Netflix: Leveraging Distribution
And Charlie Munger's Secret Rule
Latest
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
The Twilight Period
I can hear the howls...
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
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
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
Newsletter
b.AI.t and Switch: The Confidence Game
and the Soros-FinTwit effect