AI
Food & Macro
Everything vs Artificial Intelligence: Part 2
Breakout by Philo
AI
You Can’t Eat Tokens
Basics vs Artificial Intelligence: Part 1
Breakout by Philo
Nuclear Revival: From Yellowcake to Power ⚡️
Open Upside. Nuclear Downside.
Making sense of TPUs, Debasement and Takaichi
End of Year Mega Breakout by Philo - #Issue 18
Hanging from an AI thread
Global Macro et al.
Breakout by Philo
Far-from-Equilibrium Danger
Read inside why you won't survive markets without this.
Breakout by Philo
FOMO MARKET
Issue #15. All the way is up, but not really.
The Trump Bounce & IPO Trading
Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.
Schrodinger's USD // When Gold & Bonds Collide
Issue #13. The (tariff) brink and back? Nasdaq hit the level and is bouncing. Gold overdone etc.
Breakout by Philo
Nasdaq breaking down. Saylor breaking down too.
Issue #12. The importance of the >2 Year AI Trend.
Breakout by Philo
Hesai & the LiDAR Opportunity
Hesai Group Breaking Out ASAP! Robotaxis leader could be staging a comeback.
Breakout by Philo
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?