Philochat
Sent out Central Bank of Nvidia, Part #3 this week to share updated thoughts on the AI Cycle and how it has already started to unravel. Markets still very complacent. Read the piece. Anthropic is expected to file its S-1 asap, and we will be on standby to read
Philochat
AI OpenAI ARR expectations were proven excessive, with the market getting a cold shower of downward revisions. Meanwhile, Anthropic is said to IPO within the next month. Firmus has cancelled its IPO as investors have pushed back on their A$44 billion valuation. We've explained ad nauseam how
Philochat
NOT business as usual.
Philochat
JUST ONE MORE DEFICIT!
Philochat
Natural Selection: Leopold, Jane Street, Memory.
Philochat
Hi, I’m Philo, founder of Philoinvestor. I’m a generalist, opportunistic, and idiosyncratic investor who believes the best opportunities come from independent thinking, not consensus or vibes. For More: X | Telegram | CoTrader 3000 | Philo's Academy Paid subscribers receive exclusive investment research, full access to the Philoinvestor archive,
Philochat
"We are late bro"
Philochat
Kimi Yemeni SpaceAI
Philochat
State of the Market.
Story time: Oil. Precious Metals. Memory & AI.
Nasdaq 4% down on the day. AI in shambles.
Korea, on the margin... Crude Oil War.