Nvidia just posted a $31.9 billion profit and a colossal revenue surge on the back of the A.I. boom. Is this sustainable transformation, or the center of an A.I. bubble ready to pop? TJ Walker unpacks Nvidia’s dominance, “circular” AI investment deals, and why some economists think we’re in a “rational bubble” that could still move the economy to a higher long-term growth path.

In this episode, we also cover:

• Lawrence Summers and Epstein: Summers steps back from teaching at Harvard and exits major boards after new Epstein emails reveal years of friendly contact, even after Epstein’s conviction. Is this finally career-ending, or just another elite scandal that fades?
• The Comey case in free fall: Trump-aligned prosecutors are grilled in court after admitting the full grand jury never saw the final indictment. Trump’s former White House lawyer Ty Cobb now says Pam Bondi and Lindsey Halligan should be disbarred over how the case was handled.
• The Charlie Kirk purge: Hundreds of Americans reportedly facing professional punishment for social posts that didn’t sufficiently praise a right-wing figure, even when they quoted his own words and added bland “thoughts and prayers.” What does this say about right-wing wokeism, free speech, and political loyalty tests?
• Democrats’ biggest polling lead in eight years: New data shows Democrats up by double digits on the generic ballot. TJ examines what’s driving the shift and how it connects to Democratic warnings that Trump may deploy federal forces or legal maneuvers to undermine trust in the 2026 and 2028 elections.

Plus:

• The Miss Universe judging crisis and allegations of a shadow panel.
• A surprising wave of Franco nostalgia among young Spaniards, and what it reveals about global democratic backsliding.

Subscribe to Filtered with TJ Walker for sharp, unapologetic analysis at the intersection of tech, politics, media, and power.