MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

The Black Line

https://theblacklineops.substack.com/

Mentions10
Posts3
Latest post13 Aug 2026
NVIDIA CorporationNvidia’s $500 Billion Credit Experiment-13 Aug 2026
Amazon.com, Inc.Big Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Alphabet Inc.Big Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Meta Platforms, Inc.Big Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Microsoft CorporationBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
NVIDIA CorporationAI’s Next Nervous System Is Made of Light-29 Jul 2026
Taiwan Semiconductor Manufacturing Company LimitedAI’s Next Nervous System Is Made of Light-29 Jul 2026
Broadcom Inc.AI’s Next Nervous System Is Made of Light-29 Jul 2026
Intel CorporationAI’s Next Nervous System Is Made of Light-29 Jul 2026
GLOBALFOUNDRIES Inc.AI’s Next Nervous System Is Made of Light-29 Jul 2026