| VValue & Momentum PortfolioBlog | October 2026 Semis Sell-Off: Is AI Capex Slowing and Are Earnings Peaking? | - | 19 Oct 2026 |
| TThe Acquirers PodcastPodcast | MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast | ▶ Listen · 20:00 | 17 Oct 2026 |
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 Compounding DividendsBlog | Where Are We Now Part 3: Smoke, Mirrors, and Phantom Demand | - | 10 Oct 2026 |
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| MMMT WealthBlog | What Markets Are Saying & What’s Mispriced? | - | 5 Oct 2026 |
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| CCrack The MarketBlog | Inside the Room III: Asia Edition | - | 4 Oct 2026 |
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| LLong-term InvestingBlog | AI’s Great Divide: Slow Down or Speed Up? | - | 1 Oct 2026 |
| Analyzing Good BusinessesBlog | 🎙️ How to Find 100-Baggers | - | 30 Sept 2026 |
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| How They Make MoneyBlog | 💬 Meta Wants The Interface | - | 25 Sept 2026 |
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| JJimmy's JournalBlog | The 7 Secret Moats for Long-Term Outperformance | - | 17 Sept 2026 |
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| Tech InvestmentsBlog | Open vs Closed Models, Snowflake, Robotaxis | - | 13 Sept 2026 |
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| How They Make MoneyBlog | ☁️ Oracle: 850 Megawatts Later | - | 11 Sept 2026 |
| SemiAnalysisBlog | Where Does a Robot Think – On-Device vs Datacenter Inference | - | 9 Sept 2026 |
| Analyzing Good BusinessesBlog | 📊 The One Metric That Predicts Long-Term Winners: ROIIC vs ROIC | - | 9 Sept 2026 |
| Musings from BluBird CapitalBlog | The AGI Moment Is Here! The Most Bullish Signal for AI Infrastructure in a Generation | - | 8 Sept 2026 |
| CCrack The MarketBlog | Inside the Room II: Two Weeks With the Companies Rationing the AI Buildout | - | 8 Sept 2026 |
| MMMT WealthBlog | What Markets Are Saying & What’s Mispriced? | - | 7 Sept 2026 |
 Irrational AnalysisBlog | Hot Chips 2026: Irrational Recap | - | 6 Sept 2026 |
| CCrack The MarketBlog | The Advanced Packaging Primer | - | 6 Sept 2026 |
| LLong-term InvestingBlog | Nvidia (NVDA) | - | 4 Sept 2026 |
| SemiAnalysisBlog | Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses | - | 1 Sept 2026 |
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 Long-Term PickBlog | LTP Portfolio #002: August + Fair Prices for All 9 Stocks | - | 1 Sept 2026 |
 The Pragmatic OptimistBlog | Nvidia, Marvell vs. Broadcom, Credo | - | 31 Aug 2026 |
| Latticework by MOI GlobalBlog | The Monday Morning Briefing | - | 31 Aug 2026 |
| Musings from BluBird CapitalBlog | The Memory Wall Has Three Exits | - | 30 Aug 2026 |
| Modern Value InvestingBlog | Investing in the Age of AI: Too Late or only the Beginning? | - | 30 Aug 2026 |
| Tech InvestmentsBlog | Nvidia & Circular Financing, AI Outlook, and Physical AI | - | 29 Aug 2026 |
| Kaoboy MusingsBlog | Weekly KAOS-The Economic Siege and the Vanishing Buyer | - | 28 Aug 2026 |
| How They Make MoneyBlog | 🤖 NVIDIA: Can’t Build Fast Enough | - | 28 Aug 2026 |
| WWHAT ARE WE DOING? “Contrarians At The Gate”Blog | Working Longs & Shorts, What A Way To Make A Living | - | 27 Aug 2026 |
| CCrack The MarketBlog | Nvidia Just Repriced the Entire AI Value Chain | - | 27 Aug 2026 |
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| Musings from BluBird CapitalBlog | HOTCHIPS 2026: AI Factories & Architecture that will define the next Trillion Dollars in AI Infrastructure | - | 26 Aug 2026 |
| CCrack The MarketBlog | AI Investment Supercycle: How to Invest in the $6-7tn Race | - | 25 Aug 2026 |
| Jason's ChipsBlog | Hot Chips Day 2 - (C/G)PU | - | 25 Aug 2026 |
| SemiAnalysisBlog | OpenAI Jalapeño: Better Than Nvidia Blackwell | - | 25 Aug 2026 |
| IInvest Like the BestPodcast | Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488] | - | 25 Aug 2026 |
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| Musings on MarketsBlog | AI’s Bar Mitzvah Moment? From Hope & Hype to Hard Business Questions! | - | 20 Aug 2026 |
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| How They Make MoneyBlog | 💰 Wall Street's Top Stocks in Q2 | - | 18 Aug 2026 |
| IInvest Like the BestPodcast | Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487] | - | 18 Aug 2026 |
| Irrational AnalysisBlog | Intel CPO Group is Alive? + Very Interesting NVDA/LITE/AEVA Bonus Papers | - | 18 Aug 2026 |
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| How They Make MoneyBlog | ☁️ Neocloud Economics | - | 14 Aug 2026 |
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| LLong-term InvestingBlog | Coreweave (and Nebius NV) | - | 13 Aug 2026 |
| TThe Black LineBlog | Nvidia’s $500 Billion Credit Experiment | - | 13 Aug 2026 |
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| JJimmy's JournalBlog | GPUs, ASICs, and the Real ROI of AI | - | 13 Aug 2026 |
| Long-Term PickBlog | LTP Portfolio #001: Introducing My Portfolio | - | 12 Aug 2026 |
| LLong-term InvestingBlog | Nvidia (NVDA) | - | 11 Aug 2026 |
| IInvest Like the BestPodcast | Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486] | - | 11 Aug 2026 |
| Irrational AnalysisBlog | CBRS Update, WOLF/NVTS Lawsuit, HBF Spec Analysis, Aeva WTF, Taalas/AMD, AAOI, TSEM, uLED Jihad | - | 9 Aug 2026 |
| TacticzHazelBlog | Michael Burry Is Not a Wizard. He's a Genie. | - | 9 Aug 2026 |
| Modern Value InvestingBlog | Did the Research Deliver? A Four-Year Review of Every Published Investment Idea | - | 4 Aug 2026 |
| Emerging Market SkepticBlog | Emerging Market Links + The Week Ahead (August 3, 2026) | - | 4 Aug 2026 |
| Value Investing by Giles CapitalBlog | Giles Capital Weekly - Week 31 | - | 4 Aug 2026 |
 Compound with RenéBlog | 8 Signs the AI Bubble Is Further Along Than You Think | - | 2 Aug 2026 |
| VValue Hive PodcastPodcast | Jeremy Raper: Cycles, AI, and Activism | - | 31 Jul 2026 |
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| Long-Term PickBlog | NVIDIA at 21x: The Cheapest AI Leader in Five Years | - | 28 Jul 2026 |
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| YYet Another Value PodcastPodcast | July 2026 Random Ramblings | ▶ Watch · 14:42 | 27 Jul 2026 |
| TThe Lion's RoarBlog | O'Keefe Stevens Advisory Q2 Investor Letter | - | 23 Jul 2026 |
| Long-Term PickBlog | Big Tech's Fear Sale: 5 Giants I'm Buying | - | 21 Jul 2026 |
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 The Atomic InvestorBlog | Atomic Radar — Issue #1 — May 2026 | - | 18 Jul 2026 |
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| MMMT WealthBlog | The Baskets: Looking Ahead to Q3 2026 (Part 2) | - | 10 Jul 2026 |
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| FFrontierVikingBlog | Finding My Investing DNA, Part I | - | 4 Jul 2026 |
| SSherwood Investment LetterBlog | A banger investment book | - | 30 Jun 2026 |
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| TThe Midwestern InvestorBlog | The bottleneck behind the bottlenecks | - | 15 Jun 2026 |
| VValue Hive PodcastPodcast | Q1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC | - | 12 Jun 2026 |
| TThe SynopsisPodcast | Dialogue. AI Bubbles, Reflexivity, and Where We are In the Cycle | - | 10 Jun 2026 |
| IInvest Like the BestPodcast | Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477] | - | 9 Jun 2026 |
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| BBehind the Balance SheetPodcast | #58 The Chart Guy - $4tn CIO Michael Cembalest on markets, AI and the impending rout in US Treasuries | - | 16 Apr 2026 |
| FFundasy InvestorBlog | Document the Process: H1'2026 Gameplan | - | 14 Jan 2026 |
| SSt. James Investment CompanyBlog | Value Investor's Quarterly Letter | - | 6 Jan 2026 |
| SSt. James Investment CompanyBlog | Value Investor's Quarterly Letter | - | 5 Oct 2025 |
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 Patient Capital Fund NewsletterBlog | Book Review: "The Nvidia Way - Jensen Huang and the Making of a Tech Giant" | - | 30 May 2025 |
 Exit Velocity InvestingBlog | Thoughts on Portfolio Concentration and Merits of the #NeverSell Approach | - | 28 Jan 2024 |