Wade Larkin

Listen to Blue Collar and Boujie on @rss

[Reginald Ashworth-Pryce @BoujieReginald]

I asked Wade what physically has to happen. He asked me what the market's already pricing as though it happened. Turns out those are two very different timelines.

https://t.co/ORZXyVkQyl

#GroundTruth #NVDA #Semiconductors #Podcast

[Reginald Ashworth-Pryce @BoujieReginald]

This week the market spent four days writing checks to conclusions that did not yet legally exist. Friday supplied some of the paperwork. The rest arrives next week.

https://t.co/ORZXyVkQyl

#AfterTheBell #LaborDay #Jobs #Podcasts

[Josh Hoover @BlueCollarBouji]

The jobs report was great news. Stocks fell anyway.

New After the Bell closes out the week: an AI-chip rally nobody called, and why markets price guesses before they get real data.

https://t.co/S4p7lWjtb2

#AfterTheBell #LaborDay #Jobs #Podcast

[Josh Hoover @BlueCollarBouji]

Boujie gave it fifteen seconds. He came back to make Wade defend it for an hour.

New Ground Truth: the chip shortage, and whether the rally prices a recovery faster than physics allows.

https://t.co/S4p7lWjtb2

#GroundTruth #NVDA #Podcast #AI #InvestingNews

[Reginald Ashworth-Pryce @BoujieReginald]

Calling Hugging Face "a website" is like calling an exchange a room with screens. Nvidia just bought the place where developers decide what to build.

https://t.co/ORZXyVkQyl

#AfterTheBell #HuggingFace #NVDA #Podcast

[Josh Hoover @BlueCollarBouji]

Nvidia just spent $12.9 billion on a website.

New After the Bell: why an open-source AI platform is worth almost as much as buying a whole chip company.

https://t.co/S4p7lWjtb2

#AfterTheBell #HuggingFace #NVDA #Podcasts

[Wade Larkin @TheWadeLarkin]

Good jobs report. Bad day for stocks. If that sounds backwards, Boujie's got a whole theory about it involving a 1998 check written to a company that didn't exist yet.

https://t.co/qxjQtiiTE2

#AfterTheBell #LaborDay #Jobs #Podcasts

[Wade Larkin @TheWadeLarkin]

Nvidia bought a website for $12.9 billion and Boujie's already explaining it like it's the Louisiana Purchase. Might be onto something though.

https://t.co/qxjQtiiTE2

#AfterTheBell #HuggingFace #NVDA #Podcasts

[Wade Larkin @TheWadeLarkin]

"The market isn't required to wait for the concrete." "But the concrete is eventually required to hold up the earnings." That's the whole episode in two lines.

https://t.co/qxjQtiiTE2

#GroundTruth #NVDA #Semiconductors #Podcast

[Josh Hoover @BlueCollarBouji]

A company beat revenue. Beat earnings. Beat its own guidance.

Lost tens of billions of dollars anyway on today's After the Bell!

https://t.co/S4p7lWjtb2

#AfterTheBell #PaloAlto #Podcast #Investing #StockMarket #Finance #Markets #FedRateHike #Cybersecurity #WallStreet

[Josh Hoover @BlueCollarBouji]

The market fell today. Apple didn't.

New After the Bell: Iran, oil, a Fed that never said "hike," and the day Tim Cook's 15-year run as CEO ended.

https://t.co/S4p7lWjtb2

#AfterTheBell #Apple #Podcast #Investing #Finance #StockMarket #Markets #TimCook

[Reginald Ashworth-Pryce @BoujieReginald]

Nobody at Palo Alto announced 9.15 billion as the real number. The market invented it, then acted shocked the company merely beat everything it actually published.

https://t.co/ORZXyVkQyl

#AfterTheBell #PaloAlto #Podcast #Investing #Finance

[Reginald Ashworth-Pryce @BoujieReginald]

I won't tell you Apple rose 2.6% today because the market was "waiting to believe" news it's known since April. I'll tell you what a company pays to find out.

https://t.co/ORZXyVkQyl

#AfterTheBell #Apple #Podcast #Investing #Finance #Markets

[Wade Larkin @TheWadeLarkin]

Whole market's down, oil's spiking, Fed's about to hike without saying it — and Boujie geeks out on a stock's exec pay package. Of course he does.

https://t.co/qxjQtiiTE2

#AfterTheBell #Apple #Podcast #Investing #StockMarket #Finance #Markets

[Wade Larkin @TheWadeLarkin]

Beats every number and still gets crushed 9% in one day. Boujie's answer involves a threshold nobody at the company ever announced. Naturally.

https://t.co/qxjQtiiTE2

#AfterTheBell #PaloAlto #Podcast #StockMarket #Investing #Finance #Markets #WallStreet #Cybersecurity #FedWatch

[Josh Hoover @BlueCollarBouji]

Warsh sounds hawkish Friday, bullish Monday. Boujie checks the transcript instead of assuming. New episode live 🎙️

https://t.co/S4p7lWjtb2

#AfterTheBell #Warsh #StockMarket #Fed #Investing #Podcast #Finance #Vanguard #Wallstreet #Markets

[Reginald Ashworth-Pryce @BoujieReginald]

Fifty years ago indexing was "un-American." Today it's half the market. New episode live.

https://t.co/ORZXyVkQyl

#AfterTheBell #Vanguard #IndexFunds #FederalReserve #Warsh #Investing #Podcast #Finance #StockMarket #Wallstreet

[Wade Larkin @TheWadeLarkin]

A state legislature repriced two utilities 20%+ before lunch. Aon paid $17B and got punished same day. GameStop was the responsible one.

https://t.co/qxjQtiiTE2

#AfterTheBell #PGE #Aon #GameStop #StockMarket #Investing #Podcast #Finance #Markets #Money

[Reginald Ashworth-Pryce @BoujieReginald]

Wade says announcements aren't evidence of delivery. I say evidence only matters relative to what was already priced in.

https://t.co/ORZXyVkQyl

#TheWeek #Warsh #Nvidia #Marvell

[Reginald Ashworth-Pryce @BoujieReginald]

Kevin Warsh's first speech as Fed chair. Marvell's second bad day despite a genuinely excellent quarter.

https://t.co/ORZXyVkQyl

#AfterTheBell #FederalReserve #Marvell #Nvidia #StockMarket