cited sources
Sources
The raw material behind every claim — podcasts, articles, papers, and research syntheses, newest first. Filter by context, then open one to read the transcript and see which pages cite it.
Autoresearch: AI compute oversupply risk vs. sustained hyperscaler capex into 2027ai-compute-oversupply-vs-sustained-capex-2027
stock-market·1 refs·2026-07-28
Autoresearch: Expand Energy (EXE) Q2 2026 + Appalachian gas producer-price-floor checkexpand-energy-q2-appalachian-gas-price-floor
stock-market·1 refs·2026-07-28
Autoresearch: Thin-vertical bucket scan — consumer trade-down (private label) + freight capacity tighteningthin-vertical-bucket-scan-consumer-tradedown-freight-capacity
stock-market·4 refs·2026-07-28
Invest Like the Best: Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]colossus.com
stock-market·4 refs·2026-07-28
Moonshots: Jared Isaacman: NASA's Moon Base by 2028, Optimus Robots on the Moon, The Truth About UFOs | Ep #274traffic.megaphone.fm
stock-market·1 refs·2026-07-28
All-In Podcast: The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?allinchamathjason.libsyn.com
stock-market·6 refs·2026-07-27
Autoresearch: AI/data-center gas demand → Appalachian producer price floor (July 2026 evidence check)appalachian-gas-producer-price-floor-ai-demand-july-2026
stock-market·4 refs·2026-07-27
Autoresearch: US healthcare/biotech forcing functions, mid-to-late July 2026us-healthcare-biotech-forcing-functions-july-2026
stock-market·10 refs·2026-07-27
Biotech Hangout: Episode 190 - July 24, 2026podcasters.spotify.com
stock-market·6 refs·2026-07-27
Can AMD break the CUDA Moat? AMD Advancing AI 2026newsletter.semianalysis.com
stock-market·6 refs·2026-07-27
Capital Allocators: Rebuilding the NYU Endowment – Michelle Knudsen (EP.513)tedseides.libsyn.com
stock-market·2 refs·2026-07-27
Honeywell (HON) Q2 FY2026 earnings callfool.com
stock-market·3 refs·2026-07-27
Moonshots: The Hugging Face Breach, Moonshot AI Valued at $20B, and Living to 1,759 Years Old | EP #273traffic.megaphone.fm
stock-market·4 refs·2026-07-27
SLB (SLB) Q2 FY2026 earnings callsg.finance.yahoo.com
stock-market·4 refs·2026-07-27
Autoresearch: Intel Foundry (INTC) external 18A/18A-P/14A customers around the Q2 2026 printintel-foundry-18a-14a-external-customers-q2-2026
stock-market·3 refs·2026-07-24
Autoresearch: US financials & rate-regime forcing functions (Jul 2026) — the non-consensus CME rate-futures chainus-financials-rate-regime-warsh-cme-2026-07-24
stock-market·4 refs·2026-07-24
Intel Corporation (INTC) Q2 FY2026 earnings callinvesting.com
stock-market·5 refs·2026-07-24
Macro Voices: MacroVoices #542 Luke Gromen: As The Conflict Turnsmacrovoices.podbean.com
stock-market·4 refs·2026-07-24
The Compound and Friends: How Ron Baron Became the Greatest Fund Manager of All Timepdst.fm
stock-market·2 refs·2026-07-24
Union Pacific (UNP) Q2 FY2026 earnings callbenzinga.com
stock-market·5 refs·2026-07-24
Autoresearch: Appalachian gas price-floor chain — primary-source graduation verification (EQT/EXE hedges, basis, supply falsifier)appalachian-gas-price-floor-graduation-verification
stock-market·4 refs·2026-07-23
Autoresearch: UP–Norfolk Southern merger timeline + UNP Q2 2026 catalyst updateunp-nsc-merger-timeline-q2-catalyst-update
stock-market·3 refs·2026-07-23
ServiceNow (NOW) Q2 FY2026 earnings callbenzinga.com
stock-market·4 refs·2026-07-23
Vera Rubin NVL72 vs GB200 NVL72? Inference TCO & Architecture Analysisnewsletter.semianalysis.com
stock-market·2 refs·2026-07-23
All-In Podcast: Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?allinchamathjason.libsyn.com
stock-market·3 refs·2026-07-22
Autoresearch: Appalachian/Haynesville gas producer exposure to an AI-datacenter price floor (EQT/AR/RRC/EXE hedging, egress, direct deals)appalachian-haynesville-gas-producer-ai-price-floor-exposure
stock-market·7 refs·2026-07-22
Charles Schwab (SCHW) Q2 FY2026 earnings callfool.com
stock-market·5 refs·2026-07-22
Columbia Energy Exchange: Tom Moerenhout and Tomasz Nadrowski on Fixing the Mineral Supply Chaincolumbiaenergyexchange.libsyn.com
stock-market·4 refs·2026-07-22
Forward Guidance: AI Efficiency Is Repricing The Compute Market | Steve Houtraffic.megaphone.fm
stock-market·3 refs·2026-07-22
Meta's Infrastructure Team Needs A Culture Resetnewsletter.semianalysis.com
stock-market·3 refs·2026-07-22
The Compound and Friends: Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rallypdst.fm
stock-market·1 refs·2026-07-22
Autoresearch: SCHW Q2 2026 earnings & the brokerage/custodian/exchange NII chainschw-q2-2026-brokerage-custodian-nii-chain
stock-market·4 refs·2026-07-21
Autoresearch: US natural-gas supply squeeze from AI datacenter demand — beneficiaries & who paysus-natural-gas-shortage-ai-datacenter-beneficiaries
stock-market·3 refs·2026-07-21
Invest Like the Best: Matthew Smith — How America Runs Out of Natural Gas by 2030 - [Invest Like the Best, EP.483]colossus.com
stock-market·3 refs·2026-07-21
All-In Podcast: Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacentersallinchamathjason.libsyn.com
stock-marketartificial-intelligence·22 refs·2026-07-20
Autoresearch: brokerage/bank NII under a higher-for-longer rate regime (SCHW, IBKR, custodians, exchanges)brokerage-bank-nii-higher-for-longer-rate-regime
stock-market·12 refs·2026-07-20
Autoresearch: US health-coverage shift + GLP-1 substitution — deferred-procedure and bariatric losers/winners (tickers)us-health-coverage-glp1-deferred-procedures-tickers
stock-market·13 refs·2026-07-20
Biotech Hangout: Episode 189 - July 17, 2026podcasters.spotify.com
stock-market·17 refs·2026-07-20
Intuitive Surgical (ISRG) Q2 FY2026 earnings callbenzinga.com
stock-market·5 refs·2026-07-20
Moonshots: Mira Murati's 975B Open Model, Ramin Hasani on Post-Transformer AI, and Demis' AI FINRA | EP #271traffic.megaphone.fm
stock-marketartificial-intelligence·16 refs·2026-07-20
Moonshots: Urgent Update- AI Sputnik Moment: Kimi K3 Released w/ Emad Mostaque | Ep. 272traffic.megaphone.fm
stock-marketartificial-intelligence·16 refs·2026-07-20
Autoresearch: 2026 memory buying surge — pull-forward vs. durable level-shift2026-memory-buying-surge-pull-forward-vs-level-shift
stock-market·12 refs·2026-07-17
Autoresearch: AI memory shortage → consumer device price shock → who benefitsai-memory-shortage-consumer-device-price-shock-beneficiaries
stock-market·10 refs·2026-07-17
Autoresearch: PBM pass-through pre-emption and where the spread profit pool actually goespbm-pass-through-preemption-profit-pool-migration
stock-market·10 refs·2026-07-17
Forward Guidance: The AI Unwind Is Forcing A Historic Market Rotation | Weekly Rounduptraffic.megaphone.fm
stock-market·12 refs·2026-07-17
How Predictable Are Laws?construction-physics.com
stock-marketpolitics·5 refs·2026-07-17
Macro Voices: MacroVoices #541 Dr. Anas Alhajji: Bab el-Mandeb: The Next Oil Chokepoint Nobody's Watchingmacrovoices.podbean.com
stock-marketpolitics·15 refs·2026-07-17
Taiwan Semiconductor Manufacturing (TSM) Q2 FY2026 earnings callfool.com
stock-market·24 refs·2026-07-17
The Compound and Friends: You’re About to See the Real AI Winners Stand Uppdst.fm
stock-market·12 refs·2026-07-17
UnitedHealth Group (UNH) Q2 FY2026 earnings callfool.com
stock-market·10 refs·2026-07-17
All-In Podcast: Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Codingallinchamathjason.libsyn.com
stock-marketartificial-intelligence·5 refs·2026-07-16
Autoresearch: AI inference revenue run-rate vs realized enterprise AI ROI — what the July 2026 evidence actually showsai-inference-revenue-run-rate-vs-realized-enterprise-ai-roi-2026-07
stock-marketartificial-intelligencetechnology-adoption-s-curves·5 refs·2026-07-16
Autoresearch: the FMCSA non-domiciled CDL purge + ELP enforcement as a truckload capacity forcing functionfmcsa-non-domiciled-cdl-elp-enforcement-truckload-capacity-2026-07
stock-market·2 refs·2026-07-16
Autoresearch: the insurance general-account rotation into private credit — is Fink's 150–350bps illiquidity claim real, and what gates it?insurance-general-account-illiquidity-rotation-private-credit-2026-07
stock-market·2 refs·2026-07-16
BlackRock (BLK) Q2 FY2026 earnings callinvesting.com
stock-market·5 refs·2026-07-16
Capital Allocators: Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)tedseides.libsyn.com
stock-market·4 refs·2026-07-16
Odd Lots: Why Soccer Analytics Works Like Volatility Arbitrage Tradingomny.fm
stock-market·1 refs·2026-07-16
The Compound and Friends: IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Streetpdst.fm
stock-market·8 refs·2026-07-16
All-In Podcast: More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accountsallinchamathjason.libsyn.com
stock-market·8 refs·2026-07-15
All-In Podcast: The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hourallinchamathjason.libsyn.com
stock-market·7 refs·2026-07-15
Autoresearch: does record private-credit origination lead or lag the default cycle?private-credit-origination-lead-vs-lag-default-cycle
stock-market·6 refs·2026-07-15
Autoresearch: the consumer trade-down is broadening to affluent households — who benefits (and why the obvious pick is gone)consumer-trade-down-broadening-to-affluent-beneficiaries
stock-market·3 refs·2026-07-15
Biotech Hangout: Episode 188 - July 10, 2026podcasters.spotify.com
stock-market·15 refs·2026-07-15
Capital Allocators: Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.410)tedseides.libsyn.com
stock-market·3 refs·2026-07-15
Columbia Energy Exchange: Iran Conflict Brief: How Renewed Strikes Impact Global Energycolumbiaenergyexchange.libsyn.com
stock-market·4 refs·2026-07-15
Columbia Energy Exchange: Suzanne Maloney on Whether Perpetual Conflict is New Normal for the Gulfcolumbiaenergyexchange.libsyn.com
stock-market·3 refs·2026-07-15
Dwarkesh Podcast: Adam Brown – A deep but accessible introduction to general relativitydwarkesh.com
stock-market·1 refs·2026-07-15
Invest Like the Best: John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]colossus.com
stock-market·2 refs·2026-07-15
Moonshots: The AI Duopoly Is Over: Grok 4. 5 , GPT-5 . 6 , and Muse Spark in One Week | #270traffic.megaphone.fm
stock-market·2 refs·2026-07-15
The Compound and Friends: The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabepdst.fm
stock-market·6 refs·2026-07-15
All-In Podcast: Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labsallinchamathjason.libsyn.com
stock-market·6 refs·2026-07-14
Capital Allocators: WTT: 5.5 Lessons at 55.5tedseides.libsyn.com
stock-market·0 refs·2026-07-14
Columbia Energy Exchange: Alice Yake on Planning for a Reliable, Cleaner Gridcolumbiaenergyexchange.libsyn.com
stock-market·8 refs·2026-07-14
Conversations with Tyler: Joel Mokyr on Clans, Corporations, and a Culture of Growthcowenconvos.libsyn.com
stock-market·0 refs·2026-07-14
Forward Guidance: Think Like Everyone Else, Lose Like Everyone Else | Brent Donnellytraffic.megaphone.fm
stock-market·0 refs·2026-07-14
Invest Like the Best: Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]colossus.com
stock-market·0 refs·2026-07-14
JPMorgan Chase (JPM) Q2 FY2026 earnings callinvesting.com
stock-market·6 refs·2026-07-14
Macro Voices: MacroVoices #540 Adam Parker: Beyond the AI Bubble: Diversifying Portfolios in an Earnings-Driven Marketmacrovoices.podbean.com
stock-market·3 refs·2026-07-14
Moonshots: Fable 5 Is Back & Govt-Leashed, Altman Offers 5% of OpenAI & AI Grows Conscious | #269traffic.megaphone.fm
stock-market·11 refs·2026-07-14
The Compound and Friends: Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?pdst.fm
stock-market·8 refs·2026-07-14
The Compound and Friends: The Real Ticking Time Bomb with Michael Cembalestpdst.fm
stock-market·11 refs·2026-07-14
The Goldman Sachs Group (GS) Q2 FY2026 earnings callng.investing.com
stock-market·7 refs·2026-07-14
All-In Podcast: AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lieallinchamathjason.libsyn.com
stock-marketpolitics·11 refs·2026-07-13
Autoresearch: BDC redemption spiral and record private-credit defaults — who transmits, who benefitsbdc-redemption-spiral-private-credit-stress
stock-market·4 refs·2026-07-13
Autoresearch: Does the Nvidia GPU backstop travel outside APAC?nvidia-backstop-non-apac-test
stock-market·2 refs·2026-07-13
Autoresearch: Truckload capacity tightening confirmed by 3PL data — intermodal spillover as the second-order legtruckload-tightening-intermodal-spillover
stock-market·1 refs·2026-07-13
Autoresearch: USTR Section 301 investigation of Germany's drug pricing — docket verificationustr-301-germany-drug-pricing-docket
stock-market·1 refs·2026-07-13
Capital Allocators: Moat Investing Nuances – Pat Dorsey (EP.509)tedseides.libsyn.com
stock-market·3 refs·2026-07-13
Columbia Energy Exchange: Doug Arent and Robin Millican on What's Really Driving Electricity Pricescolumbiaenergyexchange.libsyn.com
stock-market·13 refs·2026-07-13
Dwarkesh Podcast: Grant Sanderson – AI and the future of mathdwarkesh.com
artificial-intelligence·0 refs·2026-07-13
Forward Guidance: The AI Trade Is Finally Cracking | Weekly Rounduptraffic.megaphone.fm
stock-market·3 refs·2026-07-13
Invest Like the Best: Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]colossus.com
stock-market·10 refs·2026-07-13
Macro Voices: MacroVoices #539 Rory Johnston: Hormuz Crisis, is it Really Over?macrovoices.podbean.com
stock-market·8 refs·2026-07-13
Moonshots: Sonnet 5 Drops, Fable 5 Will Return & Fusion's First Plant Gets Licensed w/ Philip Johnston | #268traffic.megaphone.fm
stock-market·13 refs·2026-07-13
The Compound and Friends: Brian Belski Returns!pdst.fm
stock-market·1 refs·2026-07-13
The Compound and Friends: Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debtpdst.fm
stock-market·9 refs·2026-07-13
All-In Podcast: Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028allinchamathjason.libsyn.com
politics·0 refs·2026-07-10
All-In Podcast: Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarterallinchamathjason.libsyn.com
stock-market·3 refs·2026-07-10
Anthropic 3Q26 Profit Over $1B: The Anthropic IPO Financials Sneak Peaknewsletter.semianalysis.com
stock-market·2 refs·2026-07-10
Autoresearch: does per-seat SaaS net revenue retention actually weaken as agentic AI flattens seat expansion?seat-based-saas-nrr-erosion-evidence
stock-market·3 refs·2026-07-10
Autoresearch: US screwworm outbreak × record-low cattle herd — spread, USDA response, and tradeable beneficiariesus-screwworm-outbreak-cattle-herd-squeeze
stock-market·6 refs·2026-07-10
Biotech Hangout: Episode 187 - June 26, 2026podcasters.spotify.com
stock-market·5 refs·2026-07-10
Capital Allocators: Senior Decision Makers: Nicholas Csicsko, Trinity Wall Street (EP.508)tedseides.libsyn.com
stock-market·1 refs·2026-07-10
Converting Coal Plants to Natural Gasconstruction-physics.com
stock-market·3 refs·2026-07-10
EMIB-T Roadmap, Custom HBM, HBM4 Packaging Challenges, Microfluidic Cooling, Photonic Interconnects, and Morenewsletter.semianalysis.com
stock-market·1 refs·2026-07-10
Forward Guidance: How To Trade The New Warsh Fed | Bob Sheehantraffic.megaphone.fm
stock-market·2 refs·2026-07-10
Forward Guidance: Is The Fed Panic Already Fading? | Weekly Rounduptraffic.megaphone.fm
stock-market·1 refs·2026-07-10
IN-DEPTH: What Unitree's Evolution Means For Roboticsfabricatedknowledge.com
stock-market·1 refs·2026-07-10
Meta Compute: Everyone Wants To Be A Neocloudnewsletter.semianalysis.com
stock-market·1 refs·2026-07-10
Moonshots: Why the US Government Is Blocking Model Releases (GPT-5.6) | #267traffic.megaphone.fm
stock-marketartificial-intelligence·5 refs·2026-07-10
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacentersnewsletter.semianalysis.com
stock-market·2 refs·2026-07-10
Odd Lots: Baidu's CFO on How It Became a Full-Stack AI Playeromny.fm
stock-market·4 refs·2026-07-10
Odd Lots: How Lenovo's CFO Is Allocating Capital During One of History's Biggest Boomsomny.fm
stock-market·5 refs·2026-07-10
The Compound and Friends: Invest in the Robot Revolution or Be Crushed by Itpdst.fm
stock-market·2 refs·2026-07-10
The Fall and Rise of Screwwormconstruction-physics.com
stock-market·3 refs·2026-07-10
The Future of Meta Superintelligence: A 1 Year Progress Updatenewsletter.semianalysis.com
stock-market·1 refs·2026-07-10
TokenBudgeting: Our Conversations with Enterprises on Token Spendnewsletter.semianalysis.com
stock-market·3 refs·2026-07-10
Acquired: The Walt Disney Companyacquired.fm
history·8 refs·2026-07-09
Bg2 Pod: The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2podcasters.spotify.com
stock-marketartificial-intelligence·14 refs·2026-07-09
Capital Allocators: [REPLAY] Collette Chilton – Humility and Loyalty at Williams College (EP.174)tedseides.libsyn.com
stock-market·1 refs·2026-07-09
Dwarkesh Podcast: The next big breakthrough will be AIs learning on the jobdwarkesh.com
artificial-intelligence·3 refs·2026-07-09
Moonshots: The $10B Satellite Empire Putting AI in Orbit, Why Chips Beat Rockets & China's #1 Open Model | EP #266traffic.megaphone.fm
stock-marketartificial-intelligence·20 refs·2026-07-09
All-In Podcast: GameStop CEO Ryan Cohen's $56B Plan to Take Over eBayallinchamathjason.libsyn.com
stock-market·2 refs·2026-06-29
All-In Podcast: World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Dealallinchamathjason.libsyn.com
stock-market·4 refs·2026-06-29
Autoresearch: Do Micron's take-or-pay SCAs break the memory cycle, or is it cycle-top behavior?micron-sca-take-or-pay-memory-cycle-break-vs-cycle-top
stock-market·4 refs·2026-06-29
Capital Allocators: Homegrown CIO at Williams College - Abigail Wattley (EP.507)tedseides.libsyn.com
stock-market·2 refs·2026-06-29
Columbia Energy Exchange: Michael Cembalest Does the Math on the Energy Transitioncolumbiaenergyexchange.libsyn.com
stock-market·7 refs·2026-06-29
Dwarkesh Podcast: The data black hole at the center of AIdwarkesh.com
stock-market·3 refs·2026-06-29
Invest Like the Best: Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]colossus.com
stock-market·5 refs·2026-06-29
Macro Voices: MacroVoices #538 Lyn Alden: Is The War Really Over and What’s Next For Markets?macrovoices.podbean.com
stock-market·5 refs·2026-06-29
Micron Technology (MU) Q3 FY2026 earnings callinvesting.com
stock-market·11 refs·2026-06-29
The Compound and Friends: Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Metapdst.fm
stock-market·1 refs·2026-06-29
The Compound and Friends: The Most Invincible Career Path in Financepdst.fm
stock-market·1 refs·2026-06-29
The Compound and Friends: Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghesepdst.fm
stock-market·4 refs·2026-06-29
US Grid Constraints: Towards 40GW+ of Behind-The-Meter Datacenter by 2028?newsletter.semianalysis.com
stock-market·7 refs·2026-06-29
Autoresearch (bucket #11 transport/industrials ex-AI): regulatory driver-pool capacity removal → truckload rate recovery (KNX/WERN/JBHT)bucket-transport-trucking-capacity-removal-tl-rate-recovery
stock-market·2 refs·2026-06-19
Autoresearch: private-credit/BDC stress — AI-disruption-of-borrowers vs datacenter-capex-derate (which leg, which names)private-credit-bdc-ai-disruption-vs-datacenter-capex
stock-market·2 refs·2026-06-19
Columbia Energy Exchange: Jake Sullivan and Jon Finer on the US-Iran Deal, Hormuz Realities, and Iran's Nuclear Futurecolumbiaenergyexchange.libsyn.com
stock-market·3 refs·2026-06-19
Forward Guidance: A New Era Is Beginning In Markets | Weekly Rounduptraffic.megaphone.fm
stock-market·3 refs·2026-06-19
Macro Voices: MacroVoices #537 Brent Johnson: There’s No Turning Backmacrovoices.podbean.com
stock-market·4 refs·2026-06-19
Moonshots: SpaceX IPOs at $2.89T Market Cap, US Govt Suspends Fable & Mythos 5, Altman Delays OpenAI’s IPO | EP #265traffic.megaphone.fm
stock-market·2 refs·2026-06-19
Odd Lots: Anthropic's Co-Founder and Top Economist on Doing Research at the AI Frontieromny.fm
stock-market·1 refs·2026-06-19
Stop Saying Half of 2026 US Datacenter Capacity Is Cancelednewsletter.semianalysis.com
stock-market·4 refs·2026-06-19
The Compound and Friends: The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezaspdst.fm
stock-market·3 refs·2026-06-19
Autoresearch bucket: Financials & rate regime — Warsh higher-for-longer removes the brokerage-NII cut overhang + insurer floatbucket-warsh-higher-for-longer-brokerage-nii-insurer-float
stock-market·4 refs·2026-06-18
Autoresearch bucket: Healthcare & demographics — BioSecure CDMO consolidation + GLP-1 pricing glide pathbucket-healthcare-cdmo-reshoring-glp1-pricing
stock-market·3 refs·2026-06-18
Autoresearch: AI-capex-derate → private-credit contagion — Warsh higher-for-longer + BDC dispersionprivate-credit-bdc-dispersion-warsh-higher-for-longer
stock-market·2 refs·2026-06-18
Forward Guidance: The Warsh Fed Will Look Nothing Like Before | Joseph Wangtraffic.megaphone.fm
stock-market·3 refs·2026-06-18
Autoresearch (bucket #10 consumer shift): trade-down → private-label share gainsbucket-consumer-trade-down-private-label-share
stock-market·2 refs·2026-06-17
Autoresearch (bucket #11 transport/industrials ex-AI): aerospace aftermarket + freight capacitybucket-transport-aerospace-aftermarket-freight-capacity
stock-market·1 refs·2026-06-17
Autoresearch: per-name BDC exposure to AI-disrupted software/services borrowersprivate-credit-bdc-per-name-ai-disruption-exposure
stock-market·2 refs·2026-06-17
Capital Allocators: WTT: AI: Fundamentals, Valuation, and the Next Allocator Dilemmatedseides.libsyn.com
stock-market·2 refs·2026-06-17
Columbia Energy Exchange: Iran Conflict Brief: The US-Iran Deal and a New Phase of Accommodationcolumbiaenergyexchange.libsyn.com
stock-market·6 refs·2026-06-17
Odd Lots: The Iran War’s Lasting Scars Across Asiaomny.fm
stock-market·3 refs·2026-06-17
RL Systems Mind the Gap: Matching Trainer and Generator Throughputnewsletter.semianalysis.com
stock-market·1 refs·2026-06-17
The Compound and Friends: Betting on OpenAI, SpaceX Dust Settles, Josh’s New Tradepdst.fm
stock-market·3 refs·2026-06-17
Academic research: technology adoption S-curves (diffusion, Bass, Wright's Law, forecastability)technology-adoption-s-curves
technology-adoption-s-curves·13 refs·2026-06-16
Autoresearch bucket #8: Healthcare forcing functions — GLP-1 list-price cuts, Medicare Bridge, biotech rotation (June 2026)bucket-healthcare-glp1-pricing-biotech-rotation
stock-market·2 refs·2026-06-16
Autoresearch bucket #9: Financials / rate-regime — rate-cut expectations reverse to higher-for-longer (June 2026)bucket-financials-rate-cut-reversal-higher-for-longer
stock-market·5 refs·2026-06-16
Autoresearch: FERC RM26-4 end-June order + nuclear/data-center power (CEG/TLN)ferc-rm26-4-end-june-nuclear-datacenter-power
stock-market·2 refs·2026-06-16
Autoresearch: HBM/DRAM pricing + Micron Q3 FY2026 setup (June 24 call)hbm-dram-pricing-micron-q3-fy2026-setup
stock-market·3 refs·2026-06-16
Autoresearch: Private-credit AI-disruption contagion + PIMCO credit-loss cycle (June 2026)private-credit-ai-disruption-contagion-pimco-credit-cycle
stock-market·2 refs·2026-06-16
Autoresearch: Ras Laffan helium restart timeline + LIN/APD pricing power (June 2026)helium-ras-laffan-restart-lin-pricing-power
stock-market·3 refs·2026-06-16
Autoresearch: Tony Seba / RethinkX technology-disruption S-curves and the investing lenstony-seba-technology-disruption-s-curves
technology-adoption-s-curves·14 refs·2026-06-16
Distilled understanding of technology adoption S-curves — an evaluation lens for stock-market signalstechnology-adoption-s-curves
stock-market·4 refs·2026-06-16
The Compound and Friends: How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascynpdst.fm
stock-market·3 refs·2026-06-16
All-In Podcast: Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Electionsallinchamathjason.libsyn.com
stock-market·8 refs·2026-06-15
Autoresearch (bucket #10 consumer shift): K-shape widening (inflation reaccel + Iran gas +50% + tax-cut skew) → premium operators win, low-end loses; hotel demand trifurcatesbucket-consumer-k-shape-premium-lodging-bifurcation
stock-market·3 refs·2026-06-15
Autoresearch (bucket #11 transport/industrials ex-AI): trucking-capacity exit → 2026 freight hikes → rail/LTL pricing; UP-NS merger abeyance; A&D throughput gatebucket-transport-trucking-capacity-rail-pricing-aerospace
stock-market·5 refs·2026-06-15
Autoresearch: GLP-1 Medicare $50 Bridge + 503B compounding exclusion → branded injectable volumes → WSTglp1-medicare-bridge-503b-ban-wst-injectable-demand
stock-market·3 refs·2026-06-15
Autoresearch: seat-based SaaS erosion — short leg hardens (Atlassian/Workday/Salesforce), NOW refines toward agentic winnerseat-saas-erosion-now-agentic-winner-refinement
stock-market·5 refs·2026-06-15
Biotech Hangout: Episode 186 - June 12, 2026podcasters.spotify.com
stock-market·1 refs·2026-06-15
Capital Allocators: Hotel Investing at EOS – Jonathan Wang (EP.506)tedseides.libsyn.com
stock-market·2 refs·2026-06-15
Is SMIC N+3's Metal Pitch Smaller than Intel 18A's?newsletter.semianalysis.com
stock-market·3 refs·2026-06-15
Odd Lots: Anjney Midha's Plan to Radically Lower the Price of Computeomny.fm
stock-market·5 refs·2026-06-15
All-In Podcast: All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Liveallinchamathjason.libsyn.com
stock-market·8 refs·2026-06-12
Autoresearch (bucket: Energy & critical minerals): US critical-minerals price-floor regime + electrical steel on DOE critical list — June 2026bucket-critical-minerals-price-floor-electrical-steel-jun2026
stock-market·1 refs·2026-06-12
Autoresearch (bucket: Financials & rate regime): private credit's first full-cycle test + insurance float income rolling over — June 2026bucket-financials-private-credit-insurance-float-jun2026
stock-market·0 refs·2026-06-12
Autoresearch: FERC RM26-4 large-load interconnection rulemaking — action due by June 2026 (CEG/data-center nuclear catalyst)ferc-rm26-4-large-load-interconnection-june2026
stock-market·1 refs·2026-06-12
Autoresearch: Helium squeeze deepens — Ras Laffan no restart before late summer 2026, ~5.2M m³/month deficit, LIN/APD repricing (June 2026)helium-squeeze-deepens-lin-repricing-jun2026
stock-market·1 refs·2026-06-12
Autoresearch: Micron HBM pricing / HBM4 / sold-out-through-2027 status into Q3 FY2026 earnings (Jun 24)micron-hbm-q3-fy2026-earnings-setup
stock-market·0 refs·2026-06-12
Autoresearch: Uranium term market hits $90 (highest since 2008), contracting still below replacement — June 2026uranium-term-market-90-contracting-below-replacement-jun2026
stock-market·1 refs·2026-06-12
Forward Guidance: Policy Intervention Is Keeping The Bull Market Alive | Weekly Rounduptraffic.megaphone.fm
stock-market·0 refs·2026-06-12
Intel Should Raise Capitalnewsletter.semianalysis.com
stock-market·1 refs·2026-06-12
Macro Voices: MacroVoices #536 Larry Mcdonald: The Migration is Upon usmacrovoices.podbean.com
stock-market·1 refs·2026-06-12
Moonshots: Brian Armstrong on Bitcoin, Anthropic Drops Fable 5 & Mythos 5, NewLimit's $435M Age-Reversal | EP #264traffic.megaphone.fm
stock-market·0 refs·2026-06-12
The Compound and Friends: Why the Knockout Punch Never Comes With Brian Levittpdst.fm
stock-market·1 refs·2026-06-12
All-In Podcast: Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platnerallinchamathjason.libsyn.com
stock-market·1 refs·2026-06-11
Autoresearch: Is Blue Owl (OWL) non-traded BDC redemption stress OWL-specific or sector-wide?owl-vs-sector-nontraded-bdc-redemption-stress
stock-market·3 refs·2026-06-11
Autoresearch: Tomato tariff + sticky food inflation → trade-down (DG) and food-distributor pass-through (PFGC/USFD)consumer-tomato-tariff-food-inflation-trade-down-distributors
stock-market·3 refs·2026-06-11
Autoresearch: US healthcare forcing functions June 2026 — GLP-1 Medicare demo, BIOSECURE, PBM de-linkinghealthcare-glp1-medicare-biosecure-pbm-june2026
stock-market·4 refs·2026-06-11
Autoresearch: Verifying the silver supply-deficit / 3-year-stockout claim (and solar thrifting)silver-deficit-stockout-solar-thrifting-verification
stock-market·3 refs·2026-06-11
Forward Guidance: Warsh Must Choose The Dollar Or The Bond Market | Luke Gromentraffic.megaphone.fm
stock-market·2 refs·2026-06-11
How Long Does It Take to Plan a Bridge?construction-physics.com
stock-market·0 refs·2026-06-11
Odd Lots: Why Tomatoes Are the Most Expensive They've Been in Four Decadesomny.fm
stock-market·3 refs·2026-06-11
All-In Podcast: Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stageallinchamathjason.libsyn.com
stock-market·3 refs·2026-06-10
All-In Podcast: Dan Dreyfus: America's Critical Minerals Crisis is Hereallinchamathjason.libsyn.com
stock-market·6 refs·2026-06-10
Autoresearch: FERC RM26-4 end-June form + PJM EL25-20 front-of-meter co-location track — CEG readferc-rm26-4-pjm-el25-20-ceg-front-of-meter
stock-market·2 refs·2026-06-10
Autoresearch: Financials & the rate regime (bucket 9) — private credit's first full-cycle test + bank NIM at 2019 highsfinancials-private-credit-first-cycle-test
stock-market·2 refs·2026-06-10
Autoresearch: Transport & industrials ex-AI (bucket 11) — trucking regulatory capacity removal + A&D capacity-governed backlogtransport-industrials-trucking-capacity-aerospace-backlog
stock-market·3 refs·2026-06-10
Biotech Hangout: Episode 185 -June 5, 2026podcasters.spotify.com
stock-market·4 refs·2026-06-10
Cameco Corporation (CCJ) Q1 FY2026 earnings callinvesting.com
stock-market·5 refs·2026-06-10
Columbia Energy Exchange: Jessica Uhl on the Fractured Energy Transition: Why Speed Matters Nowcolumbiaenergyexchange.libsyn.com
stock-market·4 refs·2026-06-10
DeepSeekV4 1.6T Day 0 to Day 43 Performance Over Time — Huawei, GB300 NVL72, MI355X, B200newsletter.semianalysis.com
stock-market·2 refs·2026-06-10
The Compound and Friends: Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AIpdst.fm
stock-market·5 refs·2026-06-10
All-In Podcast: Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T companyallinchamathjason.libsyn.com
stock-market·4 refs·2026-06-09
Autoresearch: 2026 drug-pricing reform → PBM spread compression and pharmacy disruption (healthcare bucket scan)drug-pricing-reform-pbm-spread-compression
stock-market·1 refs·2026-06-09
Autoresearch: CEG PJM co-location framework, front-of-meter shift, and the June 30 Calpine lockupceg-pjm-co-location-front-of-meter-shift
stock-market·2 refs·2026-06-09
Autoresearch: Copper supercycle refresh — TC/RC collapse to $0, Grasberg/Kamoa disruptions, AI-DC demand (June 2026)copper-supercycle-tc-rc-collapse-refresh
stock-market·1 refs·2026-06-09
Autoresearch: Private credit retail-ization (401k) vs. its first full-cycle test (financials bucket scan)private-credit-retailization-vs-first-cycle-test
stock-market·2 refs·2026-06-09
Invest Like the Best: Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]colossus.com
stock-market·1 refs·2026-06-09
Moonshots: Emerging Situation: Anthropic's Global Pause, Recursive Self-Improvement Arrives, and AI Personhood Arrives | EP #263traffic.megaphone.fm
stock-market·0 refs·2026-06-09
The Compound and Friends: Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999pdst.fm
stock-market·3 refs·2026-06-09
All-In Podcast: Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondariesallinchamathjason.libsyn.com
stock-market·6 refs·2026-06-08
Autoresearch: FERC RM26-4-000 large-load interconnection — status and CEG implications, June 2026ferc-rm26-4-000-large-load-ceg-nuclear-colocation-june-2026
stock-market·5 refs·2026-06-08
Autoresearch: GLP-1 supply chain second-order beneficiaries, June 2026glp-1-supply-chain-beneficiaries-june-2026
stock-market·5 refs·2026-06-08
Autoresearch: HBM supply status — SK Hynix/Samsung/Micron capacity, helium, sold-out 2026–2027hbm-supply-sk-hynix-samsung-micron-helium-vera-rubin-2026
stock-market·5 refs·2026-06-08
Autoresearch: Uranium market and nuclear investment thesis, June 2026uranium-nuclear-market-june-2026
stock-market·5 refs·2026-06-08
Autoresearch: US consumer spending patterns and trade signals, June 2026consumer-spending-trade-patterns-june-2026
stock-market·5 refs·2026-06-08
Capital Allocators: Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)tedseides.libsyn.com
stock-market·3 refs·2026-06-08
China's Unitree Will Dominate Global Roboticsnewsletter.semianalysis.com
stock-market·6 refs·2026-06-08
Costco Wholesale (COST) Q3 FY2026 earnings callfool.com
stock-market·8 refs·2026-06-08
Odd Lots: How CoreWeave Sees the Market for Compute Right Nowomny.fm
stock-market·3 refs·2026-06-08
Procter & Gamble (PG) Q3 FY2026 earnings callfool.com
stock-market·5 refs·2026-06-08
To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
stock-market·1 refs·2026-06-08
Union Pacific (UNP) Q1 FY2026 earnings callfool.com
stock-market·7 refs·2026-06-08
Walmart (WMT) Q1 FY2027 earnings callfool.com
stock-market·5 refs·2026-06-08
Where Are the Economies of Scale in Homebuilding?construction-physics.com
stock-market·1 refs·2026-06-08
Academic research: adult ADHD-PI — executive function, hyperfocus/divergent cognition as strengths, externalized cognitionadhd-pi-strengths-and-externalized-cognition
adhd·9 refs·2026-06-07
Autoresearch: practical workflow strategies for adult ADHD-PI knowledge workersadhd-pi-workflow-strategies
adhd·10 refs·2026-06-07
All-In Podcast: Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Backallinchamathjason.libsyn.com
stock-market·3 refs·2026-06-06
All-In Podcast: The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panelallinchamathjason.libsyn.com
stock-marketartificial-intelligence·14 refs·2026-06-06
Moonshots: Anthropic Files $965B IPO, Trump Signs AI Executive Order, and ChatGPT Crosses 1B Users | EP #262traffic.megaphone.fm
stock-marketartificial-intelligence·12 refs·2026-06-06
Moonshots: Opus 4.8 Beats GPT 5.5, the $220B OpenAI Foundation, and Hassabis’s 2029 AGI Prediction | EP #260traffic.megaphone.fm
stock-marketartificial-intelligence·11 refs·2026-06-06
Moonshots: Why AGI Is Close but Not Here Yet | Ray Kurzweil | EP #261traffic.megaphone.fm
artificial-intelligence·6 refs·2026-06-06
The Compound and Friends: Neil Dutta & Skanda on Why the Recession Signals Are All Wrongpdst.fm
stock-market·4 refs·2026-06-06
All-In Podcast: Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradoxallinchamathjason.libsyn.com
stock-market·1 refs·2026-06-05
America's Electricity Gapapricitas.io
stock-market·2 refs·2026-06-05
Autoresearch: CEG FERC CIR waiver and RM26-4-000 large-load rulemaking status (June 2026)ceg-ferc-rm26-4-000-june-2026
stock-market·2 refs·2026-06-05
Autoresearch: CSP capex cycle Q1 2026 — acceleration confirmed, $725B combinedcsp-capex-cycle-q1-2026
stock-market·1 refs·2026-06-05
Autoresearch: GLP-1 second-order effects — macro bucket 8 sweep (June 2026)macro-glp1-second-order-june-2026
stock-market·2 refs·2026-06-05
Autoresearch: Intel 18A yield status, VLSI 2026 disclosures, and foundry customer pipeline (June 2026)intel-18a-yield-vlsi-2026-foundry-pipeline
stock-market·1 refs·2026-06-05
Autoresearch: MP Materials HREE circuit commissioning and Q1 2026 resultsmp-materials-hree-commissioning-q1-2026
stock-market·1 refs·2026-06-05
Autoresearch: US cattle cycle and beef supply squeeze status (June 2026)cattle-cycle-beef-supply-squeeze-june-2026
stock-market·6 refs·2026-06-05
Autoresearch: US rate regime and credit cycle — macro bucket 9 sweep (June 2026)macro-fed-rate-regime-june-2026
stock-market·4 refs·2026-06-05
Deere & Company (DE) Q2 FY2026 earnings callfool.com
stock-market·3 refs·2026-06-05
Dwarkesh Podcast: Alex Imas and Phil Trammell – What remains scarce after AGI?dwarkesh.com
stock-market·1 refs·2026-06-05
ExxonMobil (XOM) Q1 2026 earnings callfool.com
stock-market·3 refs·2026-06-05
Honeywell International (HON) Q1 2026 earnings callfool.com
stock-market·2 refs·2026-06-05
Intuitive Surgical (ISRG) Q1 2026 earnings callfool.com
stock-market·2 refs·2026-06-05
Macro Voices: MacroVoices #535 Michael Every: NAFTA and NAPTHA – Warcraft & Fartcraftmacrovoices.podbean.com
stock-market·1 refs·2026-06-05
SLB (SLB) Q1 2026 earnings callfool.com
stock-market·4 refs·2026-06-05
UnitedHealth Group (UNH) Q1 2026 earnings callfool.com
stock-market·3 refs·2026-06-05
All-In Podcast: Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businessesallinchamathjason.libsyn.com
stock-market·1 refs·2026-06-04
Anthropic Growth and Bedrock Mix Drive AWS Margins Higher While Peers Lagnewsletter.semianalysis.com
stock-market·3 refs·2026-06-04
Autoresearch: CEG Constellation Energy FERC large-load tariff ruling nuclear AI datacenters June 2026ceg-constellation-energy-ferc-large-load-tariff-ruling-nuclear-ai-datacenters-june-2026
stock-market·5 refs·2026-06-04
Autoresearch: China Export Controls, Rare Earth Minerals & Taiwan Geopolitics (June 2026)china-export-controls-rare-earth-taiwan-june2026
stock-market·2 refs·2026-06-04
Autoresearch: GLP-1 weight loss drug second-order effects healthcare pharma food consumer 2026glp-1-weight-loss-drug-second-order-effects-healthcare-pharma-food-consumer-2026
stock-market·3 refs·2026-06-04
Autoresearch: Hyperscaler AI Capex — Peak or Sustained? Q1 2026 Actuals, Analyst Cycle Calls, and Power/Land Constraints (June 2026)hyperscaler-ai-capex-peak-or-sustained-2026-microsoft-google-amazon-meta
stock-market·4 refs·2026-06-04
Autoresearch: SpaceX SPCX IPO roadshow day-1 demand signals and index mechanics June 4 2026spacex-spcx-ipo-roadshow-day1-demand-june-4-2026
stock-market·4 refs·2026-06-04
BlackRock (BLK) Q1 FY2026 earnings callfool.com
stock-market·4 refs·2026-06-04
CF Industries (CF) Q1 FY2026 earnings callfool.com
stock-market·6 refs·2026-06-04
Charles Schwab (SCHW) Q1 FY2026 earnings callfool.com
stock-market·1 refs·2026-06-04
Chevron (CVX) Q1 FY2026 earnings callfool.com
stock-market·4 refs·2026-06-04
Eli Lilly (LLY) Q1 FY2026 earnings callfool.com
stock-market·7 refs·2026-06-04
Goldman Sachs (GS) Q1 FY2026 earnings callfool.com
stock-market·1 refs·2026-06-04
Inside the 800VDC Revolution – Part 1newsletter.semianalysis.com
stock-market·3 refs·2026-06-04
JPMorgan Chase (JPM) Q1 FY2026 earnings callfool.com
stock-market·1 refs·2026-06-04
Reading List 05/30/26construction-physics.com
stock-market·1 refs·2026-06-04
To Boldly Go: The Case for Space Datacentersnewsletter.semianalysis.com
stock-market·2 refs·2026-06-04
All-In Podcast: OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Computeallinchamathjason.libsyn.com
stock-market·0 refs·2026-06-03
Arm Holdings (ARM) Q4 FY2026 earnings callfool.com
stock-market·4 refs·2026-06-03
China MRL June 15 Enforcement: REE Quota Scope and NdPr Price Trajectory (June 2026)english.news.cn
stock-market·2 refs·2026-06-03
CNBC Television: The mega-IPO race: SpaceX to set IPO terms todayyoutube.com
stock-market·3 refs·2026-06-03
Columbia Energy Exchange: Ashley Finan and Amy Roma on Speed, Safety, and Reforming Nuclear Energycolumbiaenergyexchange.libsyn.com
stock-market·0 refs·2026-06-03
Energy & Critical Minerals Macro Bucket — June 3, 2026oilprice.com
stock-market·8 refs·2026-06-03
Florida Private Infant Adoption: Vetting Reputable Agencies & Avoiding Scams (June 2026)myflfamilies.com
florida-adoption·9 refs·2026-06-03
Forward Guidance: Why This Economy Refuses To Break | David Cervantestraffic.megaphone.fm
stock-market·0 refs·2026-06-03
Intel 18A VLSI 2026 Update: Yield Data, Customer Wins, Mass Production Timelineintel-18a-vlsi-2026-symposium-yield-customer-wins
stock-market·3 refs·2026-06-03
Invest Like the Best: Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]colossus.com
stock-market·0 refs·2026-06-03
Linde (LIN) Q1 2026 earnings callfool.com
stock-market·6 refs·2026-06-03
MP Materials (MP) Q1 2026 earnings calltheglobeandmail.com
stock-market·4 refs·2026-06-03
Quanta Services (PWR) Q1 2026 earnings callfool.com
stock-market·5 refs·2026-06-03
ServiceNow (NOW) Q1 2026 earnings callfool.com
stock-market·3 refs·2026-06-03
SpaceX SPCX IPO Roadshow Opens June 4: Demand Signals, Float, Index Timelinerte.ie
stock-market·1 refs·2026-06-03
The Compound and Friends: What You Need to Survive a Bull Marketpdst.fm
stock-market·0 refs·2026-06-03
US Industrial Policy & Tariffs Macro Bucket — June 3, 2026globalpolicywatch.com
stock-market·1 refs·2026-06-03
Academic research: does equity issuance / IPO volume predict subsequent market returns?equity-issuance-predicts-market-returns
stock-market·2 refs·2026-06-02
America's Electricity Gapapricitas.io
stock-market·2 refs·2026-06-02
Autoresearch: China Geopolitics & Export Controls — US Equity Impact (June 2, 2026)china-geopolitics-export-controls-us-equity-june2-2026
stock-market·2 refs·2026-06-02
Autoresearch: dealer balance-sheet constraints (SLR/GSIB), IPO warehousing, and volatilitydealer-balance-sheet-slr-warehousing-vol
stock-market·4 refs·2026-06-02
Autoresearch: does the SpaceX IPO re-rate listed space peers (RKLB, ASTS) via comps transmission?spacex-ipo-comp-rerate-space-peers
stock-market·4 refs·2026-06-02
Autoresearch: Regulatory/Antitrust & Exec Capex Statements — June 2, 2026regulatory-antitrust-exec-capex-june2-2026
stock-market·2 refs·2026-06-02
Autoresearch: Section 232 Semiconductor Phase 2 & Micron / Helium — June 2, 2026s232-phase2-micron-helium-jun2026
stock-market·3 refs·2026-06-02
Autoresearch: SpaceX IPO + ARM Vera CPU — June 2 Dispatchspacex-ipo-arm-vera-cpu-june-2026-dispatch
stock-market·4 refs·2026-06-02
Capital Allocators: Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)tedseides.libsyn.com
stock-market·1 refs·2026-06-02
Constellation Energy (CEG) Q1 2026 earnings callfool.com
stock-market·3 refs·2026-06-02
Intel (INTC) Q1 2026 earnings callfool.com
stock-market·3 refs·2026-06-02
Nvidia (NVDA) Q1 FY2027 earnings callfool.com
stock-market·5 refs·2026-06-02
TSMC (TSM) Q1 2026 earnings callinsidermonkey.com
stock-market·4 refs·2026-06-02
Autoresearch: Caterpillar (CAT) & Cummins (CMI) data-center reciprocating-engine genset exposurecat-cmi-datacenter-genset-bridge-power
stock-market·4 refs·2026-06-01
Autoresearch: Constellation Energy (CEG) nuclear thesis update — June 2026ceg-nuclear-june-2026
stock-market·3 refs·2026-06-01
Autoresearch: GTC Taipei June 1 2026 — Vera Rubin, macro buckets 1/6/7gtc-taipei-vera-rubin-macro-buckets-june-2026
stock-market·7 refs·2026-06-01
Autoresearch: HBM + CoWoS bottleneck — 2026 corroboration (for hbm-cowos-as-binding-bottleneck)hbm-cowos-bottleneck-2026-corroboration
stock-market·9 refs·2026-06-01
Autoresearch: index-inclusion mechanics for a mega-cap IPO (S&P 500 / Nasdaq-100)index-inclusion-mechanics-mega-ipo
stock-market·5 refs·2026-06-01
Autoresearch: Intel 18A foundry progress and VLSI symposium June 2026intel-18a-vlsi-june-2026
stock-market·1 refs·2026-06-01
Autoresearch: SK Hynix helium inventory cliff and Section 232 Phase 2 — June 2026 statussk-hynix-helium-section232-june-2026
stock-market·2 refs·2026-06-01
Autoresearch: SpaceX (SPCX) IPO lockup schedule — staggered releases, Musk's 366-day lockspacex-ipo-lockup-schedule
stock-market·3 refs·2026-06-01
The Hidden Plumbing of Commodity Financeomny.fm
stock-market·3 refs·2026-06-01
Academic research: quantum entanglementquantum-entanglement
science·7 refs·2026-05-30
All-In Podcast: Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?allinchamathjason.libsyn.com
stock-marketartificial-intelligence·11 refs·2026-05-30
Autoresearch: quantum entanglementquantum-entanglement
science·6 refs·2026-05-30
Biotech Hangout: Episode 184 - May 29, 2026podcasters.spotify.com
stock-market·2 refs·2026-05-30
Capital Allocators: Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)tedseides.libsyn.com
stock-market·0 refs·2026-05-30
China Rare Earth & Critical Minerals Export Controls: Status and US Beneficiaries (May 2026)pillsburylaw.com
stock-market·9 refs·2026-05-30
Columbia Energy Exchange: Katie Auth on How the 'Modern Energy Minimum' Can Drive Economic Growthcolumbiaenergyexchange.libsyn.com
stock-market·2 refs·2026-05-30
Energy & Critical Minerals: Uranium, Helium, Copper, Nuclear PPAs — May 2026 Forcing Functionstradingeconomics.com
stock-market·11 refs·2026-05-30
FERC Large-Load Interconnection Ruling: Datacenter Electrical Picks-and-Shovels Thesis (May 2026)ferc.gov
stock-market·7 refs·2026-05-30
Forward Guidance: How To Trade The AI Productivity Boom | Weekly Rounduptraffic.megaphone.fm
stock-market·7 refs·2026-05-30
Invest Like the Best: Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]colossus.com
stock-market·4 refs·2026-05-30
Invest Like the Best: Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]colossus.com
stock-marketpolitics·6 refs·2026-05-30
Macro Voices: MacroVoices #534 Dr. Pippa Malmgren: Superpower War or Superpower Hug?macrovoices.podbean.com
stock-market·7 refs·2026-05-30
Regulatory & Antitrust: VLSI/Intel, Nvidia/Groq, EU DMA, FDA Leadership, NextEra/Dominion — May 2026ipwatchdog.com
stock-marketartificial-intelligence·7 refs·2026-05-30
The Compound and Friends: SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launchespdst.fm
stock-market·11 refs·2026-05-30
The Compound and Friends: What if It’s Still Early? With Denise Chisholmpdst.fm
stock-market·3 refs·2026-05-30
US Industrial Policy & Tariffs: Section 232 Semiconductors, CHIPS Act, NDAA 2026 — May 30whitehouse.gov
stock-market·6 refs·2026-05-30
Autoresearch: CoWoS packaging update — Nvidia $150B Taiwan pledge, Vera Rubin ramp, capacity trajectory May 29, 2026cowos-nvidia-150b-taiwan-may-29
stock-market·1 refs·2026-05-29
Autoresearch: HBM4 supply update — Samsung qualification, SK Hynix volume cut, Micron ahead of schedulehbm4-samsung-skhynix-rubin-may-29
stock-market·4 refs·2026-05-29
Autoresearch: Helium supply crisis — LIN/APD valuation update and Iran ceasefire collapse, May 29, 2026helium-lin-apd-valuation-may-29
stock-market·1 refs·2026-05-29
Autoresearch: Nuclear power for AI data centers — May 27–29, 2026 updatenuclear-ai-datacenter-ppa-smr-may-29
stock-market·6 refs·2026-05-29
Autoresearch: Section 232 Phase 2 — Taiwan Section 232 relief implemented May 28, July 1 gate remains but Taiwan exemption now operative, May 29, 2026section-232-taiwan-relief-july1-gate-may29
stock-market·4 refs·2026-05-29
Deep Research: ServiceNow (NOW) — Should I Buy? (6–24mo, AI-monetization emphasis)servicenow-now-buy-decision
stock-market·4 refs·2026-05-29
Macro Bucket 7: Exec capex statements — Meta $145B, FERC June gate, hyperscaler $725B→$1T, May 27-29, 2026macro-bucket7-exec-capex-may27-29
stock-market·4 refs·2026-05-29
Autoresearch: China Rare Earth Export Controls & MP Materials — Late May 2026china-ree-controls-mp-materials-may-2026
stock-market·3 refs·2026-05-28
Autoresearch: Corning (GLW) as AI Infrastructure Picks-and-Shovels Play — Late May 2026corning-glw-ai-thesis-late-may-2026
stock-market·2 refs·2026-05-28
Autoresearch: CSP AI Capex Cycle — Peak or Sustained? May 28 Updatecsp-capex-cycle-may-28-2026
stock-market·4 refs·2026-05-28
Autoresearch: Datacenter Electrical Infrastructure Picks-and-Shovels — VRT, ETN, FIX, PWR Q1 2026datacenter-electrical-picks-shovels-may-2026
stock-market·5 refs·2026-05-28
Autoresearch: Energy & Critical Minerals Forcing Functions — Late May 2026energy-critical-minerals-may-28-2026
stock-market·9 refs·2026-05-28
Autoresearch: Helium Supply Crisis — Ras Laffan Attack and Semiconductor Manufacturing Outlookhelium-crisis-iran-war-ras-laffan-2026
stock-market·3 refs·2026-05-28
Autoresearch: US Industrial Policy & Tariffs — Late May 2026us-industrial-policy-tariffs-may-28-2026
stock-market·8 refs·2026-05-28
PowerfulJRE: Joe Rogan Experience #2506 - Michelle Thalleryoutube.com
science·23 refs·2026-05-28
Autoresearch: Apple-Intel foundry deal status — May 22–27, 2026 updateapple-intel-foundry-deal-may-27-2026
stock-market·2 refs·2026-05-27
Autoresearch: Copper supercycle — May 20–27 update: ICSG flips to deficit, acid crisis deepenscopper-supercycle-may-27-2026
stock-market·3 refs·2026-05-27
Autoresearch: M&A and partnerships — semiconductors and AI infrastructure, May 2026ma-partnerships-semis-ai-may-2026
stock-market·6 refs·2026-05-27
Autoresearch: Regulatory & antitrust — semiconductors and AI infrastructure, May 2026regulatory-antitrust-semis-ai-may-2026
stock-market·3 refs·2026-05-27
Autoresearch: Samsung foundry as third alternative — May 2026 status updatesamsung-foundry-third-alternative-may-2026
stock-market·1 refs·2026-05-27
Autoresearch: SpaceX IPOspacex-ipo
stock-market·3 refs·2026-05-27
Autoresearch: Amkor Technology (AMKR) CoWoS overflow and AI advanced packaging — Q1 2026 results and graduation checkamkr-cowos-advanced-packaging-q1-2026
stock-market·4 refs·2026-05-26
Autoresearch: China June 15 2026 Mineral Resources Law — mineral scope, REE quota relationship, and NdPr spot price signalschina-june-15-2026-mineral-resources-law-ree-scope
stock-market·3 refs·2026-05-26
Autoresearch: HBM supply bottleneck update — May 2026 status, Micron Q2 actuals, SK Hynix HBM4 ramphbm-supply-bottleneck-may-2026
stock-market·1 refs·2026-05-26
Autoresearch: Nuclear power for AI data centers — May 2026 PPA landscape, SMR status, Cameco uranium demandnuclear-ai-datacenter-ppa-smr-update
stock-market·3 refs·2026-05-26
Autoresearch: Section 232 semiconductor Phase 2 — July 1 gate, Taiwan zero-tariff quota, 48D extension statussection-232-phase2-july1-gate-taiwan-quota
stock-market·1 refs·2026-05-26
Autoresearch: Semis & AI infrastructure macro scan — May 23-26 2026semis-ai-infra-macro-scan-may-23-26-2026
stock-market·5 refs·2026-05-26
Autoresearch: China June 15 2026 Mineral Resources Law — new production controls and Western beneficiarieschina-june-15-2026-mineral-resources-law-production-controls
stock-market·6 refs·2026-05-25
Autoresearch: CSP AI capex cycle — peak or sustained? Q1 2026 earnings verdictcsp-ai-capex-cycle-peak-or-sustained-2026
stock-market·6 refs·2026-05-25
Autoresearch: Intel 18A yield vs TSMC N2/N3, IFS customer status, and VLSI 2026 preview — May 25 2026intel-18a-yield-ifs-customer-status-may-2026
stock-market·4 refs·2026-05-25
Autoresearch: TSMC capacity shortfall and pricing power — Q1 2026 earnings updatetsmc-capacity-shortfall-pricing-power-may-2026
stock-market·3 refs·2026-05-25
Autoresearch: US industrial policy and tariffs — May 22-25 2026 deltaus-industrial-policy-tariffs-may-22-25-2026
stock-market·1 refs·2026-05-25
All-In Podcast: SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?allinchamathjason.libsyn.com
stock-marketartificial-intelligencepolitics·10 refs·2026-05-23
Capital Allocators: Making Mistakes – Josh Steiner (EP.502)tedseides.libsyn.com
psychology·4 refs·2026-05-23
Columbia Energy Exchange: Iran Conflict Brief: How the Iran Standoff is Rewriting US-China Relationscolumbiaenergyexchange.libsyn.com
stock-marketpolitics·6 refs·2026-05-23
Columbia Energy Exchange: Speed to Power: Christian Bruch on Siemens Energy's Turnaroundcolumbiaenergyexchange.libsyn.com
stock-market·5 refs·2026-05-23
Dwarkesh Podcast: Reiner Pope – Chip design from the bottom updwarkesh.com
stock-marketartificial-intelligence·3 refs·2026-05-23
Forward Guidance: Can The AI Driven Rally Continue? | Weekly Rounduptraffic.megaphone.fm
stock-market·0 refs·2026-05-23
Invest Like the Best: Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]colossus.com
stock-market·3 refs·2026-05-23
Macro Voices: MacroVoices #533 Morgan Downey: The Return of Oil 101macrovoices.podbean.com
stock-marketpolitics·5 refs·2026-05-23
The Compound and Friends: It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stockspdst.fm
stock-market·3 refs·2026-05-23
The Compound and Friends: Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eckpdst.fm
stock-market·5 refs·2026-05-23
Autoresearch: China Blackwell/H100 compute routing — new evidence May 2026china-blackwell-compute-routing-may-2026
stock-market·3 refs·2026-05-22
Autoresearch: Lattice Semiconductor LSCC/AMI — Q1 2026 results and acquisition updatelattice-lscc-ami-q1-2026
stock-market·2 refs·2026-05-22
Autoresearch: Samsung Foundry as third alternative — May 22 2026 updatesamsung-foundry-third-alternative-may-22-2026
stock-market·2 refs·2026-05-22
Autoresearch: Section 232 Phase 2 US fab premium — May 22 2026 updatesection-232-phase2-us-fab-premium-may-22-2026
stock-market·1 refs·2026-05-22
Autoresearch: SoftBank Roze robotics IPO — May 2026 updatesoftbank-roze-datacenter-robotics-may-2026
stock-market·1 refs·2026-05-22
Macro scan: M&A partnerships and exec capex statements — May 22 2026macro-ma-exec-capex-may-22-2026
stock-market·6 refs·2026-05-22
Macro scan: Regulatory & antitrust — tech/semis — May 22 2026macro-regulatory-antitrust-tech-semis-may-22-2026
stock-market·0 refs·2026-05-22
Acquired: Vanguardacquired.fm
stock-market·6 refs·2026-05-21
Autoresearch: Apple-Intel foundry deal — May 21 2026 updateapple-intel-foundry-deal-may-21-2026
stock-market·4 refs·2026-05-21
Autoresearch: China REE export controls May 2026 — November cliff, targeted US squeeze, MP Materials HREE commissioningchina-ree-mp-materials-may-2026
stock-market·7 refs·2026-05-21
Autoresearch: CSP capex cycle May 21 2026 — $830B holding, 60%+ power/construction, growth decelerating but level risingcsp-capex-cycle-may-21-2026
stock-market·2 refs·2026-05-21
Autoresearch: HBM supply bottleneck update — Micron Q2 FY2026 verified, SK Hynix 72% margin, HBM4 ramphbm-supply-update-micron-q2-sk-hynix-may-2026
stock-market·6 refs·2026-05-21
Autoresearch: SpaceX IPO — S-1 financials, index inclusion schedule, and passive tailwindspacex-ipo-s1-index-inclusion-may-2026
stock-market·5 refs·2026-05-21
Dwarkesh Podcast: Eric Jang – Building AlphaGo from scratchdwarkesh.com
artificial-intelligence·8 refs·2026-05-21
Odd Lots: Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chipomny.fm
stock-marketartificial-intelligence·18 refs·2026-05-21
Odd Lots: Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Senseomny.fm
stock-market·16 refs·2026-05-21
Autoresearch: FCX Grasberg Q2 2026 restart, copper LME $13,380, Goldman surplus vs ICSG deficitfcx-grasberg-copper-lme-may-20-2026
stock-market·4 refs·2026-05-20
Autoresearch: Intel 18A-P VLSI 2026 pre-conference data, Apple M7 on 18A-P confirmed, Intel 14A customer pipelineintel-18a-vlsi-apple-m7-may-20-2026
stock-market·1 refs·2026-05-20
Autoresearch: Nuclear/Uranium May 2026 — Meta 6.6GW PPA, Vistra late-2026 start, CCJ India $2.6B, CEG Calpine earnings, SMR licensingnuclear-uranium-meta-ppa-may-20-2026
stock-market·5 refs·2026-05-20
Autoresearch: Samsung Foundry Q2 2026 — 2 Trillion Won Profit Goal, SF2 vs SF2P Yield Divergence, Qualcomm Defection Risksamsung-foundry-q2-2026-profit-2nm-may-20-2026
stock-market·2 refs·2026-05-20
Autoresearch: TSMC Capacity & Pricing Power May 2026 — Q1 Beat, >30% FY Growth, N2 HVM Ramp, CoWoS Sold Through 2027, 5-10% Price Hikestsmc-capacity-pricing-power-may-20-2026
stock-market·3 refs·2026-05-20
Macro Scan: US Energy Grid & Power Demand May 2026 — $1.4T Utility Capex, 9% Data Center Share by 2030, 5.1% Electricity Price Riseenergy-grid-power-demand-ai-may-20-2026
stock-market·1 refs·2026-05-20
Macro Scan: US Industrial Policy & Semiconductors May 2026 — CHIPS Act Uncertainty, Jan 2026 Chip Tariffs, TSMC AZ Second Fab 2026-2027us-industrial-policy-chips-tariffs-may-20-2026
stock-market·1 refs·2026-05-20
Autoresearch: AI infrastructure macro scan — May 19, 2026ai-infra-macro-scan-may-19-2026
stock-market·4 refs·2026-05-19
Autoresearch: China geopolitics macro scan — REE, Taiwan, AI competition — May 2026china-geopolitics-ree-taiwan-ai-may-2026
stock-market·5 refs·2026-05-19
Autoresearch: CoWoS advanced packaging capacity — May 2026 updatecowos-packaging-capacity-may-2026
stock-market·4 refs·2026-05-19
Autoresearch: El Niño 2026 commodity impact — May 2026 updateel-nino-2026-commodity-update-may-2026
stock-market·4 refs·2026-05-19
Autoresearch: HBM supply bottleneck and Micron HBM3E — May 2026 updatehbm-supply-bottleneck-micron-hbm3e-may-2026
stock-market·3 refs·2026-05-19
Autoresearch: Section 232 semiconductor tariffs Phase 2 — May 2026 updatesection-232-semiconductor-tariffs-phase2-may-2026
stock-market·3 refs·2026-05-19
Autoresearch: SpaceX IPO index inclusion mechanic — May 2026spacex-ipo-index-inclusion-may-2026
stock-market·4 refs·2026-05-19
Autoresearch: Apple-Intel deal — May 18 2026 updateapple-intel-deal-may-18-update
stock-market·5 refs·2026-05-18
Autoresearch: Copper supercycle — May 2026 updatecopper-supercycle-may-2026
stock-market·2 refs·2026-05-18
Autoresearch: CSP capex cycle — May 18 2026 incremental updatecsp-capex-may-18-update
stock-market·2 refs·2026-05-18
Autoresearch: Intel 18A yield vs TSMC N2 — new developments May 2026intel-18a-yield-vs-tsmc-may-2026
stock-market·5 refs·2026-05-18
Autoresearch: Macro bucket scan — May 18 2026macro-buckets-may-2026
stock-market·7 refs·2026-05-18
Autoresearch: Samsung foundry as third alternative — May 2026 updatesamsung-foundry-third-alternative-may-2026
stock-market·4 refs·2026-05-18
Acquired: Ferrariacquired.fm
stock-market·4 refs·2026-05-16
Acquired: Formula 1acquired.fm
stock-market·5 refs·2026-05-16
Bg2 Pod: AI Enterprise - Databricks & Glean | BG2 Guest Interviewpodcasters.spotify.com
artificial-intelligencecareer·13 refs·2026-05-16
Bg2 Pod: ChatGPT – The Super Assistant Era | BG2 Guest Interviewpodcasters.spotify.com
artificial-intelligencestock-marketcareer·12 refs·2026-05-16
All-In Podcast: Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niñoyoutube.com
artificial-intelligencecareerpoliticsstock-market·18 refs·2026-05-15
Autoresearch: Apple-Intel Foundry Deal Status — May 15, 2026 Updateapple-intel-deal-status-may-15-2026
stock-market·2 refs·2026-05-15
Autoresearch: Applied Materials Q2 FY2026 Earnings — Results, Q3 Guidance, AI Demand Commentaryamat-q2-fy2026-earnings-results-guidance
stock-market·3 refs·2026-05-15
Autoresearch: CSP Hyperscaler CapEx 2026-2027 — Is the $725B Cycle Durable?csp-capex-2026-2027-durability
stock-market·2 refs·2026-05-15
Autoresearch: Exec Capex Statements — May 12–15, 2026exec-capex-statements-may-12-15-2026
stock-market·6 refs·2026-05-15
Autoresearch: Semis & AI Infra M&A, Partnerships, CapEx — May 12–15, 2026semis-ai-infra-ma-partnerships-may-12-15-2026
stock-market·3 refs·2026-05-15
All-In Podcast: Charles & Chase Koch on How They Quietly Built a $150B Empireallinchamathjason.libsyn.com
stock-market·1 refs·2026-05-14
All-In Podcast: Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boomallinchamathjason.libsyn.com
stock-marketartificial-intelligencecareer·8 refs·2026-05-14
All-In Podcast: Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Backallinchamathjason.libsyn.com
politics·1 refs·2026-05-14
Odd Lots: Martin Wolf on the 'Terrifying' Superpower That the US Wieldsomny.fm
stock-marketpolitics·5 refs·2026-05-14
Odd Lots: The Bank of England's Megan Greene on Monetary Policy in a World of Supply Shocksomny.fm
stock-marketpolitics·4 refs·2026-05-14
Academic research: tenets of journalistic standards for politically-charged reportingjournalism-standards-political-reporting
journalismpolitics·10 refs·2026-05-13
Autoresearch (round 2, primary-doc triangulation): Nick Shirley, AB 2624, MN/CA state-program fraudshirley-ab2624-mn-ca-fraud-primary-sourcing
politics·9 refs·2026-05-13
Autoresearch: Bronze Age Collapse causes and contemporary scholarly consensusbronze-age-collapse-causes-scholarly-consensus
history·7 refs·2026-05-13
Autoresearch: causes of the fall of the Western Roman Empirecauses-of-the-fall-of-the-western-roman-empire
history·13 refs·2026-05-13
Autoresearch: practitioner codes for journalism (SPJ, AP, Reuters, BBC, IRE, Trust Project)practitioner-codes-for-journalism
journalismpolitics·7 refs·2026-05-13
Autoresearch: recent fraud in Minnesota and California (hospice, daycare, etc.)recent-fraud-minnesota-california-hospice-daycare
politics·15 refs·2026-05-13
Triangulate Phase 0 Retrospective: 5-Topic Disconfirming Experiment, May 2026triangulate-phase-0-retrospective-2026-05-13
triangulate·5 refs·2026-05-13
CNBC Television: Ron Baron on upcoming SpaceX IPO: This is going to become the largest company on the planetyoutube.com
stock-market·3 refs·2026-05-12
a16z: The Golden Age Thesis | Marc Andreessen on MTSyoutube.com
career·11 refs·2026-05-11
Autoresearch: Apple-Intel Foundry Deal — May 2026 Updateapple-intel-foundry-deal-may-2026-update
stock-market·8 refs·2026-05-11
Autoresearch: Intel 18A Yield vs TSMC N2 and Samsung SF2P — 2026 Updateintel-18a-yield-vs-tsmc-samsung-2026
stock-market·7 refs·2026-05-11
Autoresearch: Macro Bucket — Energy & Critical Minerals Forcing Functions, May 2026macro-energy-critical-minerals-may-2026
stock-market·9 refs·2026-05-11
Autoresearch: Macro Bucket — Semis & AI Infrastructure Forcing Functions, May 2026macro-semis-ai-infrastructure-may-2026
stock-market·15 refs·2026-05-11
Autoresearch: Macro Bucket — US Industrial Policy & Tariffs, May 2026macro-us-industrial-policy-tariffs-may-2026
stock-market·5 refs·2026-05-11
Autoresearch: Picks-and-Shovels Semicap Update — ASML, AMAT, LRCX, KLA — May 2026picks-shovels-semicap-update-may-2026
stock-market·10 refs·2026-05-11
Autoresearch: Samsung Foundry as Third Alternative — 2026 Credibility Updatesamsung-foundry-third-alternative-2026
stock-market·7 refs·2026-05-11
Autoresearch: US Fab Capacity Bottleneck — Anchor Customer & Equipment Order Update May 2026us-fab-bottleneck-anchor-update-may-2026
stock-market·7 refs·2026-05-11
Autoresearch: Intel foundry partnerships in 2026 — anchor customers, leading-node capacity, and supply-chain implicationsintel-foundry-anchor-customers-2026
stock-market·17 refs·2026-05-08
Odd Lots: Mariana Mazzucato Thinks We Need More Moonshotsomny.fm
stock-market·2 refs·2026-05-08
Autoresearch: AI avatar generation models with motion mimickingai-avatar-motion-mimicking-models
ai-video-generation·20 refs·2026-05-07
Odd Lots: How an American City Can Become a Manufacturing Hubomny.fm
stock-market·1 refs·2026-05-07
Post by @sairahul1 on Xx.com
patia·3 refs·2026-05-03
All-In Podcast: OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Crazeallinchamathjason.libsyn.com
stock-market·8 refs·2026-05-01
Odd Lots: How Taiwan Became the World's Most Perilous Geopolitical Chokepointomny.fm
stock-market·5 refs·2026-05-01
Post by @ClaudeDevs on Xx.com
artificial-intelligence·3 refs·2026-04-22
Academic research: seniors (65+) barriers to technology use — UX issues in particularseniors-65-barriers-technology-ux
patia·5 refs·2026-04-21
Autoresearch: best ai coding toolsbest-ai-coding-tools
artificial-intelligence·16 refs·2026-04-21
Autoresearch: Canada vs US tensions — economic indicator comparisoncanada-us-tensions-economy-2026
politics·8 refs·2026-04-21
Autoresearch: iran wariran-war
politics·5 refs·2026-04-21
Autoresearch: Trump Derangement Syndrome (TDS) — does Canada have a particularly bad case?trump-derangement-syndrome-canada
politics·6 refs·2026-04-21
Autoresearch: vibe coding app builders deep divevibe-coding-app-builders-deep-dive
artificial-intelligence·8 refs·2026-04-21
Thread by @chrisbrunetx.com
politics·3 refs·2026-04-21
Thread by @DataChazx.com
artificial-intelligence·10 refs·2026-04-21
Thread by @MengTox.com
artificial-intelligence·3 refs·2026-04-21
Thread by @milesdeutscherx.com
artificial-intelligence·2 refs·2026-04-21
Autoresearch: Private Adoption Options in Floridaprivate-adoption-options-in-florida
florida-adoption·13 refs·2026-04-20
Autoresearch: Tesla FSDtesla-fsd
autonomous-driving·10 refs·2026-04-20
Florida Private Adoption Agencies — Agency-by-Agency Researchflorida-adoption-agencies-comparison
florida-adoption·2 refs·2026-04-20
llm-wikigist.github.com
career·4 refs·2026-04-20
Thread by @EvanLuthrax.com
career·6 refs·2026-04-20
Thread by @Hesamationx.com
career·5 refs·2026-04-20
Thread by @r0ck3t23x.com
career·7 refs·2026-04-20
Thread by @VaibhavSisintyx.com
patia·2 refs·2026-04-20
No Priors: AI, Machine Learning, Tech, & Startups: Skill Issue: Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AIyoutube.com
artificial-intelligencecareer·10 refs·2026-03-20
Dwarkesh Patel: Elon Musk – "In 36 months, the cheapest place to put AI will be space”youtube.com
stock-market·8 refs·2026-02-05
Dwarkesh Patel: Andrej Karpathy — “We’re summoning ghosts, not building animals”youtube.com
artificial-intelligenceautonomous-drivingcareer·12 refs·2025-10-17