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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

The Compound and Friends

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Pre-Revenue Mania and the Oclo Nuclear Trade

What's going on with Oclo? Michael and Josh discuss pre-revenue stocks, speculative mania, investor behavior, and the nuclear energy narrative tied to AI data center power needs.

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