Meta’s Five-Week Flip, and Why I’d Watch the Neoclouds
As recently as late May, Meta had no plans to...
Shopify Deep Dive Part 1: The Falling Margin That Fooled Everyone
This is the first of a three-part deep dive on...
The Memory Chip Boom, and Why I’m Not Chasing It
There's a generational buildout going on right now, and big...
Microsoft: Is OpenAI an Asset or a Liability?
I keep circling the same tension with Microsoft: a wonderful...
Portfolio Update: 2 Sells, 3 Buys, and Why
Earnings season is wrapping up, and I'm making the biggest...
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