Try “bubble”, “credit card”, “freedom”, or “AI”.
Market news
Our take on the market at a moment in time. Guides and strategy don’t expire; these do, so each one is dated and retires from the rest of the site after a few months.
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NVIDIA still owns most of the AI chip market, but Google, Amazon, Microsoft and Meta are building their own chips for inference. Where the money is moving in 2026 and…
Written for the market at the time. Numbers and outlook have likely changed.
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The “AI will replace enterprise software” narrative misses how large organizations actually work — here’s why platforms are getting more essential, not less.
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If you’ve been watching the headlines since the weekend, you know the world changed on January 3rd. The execution of Operation Absolute Resolve—the U.S. military…
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As we close the books on a volatile 2025, investors are looking toward 2026 with a mix of cautious optimism and acute anxiety. While the fundamental drivers of the…
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The AI revolution is in full swing, and if you’ve been in the market for the last few years, you’ve likely seen incredible gains in companies like Nvidia, Microsoft, and…
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For context, I write this on February 25th 2025 on a day of market turbulence and high level of uncertainty due to in part to threat of tariffs, sticky inflation, and…
