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What the Sigma

What the Sigma

著者： Grep News | Chad Stacks
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Daily finance and tech news for people who want the alpha mainstream coverage misses. What the Sigma reads the filings, runs the numbers, and surfaces what All-In, CNBC, and Bloomberg are too busy to catch. Hosted by Chad Stacks. We show our work. New episodes with every big fintech event. Hit subscribe if you want the angles before the consensus. Available on YouTube, Spotify, or Apple Podcasts. Learn more at https://grep.news© 2026 Tamez Labs. All rights reserved. 個人ファイナンス 政治・政府 経済学
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  • Meta's $16.7B Teen Settlement Turns YouTube and TikTok Into Targets

    Meta's $16.7B Teen Settlement Turns YouTube and TikTok Into Targets
    2026/08/26
    Meta settled a landmark state attorney general lawsuit over teen harm on its platforms — but the structure of the deal does more than close a legal chapter. Chad breaks down how Meta capped its certain costs at a rounding error relative to revenue, and engineered the remaining thirty percent of the payout as leverage over its two biggest attention competitors.
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    7 分
  • Burry's $176B AI Depreciation Short on Oracle and Meta

    Burry's $176B AI Depreciation Short on Oracle and Meta
    2026/08/18
    Michael Burry has built a specific, falsifiable short thesis against AI infrastructure stocks — centered on suppressed depreciation, off-balance-sheet lease commitments, and circular financing fragility. Chad Stacks breaks down the actual accounting mechanics behind the trade, where the thesis holds up, and where it gets soft.
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    8 分
  • Nvidia's $500B AI Lending Deal and the GPU Collateral Bet

    Nvidia's $500B AI Lending Deal and the GPU Collateral Bet
    2026/08/11
    Jensen Huang has turned GPUs into a financeable asset class, recruiting BlackRock, Blackstone, Apollo, KKR, Brookfield, and Goldman Sachs to underwrite $500 billion in AI infrastructure demand. But a veteran loan structurer who built deals like these before IndyMac collapsed says the collateral could depreciate like forklifts, not toll roads — and China's chip strategy may be the trigger. Chad Stacks breaks down the financial engineering, the buried risks, and the one number everyone should be watching.
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    9 分
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