Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania

27/07/2025 25 min

Listen "Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania"

Episode Synopsis

Send us a textIn this episode I talk about- Labour market, Housing market, Japan and other major pending deals.Earnings of interest: - ENPH, INTC, NOW, TSLA, GOOG, GOOGL