Ep 328. Buffett's Surprising Google Investment
David breaks down Nvidia’s latest earnings and why alarming growth in receivables may signal deeper risks beneath the AI hype. He also explains Warren Buffett’s surprising investment in Google—and how emerging competition in AI chips could reshape the tech landscape. Finally, the conversation shifts to new IRS migration data showing which states are losing taxpayers fastest, including a warning sign for Nebraska.
2025-12-06
14 min
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