Episode 003. Valuations in An Earnings Explosion

Is the juice worth the squeeze? Earnings keep rising, valuations are questionable, and investors are uncertain. What should you make of earnings these days?

Chapters

00:00 - Hot Open & Intro

00:51 - Why Earnings Confuse

03:54 - The Anthropic Effect

07:10 - Include Other Income

09:36 - OpenAI Next Wave

12:32 - Valuations vs Earnings

18:05 - Data Sources Diverge

22:42 - Quant Models in Trouble

26:05 - Vendor Financing History

29:15 - CapEx & Bubble Risks

37:10 - Lightning Round Fed or Earnings

38:53 - Wrap Up & Subscribe

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