Mentions

GabGrowthBlogPortfolio Review (August 2026)-2 Sept 2026
Crack The MarketBlogHow to Use Crack The Market-1 Sept 2026
Vik's NewsletterBlogHow Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit-1 Sept 2026
The Pragmatic OptimistBlogNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Musings from BluBird CapitalBlogThe Memory Wall Has Three Exits-30 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Vik's NewsletterBlogHot Chips 2026: Tuning into Memory Vibes-24 Aug 2026
Jason's ChipsBlogHot Chips Day 1 - Precious Memories-24 Aug 2026
Musings from BluBird CapitalBlogThe Power of the Pivot - Market Rotation’s-22 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Tech InvestmentsBlogAI Shortages, Memory Outlook, The Iran Gordian Knot-16 Aug 2026
Global Equity BriefingBlogNu Q2 2026: Profits, ARPU and Strong Customer Growth.-14 Aug 2026
TacticzHazelBlogMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
Sung CapitalBlogThe fund that ran out of the thing it was named after-5 Aug 2026
Jimmy's JournalBlogPortfolio Update: August 2026-3 Aug 2026
Compounding Your WealthBlogMy Stock Portfolio Review, July 2026-3 Aug 2026
Musings from BluBird CapitalBlogThe Month Memory Broke. Our thesis is un-changed.-3 Aug 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +251%-31 Jul 2026
Value Hive PodcastPodcastJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Musings from BluBird CapitalBlogMy FOX BUSINESS Interview on CXMT and BB-31 Jul 2026
Musings from BluBird CapitalBlogApple Q2 2026: The RAMageddon Quarter-31 Jul 2026
Quality Value InvestmentsBlog¿Son los Negocios Aburridos los Más Rentables? Experto en Serial Acquirers Revela Cómo Encontrarlos-30 Jul 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (July 27, 2026)-28 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings-27 Jul 2026
The Pragmatic OptimistBlogOur New #1 AI Power Stock-26 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
The Pragmatic OptimistBlogWe’re Not Wasting AI’s Big Selloff-19 Jul 2026
Long-Term PickBlogMicron at 6x Earnings: The Most Expensive Mistake-18 Jul 2026
Boyar ResearchBlogBoyar's 2Q 2026 Investor Letter:-14 Jul 2026
Value Investing SubstackBlogDeep Value Investing in an Overvalued World-12 Jul 2026
The Variant ViewBlogMarket Musings From Atop the Shoulders of Giants - 23.06.2026-23 Jun 2026
Cluseau ResearchBlogJune 2026 Portfolio Review-12 Jun 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Outside The IndexBlogBeing Around When the Future Arrives-8 Jun 2026
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Edward's PointBlogAdapt or die-11 May 2026