AI Agents Aren’t a Productivity Story. They’re a Fraction Story
AI agents aren’t a productivity story. They’re a fraction story. $META $SPCX Productivity is output over input. Every prior technology
October 1, 2026
rosanna prestia
AI Isn’t a Sector. It’s One Machine
⚙️ AI isn’t a sector. It’s one machine, and every ticker is a part number. Energy feeds it. Compute runs
September 30, 2026
Bitcoin and Crypto: The Family
Bitcoin and Crypto The family: $BTC the reserve money, $TAO the intelligence money, $NEAR the compute money, $ZEC the private
September 27, 2026
The Fed and Treasury Will Take Turns Printing
They will do whatever is possible to bring the long end down. First the yield curve twist, now full yield
September 27, 2026
You Can’t Solve a Fiscal Problem With a Monetary Tool
🤔Some economic thoughts: I see many debating whether we are RESTRICTIVE vs LOOSE. The Fed's own long-run dot says 3.3.
September 25, 2026
The Internet’s New Users Aren’t Human
For thirty years, the deal was simple: the internet provided the storefront, and you provided the labor. You searched. You
September 25, 2026
Structural Debasement
Structural debasement. The market begged for a hawkish Fed. Got the hike. Long end yields dropped. 📉 A week later
September 23, 2026
$ASST: Red Tape, Better Tape, and the $27 Warrant Magnet
$ASST is red three days in a row and the tape underneath got better on all three. ✅ vs $MSTR:
September 23, 2026
Looks Like They Need a Bigger Boat
Looks like they need a BIGGER boat. Structural debasement of fiat. Raising rates = raises the cost of money and
September 23, 2026
The AI Efficiency Rotation: Wave Two Funds Wave One
💸 The AI efficiency rotation is the most interesting call on my feed right now: wave one was the builders,
September 23, 2026
The Clock: Sort the Map by When It Pays
THE CLOCK Same map, sorted by when it pays instead of what it does. PAYING NOW $NVDA $AVGO $MU $CRDO
September 22, 2026
The Strive Paradox: The Share Count Went Up. So Did the Bitcoin Behind Every Share.
Nine weeks of 8-Ks, July 17 to Sept. 18: Bitcoin: 19,921 to 26,355. +32.3% Effective common shares: 83.67M → 97.00M.
September 22, 2026