Mentions

Value & Momentum PortfolioBlogOctober 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking?-19 Oct 2026
The Dutch InvestorsBlogASML Built a $400 Million Machine. TSMC Isn’t Using It.-18 Oct 2026
Crack The MarketBlogWhat Is Actually Happening to the AI Trade-17 Oct 2026
Best Anchor StocksBlogDiversified by name, concentrated by bet (NOTW#111)-17 Oct 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-17 Oct 2026
Clean Your FinanceBlogASML T3 2026 : trop de commandes, pas assez de machines-16 Oct 2026
The Black LineBlogASML. Is the Monopoly Worth the Price?-16 Oct 2026
SemiAnalysisBlogASML Is Building a Hybrid Bonding Tool!-15 Oct 2026
Best Anchor StocksBlogMy 2028 numbers-14 Oct 2026
Bristlemoon CapitalBlogBristlemoon September 2026 Quarterly Letter-12 Oct 2026
The Black LineBlog17 Structural Markets Beyond America in 2026-6 Oct 2026
StockOpineBlogGreggs’ Trading Improves, AMD Bets on World Labs & Micron Signals More AI Spending-2 Oct 2026
The Wolf of Harcourt StreetBlogPortfolio Review - September 2026-1 Oct 2026
Quality Value InvestmentsBlog¿Ha Muerto el Quality Investing? Inversor Experto Habla del S&P 500, las Small Caps y la IA-23 Sept 2026
StockOpineBlogGrab’s Atome Bet, Crocs Shows Green Shoots & AMD’s AI Opportunity Broadens-19 Sept 2026
Jimmy's JournalBlogThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
StockOpineBlogSunbelt Accelerates, Adobe Thesis Gets Stronger & Intuit Sends a Signal-11 Sept 2026
Best Anchor StocksBlogValuation as a leading indicator and holding bias (NOTW#106)-5 Sept 2026
The Wolf of Harcourt StreetBlogPortfolio Review - August 2026-1 Sept 2026
Tech InvestmentsBlogNvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
Crack The MarketBlogAixtron: The Epitaxy Monopoly Growing AI’s Lasers and Watts-5 Aug 2026
TacticzHazelBlogPortfolio Update - July 2026-3 Aug 2026
Clean Your FinanceBlog#145 - Bilan Mensuel : +25,3 % annualisé, nouvel ETF sur PEA & saison des résultats-2 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
TacticzHazelBlogDid China just kill ASML's moat?-28 Jul 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
StockOpineBlogASML Q2'26: Accelerating Demand Drives Another Guidance Raise-19 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Bristlemoon CapitalBlogBristlemoon June 2026 Quarterly Letter-13 Jul 2026
Capital AllocatorsPodcastMoat Investing Nuances – Pat Dorsey (EP.509) Listen · 46:156 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
The SynopsisPodcastDialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle-10 Jun 2026
Invest Like the BestPodcastAlex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]-9 Jun 2026
Bristlemoon CapitalBlogDo You Dance While the Music Is Playing?-21 May 2026
Hazelnuts ResearchBlogAre we nuts? Our ROI since we started reporting.-25 Apr 2026
Indirect CostsBlogComerica Bank - Endame-3 Feb 2026
Secret CompoundersBlogPortfolio update, thoughts on WFE stocks.-17 Jan 2026
Edward's PointBlog2025 recap-30 Dec 2025