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AI may be the boom, but private credit could be the fuse
The AI cloud market is not converging. It is splitting.
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
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