Mentions

Under The HoodBlog90% House Odds: US Midterms and Portfolio Review-20 Oct 2026
Secret CompoundersBlogFall 2026 Portfolio Update-18 Oct 2026
Stock Talk NewsletterBlogBLZE put selling on CRWV news and AMZN-17 Oct 2026
How They Make MoneyBlog⚡ TSMC: Not Slowing Down-16 Oct 2026
Flyover StocksBlogRecent Thoughts on Rates, AI Revolution, and Moats-13 Oct 2026
Investment Ideas by AntonioBlogThe State of the AI Trade-13 Oct 2026
The Finance CornerBlog4 Stocks I am Buying for the Next Decade-11 Oct 2026
Stock Talk NewsletterBlogPortfolio update, WSC and EIC tax loss harvesting-11 Oct 2026
Compound with RenéBlogAgentic AI: A Primer for Investors-9 Oct 2026
Musings on MarketsBlogEarnings, Cashflows and Stock Prices: The AI Spending plays through!-8 Oct 2026
The Dutch InvestorsBlogThe AI Agent Threat-8 Oct 2026
Compounding DividendsBlogWhere Are We Now Part 2: The Greatest Capital Cycle in History-7 Oct 2026
Tech InvestmentsBlogCompute Shortages & The Cloud, AI Chip Design & Synopsys, Memory & Micron-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 Wolf of Harcourt StreetBlogPortfolio Review - September 2026-1 Oct 2026
UncoverAlphaBlogThe Agent Economy: Who's Most at Risk?-30 Sept 2026
Compounding DividendsBlogThe 7 Deadly Sins of Investing (And How to Avoid Them)-30 Sept 2026
Summit StocksBlogSeptember 2026 Portfolio Update-28 Sept 2026
Emerging Moats ResearchBlogWhere Are Google and Apple?-26 Sept 2026
Summit StocksBlogAmazon ($AMZN): How High ROIIC Will Drive Exceptional Returns-25 Sept 2026
How They Make MoneyBlog💬 Meta Wants The Interface-25 Sept 2026
StockOpineBlogAI Agents Challenge Booking, Amazon Extends Its Logistics Reach & Grab Insiders Buy-25 Sept 2026
Stock Talk NewsletterBlogLLM and agent usefulness, Sept. 2026 edition-19 Sept 2026
How They Make MoneyBlog⚽️ Why Is Bezos Buying Liverpool FC?-18 Sept 2026
Long-term InvestingBlogData security and cost concerns may drive firms toward Open-weight LLMs and owned compute infrastructure.-14 Sept 2026
How They Make MoneyBlog☁️ Oracle: 850 Megawatts Later-11 Sept 2026
Flyover StocksBlogThe Surface Area for Luck-8 Sept 2026
StockOpineBlogEvolution Rejects The Bid, PayPal’s $53B Validation & Adobe Names New CEO-8 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 Sept 2026
Summit StocksBlogAugust 2026 Portfolio Update-6 Sept 2026
Modern Value InvestingBlogAmazon’s AI Economics-6 Sept 2026
InvestResearchBlogAmazon $AMZN: The Company That Became Impossible to Ignore — and Finally Possible to Model-2 Sept 2026
Modern Value InvestingBlogInvesting in the Age of AI: Too Late or only the Beginning?-30 Aug 2026
Compounding DividendsBlog155 stocks I'd buy before Nike-29 Aug 2026
How They Make MoneyBlog🤖 NVIDIA: Can’t Build Fast Enough-28 Aug 2026
Crack The MarketBlogAI Investment Supercycle: How to Invest in the $6-7tn Race-25 Aug 2026
StockOpineBlogStraumann Q2 Results, Fortinet AI Summit & Waymo Custom Chip-22 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
How They Make MoneyBlog☁️ Alibaba: The AI Payback-21 Aug 2026
How They Make MoneyBlog💰 Wall Street's Top Stocks in Q2-18 Aug 2026
Invest Like the BestPodcastBen Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]-18 Aug 2026
Clean Your FinanceBlog📈 Top 10 : Les actions plébiscitées par les Super Investisseurs (Q2 2026)-16 Aug 2026
How They Make MoneyBlog☁️ Neocloud Economics-14 Aug 2026
UncoverAlphaBlogNvidia and the Hyperscalers High Stakes Poker Game-13 Aug 2026
Summit StocksBlogAmazon ($AMZN): The Market Finally Recognizes The $220 Billion AI Investment-7 Aug 2026
Capitalist LettersBlogIt's Time To Be Bullish On Compute, Again.-6 Aug 2026
The Black LineBlogBig Tech Is Building Faster Than It Can Measure Returns-5 Aug 2026
Feather FundBlogPortfolio Earnings Breakdown-5 Aug 2026
Summit StocksBlogJuly 2026 Portfolio Update-4 Aug 2026
Modern Value InvestingBlogDid the Research Deliver? A Four-Year Review of Every Published Investment Idea-4 Aug 2026
UncoverAlphaBlogAmazon, Google, Microsoft, Meta Q2 earnings: The AI CapEx ROIC is bad thesis is DEAD-3 Aug 2026
Yet Another Value BlogBlogEveryone said crossover funds like Situational Awareness had the AI edge. Now they're telling you to buy.-3 Aug 2026
The Pragmatic OptimistBlogAI Passed The First Test-2 Aug 2026
Compound with RenéBlog8 Signs the AI Bubble Is Further Along Than You Think-2 Aug 2026
Sleep Well InvestmentsBlogSleep Well Portfolio (July 2026) - Recovery continues, AI's ROI questioned.-2 Aug 2026
The Wolf of Harcourt StreetBlogPortfolio Review - July 2026-1 Aug 2026
Stock Talk NewsletterBlogAWS secret is best-selection-at-lowest-price-31 Jul 2026
How They Make MoneyBlog☁️ Amazon: The CapEx Equation-31 Jul 2026
Compounding Your WealthBlogAmazon Earnings & Reddit Q2 2026 Snapshot-31 Jul 2026
Growth Curve InvestingBlogPORTFOLIO UPDATE +251%-31 Jul 2026
The Loh-DownBlogThe Loh-Down's Q2 Portfolio Recap-30 Jul 2026
CompoundersBlogGOOGL: Growth at 4 trillion-25 Jul 2026
Long-Term PickBlogBig Tech's Fear Sale: 5 Giants I'm Buying-21 Jul 2026
Capitalist LettersBlogKimi 3: AI Capex Apocalypse or a Buying Opportunity?-19 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
Andvari’s SubstackBlogAndvari's Q2 2026 Letter-14 Jul 2026
Feather FundBlogPORTFOLIO UPDATE-10 Jul 2026
FrontierVikingBlogFinding My Investing DNA, Part I-4 Jul 2026
The Wolf of Harcourt StreetBlogPortfolio Review - June 2026-1 Jul 2026
UncoverAlphaBlogWhy Token Optimization Is a Gift to the Hyperscalers-29 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
The Acquirers PodcastPodcastValue Investing with Options: Selling Puts to Buy Wonderful Businesses at Better Prices | S08 E18-27 May 2026
Unconventional ValueBlogYear End 2025 Letter-23 Feb 2026
Secret CompoundersBlogAmazon Sell-Off Is Silly-23 Feb 2026
Fundasy InvestorBlogDocument the Process: H1'2026 Gameplan-14 Jan 2026
The Atomic InvestorBlogThe AI Capex debate-9 Dec 2025
Sempiterno InvestmentsBlogWhat´s going on lately-8 Nov 2025