Oct 30, 2026
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3 min read
Three minutes and 24 seconds. That’s how long it took to drain what is believed to be $5.8 billion in crypto from one of the world’s biggest exchanges...
Oct 29, 2026
SK Hynix gave a glimpse of how ridiculously profitable the memory companies are...
Oct 28, 2026
The market is ready to resume the way it should be: a company dominates earnings and the stock price goes up.
Oct 27, 2026
The way I see it, this is Facebook all over again, just around 15x bigger...
Oct 26, 2026
We’re on the cusp of Warhounds entering the service, and it’s very much thanks to the world’s most powerful military company.
Oct 23, 2026
When the NSA Cyber account posts that there are “critical vulnerabilities”, you kind of take them seriously on face value.
Oct 22, 2026
The AI-specific devices and tools that will be used at scale, as in billions of people, for fun and enjoyment. And that’s where I think Meta wins its part of the AI race.
Oct 21, 2026
Jevons paradox it’s called, and while it might now be a 161 year old concept, it’s arguably as applicable today as it was in 1865.
Oct 20, 2026
As demand for AI compute has accelerated, access to reliable, large-scale contiguous power has emerged as the primary gating factor for AI infrastructure deployment.
Oct 19, 2026
I think Elon really just gave us the first demonstration of what will eventually be Tesla’s range of Mars vehicles.
Oct 16, 2026
“Micron has been reasonable regarding future memory prices, while others have been extortionate, which is something today’s customers won’t forget...”
Oct 15, 2026
AI is evolving from assistants that generate responses into agents that coordinate tools, work across applications, and complete multi-step tasks.
Oct 14, 2026
4 min read
My view is that HomeView gets mocked for a few months, then a full year of sales turns it into one of Apple's most popular products.
Oct 13, 2026
Options trader Jon Najarian, “Anybody pinging both markets has to be on this line, or they’re dead.”
