- 174
- Episodes
- 6
- Ratings
- Daily
- Cadence
- 2026
- First episode
About Rigatoni Capital Podcast
Helping retail investors grow wealth through long-term, buy-and-hold investing in stocks, index funds, and Bitcoin. Subscribe to the Rigatoni Capital Substack newsletter for weekly analysis, market insights, and portfolio updates.
- Publisher
- Colin Santucci
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 26 Feb 2026
- Latest episode
- 6 Nov 2026
Latest episodes
174 episodes in the feed.
6 Nov 2026
Transferring Money From the Liquidated to the Patient Investor
Warren Buffett has a famous line that “the stock market is a device for transferring money from the impatient to the patient.” On a day like yesterday, under all the forced selling and liquidation, I would tweak it slightly, because the market was busy transferring money from the liquidated to the patient. When I see a whoosh down like that, I squeeze my nose and buy the Nasdaq 100. I would rather not try to guess which tech or chip stock survives, so I buy the QQQ. This hands you the top 5 to 10 best-run companies in the world at a 10 to 15 percent discount. This was the fourth time I bought the QQQ into weakness this year, after June, July, and late October, and I added in tranches all the way down on Thursday. I had already raised cash during the last 2 months, for this exact purpose, to buy the QQQ when something like this occurred. My plan was perfectly executed, and timing got lucky. Rigatoni Capital is a podcast for long-term, buy-and-hold investors. You can find every episode on Substack (https://rigatonicapital.substack.com/s/rigatoni-capital-podcast), YouTube (https://youtube.com/@rigatonicapital?si=e_ksMcCBudMWZXaL), Spotify (https://open.spotify.com/show/0tPHG2prIlK2eCQsMa8gtt), Apple Podcasts (https://podcasts.apple.com/us/podcast/rigatoni-capital-podcast/id1880441152), Amazon Music (https://music.amazon.com/podcasts/ce9c70d6-844f-4f79-a133-88840900ab19/rigatoni-capital-podcast), and iHeart Radio (https://www.iheart.com/podcast/269-rigatoni-capital-podcast-324966056/). This is not a show for short-term traders or people looking for quick wins. I cover the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com (https://rigatonicapital.substack.com) Timestamps:0:00 - Welcome & pre-market Friday recap0:25 - Hot jobs number & September revisions0:49 - Bloody Thursday: margin calls & liquidation1:57 - Hawkish Fed & over-tightening fears3:06 - Supply crunch: inflation, data centers & rare earths4:17 - Raising funds & reducing margin4:39 - Buy the whoosh: QQQ Nasdaq 100 strategy5:57 - Three QQQ buys this year (June, July, October)8:57 - Top companies at a 10-15% discount9:48 - Nasdaq 100 diversification (Walmart, Costco, Linde, Gilead)11:17 - Value vs growth: is the rotation here?13:02 - 50% QQQ portfolio goal & raising cash14:31 - Fear of another 2022 rate hike cycle15:13 - Gene Munster on the tech sell-off17:11 - Record value vs growth spread (Charlie Bilello)20:38 - Tom Lee: hedge fund liquidation & V-shaped recovery22:28 - VIX up 70% & earnings movers (Axon, Airbnb, AppLovin)24:18 - Dan Ives: chip stocks & winners vs losers26:16 - Stay long AI infrastructure via QQQ29:47 - Neo clouds warning & closing thoughts Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #WarrenBuffett #QQQ #Nasdaq #marketselloff #VIX #liquidity #Fed #inflation #semiconductors #AIinfrastructure #Amazon #Caterpillar $QQQ $NVDA $META $AMZN $GOOGL $AAPL $CAT $ITA $SMH $LMT $RTX $WMT $COST $LIN $GILD $SOXL $TQQQ
3 Nov 2026
My Thoughts on Palantir and Apple Earnings
The Nasdaq 100 is officially in a ten percent correction, the semiconductor index is down to a sixteen times forward multiple, and I keep telling you that is when a long-term investor should be nibbling rather than hiding (not financial advice, see disclosure below). So I have been adding to the Nasdaq 100 and semis into the weakness. Against that backdrop, two of my top holdings reported, Apple and Palantir, both sold off, and I believe both remain a hold for now. Apple had a decent quarter, with a nice revenue beat, record services, and a strong Mac number, but the stock dropped around four percent on a soft margin guide tied to memory costs and a December outlook that just is not exciting for a company trading at forty times earnings. My bigger issue is how dismissive they sound about integrating real AI and fixing Siri, especially in a world moving toward personalized bots that could transact right through the iPhone. For me Apple always stays a hold. Palantir is the opposite kind of story, growing revenue 96% with US commercial up a ridiculous 148 percent and a rule of forty near 158, yet the stock still fell because people went fishing for a reason that seems more like speculation to me. I trimmed it earlier near $200 per share when it got too large in my portfolio, but I am still a big fan of the business. I also read the Shyam Sankar quote from the earnings call on reindustrializing America, which is the exact reshoring theme that inspired the Rigatoni Capital portfolio. Rigatoni Capital is a podcast for long-term, buy-and-hold investors. You can find every episode on Substack (https://rigatonicapital.substack.com/s/rigatoni-capital-podcast), YouTube (https://youtube.com/@rigatonicapital?si=e_ksMcCBudMWZXaL), Spotify (https://open.spotify.com/show/0tPHG2prIlK2eCQsMa8gtt), Apple Podcasts (https://podcasts.apple.com/us/podcast/rigatoni-capital-podcast/id1880441152), Amazon Music (https://music.amazon.com/podcasts/ce9c70d6-844f-4f79-a133-88840900ab19/rigatoni-capital-podcast), and iHeart Radio (https://www.iheart.com/podcast/269-rigatoni-capital-podcast-324966056/). This is not a show for short-term traders or people looking for quick wins. I cover the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com (https://rigatonicapital.substack.com) Timestamps:0:00 Intro & Market Overview1:09 Geopolitics: US Strikes Iran2:06 Adding to Tech & Semis / Portfolio Update4:13 Apple Earnings Overview8:00 Apple Margin Guide Selloff9:50 Apple AI Concerns / Apple is a Hold10:08 Palantir Earnings12:00 Palantir Revenue & Rule of 4015:52 Shyam Sankar / Reshoring & Defense Theme18:48 Hyperscaler CapEx & Market Pullback21:30 Individual Stocks vs ETFs / Wrap-Up Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Apple #Palantir #earnings #ruleof40 #ShyamSankar #reshoring #semiconductors #Nasdaq #QQQ #correction #Siri #defensestocks #RigatoniCapital $AAPL $PLTR $QQQ $SMH $NVDA $AMZN $CAT $INTC $LMT $RTX $ITA $SOXL $TQQQ
2 Nov 2026
The Energy Bottleneck Behind the AI Data Center Boom | Clinton Smith
I had Clinton Smith of Dawn Run Intelligence back on the pod, and we got into the bottleneck of energy when it comes to the AI infrastructure buildout. Clinton has spent twenty-five years in energy and infrastructure, and he’s building behind-the-meter co-gen plants that let data centers make their own power on site. Clinton has a boots-on-the-ground view rather than a financial analysis from a high-rise on Wall Street. Clinton also walks through his Dawn Run Intel system, the AI-driven macro scan he has been refining since early 2023 that once pointed him to Nvidia, and why he is watching credit spreads for any sign the AI CapEx boom is dislocating from reality. One thing to remember is that AI infrastructure, as controversial as it is, must be built to enable the autonomous systems that could one day even cure diseases like cancer. There is a cost to building a powerful technology, and Clinton and his team at OHR Energy are doing something that I would argue is almost bigger than just the hyperscalers’ return on capital. This is about finding solutions for running autonomous AI so we can discover unimaginable breakthroughs for society. Read Clinton’s work at his Dawn Run Intelligence Substack: https://clintsmith.substack.com/ (https://clintsmith.substack.com/) Rigatoni Capital is a podcast for long-term, buy-and-hold investors. You can find every episode on Substack (https://rigatonicapital.substack.com/s/rigatoni-capital-podcast), YouTube (https://youtube.com/@rigatonicapital?si=e_ksMcCBudMWZXaL), Spotify (https://open.spotify.com/show/0tPHG2prIlK2eCQsMa8gtt), Apple Podcasts (https://podcasts.apple.com/us/podcast/rigatoni-capital-podcast/id1880441152), Amazon Music (https://music.amazon.com/podcasts/ce9c70d6-844f-4f79-a133-88840900ab19/rigatoni-capital-podcast), and iHeart Radio (https://www.iheart.com/podcast/269-rigatoni-capital-podcast-324966056/). This is not a show for short-term traders or people looking for quick wins. I cover the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what deserves your attention and what to ignore. Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.com (https://rigatonicapital.substack.com) Timestamps:0:00 Intro: Stock Valuations & Macro Environment0:41 Welcome & Guest Introduction: Clinton Smith1:20 Clinton’s Background: 25 Years in Energy & Infrastructure2:00 What Is Co-gen? Cogeneration, Trigen & Quad Gen Explained4:48 Dawn Run AI Newsletter & Long-Term Investment Thesis6:27 Portfolio Strategy: ETFs & Minimal Tickers7:25 Market Volatility: Crazy Thursday & Seasonality8:55 How the Cogen Business Works in Practice9:40 The Grid: Energy Infrastructure & Its History10:03 Grid Strain & the Data Center Build-Out Tsunami11:00 Data Center Build-Out: Complexity & $16B Costs13:38 Hyperscalers vs. On-Site Corporate Data Centers16:07 Colossus XAI, Permitting & Sustainability Requirements16:46 AI CapEx Dislocated from Reality18:10 Credit Spreads, Risk Tracking & Contagion Concerns22:12 NVIDIA Chips Collecting Dust: Capacity Constraints25:30 K-Type Economy: Stocks Up, Citizens Down26:38 Global Data Center Locations: UAE vs. US28:06 NIMBY: Communities Pushing Back on Data Centers33:00 Building AI Chatbots: MarketMaven Pro & the NVIDIA Call38:08 AI Challenges: Memory, Updates & Token Costs43:16 Internet of Things & the Future of AI47:48 Hyperscalers as Landlords for Physical Robots51:55 AI in Practice: Processing 700 Pages in 4 Hours55:45 Gas Turbines, GE Vernova & Nuclear Fusion59:59 How to Reach Clinton Smith & Outro Disclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions. #investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #macro #AIinfrastructure #datacenters #Nvidia #CapEx #gasturbines #nuclear #fuelcells #Nasdaq #QQQ $NVDA $GEV $CAT $BE $FCEL $OKLO $SMR
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- 3 ratings
- Spotify
- 5.0 / 5
- 3 ratings
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