AI
Going in reverse?
AI + Crypto = Risk Off
AI
AI
Nvidia's future and the Chinese market
Chat GPT-5 and the era of "Compute Rationing"
Technology
AI Wars: China just pulled the plug
But on who? Sizing the damage.
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.
Technology
Duolingo in the post-AI world
Memo on Duolingo, 3.5 years and a multi-bagger later.
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
Downside by Philo
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
AI
What Stage?
Where we are in the cycle - and what makes it special.
AI
NVIDIA and its future. Sure thing?
Let's have a think!
Downside by Philo
Downside at Google
Monopolies, Antitrust and Chatbot Risks...
Technology
The race for Tech Supremacy
AI, Semiconductors, China, Taiwan and the world stuck in a prisoner's dilemma.
Downside by Philo
Downside at Palantir
Cult stocks and massive insider selling.