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It's the end of the world so let's make some money!
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Can Netflix take on YouTube?
Opening up new markets with the Wedge Strategy.
Does Trump have an UNO Reverse card up his sleeve?
The day can still be saved...
The Review by Philo
Coal, AI and Regime Changes.
The Data Center Strikes Back
"No. I am your father."
Content is King. Distribution is Given.
Universal Music Group.
Flash Philo on Yentervention
You always need an angle
Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule
CoalAI.
Core Natural Resources: Coal Cannibal
Flash Philo on Memory
The cure for high prices is high prices. June 2026.
The Alchemy of Elon - Part 1
Space Crusade. Elon's Premium.
AI Brothers
OpenAI, Anthropic, SpaceX
AI
The Twilight Period
I can hear the howls...
AI
Sell the IPO?
Bubble Complications
AI
Stack Alliances: NVIDIA x Microsoft
Jensen's plan to take over the world.
Japan
The Rise of Sanakatsu サナ活
Where do we Yen from here?
AI
No Ram. No Story.
Won Moon? 🇰🇷
AI
Food & Macro
Everything vs Artificial Intelligence: Part 2
AI
You Can’t Eat Tokens
Basics vs Artificial Intelligence: Part 1
energy
Opec Infighting: Trojan Horse
The UAE Trojan Horse
No-End Dividend
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