SoftBank just dumped Nvidia in the midst of this AI frenzy - is this a warning signal, or the smartest money move of the year?
As rare-earth stocks roar and governments scramble for critical minerals, we ask whether a new multi-decade commodities supercycle is forming - or whether geopolitics is simply inflating another hype cycle.
Michael Burry is also sounding alarms, accusing hyperscalers like Amazon, Alphabet, and Microsoft of chasing an AI dream without a proven business model.
We unpack SoftBank’s Nvidia exit, the mineral race, and the AI-infrastructure boom versus bubble debate.
What’s real, what’s noise, and what’s actually investable right now?
All this and more - hosted by Michelle Martin with insights from Arun Pai of Monk’s Hill Ventures
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