and partnering with Gemini uh with Gemini uh Alphabet on on the TPUs.”

—nancy tengler

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Broadcom is largest TGLR ETF holder; designing Google TPUs

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