test
Preparing for the Bust
Shorting AI
Philoinvestor
generalist investor. they call me Philo.
💬New thread from Philoinvestor
Adding a new AI Short. Created a Telegram Channel. Stocks breaking down.
💬New thread from Philoinvestor
Philoinvestor Subscriber Chat
Trump is Pot Committed
But soon he'll go ALL IN
💬New thread from Philoinvestor
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
Newsletter
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Newsletter
Gold, War & Currency Debasement
Technology
Low Hanging Compute
....and the Era of Technological Determinism
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Newsletter
Disruptors or Disrupted? Duolingo
FLASH NOTE