James Chakmok
Partner and Chief Investment Officer at Clockwise Capital who speaks about market implications of hyperscaler capital spending and positioning in semiconductors and other sectors.
Best podcasts with James Chakmok
Ranked by the Snipd community
7 snips
Feb 5, 2026 • 25min
Instant Reaction: Amazon Boosts Spending Far Ahead of Estimates
James Chakmok, CIO at Clockwise Capital, explains market moves and sector positioning. Poonam Goyal, Bloomberg Intelligence e-commerce analyst, breaks down Amazon’s results and capital plans. They discuss Amazon’s huge AI-driven capex, where the money might flow, which industries may benefit, and how investors are rethinking allocations.
