Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
Latest
Downside at Palantir
Cult stocks and massive insider selling.
Weaponisation of AI (stuck in a prisoner's dilemma)
The fight for global dominance and corporate survival. Game theory and the law of unintended consequences. Tit for Tat and a race to the bottom.
The US DoJ (finally) sues Apple
And what this means for the Magnificent 7 at large.
WTHIH? March 2024. Fed Agenda & Valuation
This is not a new bull market. Big Tech, Mag 7 and problems ahead.
Downside by Philo
Downside at Microsoft
Quality of Earnings, Peter Lynch and Warren Buffet.
interview
PODCAST: Philo interviewed by Security Analysis
And more content inside. Nasdaq down 1.3% intraday.
investing
Greater Fool Private Equity
The morphing landscape and its effect on PE sponsors.
AI
Covid Vaccines & the AI Complex
How did vaccine makers perform? How will AI perform?
Breakout by Philo
AI and Crypto. Going parabolic, but for how long?
Breakout by Philo, Issue #2
The AI Twilight Zone
The Semiconductor complex is gapping down, and we still have 3 hours to close.
Is the US military-industrial complex a ponzi?
Military expenditure, John Keynes and NATO. World Domination 101.