David D. Tawil 的 X Spaces 播客合集
2 期 Spaces · 免费试听 / 下载 / AI 转写与摘要
#FinanceDaily Anthropic/Decart; PPI; $SPCX $CRWV $NBIS
Host discusses Wendy's buyout, Lakers' record $12.5B sale, Paramount's relocation threat, and buying tier-one AI stocks late in declines. - Nelson Peltz's Trian is eyeing a take-private of Wendy's, sending the stock up 15% amid competitive pressure from Burger King and high beef prices. - The Lakers are being sold again, to Bob Eiger and Josh Kushner's Thrive, at $12.5 billion — a hefty markup from the prior $10 billion valuation. - Josh Kushner is on a massive roll, raising $2 billion for his venture fund at a $12 billion post-money valuation, driven by his own quiet Silicon Valley record, not family connections. - Paramount CEO David Ellison is threatening to relocate the company from California if no settlement progress is made by October — a credible threat given film disruption, tax incentives elsewhere, and new studios rising in Atlanta and New Jersey. - On AI hardware, the optical and semiconductor segments remain weak spots, with Nvidia stuck sideways in the $200s, yet compute-power demand names saw strong days. - His playbook: split sectors into three tiers and buy tier-one stocks in the latter half of declines, since the old U-shaped consolidation-and-rally pattern no longer exists. Treat the Paramount relocation threat and tier-one stock pullbacks as real signals of structural change — position accordingly rather than waiting for the old playbook patterns.
#FinanceDaily $INTC 20B; $NVDA 500B; Yields; 🇯🇵 Yen ⬇️; $RIOT Anthropic
The discussion contrasts a red-hot deal-making and equity issuance environment with rising Treasury yields driven partly by Japan's need to shore up the yen, which may lead to selling of US Treasuries. It highlights Intel's $20 billion secondary offering versus Nvidia's massive $500 billion infrastructure partnership, and notes record Q2 equity issuance while warning about the impact of higher yields on financing costs and investment. - Equity issuance is booming: Intel's secondary offering grew to $20 billion, and Q2 was possibly the strongest quarter ever for equity issuance, including IPOs and secondaries. - Nvidia's $500 billion facility with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and KKR is for building out infrastructure, dwarfing Intel's secondary, and is driven by Nvidia's confidence in its backlog and data center demand. - Rising yields are a key counterforce: the 30-year is around 5.25%, with the 10-year and 2-year also at high levels, partly due to expectations of a potential rate hike by Kevin Warsh. - Japan is the largest foreign holder of US Treasuries and may sell them to support the yen, pushing yields even higher. - Higher yields make fixed income more attractive versus equities and raise financing costs, clashing with massive capex investment plans. - Riot announced a deal with Anthropic to convert former Bitcoin mining operations into AI compute facilities, and Taiwan Semiconductor was also mentioned. Watch the interplay between surging equity issuance and rising yields—higher financing costs could challenge the very investment boom driving the market.
关于 David D. Tawil 的 Spaces 合集
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