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Tesla’s Q4 + FY2025 print and what it does to the investment thesis
Nvidia’s $2B CoreWeave check is a tell, and it matters for IREN
JGBs: When the Cost of Capital Becomes the Headline
AMD Conviction Report
IREN at $49: When the Chart Becomes the Thesis
Tesla At ~$1.5T: Is This Just an FSD Coin Flip Or A Portfolio Of Real Options?
CES 2026 Didn’t “Prove Tesla Won or Lost.” It Proved the Industry Is Converging (Late)
The “500 Robotaxis vs. 3–5 Cars” Debate Is the Wrong Fight – Here’s the Right Way to Underwrite Tesla’s Robotaxi Story
IREN: An Early Accumulation Attempt With Two Levels That Matter ($35 / $49)
2026: The Year AI Stops “Assisting” Labor and Starts Replacing It
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