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Buffett's Tech Pivot: Alphabet Stake Crosses 1%

Buffett's Tech Pivot: Alphabet Stake Crosses 1%

Buffett's Tech Pivot: Alphabet Stake Crosses 1%

Nov 16, 20250 min read

AI's Gas Shortage: Demand Crosses Threshold

AI's Gas Shortage: Demand Crosses Threshold

AI's Gas Shortage: Demand Crosses Threshold

Nov 15, 20250 min read

AI's Hidden Bottleneck: Energy Capex Crosses the Line

AI's Hidden Bottleneck: Energy Capex Crosses the Line

AI's Hidden Bottleneck: Energy Capex Crosses the Line

Nov 15, 20250 min read

Crypto's Quiet Takeover at Robinhood

Crypto's Quiet Takeover at Robinhood

Crypto's Quiet Takeover at Robinhood

Nov 10, 20250 min read

Duolingo's Hidden Engagement Flip

Duolingo's Hidden Engagement Flip

Duolingo's Hidden Engagement Flip

Nov 10, 20250 min read

The Insider Cluster Signal3+ Executives Net Buying >$5M = Bottom Signal

The Insider Cluster Signal3+ Executives Net Buying >$5M = Bottom Signal

The Insider Cluster Signal3+ Executives Net Buying >$5M = Bottom Signal

Nov 8, 20250 min read

AI Chip Foundry War Q3 2025: TSMC 62% AI Orders

AI Chip Foundry War Q3 2025: TSMC 62% AI Orders

AI Chip Foundry War Q3 2025: TSMC 62% AI Orders

Nov 8, 20250 min read

EV Battery Supply Chain Chokepoint Capacity Utilization: 65% Global Average

EV Battery Supply Chain Chokepoint Capacity Utilization: 65% Global Average

EV Battery Supply Chain Chokepoint Capacity Utilization: 65% Global Average

Nov 8, 20250 min read

The Cloud Runway Index RPO / Revenue >2.5x = Growth Runway

The Cloud Runway Index RPO / Revenue >2.5x = Growth Runway

The Cloud Runway Index RPO / Revenue >2.5x = Growth Runway

Nov 8, 20250 min read

The AI Agent Adoption Curve Q3 2025: >15% Users = Takeoff

The AI Agent Adoption Curve Q3 2025: >15% Users = Takeoff

The AI Agent Adoption Curve Q3 2025: >15% Users = Takeoff

Nov 7, 20250 min read

SaaS Pricing Power 2025 Expansion Beats Revenue Growth

SaaS Pricing Power 2025 Expansion Beats Revenue Growth

SaaS Pricing Power 2025 Expansion Beats Revenue Growth

Nov 7, 20250 min read

AI's Revival Threshold for App Software - Unity Q3: 15% Contribution + 67% Growth

AI's Revival Threshold for App Software - Unity Q3: 15% Contribution + 67% Growth

AI's Revival Threshold for App Software - Unity Q3: 15% Contribution + 67% Growth

Nov 7, 20250 min read

The Cloud Profit Shift

The Cloud Profit Shift

The Cloud Profit Shift

Nov 3, 20250 min read

The Quantum Computing Bet Infrastructure Wins the Race

The Quantum Computing Bet Infrastructure Wins the Race

The Quantum Computing Bet Infrastructure Wins the Race

Nov 3, 20250 min read

The R&D Efficiency Edge Revenue per $1 Invested — 2025

The R&D Efficiency Edge Revenue per $1 Invested — 2025

The R&D Efficiency Edge Revenue per $1 Invested — 2025

Nov 3, 20250 min read

The Buy-and-Hold Decay: Why the S&P 500’s 13.2% 10-Year Return Is a Mirage

The Buy-and-Hold Decay: Why the S&P 500’s 13.2% 10-Year Return Is a Mirage

The Buy-and-Hold Decay: Why the S&P 500’s 13.2% 10-Year Return Is a Mirage

Nov 3, 20250 min read

Why Record High 200% Buffett Indicator isn’t a Bubble yet?

Why Record High 200% Buffett Indicator isn’t a Bubble yet?

Why Record High 200% Buffett Indicator isn’t a Bubble yet?

Nov 2, 20250 min read

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