Not Investment Advice cover image

237: OpenAI’s $1T In Chip Deals, Crypto Sell Off & The Battle For Rare Earths

Not Investment Advice

00:00

Is This Circular Financial Engineering or Strategic Positioning?

Trung and Bilal debate whether the chip deals are circular accounting or sensible long-term bets by Nvidia, AMD and others.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app