Mentions

Crack The MarketBlogCoreWeave: The Equity Is What the Lenders Leave Behind-19 Oct 2026
JunkBondInvestorBlogCredit Weekly: The Cost of Capital Finally Bites-18 Oct 2026
Tech InvestmentsBlogAI’s Attractive IRR, Anthropic, ASML, TSMC, Robotics, Top Picks-18 Oct 2026
WHAT ARE WE DOING? “Contrarians At The Gate”BlogIs The Market Turning The Page?-15 Oct 2026
Crack The MarketBlogThe Midterm Playbook-15 Oct 2026
Compound with RenéBlogBlueprint: Howard Marks – The Memos, 1990–1998-15 Oct 2026
Tech InvestmentsBlogCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-4 Oct 2026
The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
The Options OracleBlog🎯Take Profit Alert: Closing Multiple Cash-Secured Puts-8 Sept 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 33-19 Aug 2026
Capitalist LettersBlogBuying This Small-Cap Stock with 100% Upside Potential!-16 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
The Pragmatic OptimistBlogNeoclouds Earnings: The SpaceX Formula-13 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
Yet Another Value PodcastPodcastAugust 2026 Random Ramblings-4 Aug 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 Jul 2026
Jason's ChipsBlogPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026