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"Wide moat companies in particular can get very lazy": KNA Capital's CIO on AI and moats
7 insights: why a moat's direction now matters more than its width, how AI shopping agents squeeze brands, why 5% Treasuries pull money from stocks, and…
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Dumb Money Live founder on Amazon options: down $8M, up a net $11M
6 principles: how a corrupted Google Trends dataset burned him on Lululemon, why he's fine with 70% drawdowns, and what worries him more than killer…
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"Most investors are incapable of doing nothing": ex-Sequoia chairman on holding winners
11 lessons: what Charlie Munger said set him apart, why great founders are so hard to spot early, and what Bill Gates, Steve Jobs and Jensen Huang…
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Bond buyers now care about deficits and could take US rates to 6%, says OnePoint BFG CIO
10 calls: why triple-C spreads above 1,000bps show the damage has started, where $500B of hyperscaler debt will come from, and why oil inventories need…
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Regions strategist on 2027 AI capex: "about a 50% growth rate over what's projected"
10 calls: why stocks offering less than bonds is the 2027 debate, why a 5.50% 10-year yield can still be fine, and why emerging markets are a magnified…
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Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers
16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…
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Ex-Neuberger PM on Big Tech: "70% of their AI revenue is from Anthropic and OpenAI"
14 takeaways: why he counts more than 60% of the S&P 500 as one AI trade, why US banks are safe for the first time in his life, and why he closed his…
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Blue Owl co-CEO on retail credit funds: "You would have missed out on 600 basis points"
14 arguments: why Blue Owl's loan losses ran 12 basis points over 10 years, why outsiders set every mark, and why its data center bet rests on Microsoft…
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$80B fiscal 2031 revenue target lifted Marvell stock 15 points to $286, theCUBE finds
16 insights: Why more than 60% of data center builds now serve inference, a one-chip 100-terabit switch, and why copper cannot carry AI traffic much…
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7M data fields are why AI can't simply vibe-code an ERP, SAP's CEO finds
14 insights: why switching AI models cut costs 10-fold, why SAP capped staff token spending, and why he expects 100% accurate finance agents within…
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Airbnb CEO on its seed round: "So, for $150,000, you could have owned 10% of Airbnb"
12 moments: why Google interviewed the whole Justin.tv team and walked away, how a box of Obama O's won Airbnb its Y Combinator spot, and what Chesky…
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Hyperscaler capex reaches $780B in 2026, headed past $1T a year from 2027, a16z finds
16 takeaways: why stocks rose 20% as multiples fell 20%, why only 2% of S&P 500 companies track AI's impact over time, and why tender offers attract so…
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