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Breakout by Philo
Downside by Philo
No-End Dividend
About
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Dec 7
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Dec 3
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Nov 27
Crypto Winter, just in time.
Is this an existential crisis for the space?
Nov 18
Bom Dia, Philo! 🇧🇷
The case for a bull market in Brazilian equities and a post-Lula Government
Nov 10
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
Nov 8
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
Philoinvestor
Philoinvestor
generalist investor. they call me Philo.
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