Ranked #1 podcast on iTunes financial/business.

Frank cuts through the mainstream noise to reveal what’s really moving these markets.

Is SpaceX a buy on its pullback?

Should you buy SpaceX (SPCX) as shares pull back? Plus, a volatile earnings pattern… Hyperscaler capex is paying off… Disney (DIS) is uninvestable… Why is AMD (AMD) down on solid earnings? … And a political headwind for data centers.

AI

The hidden leverage crisis behind the AI selloff

Some of the strongest AI companies kept delivering solid results while their stocks collapsed. The missing piece was leverage. Here's how margin calls and forced selling overwhelmed fundamentals—and where the selloff may be creating opportunity.

Google

Alphabet is in a league of its own among hyperscalers

Alphabet (GOOG) has a leg up on other hyperscalers. Plus, stocks to play oil's volatility… Data centers and the midterms… This power stock's thesis is alive and well… The Clarity Act… Coinbase (COIN) vs. the SEC… And crypto treasury trades.

Is Bitcoin close to a bottom?

Bitcoin's (BTC) free fall: Is the crypto market near a bottom? … Plus, Trump's $1B income… Why Meta's (META) compute move is controversial… How AI companies are fighting data center pushback… And happy birthday, America!

Frank Curzio

The big winners of the AI power crisis

Frank and Daniel went live on X to break down the latest developments in the AI power crisis… some of our biggest winners with more room to run… and several stocks for your watchlist—including 2 picks from James Altucher!

Michel Amar, Digi Power X

Peter Lynch is backing this undervalued AI disruptor

DigiPower X (DGXX) is a debt-free, undervalued AI disruptor backed by Peter Lynch. In this exclusive interview, CEO Michel Amar reveals how this $30M company plans to unlock $500M in value in 2 years—after pivoting from Bitcoin mining to AI.