Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Philoinvestor
generalist investor. they call me Philo.
What Trump's tantrum means for markets
Beijing’s move wasn’t tactical, it was strategic
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Technology
They drank the Kool-AI-d
Now what?
Downside at AI
Released from paywall
Newsletter
PROMO: The Central Bank of NVDA
Noise > Signal and the hidden dimension. Video presentation inside.
Macro
Post-Transitory Fed: Losing the anchor
The problem is multi-layered. Really.
No-End Dividend
Stock 7/25
>10% earnings yield and a growing dividend since forever...
Breakout by Philo
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Cracks in the Machine
Even $1 trillion in capex can't save us.
Going in reverse?
AI + Crypto = Risk Off
Newsletter
No, Apple doesn't need to buy Perplexity. It already owns the interface.
Why Apple is ahead of the pack in AI, and no one gets it.