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November 10, 2026 – Nvidia’s selloff is making the stock more tempting. But how do you price a scandal when you don’t know what comes next?

Zach and Chase debate the investment implications of the investigation involving Jensen Huang, the difficulty of replacing a visionary founder, and whether lower valuations offer enough compensation for the uncertainty.

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November 9, 2026 — Nvidia sells chips. But how much of its long-term value depends on the person running it?

Zach and Chase discuss the investigation involving Jensen Huang and the investment question behind the headlines: how differently should investors value a company when its founder’s future becomes uncertain?

Then, a sharp market rebound raises anothe...

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November 6, 2026 – After a brutal selloff in chips and AI stocks, the question isn’t simply whether prices are lower. It’s whether the selling is finished—and what those businesses are worth under a slower buildout.

Zach and Chase examine how leverage, crowded positions, and forced selling amplified the decline, while separating potential opportunities in individual c...

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November 5, 2026 – Yesterday’s rally gave way to a sharp selloff, with chipmakers and AI infrastructure stocks taking some of the biggest hits. What changed—and how much of the damage reflects a different outlook versus investors rushing to unwind crowded trades?

Zach and Chase examine how opposition to data centers, potential construction delays, and power constraint...

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November 4, 2026 - A blue wave at the ballot box. A rally in stocks. A sharp selloff in oil. How much actually changed overnight?

Zach and Chase react to the midterms and debate what divided government could mean for investors. Markets may welcome gridlock, but does the election justify the size of today’s moves—or are positioning and crowded trades amplifying the rea...

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