In this episode, Daniel Newman and Shay Boloor break down a pivotal week in technology and markets, with a deep dive into Broadcom’s performance and its expanding role in the AI ecosystem. The discussion covers key financial metrics, earnings reactions, and supply-chain dynamics shaping today’s AI-driven companies.
Daniel and Shay also examine risks facing major players like Oracle, the impact of Federal Reserve policy on tech valuations, and bold ideas around the future of data centers—including potential space-based infrastructure. Throughout the conversation, they balance long-term optimism for AI with a disciplined focus on fundamentals, execution, and patient investment strategy.
