Technology
Special Situationship
When the stars align with distribution and scale.
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?
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.
stocks
How to Survive
A guide to navigating the Trump 2.0 Paradigm Shift. Synthesising Lynch with Munger & Turning things on their head.
Downside by Philo
Downside at AI. Part #2
Red Flags in AI: Satya’s Take, Nvidia’s Margins & the Custom Silicon Threat.
No-End Dividend
Greggs
Pulling all the right levers.
Breakout by Philo
Nasdaq breaking down. Saylor breaking down too.
Issue #12. The importance of the >2 Year AI Trend.
Breakout by Philo
DeepSeek and Tariffs.
Issue #11. Historical events break historical patterns. Where are we now?
No-End Dividend
Jumbo
Unique retailer. Crazy margins. Strong dividend.
Breakout by Philo
J-Pow Flips the Script. FLUX Trading.
Issue #10. Crypto Reversal. Hot Dollars. Quantum Computing Explodes.