Feb 2
Biotech Beat NVIDIA in 2025. Can It Do It Again?
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025? Karl Thiel, Tom King, ... Show More
24 m
Nov 2021
Eric Markowitz worms his way through the Tesla bull thesis... plus a little Spotify $SPOT $TSLA
Eric Markowitz, Director of research at Worm Capital, discusses the bull thesis for Tesla. Key topics include all of Tesla's growth options, the biggest misperceptions of Tesla, and why comparing Tesla's valuation to legacy auto manufacturers doesn't make sense.
We ... Show More
1h 2m
Apr 2019
Beyonce signs with Adidas, Corona’s owner pops 7% for quitting wine, and why Tesla fell 9%
Adidas’ new creative partnership with Beyonce signals a major change in athleisurewear. Corona-owner Constellation Brands just sold its cheap wine biz for $1.7B to pivot to beer. And Tesla dropped 9% on e-car sales worries (FYI, Elon Musk was busy in court over his tweets).Learn ... Show More
13m 16s
Feb 2025
Prof G Markets: Meta & Microsoft Brush Off DeepSeek + Starbucks Stages a Comeback
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Scott and Ed open the show by discussing the White House’s employee buyout, Starbucks’ fourth quarter earnings, and the beta launch of T-Mobile’s exclusive Starlink deal. Then they break down Meta, Microsoft, and Tesla’s earnings ... Show More
55m 7s
Oct 2025
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots. Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be t ... Show More
56m 13s
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.
(00:21) Sanmeet Deo and Mary Long discuss:
- Poor results from Tesla’s automotive segment.
- Whether Musk’s return can revive the company.
- Half marathons, and the future of humanoids.
Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip c ... Show More
<p>Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.</p><br><p><br></p><p>Watch + Subscribe on YouTube:</p><br><p><br></p><p>Listen into our group chat on Telegram:</p><p><a href="h ... Show More
