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War Trade Deep Dive + Crypto Update
I think Trump will strike Iran before January, in tandem with Israel, in a deeply unpopular move that will de-rate expensive stocks and drive flows into oil. Long Brent, short Apple, Tesla and SpaceX…
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Intel, Sandisk, AWS, Binance. Shake it up. Add some Geopolitics. Why not?
Intel which is now down 29% this morning changed the story from "2027 is funded by operations" to that it's probably funded by debt…
One Last Midnight Opting Out of a Raw Deal: Long Coins Short Stocks
Cryptocurrency is running higher. Stocks are stalling. I think it's time for the big run in coins vs equities and the crypto market now has the infra…
Whiplash. DeepSeek, Inference is Over. SpaceX $1T Guide (We're Back)
Simply - near term after SpaceX and SMCI we see a sigh of relief on GPU economics and then are left with the Fable 5.5 launch to answer the question…
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