Castuner

TechOrNothing

Zoe and Nash

A thousand tech headlines drop every day, but only one question matters: Does this move your money?Tech or Nothing cuts through the noise. Twice a week, hosts Zoe and Nash deconstruct the biggest developments in tech stocks. Zoe spots the massive upside; Nash hunts for the valuation traps. What survives their debate is what's worth your attention.Expect sharp, investor-grade analysis without the Wall Street jargon—complete with clear evidence, real risks, and radical transparency.Disclaimer: For entertainment only. Not financial advice—always DYOR.

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Episodes

27 episodes

  1. Episode 27 #TechOrNothing - The AI Selloff: When Wall Street Meets Physical Reality 47:10
  2. Episode 26 #TechOrNothing - AI’s Money Trail: Chips, Networks & the Cost of Getting Work Done 56:51
  3. Episode 25 #TechOrNothing - The AI Monetization Problem — Big Tech's $700B Question 1:01:09
  4. Episode 24 #TechOrNothing - The Hidden Cost of AI Chips — Why Advanced Chips Are So Hard to Test 54:39
  5. Episode 23 #TechOrNothing // The Agent Identity Crisis — Who Gave AI the Keys? 52:10
  6. Episode 22 #TechOrNothing — The Next Semiconductor Supercycle 34:17
  7. Episode 21 #TechOrNothing - NVIDIA’S NEXT MOVE: FROM CHIPS TO MODELS? 40:18
  8. Episode 20 #TechOrNothing - The AI Connectivity Wars 53:12
  9. Episode 19 #TechOrNothing - The AI ROI Reckoning 49:15
  10. Episode 18 #TechOrNothing - The AI Debt Machine 56:20
  11. Episode 17 #TechOrNothing - HBM4, the Memory Wall and the New Economics of AI Infrastructure 52:00
  12. Episode 16 #TechOrNothing — Physical AI: Why the Suppliers Win First 1:06:50
  13. Episode 15 #TechOrNothing - AI Infrastructure Meets Smart Glasses & Oracle, Bloom, Meta & the Next Computing Interface 58:14
  14. Episode 14 #TechOrNothing — AI Is Becoming a Capital-Markets Story 1:19:17
  15. Episode 13 #TechOrNothing: The AI Feedback Loop: When Code, Chips, and Research Start Writing Themselves 36:10
  16. Episode 12 #TechOrNothing - Who Secures the AI Agents? 31:49
  17. Episode 11 #TechOrNothing 54:15
  18. Episode 10 #TechOrNothing 47:58
  19. Episode 9 #TechOrNothing 41:20
  20. Epiose 8 #TechOrNothing 51:24
  21. Episode 7 #TechOrNothing 41:51
  22. Episode 6 #TechOrNothing 44:52
  23. Episode 5 #TechOrNothing 1:49:49
  24. Episode 4 #TechOrNothing 1:14:08
  25. Episode 3 #TechOrNothing 1:38:18
  26. Episode 2 # TechOrNothing 1:01:28
  27. Episode 1 #TechOrNothing 1:37:49