Steve Hou - Data Over Narrative

<p><a href="@stevehou" target="_blank" rel="noopener noreferer">Steve Hou</a>, Head of Research at <a href="https://x.com/Silicon_Data" target="_blank" rel="noopener noreferer">Silicon Data</a>, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everything from token costs to chip residual values.</p><p><br></p><p>Much of the &quot;debate&quot; around financing capex is just narratives and talking past one another. Steve seeks to actually use facts to discuss what is going on; which is refreshing.</p><p><br></p><p>Enjoy the discussion!</p><p><br></p><p></p><p><strong>Sponsorship Information</strong></p><p>Thank you to <a href="https://www.trytrata.com/">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show.</p><p>If you&#39;re listening to this podcast, you&#39;ll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to <a href="http://trytrata.com/BREWSTER">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> </p><p><br></p><p>OG Sponsor Shoutout:</p><p>Thank you to <a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show. </p><p><br></p><p><strong>DISCOUNT INFO:</strong> If you use the affiliate link <a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. <strong>About </strong><a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>Fiscal.ai</strong>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> is the complete modern data terminal for global equities.</p><p>The <a href="http://fiscal.ai/brew">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> platform combines a powerful user experience with all the financial data capabilities that professional investors need. </p><p>Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models.