In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
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In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar
Lead-Lag Live
2 minutes
1 month ago
The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar
Join Michael Gayed, Melanie Schaffer, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George Costanza Trade.” In this webinar, they chat about: What the “Costanza approach” really means in tradingHow professional traders manage risk and avoid emotional decisionsHigh-probability setups explained in simple termsOptions strategies that work in volatile marketsActionable tips you can start applying immediatelyWhether you're looking for CE cred...
Lead-Lag Live
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective. From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names. In this episode: – Why massive AI capex is starting t...
