thoughts

Not interested in the "Magnificent Seven"

EVs, iPhones, Paid Search, Ads, Hyperscalers and AI.

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The Twilight Period

The Twilight Period

I can hear the howls...

Sell the IPO?

Sell the IPO?

Bubble Complications

💬New Philochat

💬New Philochat

Nasdaq 4% down on the day. AI in shambles.

Stack Alliances: NVIDIA x Microsoft

Stack Alliances: NVIDIA x Microsoft

Jensen's plan to take over the world.