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Applied Digital, Defense Semiconductors, and 1998

Crosspost: Despite the name, companies use accounting tactics that assign a lot of certainty to UTPs

Top Links 764 The assault on foreign students in the US. The Palantir bubble & the Norman Conquest.

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Dollar Tree: Building Blocks

Ukraine wants to frack its way to victory

A Cult AI Computer’s Boom and Bust

Banks lend to Elon Musk but demand tons of Tesla shares as collateral

Apple, Design, and the Future of the Device

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The Bear Cave #277

The Death of Growth

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Chartbook 389: Europe's zombie armies. Or how to spend $3.1 trillion and have precious little to show for it.

Top Links 763 Windsor, Ontario. On the trade war frontline. Protecting the naira. Guinea Savannah Zone land-grabbing.

Summer book edition, part 2

Top Links 762 Historicizing fx reserves. Russia's economy running hot. The fall of a fascist explorer & the "Ruler of My Heart".

The Trump Musk Blowup!

Cintas: Good Growth Prospects At Fair Value

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