EPISODE · May 11, 2026 · 19 MIN
The AI Infrastructure Acceleration
from Big Bro's Weekly Money Dump · host Ricardo Lopez Jr.
What's up, little bros? Big Bro here. That was a week. Vistra crushed earnings by nearly 50% the nuclear power thesis is fully confirmed. Uber blew out Q1 with 21% bookings growth for the third consecutive quarter and 50 million Uber One members. The April jobs report beat expectations by nearly double. Bitcoin finally closed above $80,000. The S&P 500 hit another all-time high. And this week,mKevin Warsh gets confirmed as the new Fed Chair while April CPI drops Tuesday. Every thesis in Big Bro's portfolio is either confirmed or strengthening. Let's run through every single one.⚠️ DISCLAIMERBig Bro Consulting is for educational and entertainment purposes only. I am not a licensed financial advisor. Nothing in this channel constitutes a recommendation to buy or sell any security. Always do your own research and consult a licensed financial professional before making any investment decisions. Past performance does not guarantee future results.
What this episode covers
What's up, little bros? Big Bro here. That was a week. Vistra crushed earnings by nearly 50% the nuclear power thesis is fully confirmed. Uber blew out Q1 with 21% bookings growth for the third consecutive quarter and 50 million Uber One members. The April jobs report beat expectations by nearly double. Bitcoin finally closed above $80,000. The S&P 500 hit another all-time high. And this week,mKevin Warsh gets confirmed as the new Fed Chair while April CPI drops Tuesday. Every thesis in Big Bro's portfolio is either confirmed or strengthening. Let's run through every single one.⚠️ DISCLAIMERBig Bro Consulting is for educational and entertainment purposes only. I am not a licensed financial advisor. Nothing in this channel constitutes a recommendation to buy or sell any security. Always do your own research and consult a licensed financial professional before making any investment decisions. Past performance does not guarantee future results.
NOW PLAYING
The AI Infrastructure Acceleration
No transcript for this episode yet
Similar Episodes
Apr 21, 2026 ·13m
Apr 19, 2026 ·16m
Apr 17, 2026 ·13m
Apr 13, 2026 ·11m
Apr 11, 2026 ·16m