Mentions

The Black LineBlogAmerica’s Technological Sovereignty Is a Network-15 Sept 2026
Andrew BrownBlogSoftbank Group Corporation (9984.T)-14 Sept 2026
Crack The MarketBlogInside the Room II: Two Weeks With the Companies Rationing the AI Buildout-8 Sept 2026
Crack The MarketBlogThe Advanced Packaging Primer-6 Sept 2026
Investing w/ MartinBlogAugust Wrap Up-2 Sept 2026
Vik's NewsletterBlogHow Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit-1 Sept 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Jason's ChipsBlogHot Chips Day 2 - (C/G)PU-25 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Irrational AnalysisBlog[Market Memo] A tale of two heroes.-1 Aug 2026
Value Hive PodcastPodcastJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
FluentInQualityBlogHow To Evaluate Any Small-Cap Management Team In 5 Simple Steps-30 Jul 2026
The Acquirers PodcastPodcastWhat 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
The Black LineBlogAI’s Next Nervous System Is Made of Light-29 Jul 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-25 Jul 2026
Jason's ChipsBlogPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Edward's PointBlogAdapt or die-11 May 2026
Upslope CapitalInvestor letter2026 Q1 Letter-21 Apr 2026 (Q1 2026)