Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.
Appearances
Yeah, another another framing that that I would use actually is like usually in these cycles, um, it starts with like the core.
And then you start just layering on derivatives from that core.
And so it's like, okay, AA AI demand is, you know, maybe two orders of magnitude higher than we thought.
So who is the first order benefactor of that?
Yep.
NVIDIA.
Like who's, you know, the the GPUs.
Yep.
And then as as the the cycle continues to play out, it's like okay, well like what's the first derivative of that?
It's like, well, okay, like what goes into these data centers?
Turns out like these turbines that G E Vernova.
creates and like oh now they need to buy all these you know all all these like specialized things from Broadcom and then like now Micron and so there ends up being that and then like th there's like this cascading of these derivatives until like the nth one is like the shit coin market and like the meme coin market.
And so now it's like oh wow like these like three quantum you know computing companies that have zero revenue combine for seventy five billion dollars of market cap and you're like wait, wait, wait, wait a minute.
And that's that's when I think everyone kinda pauses and they're like, Wait, wait, hold on.
And
He he he locked it up.
No, no, no means he locked it.
Speaking
like levered trades on the core, all these derivatives.
And so it's like, you know, people are like, oh, NVIDIA's not going up, you know, ten percent a day now.
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