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Low Hanging Compute

Technology

Low Hanging Compute

....and the Era of Technological Determinism

By Philoinvestor 26 Feb 2026
Nuclear Revival: From Yellowcake to Power ⚡️

Breakout by Philo

Nuclear Revival: From Yellowcake to Power ⚡️

Open Upside. Nuclear Downside.

lock-1 By Philoinvestor 17 Feb 2026
Disruptors or Disrupted? Duolingo

Disruptors or Disrupted? Duolingo

FLASH NOTE

lock-1 By Philoinvestor 06 Feb 2026
Zooming out on AI: Part 1

Zooming out on AI: Part 1

Let the AI-Complex Wars begin.

lock-1 By Philoinvestor 03 Feb 2026
Stock 9/25

Stock 9/25

Getting long the rise of the no-brand brand

lock-1 By Philoinvestor 27 Jan 2026
TikTok President

TikTok President

The final boss of short-form content and the future of Europa

By Philoinvestor 18 Jan 2026

Technology

Special Situationship

When the stars align with distribution and scale.

lock-1 By Philoinvestor 15 Jan 2026
Saudi is opening up

Saudi is opening up

Vision 2023 meets Cost of Capital

lock-1 By Philoinvestor 08 Jan 2026
Venezuela is Taiwan

Newsletter

Venezuela is Taiwan

Trump's gambit feels like great risk/reward but a risky *all in*.

lock-1 By Philoinvestor 03 Jan 2026
Currency Debasement for Dummies

Newsletter

Currency Debasement for Dummies

The Silver Trade. Don't be so linear.

lock-1 By Philoinvestor 31 Dec 2025
3 Worries for 2026 (and historical analogies)

Newsletter

3 Worries for 2026 (and historical analogies)

The Bill is Coming Due.

By Philoinvestor 20 Dec 2025
Wake Up Call (packed with memes)

Wake Up Call (packed with memes)

The ROI is no longer "in the valuations..."

By Philoinvestor 11 Dec 2025
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Investing in the Age of Fragility