"The AI's compute crunch favors alternatives like AMDs. Why? They've got a cost edge over NVIDIA." - 01:58
Evelio Silvera, Co-Founder of Bull Street Media,...
"Even a tarnished giant like Boeing can soar when the federal government finally loosens the leash." - 02:02
Evelio Silvera, Co-Founder of Bull Street Media,...
"Investors are learning to reward disciplined capital allocation over growth at any cost." - 03:17
Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...
"Even the most dominant companies can become prisoners of their own success." - 01:41
Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire to...
"These backward-looking data points shouldn't derail what I think need to be aggressive rate cuts." - 01:16
Evelio Silvera, Co-Founder of Bull Street Media, joins...
"This is the single largest corporate manufacturing reshoring in modern history." - 01:35
Evelio Silvera, Co-Founder of Bull Street Media, joins J.D. Durkin to discuss...
"Microsoft joining NVIDIA as exclusive members of the $4 trillion market cap club." - 00:00:10
Evelio Silvera, Co-Founder of Bull Street Media, joins Remy Blaire...
Evelio Silvera, Co-Founder at Bull Street Media, joins Remy Blaire to discuss the current state of the stock market, which is experiencing mixed trading,...