AI
The Twilight Period
I can hear the howls...
AI
AI
Sell the IPO?
Bubble Complications
AI
Stack Alliances: NVIDIA x Microsoft
Jensen's plan to take over the world.
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
AI
LaaS: Layoffs-as-a-Service
When AI Turns from Tailwind to Headwind
Technology
Low Hanging Compute
....and the Era of Technological Determinism
Technology
The Central Bank of Nvidia, Part #2
The Nvidia Put & Open AI = Subprime Lender
Technology
The Central Bank of Nvidia
NVDA has replaced the Fed. The next phase of the cycle.
Technology
They drank the Kool-AI-d
Now what?
AI
Going in reverse?
AI + Crypto = Risk Off