Charlie Gasparino and Bob Sloan break down the week's biggest market and media stories — from the criminal conviction of short seller Andrew Left to the AI positioning battles playing out across space, software, and satellite stocks.
Bob unpacks why S3's "battleground stocks" framework — the seventh category of market data — matters more than ever in an index-dominated market, with fresh positioning data on Intuitive Machines (LUNR), AST SpaceMobile, UiPath, and Virgin Galactic. Plus: Charlie's reporting on David Ellison's Hollywood power plays, Jamie Dimon's $20B war chest, the future of CBS and CNN news, and whether AI is about to obliterate the white-collar workforce.
For more information about the data featured in the episode visit S3Partners.com
Chapters:
00:00 — Intro: 40 years of Wall Street crashes and bailouts
03:37 — The Andrew Left conviction: did the feds criminalize short selling?
15:45 — UK short-disclosure rules and S3's real-time disclosure tracker
25:38 — Charlie's scoop: David Ellison, Paramount, and the battle for CBS
35:45 — Jamie Dimon's $20B: Carlyle's private credit in the crosshairs
37:40 — Bob's call: bearish on Guidewire (GWRE) into earnings
38:20 — The seventh category of market data: how S3 coined "battleground stocks"
39:58 — AST SpaceMobile: betting against Starlink
45:35 — Intuitive Machines (LUNR): shorts stuck as notional doubles to $950M
46:34 — The great AI debate: "obliterated" vs. the Bezos view
53:58 — Virgin Galactic and the SpaceX-driven short squeeze
54:44 — The KOSPI as an AI/semiconductor battleground proxy
56:26 — Iran, Hormuz, and closing thoughts
