| The Memory Scare Has A Memory Problem |
Mon, 10/19/2026 - 07:00 |
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| Hot Inflation, Cold AI |
Sun, 10/18/2026 - 14:17 |
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| Elon Musk Likes Micron. Here’s Why I’m Bullish. |
Sat, 10/17/2026 - 09:00 |
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| Claude’s Feelings, Your Obligation |
Thu, 10/15/2026 - 07:00 |
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| Time To Get Back Into Micron Again |
Mon, 10/12/2026 - 08:45 |
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| Records, Rates, And An AI Scare |
Sat, 10/10/2026 - 10:54 |
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| AI's $20 Billion Accounting Scare |
Fri, 10/09/2026 - 08:30 |
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| Losing Money On A Winning Business |
Thu, 10/08/2026 - 08:45 |
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| A Good Stock Pick Is Only The Start |
Wed, 10/07/2026 - 08:30 |
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| AI Is Running Out Of Memory |
Tue, 10/06/2026 - 08:30 |
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| Soft Jobs, Hard Rates |
Sun, 10/04/2026 - 11:00 |
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| The Edge Starts With The Stocks |
Sat, 10/03/2026 - 10:00 |
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| Sex Parties, AI Doom, And Anthropic’s IPO |
Thu, 10/01/2026 - 12:53 |
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| After uniQure’s 37% Selloff |
Wed, 09/30/2026 - 08:30 |
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| Who Pays For AI's Power Plants? |
Mon, 09/28/2026 - 08:30 |
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| Oil Relented. Yields Didn't. |
Sat, 09/26/2026 - 12:30 |
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| Choosin' Tesla |
Fri, 09/25/2026 - 08:30 |
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| Pacing You, Not The Frontier |
Wed, 09/23/2026 - 08:30 |
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| $100 Oil, 5% Yields, Rising Tech Stocks |
Sat, 09/19/2026 - 10:31 |
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| The China-Free Drone Bottleneck |
Fri, 09/18/2026 - 09:45 |
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| The Fed Hiked. AI Compute Got More Expensive. |
Thu, 09/17/2026 - 16:36 |
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| AI Can't Buy A Transformer. |
Wed, 09/16/2026 - 10:01 |
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| Choosin’ Texas |
Tue, 09/15/2026 - 08:30 |
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| Think Of The Children, Dario |
Mon, 09/14/2026 - 08:30 |
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| Every AI Token Is A Network Moment |
Sun, 09/13/2026 - 09:30 |
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| $105 Oil, 5% Yields, Falling Stocks |
Sat, 09/12/2026 - 10:15 |
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| 25 Years Later |
Fri, 09/11/2026 - 08:00 |
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| The Campaign To Regulate AI |
Thu, 09/10/2026 - 08:30 |
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| A 427% Gain In 18 Days |
Tue, 09/08/2026 - 09:13 |
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| A Different Kind Of Labor Day |
Mon, 09/07/2026 - 09:30 |
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| Hot Jobs, $95 Oil, Flat Stocks |
Sun, 09/06/2026 - 09:30 |
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| Burry Buys A Lemon |
Fri, 09/04/2026 - 09:29 |
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| 15 Million Drones |
Thu, 09/03/2026 - 08:30 |
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| The State Looks Down On Sodomy |
Mon, 08/31/2026 - 08:30 |
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| AI Broadens. Warsh Pushes Back. |
Sat, 08/29/2026 - 16:19 |
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| Nvidia’s Balance Sheet Is Its New Moat |
Thu, 08/27/2026 - 15:15 |
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| What AI’s $3.1 Trillion “Time Bomb” Is Actually Buying |
Wed, 08/26/2026 - 08:30 |
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| AI's Next Bottleneck Isn't Chips. It's Power. |
Tue, 08/25/2026 - 08:30 |
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| No Need To Doom About Our $40 Trillion In Debt |
Mon, 08/24/2026 - 08:35 |
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| Bond Jitters Meet Biotech Fireworks |
Sun, 08/23/2026 - 09:30 |
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| The Biotech Bid Broadens |
Fri, 08/21/2026 - 08:45 |
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| Snatching Defeat From The Jaws Of Victory |
Thu, 08/20/2026 - 08:34 |
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| An Immune Cloak And An Alzheimer’s Beachhead |
Tue, 08/18/2026 - 10:26 |
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| Why Some Trades Are Worth Another Swing |
Mon, 08/17/2026 - 08:31 |
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| When A Stock Doubles In The Premarket |
Sat, 08/15/2026 - 18:38 |
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| AI Earnings Keep Confirming The Buildout |
Thu, 08/13/2026 - 10:35 |
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| A Wild Day In Biotech |
Tue, 08/11/2026 - 08:12 |
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| Not Chasing The Light |
Mon, 08/10/2026 - 08:42 |
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| Weak Jobs Meet Strong Earnings |
Sat, 08/08/2026 - 09:34 |
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| A Flag Or A Fleet |
Fri, 08/07/2026 - 07:35 |
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| The AI Buildout Keeps Accelerating |
Thu, 08/06/2026 - 07:31 |
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| Why AI Hasn't Killed Outsourcing Yet |
Wed, 08/05/2026 - 04:34 |
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| AI Profits Meet 4.7% Yields |
Sun, 08/02/2026 - 11:40 |
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| A Lack Of Situational Awareness |
Sat, 08/01/2026 - 01:21 |
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| Trump Should Buy The KOSPI Crash |
Thu, 07/30/2026 - 08:01 |
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| The AI Buildout Is on Track. The Recovery Isn't. |
Wed, 07/29/2026 - 07:31 |
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| Can Neutron Jack Save American AI From China? |
Mon, 07/27/2026 - 07:57 |
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| AI Demand Meets $100 Oil |
Sun, 07/26/2026 - 08:56 |
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| Is It Safe To Get Back Into AI Stocks? |
Thu, 07/23/2026 - 15:18 |
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| When To Get Back In Memory Stocks |
Tue, 07/21/2026 - 07:31 |
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| War And Rotation |
Fri, 07/17/2026 - 07:31 |
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| The Market Has Spoken |
Thu, 07/16/2026 - 11:51 |
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| AI Isn't A Bubble And Its Buildout Is Accelerating |
Wed, 07/15/2026 - 04:33 |
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| The Man Who Wants To Fix Brazil |
Mon, 07/13/2026 - 17:12 |
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| War And Memory |
Sat, 07/11/2026 - 10:31 |
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| Our Robotic Future Edges Closer |
Fri, 07/10/2026 - 17:34 |
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| More Evidence The AI Boom Has Legs |
Thu, 07/09/2026 - 07:44 |
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| AI Whipsaw |
Tue, 07/07/2026 - 05:03 |
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| AI Apocalypse |
Fri, 07/03/2026 - 19:43 |
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| Time To Get Back Into Micron |
Thu, 07/02/2026 - 07:31 |
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| AI Is Real. So Is The Chop |
Sat, 06/27/2026 - 09:31 |
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| Korea Crashes Again |
Fri, 06/26/2026 - 08:31 |
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| Partying Like It's Still Not 1999 |
Thu, 06/25/2026 - 09:50 |
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| The Mossadegh Myth |
Tue, 06/23/2026 - 07:31 |
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| What The Hawks Miss About The Iran Talks |
Mon, 06/22/2026 - 05:37 |
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| The Biology Won |
Thu, 06/18/2026 - 07:31 |
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| A Million People On Mars |
Tue, 06/16/2026 - 07:53 |
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| How Can You Be Bearish After That? |
Mon, 06/15/2026 - 16:10 |
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| From The Momentum Bloodbath To The SpaceX IPO |
Sat, 06/13/2026 - 08:31 |
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| The Space Race Is On |
Fri, 06/12/2026 - 06:20 |
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| Reject The FUD |
Thu, 06/11/2026 - 04:46 |
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| More From The Man Who Wants To Fix Brazil |
Tue, 06/09/2026 - 07:31 |
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| Neocon "Expert" Parades Her Ignorance About Russia |
Mon, 06/08/2026 - 07:31 |
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| Surviving The Market Stampede |
Fri, 06/05/2026 - 18:16 |
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| Not Walking Away |
Thu, 06/04/2026 - 16:16 |
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| While You Were Waiting For A Crash |
Sun, 05/31/2026 - 07:40 |
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| Still Comparing This To The Dot-Com Bubble? |
Fri, 05/29/2026 - 02:04 |
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| Meet The Man Trying To Fix Brazil |
Wed, 05/27/2026 - 19:55 |
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| Stop Trying To Call The Top |
Tue, 05/26/2026 - 07:29 |
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| Trading Spaces |
Sun, 05/24/2026 - 00:41 |
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| Useful Bottlenecks |
Fri, 05/22/2026 - 02:04 |
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| Our Robotic Future |
Thu, 05/21/2026 - 02:44 |
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| Reactions To Rep. Massie's Defeat |
Wed, 05/20/2026 - 05:41 |
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| Momentum Pullback, AI Thesis Intact |
Tue, 05/19/2026 - 04:01 |
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| Partying Like It's Not 1999. |
Sun, 05/17/2026 - 09:31 |
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| Trading The Bottlenecks |
Sat, 05/16/2026 - 09:31 |
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| You Are Not Bullish Enough |
Wed, 05/13/2026 - 11:53 |
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| Trading The Blockade |
Mon, 05/11/2026 - 03:44 |
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| If You're Not In Space Stocks, Everyone Can Hear You Scream |
Sat, 05/09/2026 - 09:03 |
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| AMD Just Proved The Hedge Funds Wrong |
Wed, 05/06/2026 - 17:23 |
|