Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
AI Wars: China just pulled the plug
But on who? Sizing the damage.
trading
Gaining an edge in trading
What you must do to succeed, that no one really does..
Newsletter
Ethereum Treasury Companies
Grift & Greed in Crypto.
Podcast
Gaining confidence as an investor
....and how to make the big bucks in investing
A friend asked me about Philo's Academy
A voice note with thoughts on Zero to Hero
politics
What the hell is happening? August 2025
The AI stack is a reflexive loop. The debt is a flaming comet. And you’re still buying the dip? Thoughts on "Biden 2.0" and market scenarios for this term.
Newsletter
How I made 600% on the stock that cost Ackman $400M.
Why I had to become the opposite of a typical value investor to beat Wall Street at its own game.
Why am I building Co-Trader 3000?
Sharpen your trading blade with CT3000
FOMO MARKET
Issue #15. All the way is up, but not really.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.