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Is SK Telecom or Zoom the better Anthropic proxy right now?
.. and a few other creative options
Jun 9
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Why we will keep lighting cigars with a blowtorch.
Local and open source models aren't the answer to token frugality.
Jun 5
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The Alphabet $80b equity raise is more than a dip to buy
Management is in convex opportunity mode, time to mirror their aggression and wait for upside panic.
Jun 3
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May 2026
Where will we rotate our semis profits? Software? Really?
Yes, we would need to pry Micron from your cold dead hands... so consider it a thought experiment.
May 29
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Theme-beta is the Alpha: AI Capex is Inelastic.
Beyond chasing charts: do the Mythos trendlines and OpenAI's Erdős breakthrough make tapping the Capex brakes extremely improbable?
May 28
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NVDA is remarkable. It's also too big.
Why their bull case and bear case both point elsewhere.
May 21
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Semis: Be careful betting on Single Names vs. ETFs.
Don’t overpay for “dispersion premia” that you aren’t using.
May 20
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