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Ep 2: Microsoft Breaks $500, Memory Sector Warning, and the Burry-Eisman AI Clash

August 7, 2026

Microsoft closes above $500 for the first time ever. SanDisk's record earnings get punished with a 10% selloff. Nvidia weighs cutting memory on Rubin Ultra. Google's AI brain drain gets a name: DiscoLoop AI. And the Burry vs Eisman debate over the AI bubble heats up.

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Ep 1: Intel's Blowout, Alphabet's Capex Shock, and the AI Infrastructure Race

July 24, 2026

Intel Q2 blowout — EPS doubles the estimate, 18A in volume production. Alphabet raises capex to $205B and freezes buybacks. Oracle wins a $7B defense contract. How the compendium themes are converging in real time.

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Market analysis for educational purposes only. Not financial advice.