Sitemap - 2025 - Nick’s Vital Few
6/30/25-CoreWeave+OpenAI, Gordon Ramsay👨🏻🍳, Susan Li, FOMC & Housing🏘️
6/16/25-❄️Snowflake Summit, GOOG's Sundar🎧, Super Power Stalemate
6/3/25-Important & Knowable, China's Apple, Demis+Sergey
5/19/25-Data Center Growth, Thinking Game🤖, Platform 🚄vs Aggregator
5/5/25-Google & SpaceX🚀,NCAA 💰Expert, DeepMind's Demis 🏆
4/21/25-Cathie on US Factories 🤖, Prof. Jamie Dimon 🧑🏻🏫, ASML’s Data Security🔓
4/7/25-Altman's Warning 🔥, Micron Fab Tour 🏭, AR & Inventory👀, Kirkland Brand
3/24/25-Replace Tim Cook🍎,Google's Porat🤩, Nvidia GTC Summary, 7 Powers 📘
3/10/25-Option Pricing🧮,Old Dams🦫, Bad News vs Small Success🤔
2/24/25- Uber🚕on Waymo🤖,Snow❄️on Databricks, Public Co LEAPS🦘Options
2/10/25- Lam Research🔬, Big Short Panel📺, The Nvidia Way, 🤔Dangers of AI
1/27/25-Public Co Mnthly Data📅, Inflation v. Default, Cadets at West Point🫡, Far East History
1/14/25-House Prices🏠,Elon Mindset⛓️💥, Kurosawa📽️,10Y Rates🙏🏻