Mr. Market

Topics: Mr. Market•

($) Nebius: An Investor's Diary

A rollercoaster ride that's not for the faint of heart

Topics: AI• US-China• Mr. Market•

($) Manus vs Gemini vs GPT: the Junior Stock Analyst

Topics: Mr. Market• AI• API Economy•

($) 2025: Year of (Software) Picks and Shovels

API platforms, databases, the neoclouds

Topics: IPO• Alibaba• Mr. Market•

Time to Let Ant IPO!

Or the IPO "wealth drain" will continue

Topics: Mr. Market• China•

Is China Investable Now?

Understanding David Tepper's "Everything Everything" Strategy