May 18, 2026
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4 min read
Reddit Owns the One Thing AI Can't Fake. Here's the Investment Thesis.
May 13, 2026
One Anthropic update killed a startup with a 70% close rate overnight.
Apr 30, 2026
6 min read
Apr 16, 2026
My take on yesterday's earnings call.
Apr 14, 2026
April 14, 2026 | Core 9 Weekly Update
7 min read
Only one is cheap enough to buy today. Only one has the fortress balance sheet. Only one has the expanding moat. Same scorecard, three verdicts.
Apr 13, 2026
The world's largest wafer maker pays this 2,000-person French company to use the technology it cannot reproduce itself
Mar 17, 2026
8 min read
The Finnish Retailer That Out-Margins Everyone and Still Nobody Talks About
Feb 21, 2026
9 min read
App-etite for Destruction: The AI Ad Machine That Won't Stop Printing Money
Feb 18, 2026
This Ratings King Just Had Record Year
Feb 17, 2026
Durable Software vs Dead Software Walking
Feb 16, 2026
10 min read
