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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
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)
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