Mentions

The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
SemiAnalysisBlogWhat is So Hard About Behind-The-Meter Power For Datacenters? Part 1-10 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Crack The MarketBlogBloom Energy: The Most Valuable Megawatt Is the One That Arrives on Time-30 Aug 2026
The Black LineBlogBloom Energy: The Most Valuable Megawatt Is the One That Arrives on Time-30 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Crack The MarketBlogWho Powers AI - Part 1: The Anatomy of a Gigawatt-12 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Irrational AnalysisBlog[Market Memo] A tale of two heroes.-1 Aug 2026
Yet Another Value BlogBlogDid Situational Awareness inflate the AI bubble?-30 Jul 2026
Invest Like the BestPodcastMatthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]-21 Jul 2026
MMMT WealthBlogThe Baskets: Looking Ahead to Q3 2026 (Part 1)-5 Jul 2026
Behind the Balance SheetPodcast#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 5:47
+11Listen · 7:46Listen · 8:54Listen · 10:10Listen · 13:55Listen · 15:57Listen · 17:17Listen · 18:18Listen · 20:16Listen · 21:52Listen · 26:25Listen · 29:42
18 Jun 2026
Jason's ChipsBlogPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026