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Philoinvestor
generalist investor. they call me Philo.
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The TACO that never was
The Boy Who Cried Wolf: Trump Edition
The Regime Change Trade
test
Preparing for the Bust
Shorting AI
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Adding a new AI Short. Created a Telegram Channel. Stocks breaking down.
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Philoinvestor Subscriber Chat
Trump is Pot Committed
But soon he'll go ALL IN
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Philoinvestor Subscriber Chat
Newsletter
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
AI
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
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