Latest / Rigatoni Capital Podcast
Semis Continue to Rip So Hard, Heads Are Spinning - Live Stream
Semis keep ripping with names like Cerebras, SanDisk, Marvell and Western Digital leading the way. I get into the Wall Street Journal piece on AI circular funding and off balance sheet backstops, why I am looking for investments detached from the AI CapEx trade, Figure Technologies, Stripe acquiring OpenRouter, Apple training an AI model in China with Alibaba, Hartnett's long gold trade, and Michael Burry's updated portfolio.
Rigatoni Capital is a daily morning markets podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.