Newsletter
No, Apple doesn't need to buy Perplexity. It already owns the interface.
Why Apple is ahead of the pack in AI, and no one gets it.
Newsletter
Technology
AI Wars: China just pulled the plug
But on who? Sizing the damage.
Newsletter
Ethereum Treasury Companies
Grift & Greed in Crypto.
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.
Breakout by Philo
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.
Technology
The AI Tech Playbook, Part #2
From Apps to Access Points. AI Stack Watchlist inside.
Newsletter
The AI Tech Playbook
From Silicon to Applications: Risks, Shifts, Opportunities.
Breakout by Philo
The Trump Bounce & IPO Trading
Issue #14. CRWV, CRCL and IPO Trading. Gold & Reserve Assets.
No-End Dividend
Stock 6/25
Dominant, Predictable, Cash-Flow Generative.
investment mindset
Life Cycles are Life
Life Cycle > Hype Cycle