Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Philoinvestor
generalist investor. they call me Philo.
Disruptors or Disrupted? Duolingo
FLASH NOTE
Newsletter
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Stock 9/25
Getting long the rise of the no-brand brand
Newsletter
TikTok President
The final boss of short-form content and the future of Europa
Technology
Special Situationship
When the stars align with distribution and scale.
Newsletter
Saudi is opening up
Vision 2023 meets Cost of Capital
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Newsletter
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due.
Newsletter
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Breakout by Philo
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18