Philoinvestor

b.AI.t and Switch: The Confidence Game

and the Soros-FinTwit effect

Mar 5

12

3

February 2026

Low Hanging Compute

....and the Era of Technological Determinism

Feb 26

32

9

14

Nuclear Revival: From Yellowcake to Power ⚡️

Open Upside. Nuclear Downside.

Feb 17

4

5

Disruptors or Disrupted? Duolingo

Flash Note: Disruptors or Disrupted?

Feb 6

6

4

3

Zooming out on AI: Part 1

Let the Complex Wars begin

Feb 3

14

3

January 2026

Stock 9/25

Getting long the rise of the no-brand brand

Jan 27

10

Keep my Inbox Clean

Some Substack Spring Cleaning

Jan 25

5

TikTok President

The final boss of short-form content and the future of Europa

Jan 18

7

2

1

Special Situationship

When the stars align with distribution and scale.

Jan 15

11

3

Saudi is opening up

Vision 2023 meets Cost of Capital

Jan 8

8

1

1

Venezuela is Taiwan

Trump's gambit feels like great risk/reward but a risky *all in*.

Jan 3

18

1

7

December 2025

Currency Debasement for Dummies

The Silver Trade. Don't be so linear.

Dec 31, 2025

12

5