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Nov 8, 2026
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8 min read
Golden Nest!
Oct 20, 2026
3 min read
And 80% of you never left.
Aug 30, 2026
11 min read
SaaS and Nvidia.
Jun 14, 2026
12 min read
How AI is impacting IT Consulting and recent AI ecosystem updates.
Apr 28, 2026
GE Vernova's prospects.
Jan 31, 2025
10 min read
An investigative bombshell on NVDA included.
May 24, 2024
24 min read
Revelations from SMCI's financial reports.
Oct 30, 2026
4 min read
"The Nuts"? Possibly.
Oct 18, 2026
The Oct 8 SMH short and a relook at CVNA.
Oct 8, 2026
6 min read
History of cartels, quality of earnings, and recent developments.
Sep 27, 2026
5 min read
A long term model portfolio.
Sep 22, 2026
7 min read
A variant perception.
Sep 17, 2026
Reviewing and building upon the 2024 article.
Aug 8, 2026
A Variant Perception Analysis.
Jul 27, 2026
Hyperscalers' net income is set to fall. Risks are brewing in subprime land.
Jul 14, 2026
14 min read
Beneficiaries of the $1.5 trillion defense budget and US Space Force mordernization.
Jun 29, 2026
15 min read
AI and Macro Developments.
Jun 1, 2026
23 min read
Recent developments. And are GPUs sitting in warehouses?
May 18, 2026
A major strategic pivot acting as a overhang, giving investors an opportunity.
May 13, 2026
New tailwinds.
May 4, 2026
Hyperscalers' earnings quality deteriorates as CAPEX goes parabolic.
Apr 19, 2026
A Dream Far Away.
