Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
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Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
Send us a text This episode provides an extensive analysis of Michael Burry’s bearish investment against major artificial intelligence (AI) companies, specifically detailing the put options worth over $1.1 billion placed on Nvidia and Palantir as of Q3 2025. This analysis explains Burry's core thesis, which warns of an AI bubble due to extreme valuations and concerns over circular financing—where major players invest in each other, potentially inflating sales similar to the dot-com era....
Market Lens
Send us a text This espisode provide a comprehensive overview of the risks and issues associated with lithium-ion (LI) batteries, particularly focusing on the dangers of thermal runaway leading to fires and explosions, as detailed in a report from Fire and Emergency New Zealand and BRANZ. This technical report discusses the prevalence of LI batteries in various devices in New Zealand (e.g., cell phones, EVs, energy storage systems) and the global incident history, including safety issues rela...
