AI capex cycle and capital allocation risks

December 17, 2025 - Zach and Chase discuss the current state of the market, focusing on key indicators, AI's impact, and the competitive landscape of major companies like Tesla and Oracle. They delve into the implications of inflation, investment strategies in cyclical markets, and the energy sector's resilience. The conversation also touches on mining stocks, precious metals, and the future of wearable technology, particularly for Apple.