Mentions

Long-Term PickBlogLTP Watchlist #001: 10 Stocks I Would Buy at the Right Price-4 Sept 2026
GabGrowthBlogPortfolio Review (August 2026)-2 Sept 2026
SemiAnalysisBlogKorea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses-1 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
Five Minute MoneyBlogWhy Hedge Funds Aren’t Supposed to Beat the Market-1 Sept 2026
Long-Term PickBlogLTP Portfolio #002: August + Fair Prices for All 9 Stocks-1 Sept 2026
The Pragmatic OptimistBlogNvidia, Marvell vs. Broadcom, Credo-31 Aug 2026
Latticework by MOI GlobalBlogThe Monday Morning Briefing-31 Aug 2026
Musings from BluBird CapitalBlogThe Memory Wall Has Three Exits-30 Aug 2026
Modern Value InvestingBlogInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Tech InvestmentsBlogNvidia & Circular Financing, AI Outlook, and Physical AI-29 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
WHAT ARE WE DOING? “Contrarians At The Gate”BlogWorking Longs & Shorts, What A Way To Make A Living-27 Aug 2026
Crack The MarketBlogNvidia Just Repriced the Entire AI Value Chain-27 Aug 2026
Compounding Your WealthBlogNvidia, CrowdStrike, Veeva Earnings Q2 2026-27 Aug 2026
Musings from BluBird CapitalBlogWhat is NVHBM & What does that mean for Memory Suppliers-27 Aug 2026
Platform AeronautBlogEveryone Is Playing a Different Robotaxi Game-26 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
Jason's ChipsBlogHot Chips Day 2 - (C/G)PU-25 Aug 2026
Five Minute MoneyBlogThe Truth Behind 3 Famous Warren Buffett Lessons-25 Aug 2026
Invest Like the BestPodcastNeil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]-25 Aug 2026
Guardian ResearchBlogThe No Pile-22 Aug 2026
spaghettilisbon's desk viewBlogOn the US and the Eurozone.-22 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Musings on MarketsBlogAI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions!-20 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 33-19 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
TacticzHazelBlog10 Stocks to Buy Right Now-17 Aug 2026
MKTCONTEXTBlog🍔The Bank of Nvidia (+New Stock Pick)-16 Aug 2026
Tech InvestmentsBlogAI Shortages, Memory Outlook, The Iran Gordian Knot-16 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Value Hive PodcastPodcast[REPLAY] Gavin McCracken: A Journey To 2,000x Returns Listen · 1:22:12
+2Listen · 1:24:02Listen · 1:28:44
14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
The Black LineBlogNvidia’s $500 Billion Credit Experiment-13 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Jimmy's JournalBlogGPUs, ASICs, and the Real ROI of AI-13 Aug 2026
Quality Value InvestmentsBlog¡Así Puedes Conseguir un 22% de Rentabilidad! Gestor de Fondo Explica Cómo Invertir en Smallcaps-12 Aug 2026
WHAT ARE WE DOING? “Contrarians At The Gate”BlogON THE TAPE with Sonali Basak-12 Aug 2026
Long-Term PickBlogLTP Portfolio #001: Introducing My Portfolio-12 Aug 2026
Long-term InvestingBlogNvidia (NVDA)-11 Aug 2026
Invest Like the BestPodcastEric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]-11 Aug 2026
Irrational AnalysisBlogCBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad-9 Aug 2026
TacticzHazelBlogMichael Burry Is Not a Wizard. He's a Genie.-9 Aug 2026
SemiAnalysisBlogSpaceX 10GW in 2027 – Why It’s Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtaker-7 Aug 2026
WHAT ARE WE DOING? “Contrarians At The Gate”BlogWHAC-A-MOLE-5 Aug 2026
Compound with RenéBlogMacro & Micro Insights: Interesting Resources! (August 2026 Edition)-5 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
Investing w/ MartinBlogJuly Results-3 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Value Hive PodcastPodcastJeremy Raper: Cycles, AI, and Activism-31 Jul 2026
Vik's NewsletterBlogThe AI Trade Burned Down: Let Round 2 Begin-31 Jul 2026
Value Investing SubstackBlogWhat Really Matters-31 Jul 2026
The Acquirers PodcastPodcastWhat 250 Years of Market Data Actually Tells Us | Meb Faber-30 Jul 2026
The Black LineBlogAI’s Next Nervous System Is Made of Light-29 Jul 2026
Value & Momentum PortfolioBlogThe Semiconductor Sell-Off: What I’m Buying, What I’m Avoiding, and Why-29 Jul 2026
Long-Term PickBlogNVIDIA at 21x: The Cheapest AI Leader in Five Years-28 Jul 2026
Yet Another Value BlogBlogJuly 2026 Random Ramblings-27 Jul 2026
Yet Another Value PodcastPodcastJuly 2026 Random Ramblings Watch · 14:4227 Jul 2026
The Lion's RoarBlogO'Keefe Stevens Advisory Q2 Investor Letter-23 Jul 2026
Lewistown CapitalBlog[$UBER] Uber Technologies-22 Jul 2026
Quality Value InvestmentsBlogLo extraordinario empieza a estar descontado-21 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
The Atomic InvestorBlogAtomic Radar — Issue #1 — May 2026-18 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
EdelweissBlogThe Art of not Selling (too early)-12 Jul 2026
Irrational AnalysisBlogJuly NPO/CPO Update: Stupidity Singularity-12 Jul 2026
MMMT WealthBlogThe Baskets: Looking Ahead to Q3 2026 (Part 2)-10 Jul 2026
Capitalist LettersBlog🚨Trade Alert 18: One Exit, One Trim, One New Position and Two Top-Ups!-8 Jul 2026
Gekko CapitalBlogActualización de carteras a cierre de Q2-2026-5 Jul 2026
St. James Investment CompanyBlogValue Investor's Quarterly Letter-30 Jun 2026
Sherwood Investment LetterBlogA banger investment book-30 Jun 2026
SpearPoint Equity AlphaBlogThe Bubble That Earns Its Keep-23 Jun 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 Jun 2026
Behind the Balance SheetPodcast#60 - The Plumber Returns - James Aitken on Japan, Kevin Warsh, gold, AI and inflation. Listen · 56:3518 Jun 2026
The Midwestern InvestorBlogThe bottleneck behind the bottlenecks-15 Jun 2026
Jason's ChipsBlogPortfolio Review | May 2026 (+26%, +167% YTD)-13 Jun 2026
Value Hive PodcastPodcastQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 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
UncoverAlphaBlogMost of the Economy Won't Run on the Best Model-4 Jun 2026
Bristlemoon CapitalBlogDo You Dance While the Music Is Playing?-21 May 2026
SaltLight CapitalInvestor letter1Q 2026 Letter-20 May 2026 (Q1 2026)
Behind the Balance SheetPodcast#58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries-16 Apr 2026
Platform AeronautBlogUber Is Quietly Winning the AV Rideshare Setup-12 Mar 2026
Fundasy InvestorBlogDocument the Process: H1'2026 Gameplan-14 Jan 2026
St. James Investment CompanyBlogValue Investor's Quarterly Letter-6 Jan 2026
St. James Investment CompanyBlogValue Investor's Quarterly Letter-5 Oct 2025
Bourse EuropeBlogNouveau contenu sur la chaine-31 May 2025
Patient Capital Fund NewsletterBlogBook Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant"-30 May 2025