Posts
Are neoclouds actually good businesses, or just beneficiaries of compute scarcity?
Trying to understad the economics of CoreWeave, Nebius and IREN beyond the obvious "AI demand is exploding" since Reuters recently compared the neocloud buildout to the alternative telecom companies of the late 1990s. The internet bulls were ultimately right. Internet usage exploded, and the world needed massive amounts of fiber. …
What do you guys think about Honeywell at current levels?
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What do you think about NVDA?
It’s really hard to get an honest opinion in the Nvidia Stock subreddit so I thought I’d ask here. The PE looks pretty awesome at these levels, great profit margins and very low debt. My concern is them investing in the very companies that are buying their GPUs, but putting …
Have the market fully priced in the Fed rate hike?
The news kept saying market pricing reflects an **85%–90% probability** of a 25 basis point rate hike at this week's Federal Open Market Committee (FOMC) meeting. so if there is an actual rate hike, it won't go down more as it is more or less priced in?
Cowboys capitalists stocks for frontier investors only!
Africa might be the last growth frontier, and the risks are commensurate with the opportunities. So, if you enjoy sipping your caramel latte and chewing your ready-made quesadilla, this probably isn't your cup of tea. Keep scrolling! But if you are hardy, and at least open-minded enough and curious about …
Paramount-Warner Merger: The Misunderstood Antitrust Case
For those that are interested in PSKY - WBD merger arbitrage, absent a legal settlement, I expect Paramount to win at the trial on lack of evidence of a probable antitrust injury. Most of the coverage on this merger has been one-sided showing its negative impact. I published this op-ed …
Do you reason by assigning specific probabilities to outcomes?
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