These are two of the guests to have on constant repeat and that is a very high bar. You two (Josh and Michael) are one of the best podcast duos PERIOD. Thanks guys.
Right. We should only listen to people who tickle our erogenous zones, whether finance or politics. I like to hear all voices. Sometimes you can actually learn from folks you may not initially agree with. Try it sometime. @@grigolli9072
This first show was fantastic. I really enjoyed it. I'm not in the financial business, I'm just a regular guy, newly retired, been listening to your shows for a few years. Some are over my head, most I get. Todays show was easy to digest, great topic, spot on guest. Are you really going to make me wait three months for the next episode?
Loved the show guys. I’ve made a habit of listening to the conference call of all companies I’m invested. It was great to get Alex’s and Dan’s opinions on the quarter. I appreciate you guys. Thanks for all you do.
This needs to happen more often (specifically you 4). Found this very valuable, it was insight that mattered & helped shape the right narrative around these stocks.
Great Quarter Guys! You had me at the intro, the tunes you guys come up with get me going, let alone the content. You have found another sweet spot in the content production space to make your own. Pity there are only four quarters in a year ;-)
fantastic show guys. love this idea of getting into the details of these quarterlies, opposed to the network quick reaction to the numbers and move on which adds zero value. this was awesome
Another breakout moment for The Compound franchise. I have listened to every TRB podcast (including the excellent market history, etc. podcasts that predated Compound). The Great Quarter format with these two guests is the best yet. A hearty congratulations to the Compound team! Well done! For me this series is indispensable, right alongside the Colossus and Acquired families.
This was great. Keep this going after every quarter. Also bring in a more skeptical person to counter the bullishness on a stock. Also, COST LULU are two stocks y’all should do
These guys are just mad intellectually dishonest. Llama 3 is coming, it's gonna be open source, we're all gonna be using that. These guys were talking shit on technology, now they- now they think they like Apple. Like, I can't stand, like, these money managers, yo. But it's good, though. I like that they're losing all their, uh, LPs money, because that's how hate works. Whatever you hate will hate you back.
This was better than expected. Great quarter guys. Would be fun if you Michael and Josh and perhaps Alex (understand if Ives don't want) guess the price for each stock you discuss for next episode of Great Quarter Guys. Just as a fun thing with lots of disclaimers.
Great stuff, would love to have a segment like favorite where you go over the stocks discussed as a overview - best for short term and best for long term based on today's prices and new information from the reports
Man, Bard is really good. Not ChatGPT good but it's freaking amazing and working with latest data. Google can't integrate as good as Microsoft of the bussines clients, but anyone else who hasn't sold the company soul to MSFT is going to use it everywhere.
The AAPL charts from Six Colors have the site logo, but it would be nice if you acknowledged them on the podcast when you use their charts. Enjoyed the show.
Good show, next time would be nice to have a quant as a guest, both of those guys are narrative focused, and much of the timely relevance of earnings calls is the update to the numbers.
@@TheCompoundNews AI needs data centers, so data center growth is scaling with the AI movement. Most of the racks in data centers are older technology pre-AI, and as a result, $1 trillion in capex will be spent in the next couple of years to upgrade the hardware in data centers. Blackrock just spent $12.5 billion to control some data centers. The next evolutionary stage for data centers will not be electronics-based computer systems but photonic-based systems due to their massive energy savings and speed, which will drive down the cost of AI model-making.
These are two of the guests to have on constant repeat and that is a very high bar. You two (Josh and Michael) are one of the best podcast duos PERIOD. Thanks guys.
100%!
Dan Ives? Really A perma bull that will say everything will go to the moon, a complete tech glory hunter, is as useless as a Perma bear to me..
Right. We should only listen to people who tickle our erogenous zones, whether finance or politics. I like to hear all voices. Sometimes you can actually learn from folks you may not initially agree with. Try it sometime. @@grigolli9072
Great being on with you guys as always!
Really appreciate your perspective. Thanks.
This is awesome - PLEASE DO THIS EVERY QUARTER!
I see Mike and Josh and it’s an auto click. Great way to start the week!
Love a Dan Ives appearance! please keep him coming back.
Please do this particular type of show more. Thanks!
Thanks Lee, we'll do our best!
Dan Ives on a Monday morning?! Lets go buddy
FSD is a pipe dream imo. Especially considering that the cameras don't work in the rain, snow or fog.
This first show was fantastic. I really enjoyed it. I'm not in the financial business, I'm just a regular guy, newly retired, been listening to your shows for a few years. Some are over my head, most I get. Todays show was easy to digest, great topic, spot on guest. Are you really going to make me wait three months for the next episode?
I'm ready for a thousand more episodes of this please guys, great work!
Terrific addition to the group grope. These guys are worth every second of their commentary.
Great job guys. Show was absolute fire!
Yup, love the new show….let’s keep it rolling every quarter going forward.
I spend more time with you guys than I do with my family.
May need to review your life choices Peter 😅
Loved the show guys. I’ve made a habit of listening to the conference call of all companies I’m invested. It was great to get Alex’s and Dan’s opinions on the quarter. I appreciate you guys. Thanks for all you do.
Love the new show! Easy to follow. Appreciate it a lot.
This needs to happen more often (specifically you 4).
Found this very valuable, it was insight that mattered & helped shape the right narrative around these stocks.
I appreciate the time stamps thanks
Great guests to kick off a great new show. I love it!
Great new segment guys! The Compound keeps raising the bar on content
So yeah, this is a great addition to the lineup of shows. Was looking forward to it and it delivered. I hope it sticks whenever appropriate.
#BatBoy
Great show fellas. Definitely will watch again next quarter. Keep em coming
Best video from the compound, period. You covered over $10,000,000,000,000 in less than an hour.
Love the new program concept ! 👍🏼
Really great addition to the Compound. Hope you can make it a regular quarterly feature.
love it! Really nice addition with the compound family.
Glad you liked it, thanks!
Great Quarter Guys! You had me at the intro, the tunes you guys come up with get me going, let alone the content. You have found another sweet spot in the content production space to make your own. Pity there are only four quarters in a year ;-)
What a great quartet for this show, can't wait!
Amazing show. Everything you touch is gold gents!
Great show, very informative. Great guests.
Great Show! Thank you!
JB always chooses the best theme music. Killin it with the needle drops my man.
This was super insightful! Love you guys
Loved this segment, boys. Thanks for doing this
Sick music!!! Lovin the shows you guys keep pumping out. You guys Are the best! Kings of content . ❤❤❤
Amazing show , You guys are making an absolute reporting KILLING. Been hearing y'all consistently since 2020. Way to go guys 💪🏼
Just a fantastic product Josh/Michael! Alex & Dan provide spectacular insights. I'm always smarter after these presentations...can't wait for Q2!!
fantastic show guys. love this idea of getting into the details of these quarterlies, opposed to the network quick reaction to the numbers and move on which adds zero value. this was awesome
This Was Awesome Guys 📈📈 Watched It Twice 👍👍
Great quarter guys! Personally I loved the breakdown and discussion. I really hope to see you in the next quarter!
This was a seriously awesome discussion! Looking forward to MANY more of these to come. 👍🏻
Really solid listen! I need to hear it again to make sure I fully understand all the key point. Please keep this going!
Another breakout moment for The Compound franchise. I have listened to every TRB podcast (including the excellent market history, etc. podcasts that predated Compound). The Great Quarter format with these two guests is the best yet. A hearty congratulations to the Compound team! Well done! For me this series is indispensable, right alongside the Colossus and Acquired families.
Absolutely love this show. Great Content Guys!
What a great program! This is extremely helpful with stock evaluation! Keep up ,ore programs like this!!
Thanks for the feedback!
Love the show - please keep it going. So great! Thank you
Exellent show Guys, I hope this is successful and it continues! Have a great week.
Great guests. Great show. Great quarter. The Compound baby!
This is a nice surprise for Monday morning!!
Glad you enjoyed, have a nice week!
This all-new show was really informative! Good stuff! (Long AAPL since 2013)
Alex and Dan were great guests. And, of course, Josh and Michael were fabulous hosts!
This channel is so bloody good - love it
This was great. Keep this going after every quarter. Also bring in a more skeptical person to counter the bullishness on a stock.
Also, COST LULU are two stocks y’all should do
Nah. Siri can't even understand basic voice commands from me after 5 years.
Siri has been slowly improving but you’re going to see a sudden increase when apple launches their ChatGPT alternative.
These guys are just mad intellectually dishonest. Llama 3 is coming, it's gonna be open source, we're all gonna be using that. These guys were talking shit on technology, now they- now they think they like Apple. Like, I can't stand, like, these money managers, yo. But it's good, though. I like that they're losing all their, uh, LPs money, because that's how hate works. Whatever you hate will hate you back.
Great show/concept reviewing the quarters in more depth!
Thank you!
Those two Guys were Great for the Great Quarter Guys show.
Great new show! Love the concept and quality guests. Well done Compound.
Much appreciated!
Great new show!
Enjoyed Alex and Dan commentary! Fascinating to hear given points of view grounded in actual details of what each company said in the quarter!
Luv this type of show, keep it going
Thank you!
Like the new player added to the rotation. Must see TV 📺🌟
Thank you for the recap! Enjoyable!
Thanks!
This was great! Really boosted my confidence in dumping more into Meta and Microsoft.
Great new show guys! I hope Dan comes back for Palo Alto earnings review.
Great discussion.
Love the show ❤ keep it up worthwhile insights and Dan Ives one of my favs, cheers
I love the intro music!!
Thanks for doing this show guys💪🏾💯
Thanks for watching!
Excellent show!
Chapters nav option is superb
Great Show hope to see as much more of this as possible. Thanks!
Thanks!
Nice. See you guys next quarter...
Great show. Please keep doing this for quarterly reports.
Glad you enjoyed!
This is sportscenter for Wall Street and specifically tech stocks for this episode. But the real sportscenter. Dan Patrick and olbermann. Kudos.
Great show! I could listen all day
Wow! Just WOW! Looking forward for the next one, and THANK YOU!
Great episode guys
Loved the show. People need to focus more on EPS for Apple than revenue. Please include Berkshire after the annual meeting!
Great show both quests were awesome
Please continue this idea! It was fantastic and informative
Dan ives been everywhere lately love it
dude should buy a mic
I don’t care if the market is going up or down… Beast intro!!!
This was a great pod! Keep it coming
Love the show!
Glad to hear, thank you Kyle!
Can't get enough of Dan!
Definitely keep this show going! love it so far
Amazing show even down to the tunes - you guys are so generous with value 🤙
Keep doing this! Great stuff
Thank you!
This was better than expected.
Great quarter guys.
Would be fun if you Michael and Josh and perhaps Alex (understand if Ives don't want) guess the price for each stock you discuss for next episode of Great Quarter Guys.
Just as a fun thing with lots of disclaimers.
Great stuff, would love to have a segment like favorite where you go over the stocks discussed as a overview - best for short term and best for long term based on today's prices and new information from the reports
Great idea.. be good to see a show after the end of the quarter also with a summation of earnings across the market and the outlook
Great Show, Guys !
Thanks!
Man, Bard is really good. Not ChatGPT good but it's freaking amazing and working with latest data. Google can't integrate as good as Microsoft of the bussines clients, but anyone else who hasn't sold the company soul to MSFT is going to use it everywhere.
Excellent show - great questions
Great discussion. Re: AI picks and shovels stocks
Great crew.
The AAPL charts from Six Colors have the site logo, but it would be nice if you acknowledged them on the podcast when you use their charts. Enjoyed the show.
Good show, next time would be nice to have a quant as a guest, both of those guys are narrative focused, and much of the timely relevance of earnings calls is the update to the numbers.
That is very inciteful commentary. Thanks!
Thanks for watching!
@@TheCompoundNews AI needs data centers, so data center growth is scaling with the AI movement. Most of the racks in data centers are older technology pre-AI, and as a result, $1 trillion in capex will be spent in the next couple of years to upgrade the hardware in data centers. Blackrock just spent $12.5 billion to control some data centers. The next evolutionary stage for data centers will not be electronics-based computer systems but photonic-based systems due to their massive energy savings and speed, which will drive down the cost of AI model-making.
🔥 show concept
This was excellent. More, please!