The Compound and Friends
Josh Brown
2 episodes
The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back
- Alphabet loses $500bn in market cap in a day as AI answers earn less and search monetization slows.
- Palantir's commercial revenue nearly triples to $984m and now exceeds government revenue, up 148% year over year.
4 Nov · 1 h 7 min
The Bulls Are Trapped with Alex Altmann
- Barclays tactical strategist Alexander Altmann works on a four-to-eight-week horizon, far shorter than traditional research's six-to-twelve-month outlook.
- Altmann says the BETTY timing indicator has signalled risk-off since May, and he is tactically bearish but not bearish on the year.
30 Oct · 1 h 13 min