 Crack The MarketBlog | My Resilience and Software Buy List | - | 14 Sept 2026 |
 Latticework by MOI GlobalBlog | The Monday Morning Briefing | - | 14 Sept 2026 |
 Tech InvestmentsBlog | Open vs Closed Models, Snowflake, Robotaxis | - | 13 Sept 2026 |
 Musings from BluBird CapitalBlog | The AI Slowdown That Isn't: What Dario, Altman Aren't Telling You | - | 13 Sept 2026 |
| Latticework by MOI GlobalBlog | Weekly Inspiration | - | 12 Sept 2026 |
 SemiAnalysisBlog | Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses? | - | 11 Sept 2026 |
 How They Make MoneyBlog | ☁️ Oracle: 850 Megawatts Later | - | 11 Sept 2026 |
| SemiAnalysisBlog | Where Does a Robot Think – On-Device vs Datacenter Inference | - | 9 Sept 2026 |
 Analyzing Good BusinessesBlog | 📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC | - | 9 Sept 2026 |
| Musings from BluBird CapitalBlog | The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation | - | 8 Sept 2026 |
| Crack The MarketBlog | Inside the Room II: Two Weeks With the Companies Rationing the AI Buildout | - | 8 Sept 2026 |
 GabGrowthBlog | The Case For Taking Profits | - | 8 Sept 2026 |
 MMMT WealthBlog | What Markets Are Saying & What’s Mispriced? | - | 7 Sept 2026 |
| SemiAnalysisBlog | TPU Inference Externalization Full Steam Ahead - InferenceX | - | 7 Sept 2026 |
 Irrational AnalysisBlog | Hot Chips 2026: Irrational Recap | - | 6 Sept 2026 |
| Crack The MarketBlog | The Advanced Packaging Primer | - | 6 Sept 2026 |
 Long-term InvestingBlog | Nvidia (NVDA) | - | 4 Sept 2026 |
 Long-Term PickBlog | LTP Watchlist #001: 10 Stocks I Would Buy at the Right Price | - | 4 Sept 2026 |
| GabGrowthBlog | Portfolio Review (August 2026) | - | 2 Sept 2026 |
| SemiAnalysisBlog | Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses | - | 1 Sept 2026 |
| Crack The MarketBlog | How to Use Crack The Market | - | 1 Sept 2026 |
 Vik's NewsletterBlog | How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit | - | 1 Sept 2026 |
 Five Minute MoneyBlog | Why Hedge Funds Aren’t Supposed to Beat the Market | - | 1 Sept 2026 |
| Long-Term PickBlog | LTP Portfolio #002: August + Fair Prices for All 9 Stocks | - | 1 Sept 2026 |
 The Pragmatic OptimistBlog | Nvidia, Marvell vs. Broadcom, Credo | - | 31 Aug 2026 |
| Latticework by MOI GlobalBlog | The Monday Morning Briefing | - | 31 Aug 2026 |
| Musings from BluBird CapitalBlog | The Memory Wall Has Three Exits | - | 30 Aug 2026 |
 Modern Value InvestingBlog | Investing in the Age of AI: Too Late or only the Beginning? | - | 30 Aug 2026 |
| Tech InvestmentsBlog | Nvidia & Circular Financing, AI Outlook, and Physical AI | - | 29 Aug 2026 |
| How They Make MoneyBlog | 🤖 NVIDIA: Can’t Build Fast Enough | - | 28 Aug 2026 |
 WHAT ARE WE DOING? “Contrarians At The Gate”Blog | Working Longs & Shorts, What A Way To Make A Living | - | 27 Aug 2026 |
| Crack The MarketBlog | Nvidia Just Repriced the Entire AI Value Chain | - | 27 Aug 2026 |
 Compounding Your WealthBlog | Nvidia, CrowdStrike, Veeva Earnings Q2 2026 | - | 27 Aug 2026 |
| Musings from BluBird CapitalBlog | What is NVHBM & What does that mean for Memory Suppliers | - | 27 Aug 2026 |
 Platform AeronautBlog | Everyone Is Playing a Different Robotaxi Game | - | 26 Aug 2026 |
| Crack The MarketBlog | AI Investment Supercycle: How to Invest in the $6-7tn Race | - | 25 Aug 2026 |
 Jason's ChipsBlog | Hot Chips Day 2 - (C/G)PU | - | 25 Aug 2026 |
| Five Minute MoneyBlog | The Truth Behind 3 Famous Warren Buffett Lessons | - | 25 Aug 2026 |
| IInvest Like the BestPodcast | Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488] | - | 25 Aug 2026 |
 Guardian ResearchBlog | The No Pile | - | 22 Aug 2026 |
 spaghettilisbon's desk viewBlog | On the US and the Eurozone. | - | 22 Aug 2026 |
 TacticzHazelBlog | 7 Stocks Superinvestors Bought That Nobody is Covering | - | 21 Aug 2026 |
 Musings on MarketsBlog | AI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions! | - | 20 Aug 2026 |
 Value Investing by Giles CapitalBlog | Giles Capital Reads - Week 33 | - | 19 Aug 2026 |
| How They Make MoneyBlog | 💰 Wall Street's Top Stocks in Q2 | - | 18 Aug 2026 |
| IInvest Like the BestPodcast | Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] | - | 18 Aug 2026 |
| TacticzHazelBlog | 10 Stocks to Buy Right Now | - | 17 Aug 2026 |
 MKTCONTEXTBlog | 🍔The Bank of Nvidia (+New Stock Pick) | - | 16 Aug 2026 |
| Tech InvestmentsBlog | AI Shortages, Memory Outlook, The Iran Gordian Knot | - | 16 Aug 2026 |
| How They Make MoneyBlog | ☁️ Neocloud Economics | - | 14 Aug 2026 |
| VValue Hive PodcastPodcast | [REPLAY] Gavin McCracken: A Journey To 2,000x Returns | ▶ Listen · 1:22:12+2 | 14 Aug 2026 |
| Long-term InvestingBlog | Coreweave (and Nebius NV) | - | 13 Aug 2026 |
 The Black LineBlog | Nvidia’s $500 Billion Credit Experiment | - | 13 Aug 2026 |
 UncoverAlphaBlog | Nvidia and the Hyperscalers High Stakes Poker Game | - | 13 Aug 2026 |
 Jimmy's JournalBlog | GPUs, ASICs, and the Real ROI of AI | - | 13 Aug 2026 |
 Quality Value InvestmentsBlog | ¡Así Puedes Conseguir un 22% de Rentabilidad! Gestor de Fondo Explica Cómo Invertir en Smallcaps | - | 12 Aug 2026 |
| WHAT ARE WE DOING? “Contrarians At The Gate”Blog | ON THE TAPE with Sonali Basak | - | 12 Aug 2026 |
| Long-Term PickBlog | LTP Portfolio #001: Introducing My Portfolio | - | 12 Aug 2026 |
| Long-term InvestingBlog | Nvidia (NVDA) | - | 11 Aug 2026 |
| IInvest Like the BestPodcast | Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486] | - | 11 Aug 2026 |
| Irrational AnalysisBlog | CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad | - | 9 Aug 2026 |
| TacticzHazelBlog | Michael Burry Is Not a Wizard. He's a Genie. | - | 9 Aug 2026 |
| SemiAnalysisBlog | SpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker | - | 7 Aug 2026 |
| WHAT ARE WE DOING? “Contrarians At The Gate”Blog | WHAC-A-MOLE | - | 5 Aug 2026 |
 Compound with RenéBlog | Macro & Micro Insights: Interesting Resources! (August 2026 Edition) | - | 5 Aug 2026 |
| Modern Value InvestingBlog | Did the Research Deliver? A Four-Year Review of Every Published Investment Idea | - | 4 Aug 2026 |
 Emerging Market SkepticBlog | Emerging Market Links + The Week Ahead (August 3, 2026) | - | 4 Aug 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Weekly - Week 31 | - | 4 Aug 2026 |
 Investing w/ MartinBlog | July Results | - | 3 Aug 2026 |
| Compound with RenéBlog | 8 Signs the AI Bubble Is Further Along Than You Think | - | 2 Aug 2026 |
| VValue Hive PodcastPodcast | Jeremy Raper: Cycles, AI, and Activism | - | 31 Jul 2026 |
| Vik's NewsletterBlog | The AI Trade Burned Down: Let Round 2 Begin | - | 31 Jul 2026 |
 Value Investing SubstackBlog | What Really Matters | - | 31 Jul 2026 |
| TThe Acquirers PodcastPodcast | What 250 Years of Market Data Actually Tells Us | Meb Faber | - | 30 Jul 2026 |
| The Black LineBlog | AI’s Next Nervous System Is Made of Light | - | 29 Jul 2026 |
 Value & Momentum PortfolioBlog | The Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why | - | 29 Jul 2026 |
| Long-Term PickBlog | NVIDIA at 21x: The Cheapest AI Leader in Five Years | - | 28 Jul 2026 |
 Yet Another Value BlogBlog | July 2026 Random Ramblings | - | 27 Jul 2026 |
| YYet Another Value PodcastPodcast | July 2026 Random Ramblings | ▶ Watch · 14:42 | 27 Jul 2026 |
 The Lion's RoarBlog | O'Keefe Stevens Advisory Q2 Investor Letter | - | 23 Jul 2026 |
 Lewistown CapitalBlog | [$UBER] Uber Technologies | - | 22 Jul 2026 |
| Quality Value InvestmentsBlog | Lo extraordinario empieza a estar descontado | - | 21 Jul 2026 |
| Long-Term PickBlog | Big Tech's Fear Sale: 5 Giants I'm Buying | - | 21 Jul 2026 |
 The Atomic InvestorBlog | Atomic Radar — Issue #1 — May 2026 | - | 18 Jul 2026 |
 Credit from Macro to MicroBlog | The AI Capex Debt Supercycle | - | 16 Jul 2026 |
 EdelweissBlog | The Art of not Selling (too early) | - | 12 Jul 2026 |
| Irrational AnalysisBlog | July NPO/CPO Update: Stupidity Singularity | - | 12 Jul 2026 |
| MMMT WealthBlog | The Baskets: Looking Ahead to Q3 2026 (Part 2) | - | 10 Jul 2026 |
 Capitalist LettersBlog | 🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups! | - | 8 Jul 2026 |
 Gekko CapitalBlog | Actualización de carteras a cierre de Q2-2026 | - | 5 Jul 2026 |
 FrontierVikingBlog | Finding My Investing DNA, Part I | - | 4 Jul 2026 |
 St. James Investment CompanyBlog | Value Investor's Quarterly Letter | - | 30 Jun 2026 |
 Sherwood Investment LetterBlog | A banger investment book | - | 30 Jun 2026 |
 SpearPoint Equity AlphaBlog | The Bubble That Earns Its Keep | - | 23 Jun 2026 |
| Quality Value InvestmentsBlog | Boletín Semanal del Inversor Quality | - | 23 Jun 2026 |
| BBehind the Balance SheetPodcast | #60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. | ▶ Listen · 56:35 | 18 Jun 2026 |
 The Midwestern InvestorBlog | The bottleneck behind the bottlenecks | - | 15 Jun 2026 |
| Jason's ChipsBlog | Portfolio Review | May 2026 (+26%, +167% YTD) | - | 13 Jun 2026 |
| VValue Hive PodcastPodcast | Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC | - | 12 Jun 2026 |
| TThe SynopsisPodcast | Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle | - | 10 Jun 2026 |
| IInvest Like the BestPodcast | Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477] | - | 9 Jun 2026 |
| UncoverAlphaBlog | Most of the Economy Won't Run on the Best Model | - | 4 Jun 2026 |
 Bristlemoon CapitalBlog | Do You Dance While the Music Is Playing? | - | 21 May 2026 |
 SaltLight CapitalInvestor letter | 1Q 2026 Letter | - | 20 May 2026 (Q1 2026) |
| BBehind the Balance SheetPodcast | #58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries | - | 16 Apr 2026 |
| Platform AeronautBlog | Uber Is Quietly Winning the AV Rideshare Setup | - | 12 Mar 2026 |
 Fundasy InvestorBlog | Document the Process: H1'2026 Gameplan | - | 14 Jan 2026 |
| St. James Investment CompanyBlog | Value Investor's Quarterly Letter | - | 6 Jan 2026 |
| St. James Investment CompanyBlog | Value Investor's Quarterly Letter | - | 5 Oct 2025 |
 Bourse EuropeBlog | Nouveau contenu sur la chaine | - | 31 May 2025 |
 Patient Capital Fund NewsletterBlog | Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant" | - | 30 May 2025 |
 Exit Velocity InvestingBlog | Thoughts on Portfolio Concentration and Merits of the #NeverSell Approach | - | 28 Jan 2024 |