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💬New thread from Philoinvestor
Negotiations collapse. Yemen, your cue.
Art of the Thrill
Fog of Markets in play
💬New thread from Philoinvestor
Schrödinger's Ground Invasion?
Fog of Markets
Trading the Fog of War
💬New thread from Philoinvestor
Thank you Pseudo-TACOs. 7X.
FaaC: FinTwit-as-a-Contra
The Bear Market of 2026 (?)
Testing out Philoinvestor
Interested? Offer Inside.
💬New thread from Philoinvestor
The TACO that never was
The Boy Who Cried Wolf: Trump Edition
The Regime Change Trade
Preparing for the Bust
Shorting AI
💬New thread from Philoinvestor
Adding a new AI Short. Created a Telegram Channel. Stocks breaking down.
Newsletter
Disruptors or Disrupted? Duolingo
FLASH NOTE
Newsletter
Zooming out on AI: Part 1
Let the AI-Complex Wars begin.
Stock 9/25
Getting long the rise of the no-brand brand
TikTok President
The final boss of short-form content and the future of Europa
Technology
Special Situationship
When the stars align with distribution and scale.
Newsletter
Saudi is opening up
Vision 2023 meets Cost of Capital
Newsletter
Venezuela is Taiwan
Trump's gambit feels like great risk/reward but a risky *all in*.
Newsletter
Currency Debasement for Dummies
The Silver Trade. Don't be so linear.
Newsletter
3 Worries for 2026 (and historical analogies)
The Bill is Coming Due.
Newsletter
Wake Up Call (packed with memes)
The ROI is no longer "in the valuations..."
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
What the TPU is going on?
How Custom Silicon is turning things sideways, and then sideways again.