$MPWR Monolithic Tape Reports
Per Ticker.id: $MPWR Monolithic Tape Reports — 3 podcast mentions across 1 podcast (30 days), latest 2026-08-03 15:48 UTC.
They're gonna have to carbon date his dong. We don't know, but I'm sure it's known. There's a guess, right? Like, what is the guess of the timeline? Whatever it is, it's very perplexing. It's a 57 feet tall monolithic statue of Lord Bahubali. 1983 Okay, so 983 CE. That's the— yeah, yeah, AD, current era. Uh, regarded as the tallest Jain statue until 2016. Construction of the statue is commissioned by the Ganga Dynasty minister. And okay, so how did you make that? Where'd you get it? How'd you get it there? You did that— what, you did that over 1,000 years ago? And how do you— how do we know that that's the timeline? I mean, it's weird. It's weird because it looks machined when you look at it. Go back to some of the images, please. When you look at like the detail of the fingers and the toes and the uniformity of the face, it's fucking weird, man. It's like these People had a lot of fucking resources. Look at the size of that dude standing next to it. Like, for real, how do you get that? If you— if that's not a big giant contiguous block that was sitting there, what is it made out of? Granite, I think. So that's not just a giant perfect slab of granite that happens to be roughly in the shape of a guy, and you're like, wouldn't that be dope if we made a dude out of that with a giant dong and just had him standing just staring over our kingdom.
Joe Rogan — The Joe Rogan Experience · #2546 - Michael Button · 2026-08-26Well, the thing I find really interesting about Joe, the other Joe's argument is the population density aspect of it. Yeah. Because that, that feels to me like something which is changing. You can see it in the numbers that it's starting to change. And if you do get more dense cities, I guess just more customers for potential goods produced within Africa, then that takes care of a lot of the manufacturing challenges that you could foresee. When you think about manufacturing, you think normally like, okay, we're gonna produce stuff cheaply and we're gonna export it, and then we're gonna do the flying geese thing, and then we're gonna do the monkeys swinging from the trees thing, and that's how we become a developed economy. But then, as you were pointing out, you know, development doesn't happen in a vacuum. You have huge competition from places like China, you also have a broad landscape globally of just people becoming more protective with their own trade, right? So, so that would be a massive challenge for a place like Africa. Again, not a monolith, but we're talking about it as such. But if the population density means that the domestic market actually increases, then, then that's a huge market. It could be a huge market. Totally.
Tracy Alloway — Odd Lots · The Nigerian Industrial Behemoth That Could Reshape the African Economy · 2026-08-24It depends on who the investor is. So any answers— I bristle when I hear cookie-cutter answers to a question that is about, you know, how should investors be positioned? I know you didn't ask me directly for how much exposure to X asset class versus Y asset class, but it really comes down to the investor and all of the stuff that frankly, if we didn't have an hour, I'd say, you know, it's too boring to talk about, but it is really the stuff that matters. Diversification across and within asset classes and periodic rebalancing. I think some of what can be done in an environment like this is on the rebalancing side of the discipline. And I'll get to the diversification part shortly. But rebalancing is often done based on the calendar. If you're in some sort of structured program or if you're looking at traditional— the traditional fund complex, They do their rebalancing, in the case of mutual funds, final week of every quarter. Many of the structured programs for individual investors might do annual rebalancing or semiannual rebalancing, which means the decision point is based on the calendar. I think portfolio or volatility-based rebalancing is what gives you an edge in this environment because maybe ups the frequency, assuming you can handle the turnover and the tax implications associated with that. But it forces you investors to do a version of buy low, sell high, which is add low, trim high. Really basic stuff to talk about. But for many investors, when left to their own devices, they do precisely the opposite and they let portfolios get more concentrated. Now, in terms of what to do in this environment, I am a believer in the broadening out trade. Not every single week, not every single month, but in general, the broadening out trade that, that's borne out in terms of equal weight relative to cap weight. Small caps doing quite a bit better than large caps. International doing better than U.S. large caps. So that broadening out trade, I think, really has legs. I think prices are getting reconnected to fundamentals. And I think the days of monolithic investing, whether it's in the Mag Seven or some other cohort, those days are gone. Even among the Mag Seven.
Liz Ann Sonders — Excess Returns · The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First · 2026-08-22And if I added recently Micron and Broadcom to that list and called it the Neural Nine, You go everywhere from Micron being the number one contributor to S&P performance by virtue of its cap size multiplied by huge price gains, all the way down to Tesla, which is ranked dead last in terms of contribution to the S&P. That's a pretty wide dispersion array. And I think we're learning— investors are learning the lesson about concentration and about looking at the market in monolithic terms. The AI story is not dead, but it's being found in other areas. You're finding stories, you're finding shiny new objects down the cap spectrum into other areas within the market, like industrials, like materials. So, and the beneficiaries, not just the creators or providers of, of AI. So I think that it does mandate a rethink. We had the best start of the year in many, many years for active relative to passive. That doesn't mean both don't deserve a home in portfolio. And then to your point, you've got the private markets, private credit, private equity. There's other less traditional asset classes, the commodity space, real estate, precious metals. It's all a function of what your goals are, what your time horizon is. If you're looking to hedge something, where the cross-correlations are, in building a truly diversified portfolio. There's no one simple answer for that.
Liz Ann Sonders — Excess Returns · The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First · 2026-08-22Well, I, I don't know that we, we saw some sort of major change in enthusiasm around AI. It was just the, the aperture got widened in terms of where investors were looking for that exposure, understanding the peril of concentration and making monolithic investment decisions. And looking elsewhere for that broader exposure because we're in the cascade phase of the AI buildout right now. So this is not just about the hyperscalers. It's not just about memory and semiconductors. It's broader. It goes into the industrial space. It goes into materials. It goes into energy. And it goes down into the cap spectrum. It goes into the beneficiaries' side. So I still think that there's a tremendous amount of enthusiasm about AI, most of which is justified, but beneficially from a concentration within the market standpoint, just the aperture having been widened. And I think there's increasingly being looked at the market from investors' perspective as if you're still in a small cohort of names, even if some of them are still doing well, it's an increasing opportunity cost of not getting exposure in areas that have been less popular over the last several years. The good news is that down the cap spectrum, you did see decent performance in an index like the Russell 2000 last year, but the nonprofitable stocks within the Russell 2000 had double the performance of the profitable stocks. So it was kind of a, you know, the crap within the Russell 2000 did well. This year, we've actually had most of the year that profitable stocks have been outperforming the non-profitable stocks within the Russell. Right now, they're about neck and neck on a year-to-date basis. But I do think sort of as a knee-jerk, the Fed's going to ease— that ship sailed— the Fed's going to ease, rates are coming down, that accrues to the benefit of small caps, and we're going to see an inflection point in earnings and So let's go down where the leverage is great, which is in that zombie category, non-profitable. Largely, I think that ship has sailed, and now I think there's a more discerning eye on where opportunities lie when you exit the monoliths of whether it's the Mag 7 or what I've been calling the, the Neural 9.
Liz Ann Sonders — Excess Returns · The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First · 2026-08-22Way wider. Oh yeah. Micron is the number one contributor to S&P returns this year. And that's by virtue of its— it's not the number one best price performer. I think it's ranked third in price performance, but it's the number one contributor because you're multiplying very strong price performance by large cap size. But Tesla's literally dead last in terms of contribution to S&P returns. So number one to number 500, You don't get a wider range than that. So that really does represent that. And I, and I post this on my X feed every single day. It's a chart of the Neural Nine. It looks at performance rank, it looks at contribution rank, and it just reinforces that we're not in a monolithic, all, you know, the tide lifts all boats. And investors are increasingly aware of that. It's also one of the reasons why I've been saying for a while now that rotation is the new momentum trade.
Liz Ann Sonders — Excess Returns · The Rally is Broadening. The Earnings Growth Isn't. Liz Ann Sonders on Which Breaks First · 2026-08-22It is possible, but everyone has the right to run, and the Black community is not a monolith. You know, I'm the only progressive in the race, and I'm an African American. There are other people in this race who are moderate Democrats, But I'm a progressive, and it's hard to get people in a room and everyone put their ego aside and decide to run. But I think I'm the best candidate because of my lived experience. I'm a Black, gay, Jewish man running for office in South Florida. I can bring multiple communities together and fight for them. I have the lived experience. I know this community well. But this is where I grew up. This is the community that I know and I love and I want to fight for in Congress. But this is not about me, ultimately. This is about the fact that we have billionaires and now a trillionaire in this country that is taking away the American dream buying our politicians in Congress doesn't work anymore. You know, unfortunately, Debbie Wasserman Schultz seems to think that this is about her, about her power, her clout, her seniority. But at the end of the day, this is about District 20 and how do we deliver for District 20. And in order to do that, you have to understand the lived experience in the communities. And this is not about her.
Elijah Manley — Meet the Press · Meet the Press NOW — August 17 · 2026-08-17Moment of silence. But a lot of it's come back. It appeared only logical at the time that every company would be vibe coding their own CRM, and this would happen imminently, and that any company built on a big pile of code would go to zero. Of course, the core thesis still holds over the long term, but it's a lot messier in reality. So yes. Having a huge monolithic piece of software is less of a moat today than it was a decade ago, that's for sure. Competition is increasing, especially for point solutions, but many of those SaaS companies that were so beaten up in the SaaSpocalypse were revealed to have sources of strength that didn't fit neatly into the lots of lines of code written bucket. So, babies were thrown out.
John Coogan — TBPN · North Korea’s Secret US Workforce, Canceling the SaaSpocalypse, MSL’s Latest Exits | Diet TBPN · 2026-08-14