Co-host of Bloomberg's Odd Lots podcast; financial journalist with deep coverage of markets, macroeconomics, and technology. Provides public-markets perspective on AI capex, semiconductor cycles, and compute economics.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Nvidia's largest customers (frontier AI labs) are vertically integrating chip production and diversifying suppliers, creating monopsony conditions that could erode Nvidia's pricing power and moat.
SK Hynix delivered record quarterly profit growing over 500% driven by AI demand, yet the stock sold off because expectations were priced to perfection, leaving no room for positive surprise.
Anthropic's rapid release of Opus 5 positions it to dominate both high-end and cost-efficient model tiers, potentially creating a single winner that captures the entire price curve.