What the sharpest accounts are actually saying — follow voices, filter by ticker, build your own view. (Sample posts for layout review; the live version reads a curated watchlist via the X API.)
Includes Gavin Baker, Tae Kim, ZeroHedge, Geiger Capital, all four All-In Podcast “Besties” (Chamath, Jason, Sacks, Friedberg), and Acquired.
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When researching 'The Nvidia Way', the biggest takeaway on Jensen Huang was his obsession with 'speed of light' execution—eliminating queues between TSMC wafer out and rack delivery for .
10-Year Treasury yields () test key resistance as foreign central banks accelerate physical Gold () accumulation and trim duration exposure ahead of next week's Treasury refunding.
trades at a discount to the S&P 500 on forward earnings while hyperscalers keep raising capex. Scaling laws for post-training and test-time compute mean Blackwell and Rubin racks remain supply-constrained.
US power grid demand is going vertical after 20 years of flat load growth. Between hyperscale AI data centers for Microsoft (), Amazon (), and Meta (), Natural Gas () and nuclear (, ) are the only baseload answers.
On this week's All-In: Hyperscaler capex from Google (), Meta (), Amazon (), and Microsoft () now exceeds the Apollo program annually. The real winner is whoever owns behind-the-meter power and custom silicon (, ).
Semicap lead times for advanced packaging and HBM4 are tightening. Broadcom (), Nvidia (), and AMD () are locking in wafer allocations at TSMC while Intel () restructures foundry.
Waymo Inside Alphabet () and Tesla () Robotaxi are turning autonomous rideshare into a two-horse race, and Uber () is positioning itself as the demand aggregator layer.
WTI Crude Oil () and Natural Gas () diverge sharply: European LNG storage draws lift Henry Hub natgas while crude fades on OPEC+ spare capacity headlines. Energy equities and outperform.
Enterprise SaaS is bifurcating between incumbents with real system-of-record gravity ( Salesforce, ServiceNow, Oracle, Palantir) that can charge for AI agents, and point-solution seats getting consolidated.
When you look at sovereign debt service vs. tax receipts, the 10-Year Treasury () and 30-Year Bond () supply has to be absorbed alongside agricultural input volatility in Corn (), Soybeans (), and Wheat ().
New All-In Episode: The Besties break down S&P 500 () concentration, Nvidia () vs. custom ASICs (), Disney () succession, and why Gold () and Bitcoin () are hitting new highs.
From our 2-part Walt Disney () series ('Walt's Era' & 'The Renaissance and the Empire'): Walt's 1957 flywheel map still explains why Experiences & Parks fund every era of media reinvention.
The bottleneck in AI clusters is shifting from individual GPUs to power, liquid cooling, and optical networking. That reshapes , , and economics over the next 36 months.
Look at Gold () and Copper () breaking out alongside Berkshire Hathaway () holding $300B+ in T-Bills. The market is pricing in structural fiscal deficits regardless of what the Fed says on .
CTA systematic positioning in E-mini S&P 500 ( / ) and Nasdaq 100 ( / ) sits above the 90th percentile while Bitcoin () tracks global M2 liquidity expansion.
Supply chain checks in Taiwan show CoWoS-L packaging capacity at TSMC is 100% booked by Nvidia and Broadcom through late 2027. High-bandwidth memory from Micron () is ramping alongside.
Revisiting our 3-part NVIDIA () series and Jensen Huang interview alongside TSMC Founder Morris Chang: the 2009 wafer bet between Jensen and Morris is the foundation of modern AI compute.
Bob Iger's streaming bundle of Disney+, Hulu, and ESPN Flagship is finally giving Walt Disney () the engagement retention to match Netflix () and YouTube ().
Eli Lilly () and GLP-1s are a second-order macro shock for packaged food (, , ) and healthcare utilization (). We haven't priced in the 10-year compounding effect yet.
Copper () and Silver () deficits are pure physics: electrifying the grid and building gigawatt data centers requires more tonnage than permitted mines can deliver this decade.
Tesla's FSD unsupervised intervention rate and energy storage gross margins are the two numbers that matter for . Everything else is short-term noise.
Walt Disney () Parks per-capita spending remains resilient, while Costco () and Walmart () continue taking grocery share from every middle-tier retailer.
Apple's custom silicon team remains its most underrated asset. Moving more server inference onto Apple Silicon inside data centers keeps capex disciplined compared to peers.
From Costco () and Walmart () to The Home Depot (): 'Scale Economies Shared'—capping gross margins to return every efficiency gain to the customer—is the most durable moat in retail.