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The Hidden Cost of the AI Trade | Hedgeye’s Felix Wang
Where is the smart money heading in tech, and what could reshape the AI trade in 2027?
On Episode 11 of The Common Sense Bull, Eddie sits down with Felix Wang, Partner, Managing Director, and Head of Global Tech at Hedgeye, to discuss where he sees opportunity and why he believes investors should pay attention to the credit markets.
Felix shares his research process, his outlook on Marvell and SiTime, and the financing concerns behind his bearish view on CoreWeave. They also explore how rising borrowing costs could affect AI infrastructure spending and why strong AI demand doesn’t necessarily…
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