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Ten Weeks In

Aug 18, 2026

Ten Weeks In

A quick tour through everything published so far, and what actually held up.

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The Add Every Memory Bull Needs

Aug 11, 2026

The Add Every Memory Bull Needs

Own the memory bottleneck? Vistra's earnings just confirmed the piece most portfolios are still missing.

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My Personal Highest-Conviction Bet

Aug 4, 2026

My Personal Highest-Conviction Bet

Hyperliquid the House of ALL Finance

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China Wants Intelligence to Cost Zero

Jul 28, 2026

China Wants Intelligence to Cost Zero

The Android Playbook, Run on Artificial Intelligence

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Google Dropped 7% on Its Best Quarter Ever. The Internet's Discussion.

Jul 24, 2026

Google Dropped 7% on Its Best Quarter Ever. The Internet's Discussion.

Best quarter ever crashed the stock.

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They Sold Nvidia. Again. They Were Wrong. Again.

Jul 21, 2026

They Sold Nvidia. Again. They Were Wrong. Again.

China just handed infrastructure investors the most bullish signal of the year.

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The Bottleneck of All Bottlenecks

Jul 15, 2026

The Bottleneck of All Bottlenecks

Your home computer felt it first.

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Humanoid Robotics: Investors Are Looking for the Next Tesla. They Should Be Looking for the Next TSMC.

Jul 6, 2026

Humanoid Robotics: Investors Are Looking for the Next Tesla. They Should Be Looking for the Next TSMC.

Part 2: if BOT is the private door in, these are the public names behind the same thesis.

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