Archive - Philoinvestor

Wake Up Call (packed with memes)

The ROI is no longer "in the valuations..."

Dec 11

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

November 2025

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

October 2025

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

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