Newsletter
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.
Philoinvestor
generalist investor. they call me Philo.
Stock 8/25
Another high-quality dividend-paying business franchise for the NED.
Crypto Winter, just in time.
This is an existential crisis for the space.
Newsletter
Bom Dia, Philo! 🇧🇷
The case for a post-Lula Brazil. What's the trade?
The Current state of AI
Short thoughts on the AI Cycle - and a pivot towards the Power Cycle ☢️
The NVDA Double Top
How I shorted NVDA for an ~8% profit in 2 days
Breakout by Philo
Hanging from an AI thread
Global Macro et al.
Newsletter
The Trump 2.0 Thematic
All Philoinvestor Trump 2.0 pieces organised here.
Newsletter
You're leaving Yen on the table...
For FX traders: Two trades on the USD/JPY that we telegraphed in the Philochat.
politics
The Europe Thematic
Is the Euro here to stay?
The Philoinvestor Machine
How do we spot 5X's like Duolingo, fade hype like MRNA, and time reversals on USD/JPY and Crypto — without relying on guess work?
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender