Hey Lefty · Markets

About Hey Lefty · Markets

Live public-markets research from Hey Lefty — daily briefs on the companies, sectors, and themes you track, with every claim linked to a primary source.

Publisher

Hey Lefty

Category

business

Language

en

Explicit

No

First episode

5 Jun 2026

Latest episode

11 Oct 2026

Latest episodes

125 episodes in the feed.

1. 

   11 Oct 2026

   The Circle Closes

   The AI buildout's seller is now its financier, its guarantor, and — if the weekend's talks close — its own customer, and this week the filings and the credit market both started charging for the loop.

2. 

   10 Oct 2026

   Half the Cash, Twice the Price

   The AI capex story survived its demand scare — now the fight has moved to the money itself: Nvidia's halved free cash flow, memory suppliers charging triple, and credit clearing everything at eleven percent.

3. 

   9 Oct 2026

   The First Scare

   The AI buildout just passed its first live stress test — one customer's revenue clarification shook the whole complex in a day, revealing that the system bends at equity valuations and building permits, but holds at the fab and in private credit.

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Guest appearances

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