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Boop.Fun leading the way with a new launchpad on Solana.
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Forward Guidance
Forward Guidance
Feb 27, 2026·
ICYMI: AI Reratings & Growth Reacceleration Add Fuel To The Real Asset Rotation We Cover: 🔸 AI productivity vs apocalypse 🔸 NVIDIA earnings 🔸 Software multiple reset 🔸 Economic reacceleration & more! @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Intro 03:29 AI Boom or Apocalypse 11:10 NVDA Earnings & Dutch Disease 15:30 Software's Rerating & CapEx Winners/Losers 26:06 Are We the Horses? 29:44 Ads (Coinbase, Arkham) 31:25 Signs of Economic Reacceleration 40:36 Currencies & Vol Control 45:12 Gold, AI, Space, Hockey 48:33 Housing Market & Homebuilders 52:49 Boomer Roasting