Latest / Rigatoni Capital Podcast
Quality over Cheap: What CompoundingAlpha sees in Axon, Palantir, Toast, and FTAI Aviation
Thank you Nick Ridenour of Nick | CompoundingAlpha on Substack for joining me this evening to review a number of popular names in markets today, including Axon Enterprise, Palantir, Toast, and FTAI Aviation. Nick writes what I think is some of the best fundamental research on individual names anywhere on Substack. I highly suggest checking out his newsletter in the link below.
Nick's recent post asks whether the AI infrastructure boom is already over, and his read is that it is not, even after a rough month, since the hyperscalers keep raising CapEx guidance into 2028. He walks through why he…
The skinny
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