Inside the AdTech Industry: The Trade Desk's Problems & Outlook
March 28, 2025, 12:37 p.m.
MW is Short AppLovin (APP US)
March 27, 2025, 6:27 p.m.
An Interview with Snowflake CEO Sridhar Ramaswamy About Data and AI
March 27, 2025, 10:18 a.m.
How AI might destroy apple
March 27, 2025, 9:22 a.m.
CoreWeave vs Nebius
March 25, 2025, 8:32 p.m.
GTC, Micron and Cyclicals
March 25, 2025, 1:25 p.m.
Klarna S-1 Breakdown
March 19, 2025, 10:08 p.m.
W is for Wiz: Alphabet’s Audacious Acquisition
March 19, 2025, 4:22 p.m.
The inevitable death of Google
March 12, 2025, 12:39 p.m.
Trump's 2nd Trade War Begins
Feb. 25, 2025, 3:16 p.m.
Tom, Leo, Gosling (!), and the CinemaCon Studio Power Ranking
April 5, 2025, 8:40 p.m.
Friedberg Explains Trump's Tariffs: Take Them Seriously, But Expect Negotiations
April 5, 2025, 5:50 p.m.
Perspective on tariffs + reviewing construction basket
April 5, 2025, 4:22 p.m.
SentinelOne--The Most Misunderstood Investment In The Cyber Security Space!
April 5, 2025, 12:02 p.m.
Top Links 699 The crumbling support for Trump. Blowback to Europe from US protectionism. Luhmann advising Adorno on matters of the heart.
April 5, 2025, 11:02 a.m.
IBM: Is The Stock Price Overvalued?
April 5, 2025, 6:13 a.m.
Some Troubled Science Reporting at South China Morning Post
April 5, 2025, 4:03 a.m.
How Trump’s Tariffs Will Transform Global Trade?
April 4, 2025, 11:30 p.m.
Antonio Gracias Breaks Down SHOCKING Immigration Data 🤯
April 4, 2025, 11:21 p.m.
Landman, Fallout, Bridgerton and Squid Game Vie for the Streaming Crown…Oh, And Bluey
April 4, 2025, 10:30 p.m.
TWIG #325 Ubisoft Bails Out, AppLovin Fights Back, Roblox Becomes an Ad Network
April 4, 2025, 8:41 p.m.
David Capital's Adam Patinkin Updates the Vistry Thesis $VTY
April 4, 2025, 8 p.m.
Chamath's Three Takeaways from Liberation Day 🇺🇸
April 4, 2025, 7:43 p.m.
Microsoft AI CEO Mustafa Suleyman: Our AI Will Differentiate Via Personality
April 4, 2025, 4:31 p.m.
Corridors Under Siege
April 4, 2025, 4:28 p.m.
🌐 Emerging Market Stock Picks (Early April 2025)
April 4, 2025, 3:55 p.m.
QQQ Killer Index Day 1 Starting Allocation
April 4, 2025, 3:21 p.m.
Crosspost: Archer-Daniels-Midland (ADM) cuts executive pay amid accounting investigations
April 4, 2025, 1 p.m.
Weekly Dose of Optimism #138
April 4, 2025, 12:31 p.m.
Top Links 698 Foreign holdings of Treasuries. Europe's champions. MAGA Afrikaners. Polanyi in the US.
April 4, 2025, 10:59 a.m.
01Core Indexes: Modified QQQ
April 4, 2025, 9:49 a.m.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
April 4, 2025, 7:31 a.m.
TikTok’s fate could be decided by tariffs
April 4, 2025, 12:41 a.m.
How Moore’s Law Revolutionized RF-CMOS
April 3, 2025, 11 p.m.
Liberation Day and The New World Order
April 3, 2025, 9:51 p.m.
Rentokil - Still Bugged by Execution
March 29, 2025, 12:28 p.m.
Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom
March 28, 2025, 2:31 p.m.
Plural Investing's Chris Waller on the entertainment and hospitality turnaround at Seaport $SEG
March 24, 2025, 5:29 p.m.
Antin Infrastructure Partners
March 22, 2025, 1:31 p.m.
Unity: Will Vector Point The Company In A New Direction
March 21, 2025, 4:36 a.m.
Optimist Fund's Jordan McNamee on ThredUp's value proposition $TDUP
March 19, 2025, 2:02 p.m.
Shift4’s M&A Alchemy
March 17, 2025, 12:16 p.m.
Grupo Aeroportuario del Centro Norte: Stay Patient, an Inflection Is Coming (Ticker: OMAB)
March 3, 2025, 12:35 a.m.
Kerrisdale Capital's Sahm Adrangi on $ACMR's price dislocation between Shanghai and NASDAQ listings
Feb. 26, 2025, 1:49 p.m.
Manhattan Associates' Problems & One Winner
Feb. 25, 2025, 12:23 p.m.