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It’s Not RKO, It’s RPO

It’s Not RKO, It’s RPO

Update: 2025-09-14

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Description

In this episode I talk about:

Macro debrief: PPI, CPI, Core CPI, Previous week labour market revisions

Earnings: ORCL, ADBE

Other: AAPL Event, Paramount and WBD rumours.

Comments

In Channel

Intels Recovery Shows Some Life

Intels Recovery Shows Some Life

2025-10-2615:11

Time To Revolutionize Sports Gaming?

Time To Revolutionize Sports Gaming?

2025-10-0516:54

Consumers Want Value

Consumers Want Value

2025-09-2816:00

It’s Not RKO, It’s RPO

It’s Not RKO, It’s RPO

2025-09-1419:41

The AI Trade Is Still On

The AI Trade Is Still On

2025-08-3117:30

Resilience All Around

Resilience All Around

2025-08-2417:02

Black Monday For Monday.com

Black Monday For Monday.com

2025-08-1821:14

Palantir’s Billion Dollar Quarter

Palantir’s Billion Dollar Quarter

2025-08-1025:02

Microsoft Is Up In the Cloud

Microsoft Is Up In the Cloud

2025-08-0334:31

Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania

Solar’s Lack of Love, Intel’s Under-appreciated Quarter, and Continued AI Mania

2025-07-2725:05

AI Chip Demand Just Doesn't End

AI Chip Demand Just Doesn't End

2025-07-2018:56

Flying Taxis and Figma's Debut

Flying Taxis and Figma's Debut

2025-07-0625:36

Euphoria vs Reality

Euphoria vs Reality

2025-06-2925:30

Stablecoins, Unstable Valuation

Stablecoins, Unstable Valuation

2025-06-2221:40

Oracle’s Might and Chewy’s Bite

Oracle’s Might and Chewy’s Bite

2025-06-1521:29

Time For Consumer Defensives

Time For Consumer Defensives

2025-06-0922:28

Chips and Cybersecurity

Chips and Cybersecurity

2025-05-3129:13

Recession Worries Are Back

Recession Worries Are Back

2025-05-2524:59

Consumer and Retail’s Reality

Consumer and Retail’s Reality

2025-05-1728:14

The Amazon Of...

The Amazon Of...

2025-05-1024:27

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It’s Not RKO, It’s RPO

It’s Not RKO, It’s RPO

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