HeyJaredPersonal Finance Cat
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- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 20, 2026
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- Jul 11, 2026
Latest episodes
Episode 118 - Trade the Levels, Not the Hype: IREN, NBIS & CoreWeave Put to the Test (opens the original)
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Summary AI infrastructure is one of the most exciting themes in the market — and one of the easiest places to get hurt if you’re trading the story instead of the setup. In this episode, we revisit three high-volatility AI infrastructure names — IREN, Nebius (NBIS), and CoreWeave (CRWV) — and examine what happened after we established specific technical levels for each stock. The result is a surprisingly clean lesson in three core trading concepts: IREN = Confirmation. The stock broke through the
Episode 117 - 3 AI Infrastructure Stocks to Trade THIS WEEK: NBIS vs IREN vs CRWV (opens the original)
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Summary: AI infrastructure stocks are moving fast — but which one offers the best swing-trade setup right now? In this episode, we break down three of the most volatile names powering the AI infrastructure boom: Nebius (NBIS), IREN (IREN), and CoreWeave (CRWV) . Rather than focusing on the 10-year AI thesis, we’re looking specifically at the technical setups heading into the week of September 14, 2026 — including key support, resistance, EMA levels, breakout triggers, downside invalidation level
Episode 116 - IONQ Just Grew 287% — The Quantum Computing Inflection Point Is Here (opens the original)
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Episode Description IonQ just reported the strongest quarter in its history. Revenue hit $80.1 million — up 287% year over year — while the company simultaneously reported a staggering $1.87 billion GAAP net loss. At first glance, those numbers seem impossible to reconcile. But buried beneath the headline loss is a much more interesting story. In this episode, we break down IonQ’s Q2 2026 earnings and examine why much of that enormous GAAP loss came from fair-value accounting rather than the ope
Episode 115 - SpaceX’s $1 Trillion Master Plan: How Starship, Starlink & AI Could Reshape the Global Economy (opens the original)
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Summary: SpaceX may look like a rocket company—but this earnings-call deep dive argues that rockets are becoming only the delivery layer for a much larger infrastructure empire. We break down the extraordinary claims surrounding SpaceX’s Q2 FY2026 performance and the three businesses that could define its future: AI compute infrastructure, Starlink connectivity/mobile, and Starship launch economics . The central investment thesis is powerful: if SpaceX can combine cheap reusable launch, a massiv
Episode 114 - Meta’s $1 Trillion AI Masterplan: The Hidden Business Model Behind Personal Superintelligence (opens the original)
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📝 Episode Summary: Meta’s newest AI strategy may be far more than another Silicon Valley manifesto. In The Future Is for Everyone , Meta lays out a vision where billions of ordinary people gain access to personal superintelligence capable of coding software, designing products, tutoring children, providing professional expertise, and helping individuals turn ideas into businesses. But beneath the philosophical language is a potentially enormous business strategy. In this episode, we break down M
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