Mentions

Musings from BluBird CapitalBlogAfter Nvidia: Who Gets a Piece of the Pie-13 Nov 2026
Musings from BluBird CapitalBlogThe Other Shoe: Jensen, Nvidia, and the AI Trade-9 Nov 2026
scuttleblurbBlog[scuttleslops] INTC, AMD, Anthropic, BKNG, NEE, PLTR-6 Nov 2026
Value & Momentum PortfolioBlogSemis & AI Names I'm Buying After the Nov. 5 Crash (Speculative)-6 Nov 2026
Vik's NewsletterBlogIntel: Why Didn’t We See This Coming?-4 Nov 2026
Investing w/ MartinBlogOctober Performance-2 Nov 2026
Value & Momentum PortfolioBlogAMZN, INTC, NOW: Three Technology Giants. Three Different Investment Decisions.-2 Nov 2026
Musings from BluBird CapitalBlogWeek Ahead: Apple’s Refuge, Google’s Reinvention, Intel’s Long Wait-1 Nov 2026
The Black LineBlogThe AI Boom Has a Shareholder Problem-1 Nov 2026
Ian’s Insider CornerBlogU.S. Midterms Election Preview And Investing Outcomes-31 Oct 2026
Crack The MarketBlogCrack The Index #1: US Semis-30 Oct 2026
Musings from BluBird CapitalBlogSemis Got Hit. The Buildout Didn't-30 Oct 2026
Irrational AnalysisBlogIntel Q3 2026: Dead Inside-30 Oct 2026
Musings from BluBird CapitalBlogAlphabet Q3: The Capex Burden Is the Real Story-29 Oct 2026
Irrational AnalysisBlogThe Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)-11 Oct 2026
Musings from BluBird CapitalBlogSeptember Portfolio Scorecard + New Add’s-5 Oct 2026
The Dutch InvestorsBlogHow to Outperform the S&P 500-4 Oct 2026
Crack The MarketBlogInside the Room III: Asia Edition-4 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
Musings from BluBird CapitalBlogBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
Vik's NewsletterBlogHow Many CPUs Do Personal AI Assistants Need?-28 Sept 2026
Musings from BluBird CapitalBlogWhat do we know about Intel 14A vs. TSMC A14 Gap-28 Sept 2026
Value & Momentum PortfolioBlogWeekly BUY Signals (Sept 19, 26)-19 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
Irrational AnalysisBlogIntel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers-18 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
MKTCONTEXTBlog🍔Oversold Bounce (We Sold Stocks)-26 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
Upslope CapitalInvestor letter2026 Q1 Letter-21 Apr 2026 (Q1 2026)