JayArlington Partner

F IT FRIDAY! More Cyber news, CRWV, NBIS, and more.

JayArlington's Most Recent 15 Streams

Past stream logs

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  • Monday is for memes. France on fire, peace deals (part 32), earnings season chugs along, and neoclouds.
    - streamed for 3 hours - watch VOD
    184
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    229
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    more data
  • F IT FRIDAY - OpEx edition. Anthropic IPO, China memory and more.
    - streamed for 3 hours - watch VOD
    171
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    218
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  • PPI hot, TSMC banger earnings, IWM and bonds and more.
    - streamed for 3 hours - watch VOD
    179
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    244
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  • CPI, Bank of America's bad day, ASML, and more.
    - streamed for 3 hours - watch VOD
    174
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    210
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  • Bank earnings, UNH, JNJ, Hock Tan was right, and more.
    - streamed for 3 hours - watch VOD
    168
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    211
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  • Monday is for the memes. Earnings season starts this week! TeraFab, CPU prices, and more.
    - streamed for 3 hours - watch VOD
    171
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    208
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  • F IT FRIDAY! The week before earnings season, FT/OpenAI report fallout and more.
    - streamed for 3 hours - watch VOD
    166
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    196
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  • US tech firms facing visa scrutiny, PEP earnings, Samsung and TSMC numbers, and more.
    - streamed for 3 hours - watch VOD
    172
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    205
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  • GPU pricing, interest rates, MRVL investor's day and more.
    - streamed for 3 hours - watch VOD
    171
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    206
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  • QCOM/Huawei licensing deal, acquisitions in the air (PTC), and PLAGUE.
    - streamed for 3 hours - watch VOD
    179
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    222
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  • F IT FRIDAY! NKE, Jobs Report, EU with a diesel release and more.
    - streamed for 3 hours - watch VOD
    171
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    207
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  • MU earnings! ACN, SNPS, and more.
    - streamed for 3 hours - watch VOD
    153
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    197
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  • MU earnings day, wrapping up the AI lunch, and oil.
    - streamed for 3 hours - watch VOD
    170
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    246
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  • OpenAI Dev Day, FICO takes a beating, AI lunch with Trump and more.
    - streamed for 3 hours - watch VOD
    157
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    217
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  • Monday is for the memes, META/MDB, oil stuff, AI stuff, and MU earnings week!
    - streamed for 3 hours - watch VOD
    161
    avg viewers
    200
    peak viewers
    more data