Mentions

Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (October 19, 2026)-20 Oct 2026
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
How They Make MoneyBlog⚡ TSMC: Not Slowing Down-16 Oct 2026
StockOpineBlogTSMC: Can a Chip Factory Stay This Profitable?-15 Oct 2026
The Black LineBlog17 Structural Markets Beyond America in 2026-6 Oct 2026
Crack The MarketBlogInside the Room III: Asia Edition-4 Oct 2026
Crack The MarketBlogThe Silicon Photonics Foundry Layer: Who Can Actually Make a PIC-1 Oct 2026
MMMT WealthBlogWhat Markets Are Saying & What’s Mispriced?-21 Sept 2026
TQI capital (Typical quality investor)Blog13F (Fund manager portfolio reviews) - Q2/26-21 Sept 2026
Jimmy's JournalBlogThe 7 Secret Moats for Long-Term Outperformance-17 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 Sept 2026
Crack The MarketBlogThe Advanced Packaging Primer-6 Sept 2026
Value & Momentum PortfolioBlogTwo-Week “Buy Signals” Screen (August 30, 2026)-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
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 17-21, 2026)-20 Aug 2026
TacticzHazelBlogChanges to the Portfolio Tracker / Investment Library-18 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
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 33-17 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
Long-term InvestingBlogCoreweave (and Nebius NV)-13 Aug 2026
Emerging Market SkepticBlogEM Fund Stock Picks & Country Commentaries (August 9, 2026)-10 Aug 2026
TacticzHazelBlogTaiwan Semiconductor Manufacturing (TSMC) - Deep Dive-7 Aug 2026
Emerging Market SkepticBlogEmerging Market Links + The Week Ahead (August 3, 2026)-4 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 30-27 Jul 2026
Tech InvestmentsBlogTSMC's Tech Roadmap, Outlook, and the Semis Sell-Off-19 Jul 2026
Credit from Macro to MicroBlogThe AI Capex Debt Supercycle-16 Jul 2026
Value and OpportunityBlogFundsmith 6M letter – Active vs. passive, Momentum & Style change-14 Jul 2026
Quality Value InvestmentsBlogBoletín Semanal del Inversor Quality-23 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