The Twilight Period
I can hear the howls...
Latest
Sell the IPO?
Bubble Complications
Stack Alliances: NVIDIA x Microsoft
Jensen's plan to take over the world.
The Rise of Sanakatsu サナ活
Where do we Yen from here?
No Ram. No Story.
Won Moon? 🇰🇷
Food & Macro
Everything vs Artificial Intelligence: Part 2
You Can’t Eat Tokens
Basics vs Artificial Intelligence: Part 1
Opec Infighting: Trojan Horse
The UAE Trojan Horse
Stock #10
In times of max uncertainty, stability is key.
Orange Man Brink & Back
TACO Accomplished. Now back to the brink..
Art of the Thrill
Fog of Markets in play
Fog of Markets
Trading the Fog of War
FaaC: FinTwit-as-a-Contra
The Bear Market of 2026 (?)
The Boy Who Cried Wolf: Trump Edition
The Regime Change Trade
test
Preparing for the Bust
Shorting AI
Trump is Pot Committed
But soon he'll go ALL IN
Newsletter
AI-ran 🧑🏻💻🇮🇷
energy chokepoint = compute chokepoint = economic chokepoint
AI
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect
Gold, War & Currency Debasement
Technology
Low Hanging Compute
....and the Era of Technological Determinism
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Newsletter
Disruptors or Disrupted? Duolingo
FLASH NOTE
Newsletter
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.