Philoinvestor

Philoinvestor

Home
Podcast
Notes
Chat
Education & Mindset
Short Essays
Breakout by Philo
Downside by Philo
No-End Dividend
About
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Nov 7
Hanging from an AI thread
Global Macro et al.
Oct 31
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Oct 29
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
Oct 23
The Europe Thematic
Is the Euro here to stay?
Oct 23
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Oct 22
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Oct 19
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Oct 12
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
Find me
Twitter / X
Youtube
Linktree
My Threads on Twitter

Philoinvestor

AboutArchiveRecommendationsSitemap
© 2025 Philoinvestor
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture