Mentions

Value & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
The Acquirers PodcastPodcastMGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast Watch · 4:40
+3Listen · 6:17Listen · 7:59Listen · 19:48
17 Oct 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 41-14 Oct 2026
Musings from BluBird CapitalBlogClearing the Memory FUD; Are Data Centers dead business?-14 Oct 2026
MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-13 Oct 2026
Irrational AnalysisBlogThe Tragedy of 3D XPoint (AKA Intel Optane AKA Micron QuantX)-11 Oct 2026
Cannibal StocksBlogWhat If Pabrai Had Just Sat on His Ass? Every Idea He Ever Bought, Held Forever.-9 Oct 2026
Cluseau ResearchBlogSeptember 2026 Portfolio Review-5 Oct 2026
Global Equity BriefingBlogWhat Will Micron’s Share Price be in 2029?-5 Oct 2026
Crack The MarketBlogInside the Room III: Asia Edition-4 Oct 2026
Long-Term PickBlogMicron Still at 6x Earnings: Peak or New Normal?-4 Oct 2026
The Pragmatic OptimistBlogTPO’s September ‘26 Roundup-3 Oct 2026
How They Make MoneyBlog🏢 Meta Goes to Work-2 Oct 2026
StockOpineBlogGreggs’ Trading Improves, AMD Bets on World Labs & Micron Signals More AI Spending-2 Oct 2026
The Pragmatic OptimistBlogWhat Micron Really Needs To Do-1 Oct 2026
Global Equity BriefingBlogMicron FYQ4 2026 Earnings: The AI Memory Supercycle Continues!-1 Oct 2026
Musings from BluBird CapitalBlogMICRON-The Floor Is Now in Writing-1 Oct 2026
Musings from BluBird CapitalBlogBuilding an Agent Is Easy. Trust Is Hard-29 Sept 2026
The HermitBlogEveryone Knows Situational Awareness Blew Up $30bn. But What the Heck Actually Happened?-16 Sept 2026
Musings from BluBird CapitalBlogThe AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation-8 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 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
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
Musings from BluBird CapitalBlogThe Power of the Pivot - Market Rotation’s-22 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 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
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
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
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