Episode

4 calls

Alex Hormozi in the Ultradome, China Export Controls, SK Hynix, Big Bank Comeback

youtube/Jul 7/source only

Latest calls

Fiserv's Star/Accel debit rails are strategic Durbin-exempt infrastructure; a bank buyout crystallizes hidden value in a beaten-down stock.

Durbin?

Peak+0.4%

META/long/@johncoogan

Owning Instagram's data and GPUs, generative image and video tools finally give the ad giant a payoff on its spend

It should be good given that they have all the Instagram and Facebook data to train on.

Peak+8.9%

V/short/@johncoogan

The card duopoly loses its grip as big banks buy their own debit rails to route volume around them

They're going after the debit card rails. They're going after Visa. Hmm. This is news today. JPMorgan, Bank of America, Wells Fargo, PNC, and other big banks are reportedly exploring a deal to buy a Fiserv debit card network

Peak+1.9%

POWL/long/@josh

US-made power electronics ride a data-center demand pull; domestic switchgear makers see backlog and pricing surge.

there are also important other technologies, power electronics like transformers and switchgear, the kind of stuff that our portfolio company Giga Energy makes

Peak+4.9%

Machine-readable

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