2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Developments in AI Silicon & LLMs
May 31, 2025, 9:02 a.m.
Huawei's big comeback, explained
May 31, 2025, 9 a.m.
“Overachievement”: Xiaomi's Decade-Long Chip Development Journey
May 25, 2025, 10:14 p.m.
Nintendo's Imminent Switch 2 Launch
May 14, 2025, 5:04 p.m.
Platform Power Is Underrated
May 5, 2025, 3:12 p.m.
Where Do Geogames Go After Niantic’s $3.5B Exit with Lauren Steidl, CEO of Integrated Reality Labs
June 23, 2025, 8:41 p.m.
Marvel’s Decline, Hollywood Vs. AI, and the Most Under-Covered Stories of 2025 So Far
"I Don't Think Apple Has A Chance" - The Brutal Truth About Apple - Chamath Palihapitiya
June 23, 2025, 8:35 p.m.
If a Streaming Show Flops in the Forest, But No One Writes About It, Did It Really Flop?
June 23, 2025, 8:10 p.m.
Emerging Market Links + The Week Ahead (June 23, 2025)
June 23, 2025, 5:20 p.m.
Checking In on AI and the Big Five
June 23, 2025, 3:25 p.m.
Top Links 788 Who has the most stringent climate policy? BYD's Seagull. Nietzsche and risotto. Skiing Bretton Woods.
June 23, 2025, 10:59 a.m.
BF.B: "Continued Headwinds"
June 23, 2025, 10:30 a.m.
China's Breakout DRAM Beast
June 22, 2025, 11 p.m.
Waymo's Approach to Self-Driving: Building the World's Greatest Driver
June 22, 2025, 4:19 p.m.
EM Fund Stock Picks & Country Commentaries (June 22, 2025)
June 22, 2025, 2:32 p.m.
The Bear Cave #279
June 22, 2025, 2:30 p.m.
Wang Jisi on The Relationship Between National Security and Other National Objectives
June 22, 2025, 12:20 p.m.
Top Links 777 Standout productivity. China bottoms out. AIDS deaths & the "Californian Ideology"
June 22, 2025, 10:56 a.m.
Chartbook 393: Whither China? - World Economy Now, June 2025 Edition
June 22, 2025, 10:02 a.m.
How AI Can Supercharge GDP and Bring Down Costs in the Medical Field
June 21, 2025, 5 p.m.
Wall Street Lies!
June 21, 2025, 3:45 p.m.
Top Links 776 California's carbon market hits the floor. Spying on luxury yacht builders. Kagame's extraordinary career & Goldin's sharp eye.
June 21, 2025, 10:55 a.m.
Semis - Nvidia, AMD, Marvell, BESI, KLA, Entegris, Arm, Intel, Navitas, Microchip & TI
June 21, 2025, 7:32 a.m.
Why Apple is fumbling AI, and how they could course correct (hint: buy OpenAI for $500B)
June 21, 2025, 6:18 a.m.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
June 21, 2025, 3:06 a.m.
Vaulting to success
June 20, 2025, 10:09 p.m.
Premium: Cloudflare's GTM revamps
June 20, 2025, 9:55 p.m.
Can Wiz Help Google Win the Cloud? A Deep Dive into the $32B Acquisition
June 20, 2025, 8:04 p.m.
June 2025: Patients need an AI scribe of their own
June 20, 2025, 4:47 p.m.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
June 6, 2025, 12:54 p.m.
LVMH - A house of luxury built on acquisitions👜
June 6, 2025, 12:49 p.m.
Nebius: Explosive Growth At What Is Still A Reasonable Valuation
June 5, 2025, 9:26 a.m.
L'Oréal (OR)
May 31, 2025, 7:54 p.m.
Event #1 - Trimas (TRS)
May 28, 2025, 6:28 p.m.
Dynatrace: Is AI For Observability Really Upon Us?
May 28, 2025, 12:11 p.m.
Pitch the PM's Doug Garber on $TUSK's mammoth cash balance
May 26, 2025, 3:41 p.m.
AGB 2025.1 - Airbnb (ABNB)
May 19, 2025, 2:01 p.m.
Somnigroup [SGI]
May 12, 2025, 1:37 a.m.
Lemonade: A Refreshing Drink For Summertime Investing
May 5, 2025, 3:36 p.m.