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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.
Appearances
What could?
And then you go to like the derivative and it's like, well, this isn't going up so much per day now.
Well, what could next?
And you keep going.
And now you see, I think over the last month, like so many of these stocks are down forty five percent.
Yeah, yeah.
So like I don't think NVIDIA's down that much, but
So many of these other stocks are down forty to fifty percent over last month because they're kind of the canaries in the coal mine are like the leading kind of derivative that is almost like a levered trade on the core.
Yeah, and
a pod shop.
That's that's like some that's that's a deep cut.
That's some deep analysis.
Geordie loves
don't care about the numbers.
it's it's funny 'cause like sometimes um as an investor you're almost trying to like do some portfolio construction and you're like, Man, it'd be really nice if I had something that was uncorrelated with the AI trade.
Of course you should.
And so it's almost like you you kinda like pump fick yourself into being like, maybe I should do like an anti AI play or something.
Um I think I think there's like some parts of cybersecurity that actually are still not I mean a lot of a lot of like you know a lot of like data security is like, oh well like you know, you need to secure your data into to secure your AI.
So like a lot of even cyber has moved into AI, but there's still some pockets of cybersecurity that are AI related.
Do you think there's related
Showing 401–420 of 1,301 · page 21 of 66
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