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Positioning For Big Techs Next Move 8 12 26

episode

Positioning For Big Techs Next Move 8 12 26

Harry Kim

•

Aug 13, 2026

The Exchange 8 12 26

episode

The Exchange 8 12 26

Harry Kim

•

Aug 13, 2026

AI Boost Lumentum And Cava Jump

episode

AI Boost Lumentum And Cava Jump

Harry Kim

•

Aug 12, 2026

Big Short investor's AI warning... And a key inflation report on deck 8/11/26

episode

Big Short investor's AI warning... And a key inflation report on deck 8/11/26

Harry Kim

•

Aug 12, 2026

Bullish, But Watching Two Fault Lines

summary

Bullish, But Watching Two Fault Lines

Harry Kim

•

Aug 12, 2026

Closing Bell Overtime: Rare Interview with Sony Entertainment CEO; Latest Read on AI Demand From SMCI & CRWV 8/11/26

episode

Closing Bell Overtime: Rare Interview with Sony Entertainment CEO; Latest Read on AI Demand From SMCI & CRWV 8/11/26

Harry Kim

•

Aug 12, 2026

Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump  8/11/26

episode

Compute an Asset Class?, Two Wars Becoming One?, and Existing Home Sales Slump 8/11/26

Harry Kim

•

Aug 12, 2026

FT News Briefing   US Asks Ukraine To Stop Strikes On Tankers Using Russian Port

episode

FT News Briefing US Asks Ukraine To Stop Strikes On Tankers Using Russian Port

Harry Kim

•

Aug 12, 2026

Intel Raises Billions Apple Sticks With Glass Iphone

episode

Intel Raises Billions Apple Sticks With Glass Iphone

Harry Kim

•

Aug 12, 2026

The Market Bull Run Continues The Committees Next Move 8 11

episode

The Market Bull Run Continues The Committees Next Move 8 11

Harry Kim

•

Aug 12, 2026

A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26

episode

A $500 billion AI mega-deal... and whether Wall Street is getting Kevin Warsh all wrong 8/10/26

Harry Kim

•

Aug 11, 2026

Bullish on AI Infrastructure, Divided on Fed Path

summary

Bullish on AI Infrastructure, Divided on Fed Path

Harry Kim

•

Aug 11, 2026

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