The value of the 2 major foundation lab AI companies is the belief system that is propping up the entire AI capex boom. An investigation. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 31 of 2026.

Rupert on CNBC talking Nvidia, Anthropic, and the AI valuation boom. This is what we do off-mic too 🎙️ #bennythesquirrel #cnbc #nvidia #ai #wallstreet #finance #markets

Energy shock risks persist, but is it now time to revisit ASEAN stocks? The 🐿️'s 'Monday' Morning Notes. Year 4; Week 37 of 2026.

YouTube video by Benny & The Squirrel

YouTube video by Benny & The Squirrel

Taking a break from the “20-for-20” this week as we return to old hunting ground - fading the strength of ‘mispriced’ US power utilities. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 36 of 2026.

YouTube video by Money of Mine

The quest to build the “20 stocks for 20 years” portfolio continues. As promised, this week we tackle the global resources sector. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 35 of 2026.

YouTube video by Benny & The Squirrel

The quest to build the “20 stocks for 20 years” portfolio continues. This week we start with the financials. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 34 of 2026.

YouTube video by Benny & The Squirrel

Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 33 of 2026.

Escaping the tyranny of the ‘next quarter’. Introducing Blind Squirrel Macro’s “20 stocks for 20 years” Portfolio. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 33 of 2026.

He cares not that Micron is on three times cash flow, loves the UK, but bonds not so much. Oh, and he likes acorns too.

YouTube video by Benny & The Squirrel

Making amends for a shocking macro call in the rodent's dim and distant past. The 🐿️'s 'Monday' Morning Notes. Year 4; Week 32 of 2026.

On Episode 77 of @Benny_Squirrel Jeff 'Mr. Retail' Macke returns to break down why the US consumer is holding up far better than consensus macro narratives suggest. They explore what real-world spending across restaurants, cinemas, malls, and apparel reveals, and where deep dispersion is creating op

On Episode 77 of @Benny_Squirrel Jeff 'Mr. Retail' Macke returns to break down why the US consumer is holding up far better than consensus macro narratives suggest. They explore what real-world spending across restaurants, cinemas, malls, and apparel reveals, and where deep dispersion is creating op

On Episode 77 of @Benny_Squirrel Jeff 'Mr. Retail' Macke returns to break down why the US consumer is holding up far better than consensus macro narratives suggest. They explore what real-world spending across restaurants, cinemas, malls, and apparel reveals, and where deep dispersion is creating op

On Episode 77 of @Benny_Squirrel Jeff 'Mr. Retail' Macke returns to break down why the US consumer is holding up far better than consensus macro narratives suggest. They explore what real-world spending across restaurants, cinemas, malls, and apparel reveals, and where deep dispersion is creating op

On Episode 77 of @Benny_Squirrel Jeff 'Mr. Retail' Macke returns to break down why the US consumer is holding up far better than consensus macro narratives suggest. They explore what real-world spending across restaurants, cinemas, malls, and apparel reveals, and where deep dispersion is creating op

YouTube video by Benny & The Squirrel

Rupert Mitchell, author of Blind Squirrel Macro, talks about the huge expectations on OpenAI and Anthropic to keep growing. Making accurate valuations of these two AI labs is also difficult amid the c...

Welcome to Episode 76 of @Benny_Squirrel - another unmissable Sunday show! This week, we dive deep into the economics of the hyperscaler capex boom to answer the multi-trillion dollar question: is AI actually profitable? We unpack the private valuations of Anthropic, OpenAI, and xAI, dissect th

Welcome to Episode 76 of @Benny_Squirrel - another unmissable Sunday show! This week, we dive deep into the economics of the hyperscaler capex boom to answer the multi-trillion dollar question: is AI actually profitable? We unpack the private valuations of Anthropic, OpenAI, and xAI, dissect th