AI Bubble

AI

+3

AI bubble: Taiwan is next

Jun 23, 2026

•

2 min read

AI bubble: Taiwan is next

Natalie W.

Semiconductors

+5

Korea’s real problem is that there is no exit

Jun 23, 2026

•

1 min read

Korea’s real problem is that there is no exit

Natalie W.

investing

+1

Bull Markets Still Climb a Wall of Worry

Jun 4, 2026

•

3 min read

Bull Markets Still Climb a Wall of Worry

AI

+1

“AI Investment” Is Becoming the New Corporate Euphemism for Mass Layoffs

Jun 2, 2026

•

2 min read

“AI Investment” Is Becoming the New Corporate Euphemism for Mass Layoffs

AI

+1

Betting on a 20x money supply increase

May 27, 2026

•

3 min read

Betting on a 20x money supply increase

AI

+2

Value traps & AI

May 22, 2026

•

1 min read

Value traps & AI

Semiconductors

+5

The AI Bubble Reached the Point Where Grandparents Are Trading on Margin

May 20, 2026

•

4 min read

The AI Bubble Reached the Point Where Grandparents Are Trading on Margin

AI

+3

AI Bubble, South Korea and Political Reality

May 18, 2026

•

2 min read

AI Bubble, South Korea and Political Reality

Magnificent 7

+4

The Strategic Turn: How the Magnificent 7 Are Abandoning the Asset-Light Model - and What It Means for Investors

Oct 24, 2025

•

8 min read

The Strategic Turn: How the Magnificent 7 Are Abandoning the Asset-Light Model - and What It Means for Investors