Investing
Featured article
Economics · Investing
Why Bitcoin Gets Stronger As AI Wins
AI keeps lowering the cost of producing almost everything. A heavily indebted financial system cannot comfortably let that show up as broad deflation. Bitcoin is what sits between those two forces.
Read the article
Featured Categories
Popular Articles
Built to grow: 12 companies and FY2026e revenue growth
June 21, 2026
Multiples don’t re-rate when the business changes
July 7, 2026
The neocloud stack: three layers, three different trades
July 24, 2026
When Portfolio Exposure Leaves No Margin for Error
An exposure index near the top of its range tells us that active managers have little dry powder. That is
July 7, 2026
Options Flow Shows Where Conviction Is Concentrated
Options flow is not a thesis by itself, but concentration can reveal where active capital is leaning. Repeated large prints
July 7, 2026
The AI Trade Has Landlords and Merchants
The AI trade has landlords and merchants. Landlords the neoclouds. Own megawatts, rent raw GPUs wholesale to a handful of
July 7, 2026
AI’s Bottleneck Is Power, Not Chips
AI’s bottleneck is no longer chips. It is power, and the grid is tapped out. Gas turbines: backordered to 2030.
June 21, 2026
Growth Can Decelerate Without Breaking the Thesis
Growth can decelerate without destroying the investment case. A delayed milestone or a back-half-weighted year matters, but it is not
June 1, 2026
DGXX Is Following the APLD Playbook—18 Months Behind
$DGXX is following the exact $APLD playbookabout 18 months behind. The pattern institutional investors are not pricing yet is the
June 1, 2026
Outside post-recessionary rebounds: but we did have a recession!
Outside post-recessionary rebounds -> but we did have a recession! It just rolled through manufacturing (26 straight months of ISM
June 1, 2026
Credo’s Triple-Digit Growth Is Being Priced Like a Slowdown
Credo Technology just closed a year most companies will never seeand the market response was red. That disconnect is the
June 1, 2026
Talent Migration Is the Leading Indicator
Talent migration IS the leading indicator! Long $OPEN Everyone gave up on $OPEN. That’s usually the tell. Talent migration is
June 1, 2026
The space shakeout flushed the tourists.
The space shakeout flushed the tourists. $ASTS dropped 15% on a rocket that wasn’t even theirs.$RKLB, the whole group got
June 1, 2026
New AI Chokepoint: Photonics
New AI Chokepoint -> Photonics Long $AAOI $SIVEF $SIVE $CRDO The optical layer just became AI infrastructure’s strategic priority. $MRVL
June 1, 2026
FLNC Options Flow: Paid to Wait, Willing to Own
A large FLNC options trade offered a useful glimpse into how sophisticated capital can express a long thesis without simply
June 1, 2026