Why You Need to Pay Attention
Feb 14, 2026
How xAI’s rapid scaling, "Macrohard" project, and space ambitions are rewriting the rules of value investing.
Feb 13, 2026
A value investor’s deep dive into the "physics-first" economy that predicts the end of the software era and the rise of orbital capital.
Feb 8, 2026
Why the "Build" phase of AI is over, and the "Utility" phase is about to mint the next generation of trillion-dollar opportunities.
Feb 6, 2026
A deep dive into the infrastructure layer of the AI revolution and why the "wrapper" might be worth more than you think.
Feb 5, 2026
A Comprehensive Analysis of the 2026 Physical AI Landscape and Competitive Ecosystem
Jan 17, 2026
State of the Global Artificial Intelligence Market (January 2026)
Jan 16, 2026
Is the "Yotta-Scale" Era the Ultimate Value Play?
Jan 9, 2026
Discover the 11 critical shifts—from orbital data centers to 4-bit compute—that will redefine the economy and value investing over the next decade.
Jan 8, 2026
Why NVIDIA’s “Vera Rubin” Architecture Changes Everything for Investors
DeepMind’s Shane Legg on the Economic Tsunami Heading Our Way
Jan 2, 2026
Why LLMs Are a Dead End for Value Investors
Dec 23, 2025
Howard Marks on the “Irrational Exuberance” of the AI Boom
Dec 17, 2025