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Rise of the Retail Trader 📈
If you looked at the news this morning, you’d assume we’d all be trading canned goods and gasoline by noon. Oil is sitting pretty at $100+ a barrel , the Strait of Hormuz is effectively a "No Parking" zone, and Middle East oil infrastructure is currently being used for target practice. In any "logical" era, the market should be down 20% easy. Instead, we barely hit a 10% dip before the charts started looking like a V-shaped recovery again. Even Donald Trump chim

Investor Publication
Apr 12 min read


Is AI Taking Our Jobs? (Spoiler: Yes. Next question?)
The debate over AI’s impact on the workforce is still going strong: Will it create a new boom of roles, or lead to mass displacement? Historically, the optimists have a strong case. We’ve seen this before. The invention of the internet and the introduction of the Excel spreadsheet were both predicted to cause massive job losses. Instead, they did the opposite—they unlocked levels of productivity and new industries we couldn't have imagined. However, there is a growing body of

Investor Publication
Mar 162 min read


The Classic, Dario vs. Goliath: Anthropic vs. The Department of War
Move over, Silicon Valley underdog stories. We’ve moved past “disrupting the SaaS industry” and straight into “staring down the barrel of a literal war machine.” For the last month, Anthropic CEO Dario Amodei has been playing a high-stakes game of "Thanks, but No Thanks" with the US Department of War (DOW). The DOW—led by Pete Hegseth—wanted Claude to pivot from a helpful AI assistant to... well, a domestic spy and autonomous weapon killing machine. Dario’s wild, controversia

Investor Publication
Mar 42 min read


The Netflix vs. Paramount Bidding War Boiled Down to Three Letters: CNN
So, the six-month soap opera starring Skydance, Netflix, and Warner Bros. Discovery finally hit the series finale on February 26th. The plot twist? Netflix co-CEO Ted Sarandos took a little field trip to the White House to "check the temperature" of the administration. Apparently, the forecast was "Ice Cold with a 100% chance of Antitrust," because Netflix immediately scurried back to the loading dock and dropped their bid. It doesn’t take a genius to read the room. The Whit

Investor Publication
Mar 22 min read


AI is Hungry...For Power
The digital revolution, supercharged by Artificial Intelligence, is transforming our world at an unprecedented pace. But there's a growing cost many aren't seeing: energy. AI's power consumption is rapidly growing, with a staggering 4.4% of all energy in the US now dedicated to data centers. Projections indicate that AI alone could consume as much electricity annually as 22% of all US households. This insatiable appetite is causing a mad dash for power, and it's no coincidenc

Investor Publication
Feb 231 min read


Jensen Huang Just Pumped The Brakes on Tesla FSD
NVIDIA's CEO, Jensen Huang, just dropped a bombshell at CES 2026 with the unveiling of "Alpamayo" – the world's first "thinking and reasoning" AI model for autonomous vehicles! 🤯 This isn't just a fancy phrase; it's a game-changer that could significantly impact the landscape of self-driving technology. What does it mean for Tesla's FSD? It basically means Jensen just delivered a Mike Tyson-like blow to Tesla’s FSD monetary ambitions. Don’t take my word for it, Elon just ann

Investor Publication
Feb 232 min read


The “SaaSpocalypse” is here. Grab your popcorn. 🍿
Remember when Marc Andreessen said software was eating the world? Well, apparently, AI skipped breakfast and decided software looked like a snack. If you’ve looked at a stock chart for Salesforce, ServiceNow, Adobe, or Intuit lately, it looks less like a "correction" and more like a crime scene. We’re talking 20% drops in the blink of an eye. The bears are out and the term "SaaSpocalypse" is trending, and the vibe is officially "Sell everything with a login screen." B

Investor Publication
Feb 232 min read


The Low Hire, Low Fire Economy
The BLS data is in for 2025, and it’s a real page-turner. We’re seeing a minuscule 15,000 jobs created per month in 2025 . To put that in perspective, the last time growth was this anemic was 2020. You remember 2020—the year we all stayed home and learned that sourdough starter is a needy roommate. Usually, these numbers mean we’re neck-deep in a recession. But we are NOT in a recession right now. So, how do we explain this economic purgatory? The Math of the Empty Field

Investor Publication
Feb 232 min read
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