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NASDAQ Plunges As AI Stocks Sink, GTA 6, OpenAI’s Revenue Inflection | Diet TBPN

aired Nov 05, 2026 · 30.0m
Signal
68.8/ 100
Solid
confidence 0.99
Orig51.4
Actn59.0
Dens100.0
Dpth100.0
Clty46.7
Summary

Thursday, November 5th, 2026.

Why listen

It goes beyond the title with direct discussion of like, it's, yeah, including: We are not live from the TBP.

Key takeaways
  1. 01Faced with a potential regime shift in markets after the midterms, investors are now positioning for an easing in the data center buildout, knocking shares of chip makers and data
  2. 02Midnight at the latest you could wake up and start trading it
  3. 03It does seem like if his thesis has remained the same, and certainly if he's using leverage, it would be really tough right now
Best for
listeners looking for a practical AI episode debrief