Japan
The Rise of Sanakatsu サナ活
Where do we Yen from here?
The Boy Who Cried Wolf: Trump Edition
The Regime Change Trade
Preparing for the Bust
Shorting AI
Trump is Pot Committed
But soon he'll go ALL IN
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Gold, War & Currency Debasement
Low Hanging Compute
....and the Era of Technological Determinism
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Disruptors or Disrupted? Duolingo
FLASH NOTE
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Stock 9/25
Getting long the rise of the no-brand brand