317: Nvidia's Wheel Fell Off, Next Valeant?, Micron's US Capex, EV F-150 Inflation, Dogfighting a Real Pilot, Dow + X-Energy, and David McCullough & John Adams
317: Nvidia's Wheel Fell Off, Next Valeant?, Micron's US Capex, EV F-150 Inflation, Dogfighting a Real Pilot, Dow + X-Energy, and David McCullough & John Adams
317: Nvidia's Wheel Fell Off, Next Valeant?, Micron's US Capex, EV F-150 Inflation, Dogfighting a Real Pilot, Dow + X-Energy, and David McCullough & John Adams
317: Nvidia's Wheel Fell Off, Next Valeant…
317: Nvidia's Wheel Fell Off, Next Valeant?, Micron's US Capex, EV F-150 Inflation, Dogfighting a Real Pilot, Dow + X-Energy, and David McCullough & John Adams
"Incremental improvements get no respect"