In this episode, Martin discusses what he sees as increasingly clear signs of a market bubble and examines the forces driving semiconductor valuations. He takes a closer look at Micron (MU), Intel, and Kioxia, comparing their positions within the memory and chip markets, before sharing his perspective on Apple and the broader technology sector.

In this episode, Martin explains his criticism of SharonAI and the concerns behind his claims about the project. He also responds to Aschenbrenner and their differing perspectives, introduces a new biotech long position, and discusses why he remains bullish on OpenAI and the broader AI sector.

In this episode, Martin compares Samsung and Micron’s memory businesses, examining sales trends and their positions within the semiconductor cycle. He discusses what could come next for the memory market, takes a closer look at Kioxia stock, and shares his perspective on Nvidia and the broader demand for AI-related chips.

In this episode, Martin delivers a full analysis of Micron, examining the company’s business, valuation, and position within the semiconductor and memory markets. He breaks down the factors influencing demand, competition, and future growth before giving his overall verdict on Micron stock.

In this episode, Martin revisits Abivax and discusses what could come next for the company following its recent developments. He explains why he’s buying more Spruce Biosciences (SPRB) and shares his latest views on Biohaven. He also turns to the semiconductor sector with analysis of Micron and SK Hynix and their positioning in the memory-chip market.

In this episode, Martin demonstrates new features added to the Godel Terminal and walks through how they work in practice. He highlights updates to the platform’s research and analysis tools, explains how he incorporates them into his investing workflow, and shows how the terminal can be used to evaluate stocks and market data.

In this episode, Martin takes a closer look at Intel’s valuation and explains why he considers the stock extremely expensive at its current level. He examines the company’s fundamentals, growth expectations, and competitive position in the semiconductor industry while outlining the factors behind his view on Intel.

In this episode, Martin highlights a stock he believes has the potential to double and walks through the reasoning behind his outlook. He also analyzes Amgen, Viking Therapeutics (VKTX), Vaxcyte (PCVX), and Cullinan Therapeutics (CGEM), comparing their pipelines, valuations, and potential opportunities across the biotech sector.

A chaotic but surprisingly insightful long-form finance lecture where Martin Shkreli breaks down investing, valuation, market psychology, and stock analysis in a very internet-native way. The session mixes practical hedge-fund style thinking with off-the-cuff rants, covering topics like reading financial statements, spotting competitive advantages, valuing growth companies, and avoiding emotional investing mistakes. It feels less like a polished course and more like sitting in on an unfiltered late-night investing masterclass for ambitious retail traders.

In this episode, Martin discusses comparisons made between himself and historic industrial figures such as John D. Rockefeller, focusing on accusations of monopoly-like behavior and market control. He reflects on government scrutiny, antitrust themes, and how these narratives shaped both his legal battles and public reputation.