F
Fat Cat
Cartoon character
9
APPEARANCES
1
PODCASTS
024
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Oct 2, 2026
Episode 1044: Massive Squeeze on Moderna, Why SanDisk and Micron Are Falling Fast
F
21:38Fat CatGUEST
A mutual friend of ours said they'll beat the shit out their kids if they're taller.
Episode 988: Google’s Top AI Mind Just Left to Build Another OpenAI. AI Will Destroy Software
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16:57Fat CatGUEST
Just close my s- uh, Intel because I think Google needs to go for it, so I don't wanna short it, actually.
Episode 986: Apple Is Coming for Micron, Adobe Is Losing the Battle, SanDisk Short Could Get Ugly
4:17
Martin ShkreliHOST
Question, what does Fat Cat think of Adobe since he got smoked on Figma so badly?
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4:30Fat CatGUEST
Because I used to be, you know, use the professional license and all that, 'cause I, I, I, I came from photography.
F
4:36Fat CatGUEST
And, um, Adobe used to have a very simple model where you give them 100 bucks for Photoshop, maybe $800 for the master collection, and then when you felt like upgrading, you got some money, you bought the new master collection.
F
4:54Fat CatGUEST
Like, they would do stuff like lock you into a yearly plan but pretend it's monthly, and then if you wanted to cancel, they'd charge you for the rest of the year.
7 MINS LATER
Episode 934: One More Pump and It's Over. Sandisk, Analog Devices Short, Fable is Terrible
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8:27speaker_2GUEST
I thought you meant, like, as soon as Bitcoin came out.
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8:38Fat CatGUEST
And my, one of my best friends was a venture capitalist a- at a, at a pretty big, you know, like, uh, corporate fund.
F
8:47Fat CatGUEST
And she asked me, "Should I invest in one of these ICOs?" And I said, "Hell no." You know, you know.
F
8:52Fat CatGUEST
And my other friend, who's a accountant, he said, "My, my brother-in-law, he wants to borrow 100 grand and put it in Bitcoin." And I said, "Please do not." And both of them, like, hit me up six months later when it crashed.
13 MINS LATER
Episode 922: Meta Overbought GPUs, or Do They Know Something? Micron Stock, Elon’s Gigafactory
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7:24Fat CatGUEST
Where it's like U- Unity had this AI big splashy marketing thing, use our AI, and then right under, right under the dropdown Unity AI is connect to Claude, connect to Codex, and I tried 30 minutes of Unity's AI, I think it was terrible, and then I connected it to Claude and it actually worked.
10 MINS LATER
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17:27Fat CatGUEST
I think right now, earnings season, I know how to run the earnings season on the terminal.
Episode 0904: Abivax: What Now? Buying more Spruce SPRB Stock, Micron, SK Hynic, Biohaven
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17:24Fat CatGUEST
And I'm like, "What kind of hardware are you on?" And he's like, "Well, I'm on a 10-year-old laptop and my SSD is broken." [laughs] Like, so the thing is, I wanna build for your 4090, 5090, but, like, [laughs] I need to make it work for that guy too.
6 MINS LATER
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23:15Fat CatGUEST
'Cause that market open H map for the first 60 seconds is awesome, because it's showing you exactly what's going on, but then towards the end of the day, the information becomes useless because it's cumulative.
Episode 850: I'm Up 386%. Guess Why? My Portfolio, BYND Stock Trade, Natera, Bitcoin, Quantum
18:14
Martin ShkreliHOST
Oh, is that what happened to Opendoor? Is that what happened to BTQ? Was that what happened to Newegg and Coles? Did that happen to AMC? If I
