Max Wiethe
Max Wiethe has discussed 7 US public companies across 2 Monetary Matters with Jack Farley episodes, per Ticker.id. Top: $CRWV, $SPCX, $NVDA, $SCHW, $TSLA.
If, if the, that's with just the technical impacts of, of equity supply coming onto the market. Like, if we have an actual slowdown, he's like, that's a down 35, down 50.
Max Wiethe · Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · 2026-10-20Generally speaking, when I am getting texts from non-finance friends, it's an indicator. It is a, it is a timing indicator. And I am getting the 'Is AI over?' texts.
Max Wiethe · Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · 2026-10-20The 40-quarter average of, of beat rate is 77%.
Max Wiethe · Monetary Matters with Jack Farley · Is The AI Trade Over? | Jack & Max on Panic in AI Credit, SpaceX Earnings, and Semis · 2026-10-20
- $CRWV CoreWeave — 5 mentions
- $SPCX SpaceX — 4 mentions
- $NVDA Nvidia — 3 mentions
- $SCHW Schwab — 2 mentions
- $TSLA Tesla — 1 mention
- $ORCL Oracle — 1 mention
- $AMZN Amazon — 1 mention
- Monetary Matters with Jack Farley · Mum’s The Word: Kathryn Rooney Vera on Fed’s Second Meeting under Kevin Warsh, Plus Earnings Breakdown (Live Replay) · 2026-07-29