Energy Bottleneck: The Electron Ceiling
You can design a better chip, you can’t design a gigawatt.
July 3, 20265 min read
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Research
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The companies Uncle Sam buys next
I stopped laughing at government stock picks.
June 19, 20265 min read
The SpaceX Launch Tax
The “Launch Tax” and why SpaceX may become the largest IPO in history.
June 12, 20265 min read
Watch the Cement Trucks, Not the Missiles
The $4.69B bet on American gas, signed the week oil crashed.
June 5, 20264 min read
Compute as a Commodity
It echoes of 1983 all over again. Here’s what happened last time.
May 29, 20266 min read
Exxon already mined this trade once
The Oil Giant’s patent expired, but the thesis didn’t.
May 22, 20265 min read
Silver’s Identity Crisis
Here’s why the metal forgot what it actually is. Silver bulls got the metal right. They measured it wrong.
May 1, 20265 min read
Here’s who’s holding your silver hostage
74% of the world’s supply comes from people chasing something else.
April 10, 20265 min read
