ATC moment · Oct 19, 2026 · 1:30:55 to 1:36:36

Earnings, AI capex and free cash flow

From JPMorgan goes Ethereum. Chips go 2008. · Episode page

“Where AI is concerned is the spin. So with earnings coming out, we have, companies like Meta having earnings this week.”

NatNat @Natnatx007 at 1:30:55

On the mic

• NatNat @Natnatx007
• Dave @DCBK2LA
• Milo @0dteSPY
• Cchromatique @chromatique
• Moni @monitalan
• Bread @_ToastMalone
• Bildo Verde @BildoVerde

Show discussion only, not financial advice. Transcripts are auto-generated.