What the Sigma
What the Sigma
Grep News | Chad Stacks

What the Sigma

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What the Sigma podcast delivers market analysis, hot stock picks, and trading strategies for those serious about making moves. Each episode cuts through the noise with real-time market insights, high-conviction plays, and the technology disrupting finance. Explore growth stocks, IPOs, SPACs, and emerging sectors before they explode. Perfect for traders, investors, and anyone building wealth through strategic plays. Follow What the Sigma on your favorite podcast platform to level up your trading game. Grep News and What the Sigma podcasts are for entertainment and educational purposes only and do not constitute financial or investment advice. https://grep.news
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Anthropic CEO Calls Out YOLO AI Bubble Risk
05 December 2025

Anthropic CEO Calls Out YOLO AI Bubble Risk

Anthropic just pulled off ten-times revenue growth while CEO Dario Amodei called out the AI industry for going full YOLO with reckless spending. With data centers costing billions and startups chasing hype, he’s betting on worst-case scenarios—and warning that half of entry-level jobs could vanish in five years unless governments step in. This isn’t just hype; it’s a financial ouroboros eating...
Wall Street Giants Slash Billions From Bitcoin Bet
24 November 2025

Wall Street Giants Slash Billions From Bitcoin Bet

Strategy, Michael Saylor’s Bitcoin-heavy company, just lost over $5 billion in institutional capital as big players like JPMorgan and Vanguard bail amid fears it might get booted from major stock indices. The stock’s tanking 43% this month despite Bitcoin holding steady, thanks to a weird squeeze where Strategy’s the go-to hedge for crypto funds—making it the market’s pressure valve, not just a...
Nvidia Forecasts 65 Billion After GPU Sellout
20 November 2025

Nvidia Forecasts 65 Billion After GPU Sellout

Nvidia just crushed earnings with $57 billion revenue and $500 billion in booked orders, but Michael Burry’s deep dive reveals a wild loop where everyone’s buying chips from each other’s investors. Meanwhile, their China-specific H20 chip is barely making a dent, and Saudi-backed data centers with Elon’s xAI are pumping up sales—raising the big question: is this real demand or just a high-stakes...
Thiel Dumps Nvidia In Shocking AI Bubble Move
18 November 2025

Thiel Dumps Nvidia In Shocking AI Bubble Move

Peter Thiel just slammed the brakes on Nvidia, dumping nearly $100 million in stock while the rest of Wall Street races toward AI hype. His Founders Fund cut its Nvidia shares by 40%, calling AI’s boom a two-decade bubble, and is now betting on steady giants like Microsoft and Apple instead. Meanwhile, Nvidia’s sales are skyrocketing, but Thiel’s massive exit feels like a huge “wait a minute”...
America Gambling With Its 38 Trillion Debt
15 November 2025

America Gambling With Its 38 Trillion Debt

America’s $38 trillion debt is now costing more in interest than defense spending—basically paying loan sharks over soldiers. With a 120% debt-to-GDP ratio and political paralysis locking in the mess, we’re one market shock away from a full-on financial meltdown that even Liz Truss couldn’t survive. The math’s brutal, and unless taxes rise (which won’t happen), this game’s heading for disaster...
The US Spent Its Rainy Day Fund in Sunny Weather
14 November 2025

The US Spent Its Rainy Day Fund in Sunny Weather

America’s $38 trillion debt isn’t just scary - it’s straight-up crashing alarms in AI systems, with the US burning through over a trillion a year just on interest. Political gridlock’s turning fiscal discipline into a meme, and with deficits hitting 6% during good times, the next recession could wreck what's left of the budget. Think Greece-level chaos, but with a different flag - this mess needs...
Buffett Hoards 382 Billion Cash In Rare Warning
13 November 2025

Buffett Hoards 382 Billion Cash In Rare Warning

Warren Buffett just parked $382 billion in cash while everyone else rides the market wave like it’s 1999—and that should freak out every investor. The Oracle isn’t hoarding because he’s lost it; he’s waiting for rare, perfect opportunities, flipping philanthropy into a family dynasty while still living in his $31,000 house. If Buffett’s playing it this cautious, maybe it’s time you rethink your...
Big Short Star Issues Enron Style AI Warning
12 November 2025

Big Short Star Issues Enron Style AI Warning

Michael Burry just called out Meta, Google, Oracle, Microsoft, and Amazon for stretching AI chip depreciation from 2-3 years to up to 8—blowing $176 billion in expenses under the rug by 2030. If these tech giants are cooking their books Enron-style on AI hardware, we might be staring at the next massive earnings bubble about to pop. And with legends like Jim Chanos sniffing around, this isn’t...
Softbank Dumps Nvidia To Bet 30B On Openai
11 November 2025

Softbank Dumps Nvidia To Bet 30B On Openai

SoftBank just ditched its entire $5.8B Nvidia stake to bet a staggering $30 billion on OpenAI—after missing out on Nvidia’s $150 billion GPU boom. Masayoshi Son’s latest move isn’t just an investment; it’s a $400 billion AI power grab, creating a loop where SoftBank funds OpenAI and then buys back its own tech through a secretive Japan joint venture. This all-or-nothing gamble might reshape AI’s...
Stablecoin Tsunami Could Crush US Rates Forever
10 November 2025

Stablecoin Tsunami Could Crush US Rates Forever

A Fed Governor just revealed that stablecoins aren't just digital cash—they’re quietly rewriting how the U.S. Treasury market works by locking billions in government bonds. While crypto skeptics debate, $6.4 billion in business cash is speeding through these digital rails, forcing banks to freak out over potential $1.5 trillion deposit losses and push regulators to cage stablecoins before they...