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Long the Bottleneck, Short the Cost of Capital
SaaS Isn’t Dying, It’s Being Re-metered
The Bottleneck Economy
Notes on Nvidia’s earnings
MP Materials: a miner trying to become a contracted U.S. magnet platform
Bitcoin’s Paper Market: How Futures & Options Can Push Price Down… and Then Rip It Up
AMD: What “went wrong” vs. what the market was priced for
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
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