Investing

Ten Weeks In

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

The Add Every Memory Bull Needs

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

My Personal Highest-Conviction Bet

Hyperliquid the House of ALL Finance

China Wants Intelligence to Cost Zero

The Android Playbook, Run on Artificial Intelligence

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

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

The Bottleneck of All Bottlenecks

Your home computer felt it first.

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.

The Private Robotics Trade Retail Wasn't Supposed to Have.

AI just created the biggest physical labor bottleneck in history. The companies solving it are all private. Here's the only way in before they IPO.

$SPCX: Floors to Screens to Blockchain

The blockchain to house all finance.

The chain keeps the score

The marginal buyer changed. The edge changed with it.