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.
Costco (COST) Q4 FY2026 earnings release — 8-K exhibit 99.1stocktitan.net
stock-market·4 refs·2026-09-25
Eaton (ETN): COL Group deal, data-center backlog, and Q3 checkpoint (Sep 2026)eaton-col-group-dc-backlog-2026-09
stock-market·3 refs·2026-09-25
Event-day gates 2026-09-25: WuXi Answer still unread; FERC ER26-3380 and Intel 18A still-no; MU print still Sep 30event-day-gates-wuxi-ferc-18a-mu-2026-09-25
stock-market·7 refs·2026-09-25
Friday buckets 2026-09-25: healthcare, critical minerals, industrial policy — attach onlyhealthcare-minerals-industrial-policy-buckets-2026-09-25
stock-market·3 refs·2026-09-25
ClusterMAX 3.0: The Industry Standard GPU Cloud Rating System Returnsnewsletter.semianalysis.com
stock-marketartificial-intelligence·4 refs·2026-09-24
Event-day gates 2026-09-24: WuXi Answer still unread; FERC ER26-3380 and Intel 18A still-no; MU print still Sep 30event-day-gates-wuxi-ferc-18a-mu-2026-09-24
stock-market·7 refs·2026-09-24
SPCX NASA Crew-13 pre-event — Oct 1 Falcon 9 / Dragon to ISSspcx-nasa-crew-13-oct1-pre-event-2026-09-24
stock-market·3 refs·2026-09-24
Thursday buckets 2026-09-24: financials, consumer, transport — attach onlyfinancials-consumer-transport-buckets-2026-09-24
stock-market·5 refs·2026-09-24
China oil import cut is destocking, not demand collapse; Lilly Houston Foundayo API groundbreak is attach-onlychina-oil-destock-lilly-houston-2026-09-23
stock-market·4 refs·2026-09-23
Event-day gates 2026-09-23: WuXi Answer still unread; FERC ER26-3380 and Intel 18A still-no; MU print still Sep 30event-day-gates-wuxi-ferc-18a-mu-2026-09-23
stock-market·5 refs·2026-09-23
Computation and Data Movement for Inferencenewsletter.semianalysis.com
stock-marketartificial-intelligence·3 refs·2026-09-22
Consumer bucket 2026-09-22: private-label food/bev at 24% value share; FMI stickiness 94%; Kroger SmartWay 130→1,000 SKUsfoodindustryexecutive.com
stock-market·2 refs·2026-09-22
Event-day gates 2026-09-22: WuXi ECF 29 Answer still unread; FERC ER26-3380 and Intel 18A still-no; MU print still Sep 30courtlistener.com
stock-market·5 refs·2026-09-22
SPCX Starship Flight 14 pre-event — orbit, Starlink V3 deploy, NET Sep 28spcx-starship-flight-14-pre-event-2026-09-22
stock-market·3 refs·2026-09-22
Transport bucket 2026-09-22: DAT van spot $2.17 (−3¢ WoW, +32.8% YoY); Cass shipments turn positivedat.com
stock-market·2 refs·2026-09-22
All-In Podcast: Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Marketallinchamathjason.libsyn.com
stock-market·3 refs·2026-09-21
All-In Podcast: Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problemallinchamathjason.libsyn.com
stock-marketartificial-intelligence·5 refs·2026-09-21
Engrams Embedding Entendre: Codesign for Efficient DRAM/SSD Offloadingnewsletter.semianalysis.com
stock-marketartificial-intelligence·4 refs·2026-09-21
Event-day gates 2026-09-21: WuXi ECF 29 Answer on docket, PDF unread; FERC ER26-3380 and Intel 18A still-no; MU print dated Sep 30courtlistener.com
stock-market·6 refs·2026-09-21
Financials bucket 2026-09-21: Warsh hike is in; Schwab NII conversion still sell-side modelsfool.com
stock-market·2 refs·2026-09-21
Healthcare bucket 2026-09-21: FOIA contracts show Lilly GLP-1 MFN carveout; no new CDMO price serieswashingtonpost.com
stock-market·3 refs·2026-09-21
Reading List 09/19/2026construction-physics.com
stock-market·4 refs·2026-09-21
TSLA next-gen Roadster reveal — Oct 1, 2026 pre-event brieftsla-roadster-oct1-2026-pre-event
stock-market·3 refs·2026-09-21
Autoresearch: 2026 YTD RSP has beaten MAGS — SpaceX seasoning is not isolated as the causersp-mags-spacex-season-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: 800VDC rack chain independent 2026 confirmation800VDC-rack-chain-independent-2026
stock-market·2 refs·2026-09-19
Autoresearch: ACP primaries after A-33-2026 — slots, draft, Oct–Dec path, auction series, Gatunacp-after-a-33-2026-el-nino-canal
stock-market·2 refs·2026-09-19
Autoresearch: AIZ Q2 Connected Living grew; $1.43B is still consumer trade-in value, not take-rateaiz-gcl-trade-in-pnl-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: BDC software stress is visible; 85% cov-lite is BSL not private credit; AI-causal still unprovenbdc-software-nonaccrual-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Cass August 2026 truckload linehaul and shipments — supply-led volume-down/rate-up, plus FMCSA CDL/ELP scalecass-august-2026-tl-linehaul-cdl-elp
stock-market·3 refs·2026-09-19
Autoresearch: CF/NTR nitrogen — Sep 2026 urea vs $410 mid-cycle, China quota, Hormuz freight, Q3 unprintedcf-urea-china-quota-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: CME/ICE/STT/BK/NTRS later-than-Q1 2026 NII, deposit-beta, collateral; Fed 2026 cutsclient-float-q2-2026-nii-collateral
stock-market·2 refs·2026-09-19
Autoresearch: DOE/EIA primary on 2022–2026 US SPR exchange loans, injection rates, and refill-as-price-supportDOE-EIA-primary-on-2022-2026-US-SPR-exchange-loan-terms
stock-market·3 refs·2026-09-19
Autoresearch: DOL 401(k) TDF private-assets rule, LifePath privates, DB→DC flows, BLK Q3 (as of 2026-09-19)dol-401k-tdf-privates-lifepath-db-dc-blk-q3-2026-09-19
stock-market·2 refs·2026-09-19
Autoresearch: EIA STEO / Today-in-Energy Henry Hub 2026–2027 and EQT/EXE realized-price floor (Sep 2026)eia-hh-eqt-exe-floor-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: eplontersen ATTR-CM / CARDIO-TTRansform ESC 2026, nucresiran TRITON-CM, ALNY guidance cuteplontersen-attr-cm-esc-2026-nucresiran-alny-guidance
stock-market·2 refs·2026-09-19
Autoresearch: FDA rare-disease right-shift — AGIO mitapivat SCD sNDA, REPL/Capricor Jul 30 ADCOMs, DYN PDUFA, second missed-endpoint approval, CRL falsifier, CRL transparencyfda-right-shift-agio-repl-capricor-dyn-2026-09-19
stock-market·2 refs·2026-09-19
Autoresearch: FERC RM26-4-000 / EL26-67–72 large-load show-cause — RTO abeyance, NARUC comments, PWR/GEV Q2ferc-rm26-4-rto-abeyance-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Frontier-lab enterprise API vs open-weight on-prem — NVDA ACIE, PLTR Nemotron, Anthropic/OpenAI Q2frontier-openweight-enterprise-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: GICS reclass of AI-capex industrials, 2026 YTD 493 vs Mag7, SMH correlation updategics-smh-industrials-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: GS SLR, book quality, and Q3 2026 print after the Q2 FY2026 releasegs-slr-book-quality-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: Has Nasdaq published official Sep 2026 NDX results and locked SPCX weights?nasdaq-sep-2026-ndx-quarterly-changes-spcx-weights
stock-market·2 refs·2026-09-19
Autoresearch: HCA/THC/UHS/CYH 2H 2026 volume and APTC extension as of Sep 2026aca-hospital-volume-aptc-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: HONA OEM-first mix confirmed in 8-K; HWM sold-out castings; GE buys CPPhona-hwm-casting-mix-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Howmet (HWM) aerospace casting/forging bottleneck rent into Q3 FY2026howmet-hwm-aerospace-casting-forging-bottleneck-q3-fy2026
stock-market·3 refs·2026-09-19
Autoresearch: IBM 22 Jul call — deferral not destruction; NOW and CRM Q2 cRPO beats; Q3 SaaS unprintedibm-now-crm-q2-saas-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Independent confirmation of US IOU distribution capex (~$51B / ~43% / +160%) and T&D equipment inflation (wires +150%, poles +50%) plus PBR-vs-rate-base status as of 2026iou-td-capex-inflation-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: Independent corroboration that two of three frontier models train without CUDA (Gemini/TPU, Anthropic/Trainium; OpenAI/NVIDIA as of late 2026)independent-corroboration-frontier-training-chips-cuda
stock-market·2 refs·2026-09-19
Autoresearch: Independent evidence that inference is the bulk of 2026 AI compute spend and that speed is the priced attributeindependent-2026-inference-spend-and-speed-pricing
stock-market·2 refs·2026-09-19
Autoresearch: Intel 14A still has no named outside order — evaluations ≠ anchorsintel-14a-still-unnamed-2026
stock-market·2 refs·2026-09-19
Autoresearch: Intel Q2 EMIB-T backlog growing; no named volume, price, or 2026 commercial shipintel-emib-t-backlog-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Lilly closed Centessa as sleep-wake; ORX750 has wake data, no lifestyle-inflammation readoutorx750-lilly-sleep-wake-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Moody’s $807B private/illiquid life book, S&P 48.4% private placements, NAIC summer 2026 CLO/RBCmoodys-807b-naic-clo-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: MP HREE shipping, Swarm binding, and non-China alternatives as of 19 Sep 2026mp-hree-shipping-swarm-alternatives-19-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: MP Mountain Pass HREE Tb/Dy, USAR Serra Verde close, Nov 10 Wave-2 / tariff-truce, post-June DoD dollars, Xi Sep 24mp-hree-usar-nov10-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: Named Nvidia GPU take-or-pay backstops vs Q2 FY27 10-Q OBS (as of 2026-09-19)nvidia-named-gpu-backstop-us-eu-vs-10q-obs-2026-09-19
stock-market·2 refs·2026-09-19
Autoresearch: OpenAI / Anthropic pricing power and marks since Kimi K3 (as of 2026-09-19)openai-anthropic-pricing-power-since-kimi-k3
stock-market·2 refs·2026-09-19
Autoresearch: PJM post-$329 BRA prints, FERC RM26-4 form, and whether CEG nuclear still takes the capacity premiumpjm-nuclear-rm26-4-ceg-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: PWR Q2 $53.4B backlog / Electric 11.5%; transformer P&L still not separatedpwr-transformer-margin-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: QRA ‘changes’ language is live; hyperscaler IG is competing with the long end — no named nuclear/SMR stepqra-changes-hyperscaler-2026
stock-market·2 refs·2026-09-19
Autoresearch: RELX/TRI H1–Q2 2026 legal AI — multiples de-rated, legal revenue did notrelx-tri-legal-ai-derate-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Sep 2026 diesel cracks still record-wide; China is a cautious re-entry, not a full buyervlo-diesel-crack-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Sep 2026 SPCX lockups keep the fade pair broken — peers still trade idiosyncraticspacex-peer-decouple-lockup-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: Sep 24 20–30y buyback is still unprinted; Fed has not matched billstreasury-sep24-fed-match-2026
stock-market·2 refs·2026-09-19
Autoresearch: siting-gate rotation still hypothesis — items 1, 2, 4 unmet after 2026-08-24siting-gate-rotation-graduation-evidence
stock-market·3 refs·2026-09-19
Autoresearch: SK Hynix helium June–July 2026 cliff, Ras Laffan, HBM4 shipments, Section 232 Phase 2skhynix-helium-cliff-q2-2026
stock-market·2 refs·2026-09-19
Autoresearch: SK Hynix LTA price caps and DRAM inventory weeks (2026 Q2 gate)sk-hynix-lta-price-caps-dram-inventory-weeks
stock-market·2 refs·2026-09-19
Autoresearch: SpaceX IPO absorbed; Sep AI-infra tape was essay-driven, not a capex cutspacex-ipo-ai-capex-cluster-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: SpaceX placement window did not print an index vol tail — VIX fellspacex-ipo-vix-no-tail-2026
stock-market·2 refs·2026-09-19
Autoresearch: SpaceX/xAI compute economics vs IPO folklore (as of 19 Sep 2026)spacex-xai-compute-economics-2026-09-19
stock-market·2 refs·2026-09-19
Autoresearch: Stripe/Advent abandoned the PayPal bid — takeout premium is deadstripe-advent-paypal-drop-2026
stock-market·2 refs·2026-09-19
Autoresearch: Taiwan LNG is ~10–14 days, not a modeled Great Depression; 0-for-7 brownout base rate standstaiwan-lng-blockade-gdp-2026
stock-market·2 refs·2026-09-19
Autoresearch: TEAM/WDAY 10-Q confirmation of Mar-2026 seat decline and 8.5% AI RIF; NOW latest print after Q2 FY2026saas-seat-10q-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: Texas PUCT/ERCOT 2026-08-20 Batch Zero good-cause exceptions and BTM datacenter generation (GEV aero count; Bloom MW past Oracle)texas-puct-ercot-2026-08-20-btm-batch-zero
stock-market·2 refs·2026-09-19
Autoresearch: Trump Accounts are live and in the millions — $2–4T top-ups remain an architect projectiontrump-accounts-enrollment-2026
stock-market·2 refs·2026-09-19
Autoresearch: TSMC agentic-AI CPU wafer/revenue split and CSP DRAM inventories (post-16 Jul 2026)tsm-agentic-cpu-split-2026-09
stock-market·2 refs·2026-09-19
Autoresearch: TSMC Q2 2026 — no ASIC/XPU split; Jalapeño is leading-edge + CoWoS + 8 HBMtsm-asic-jalapeno-mix-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: USTR 301 Germany pharma — GKV-BStabG 15.5% fixed rebate, Lilly Alzey cut, Sept 22 hearingustr-301-germany-bstabg-sep-2026
stock-market·2 refs·2026-09-19
Autoresearch: WuXi AppTec v. DoD Answer after Sep 18; 2026 CDMO price series; TMO mixwuxi-apptec-dod-answer-cdmo-price-tmo-mix-2026-09-19
stock-market·4 refs·2026-09-19
All-In Podcast: Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Futureallinchamathjason.libsyn.com
stock-marketartificial-intelligence·3 refs·2026-09-18
Event-day gates 2026-09-18: WuXi answer deadline with no public filing; FERC ER26-3380 and Intel 18A still-nocourtlistener.com
stock-market·4 refs·2026-09-18
Friday buckets 2026-09-18: August retail sales rebound; DAT van still +34% YoY after record August pullbackreuters.com
stock-market·4 refs·2026-09-18
Macro Voices: MacroVoices #550 Harley Bassman: In FED We Trustmacrovoices.podbean.com
stock-market·3 refs·2026-09-18
All-In Podcast: Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)allinchamathjason.libsyn.com
stock-marketartificial-intelligence·3 refs·2026-09-17
Biotech Hangout: Episode 195 - September 11, 2026podcasters.spotify.com
stock-market·3 refs·2026-09-17
Event-day gates 2026-09-17: FOMC hikes 25bp 12-0; Warsh 'hard-pressed to describe financial conditions as restrictive'; FERC / 18A / WuXi still-nofederalreserve.gov
stock-market·6 refs·2026-09-17
Forward Guidance: The Market Is Mispricing A Correlation Shock | Dean Curnutttraffic.megaphone.fm
stock-market·4 refs·2026-09-17
How SpaceX Streamlined the Raptor Engineconstruction-physics.com
stock-market·3 refs·2026-09-17
Macro Voices: MacroVoices #549 Matt Barrie: AI-gent Provocateurmacrovoices.podbean.com
stock-marketartificial-intelligence·4 refs·2026-09-17
TypeSafe System One models and Jev (Sep 15, 2026)typesafe-system-one-models-jev-sep-2026
artificial-intelligence·2 refs·2026-09-17
All-In Podcast: JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midtermsallinchamathjason.libsyn.com
stock-marketpolitics·3 refs·2026-09-16
Capital Allocators: AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)tedseides.libsyn.com
stock-marketartificial-intelligence·1 refs·2026-09-16
Columbia Energy Exchange: Six Months In: Iran War Widens as Energy Markets Feel the Shockcolumbiaenergyexchange.libsyn.com
stock-marketpolitics·7 refs·2026-09-16
Event-day gates: FOMC statement this afternoon, FERC/18A/CDMO still silent, siting ceiling + fuel-shock re-tightening filed separatelyevent-day-gates-2026-09-16
stock-market·4 refs·2026-09-16
Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagreenewsletter.semianalysis.com
stock-marketartificial-intelligence·1 refs·2026-09-16
Invest Like the Best: Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]colossus.com
stock-market·1 refs·2026-09-16
A Brain Too Big to Carry — On-Device vs Datacenter Inferencenewsletter.semianalysis.com
stock-marketartificial-intelligence·2 refs·2026-09-15
Acquired: The Home Depotacquired.fm
stock-market·5 refs·2026-09-15
All-In Podcast: Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Mergerallinchamathjason.libsyn.com
stock-marketartificial-intelligence·6 refs·2026-09-15
Event-day gates: FOMC day 1 (statement tomorrow), FERC/18A/CDMO still silent, consumer and freight bucketsevent-day-gates-2026-09-15
stock-market·8 refs·2026-09-15
Google: Gemini 3.8 Live + 3.8 Live Extended Thinking (Sep 15)gemini-3-8-live-sep-15-2026
artificial-intelligence·8 refs·2026-09-15
Vera Rubin NVL72 Agentic Inference: 67x better Performance per Dollarnewsletter.semianalysis.com
stock-marketartificial-intelligence·3 refs·2026-09-15
Event-day gates: August CPI printed, FOMC tomorrow, Siri beta today, FERC/18A/CDMO still silentevent-day-gates-2026-09-14
stock-market·7 refs·2026-09-14
Forward Guidance: The Bond Market Is Trapping The Fed | Weekly Rounduptraffic.megaphone.fm
stock-market·4 refs·2026-09-14
Long Live the Short King: Why 4-hi HBM Winsnewsletter.semianalysis.com
stock-marketartificial-intelligence·2 refs·2026-09-14
Nvidia’s Backstop Universe – Heads I Win, Tails Who Loses? newsletter.semianalysis.com
stock-marketartificial-intelligence·3 refs·2026-09-14
Odd Lots: Robert Friedland on the World's Monumental Shortage of Copperomny.fm
stock-market·3 refs·2026-09-14
SPCX Nasdaq-100 September 2026 rebalance refresh — GIW pro forma ~1.28%→~2.82% (post–Sep 11)spcx-ndx-rebalance-sep12-refresh
stock-market·4 refs·2026-09-14
The Compound and Friends: The Most Interesting Macro Moment of My Lifetime with Jens Nordvigpdst.fm
stock-market·4 refs·2026-09-14
Where Has Construction Automation Been Successful?construction-physics.com
stock-market·2 refs·2026-09-14
Anthropic Sep 2026 threat intelligence: autonomous cyber misuse + China-lab distillationanthropic-threat-intel-sep-2026
artificial-intelligence·12 refs·2026-09-11
Event-day gates: Treasury took $5.187B, PPI printed in-line, CPI not yet, FERC/18A/CDMO still silentevent-day-gates-2026-09-11
stock-market·9 refs·2026-09-11
What is So Hard About Behind-The-Meter Power For Datacenters? Part 1newsletter.semianalysis.com
stock-marketartificial-intelligence·5 refs·2026-09-11
El Niño future-map refresh — CPC 10 Sep 2026 vs May 21 vault mapelnino-cpc-refresh-sep10
stock-market·4 refs·2026-09-10
Event-day gates: Apple was hardware, Treasury max $6B, PPI not yet, FERC/18A/CDMO still silentevent-day-gates-2026-09-10
stock-market·8 refs·2026-09-10
NEW — Panama Canal El Niño bottleneck future-map (no US pure-play)elnino-panama-canal-bottleneck
stock-market·3 refs·2026-09-10
Nitrogen CBAM+El Niño (CF/NTR) — kill-risk refresh Sep 10elnino-nitrogen-cbam-kill-risk
stock-market·4 refs·2026-09-10
OpenAI ChatGPT for Financial Services pairs Astra with native market dataopenai-chatgpt-financial-services-sep-2026
artificial-intelligence·5 refs·2026-09-10
OpenAI Data agent in ChatGPT Work connects warehouses and BIopenai-chatgpt-work-data-agent-sep-2026
artificial-intelligence·5 refs·2026-09-10
Overnight X: OpenAI Defense Factory + UK AISI Mythos 5.1 access questionsovernight-x-openai-defense-factory-aisi-mythos
artificial-intelligence·13 refs·2026-09-10
P&C CA/SE wet JFM 2027 — promote refresh (question already exists)elnino-pc-wet-jfm-promote
stock-market·3 refs·2026-09-10
Where Does a Robot Think – On-Device vs Datacenter Inferencenewsletter.semianalysis.com
stock-marketartificial-intelligence·4 refs·2026-09-10
X 10am: DeepSeek-V4.1-Flash open multimodal MoE launchx-10am-deepseek-v41-flash-sep-10
artificial-intelligence·6 refs·2026-09-10
Afternoon X: Anthropic cyber-incident alignment assessment + Christiano joins OpenAI Foundation Boardafternoon-x-anthropic-align-christiano-board
artificial-intelligence·9 refs·2026-09-09
Anthropic Economics: 2030 scenario explorer + Korinek et al. working paperanthropic-econ-scenarios-2030-korinek
artificial-intelligence·9 refs·2026-09-09
Columbia Energy Exchange: Luisa Palacios and Bob McNally on Why the US-Venezuela Oil Deal Matterscolumbiaenergyexchange.libsyn.com
stock-market·3 refs·2026-09-09
Event-day gates: Apple still hardware, first doubled buyback announced today, FERC/18A/CDMO still silentevent-day-gates-2026-09-09
stock-market·7 refs·2026-09-09
Overnight X: OpenAI Astra full Work/Codex rollout + AA Model Release pagesx-overnight-astra-rollout-aa-model-release-pages
artificial-intelligence·8 refs·2026-09-09
Research Second Brain — Live in 2 Weeks (consulting GTM offer, Mint draft)research-second-brain-offer-gtm
career·7 refs·2026-09-09
SPCX Nasdaq-100 September 2026 quarterly rebalance — float-driven weight pulse (pre-announcement)spcx-n100-rebalance-sep-2026
stock-market·4 refs·2026-09-09
The Compound and Friends: Stocks Aren't as Expensive as You Think | WAYT?pdst.fm
stock-market·2 refs·2026-09-09
IEDM 2026 official program — 3 new papers/sessionsieee-iedm.org
stock-market·3 refs·2026-09-08
Invest Like the Best: Walter Russell Mead - How America Keeps Winning - [Invest Like the Best, EP.490]colossus.com
stock-market·3 refs·2026-09-08
Reopen week: Apple hardware, CPI, FERC, 18A, CDMO, rare-earth haltreopen-week-gates-2026-09-08
stock-market·9 refs·2026-09-08
TPU Inference Externalization Full Steam Ahead - InferenceXnewsletter.semianalysis.com
stock-market·2 refs·2026-09-08
X 10am: DeepMind AlphaGenome Atlas (9B variants); Addy Osmani joins Anthropic Claude Codex-10am-alphagenome-atlas-addy-osmani-anthropic-2026-09-08
artificial-intelligence·10 refs·2026-09-08
X afternoon: OpenAI Navier–Stokes (forced C/D) + credit replies; ChatGPT Images 2.5x-afternoon-openai-navier-stokes-images-2-5-2026-09-08
artificial-intelligence·20 refs·2026-09-08
X morning: Buckmaster–Alpöge AI fluid proofs + OpenAI credit fight; Rumik OSS 1x-morning-buckmaster-fluid-openai-rumik-oss-2026-09-08
artificial-intelligence·21 refs·2026-09-08
Artificial Analysis Intelligence Index v4.3 (Terminal-Bench 4.0 + AutomationBench-AA)aa-intelligence-index-v4-3-2026-09-07
artificial-intelligence·13 refs·2026-09-07
Autoresearch: August payrolls printed 162k; CPI this week is the hike gate; FERC/WuXi/18A still quietjobs-print-162k-cpi-week-ferc-wuxi-still-no-2026-09-07
stock-market·9 refs·2026-09-07
OpenBMB MiniCPM5-2B open release + AA Index 15 (2026-09-07)x-midday-openbmb-minicpm5-2b-2026-09-07
artificial-intelligence·7 refs·2026-09-07
The Compound and Friends: How to Pick Stocks Like Morgan Stanley With Dan Skellypdst.fm
stock-market·4 refs·2026-09-07
Weekend X AI: Meta AIRA₃ Kaggle gold, OpenAI wiki-incident disclosure, Alien Mindx-weekend-aira3-wiki-alien-mind-2026-09-07
artificial-intelligence·20 refs·2026-09-07
X overnight: OpenAI RSI research-acceleration data, Jensen AGI claim, Astra staff calibrationx-overnight-openai-rsi-jensen-agi-astra-calib-2026-09-07
artificial-intelligence·13 refs·2026-09-07
Anthropic: Claude formalizes Fermat's Last Theorem in Leananthropic-flt-formalization-claude-lean-2026-09-04
artificial-intelligence·11 refs·2026-09-04
Autoresearch: August jobs print is this morning; FERC/WuXi/18A still quiet; first doubled buyback still Sept 10jobs-print-morning-ferc-wuxi-18a-still-no-2026-09-04
stock-market·7 refs·2026-09-04
How Will the 21st Century ROAD to Housing Act Affect Housing Supply? Part IIIconstruction-physics.com
stock-market·1 refs·2026-09-04
Lyria 3.5 lands in Gemini app and API (global)lyria-35-gemini-global-access-2026-09-04
artificial-intelligence·3 refs·2026-09-04
Macro Voices: MacroVoices #548 Dr. Carly Anderson: Emerging Energy Technologies Roundupmacrovoices.podbean.com
stock-market·3 refs·2026-09-04
Moonshots: Humanity's First Star Probe, Architect Labs Beats NVIDIA 3.4x, Musk Wants Satellites to Cool Earth | EP #285traffic.megaphone.fm
stock-market·0 refs·2026-09-04
Odd Lots: Why Laser Beams Are the Hottest New Tech in Defenseomny.fm
stock-market·5 refs·2026-09-04
Why Canada blames Trump: grievance, foil, and pre-existing gapscanada-blames-trump-2026-09-04
politics·8 refs·2026-09-04
X overnight: OpenCode Omen Alpha, Unsloth GLM-5.3-Flash speedup, Astra Foundryx-overnight-omen-alpha-unsloth-astra-2026-09-04
artificial-intelligence·13 refs·2026-09-04
Autoresearch: Apple Surprise and shine is tomorrow; first doubled Treasury buyback is Sept 10; WuXi/FERC/18A still quietapple-sept-9-treasury-buyback-still-no-2026-09-03
stock-market·12 refs·2026-09-03
Conversations with Tyler: Michael Moritz on Origin Stories, Exile, and Obsessive Curiositycowenconvos.libsyn.com
journalism·4 refs·2026-09-03
Forward Guidance: Fiscal Dominance Is Breaking The 60/40 Portfolio | Matt Hougan & Bob Habertraffic.megaphone.fm
stock-market·7 refs·2026-09-03
Gemini 3.8 Flash and 3.8 Flash Cyber (Sep 2, 2026)gemini-3-8-flash-and-3-8-flash-cyber
artificial-intelligence·8 refs·2026-09-03
GPT-6 Astra rolls out: computer-use flagship, $10/$50, Trusted Access firstgpt-6-astra-rollout-2026-09-03
artificial-intelligence·11 refs·2026-09-03
WeatherNext 3 (DeepMind / Google Research, Sep 3 2026)weathernext-3-sep-3-2026
artificial-intelligence·3 refs·2026-09-03
X AI pass, 3 Sep 2026: open model fleets, agentic-coding price frontier, latent-space handoffx-ai-open-fleets-latent-bridges-2026-09-03
artificial-intelligence·13 refs·2026-09-03
Autoresearch: WuXi 1260H DoD answer is due September 18, not September 1 — FERC/18A/ACA still quietwuxi-dod-answer-extended-sept-18-2026-09-02
stock-market·6 refs·2026-09-02
Columbia Energy Exchange: DOE's Audrey Robertson on Growing US Critical Mineral Supplycolumbiaenergyexchange.libsyn.com
stock-market·4 refs·2026-09-02
Grok.com AI news digest 2026-09-02 (Fable 5.1 / Astra / Atlas / G20)grok-ai-news-digest-20260902
artificial-intelligence·20 refs·2026-09-02
Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Losesnewsletter.semianalysis.com
stock-market·2 refs·2026-09-02
The Compound and Friends: Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitronpdst.fm
stock-market·4 refs·2026-09-02
X AI overnight: Fable 5.1, Astra Critical, reward-seekerx-ai-overnight-lab-drops-2026-09-02
artificial-intelligence·14 refs·2026-09-02
AAPL pre-event brief: Surprise and Shine (Sep 9, 2026) — confirmed invite vs rumor SKUsaapl-sep9-surprise-and-shine
stock-market·3 refs·2026-09-01
Autoresearch: truckload tightening is still capacity exit, not a demand recovery — DAT $2.21 / +35.6% YoYtruckload-supply-tightening-not-demand-2026-09-01
stock-market·10 refs·2026-09-01
Dwarkesh Podcast: The rise and fall of agent civilizationsdwarkesh.com
artificial-intelligence·0 refs·2026-09-01
Invest Like the Best: Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]colossus.com
stock-marketartificial-intelligence·4 refs·2026-09-01
Agios (AGIO) mitapivat SCD PDUFA November 1, 2026 — missed dated event + last-priceagio-pdufa-nov-2026
stock-market·3 refs·2026-08-31
All-In Podcast: Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccineallinchamathjason.libsyn.com
stock-marketartificial-intelligence·8 refs·2026-08-31
Anthropic automated alignment researchers (Aug 28, 2026)anthropic-automated-alignment-researchers-aug-2026
artificial-intelligence·5 refs·2026-08-31
Autoresearch: Warsh Jackson Hole keynote — 'work to do' on inflation, no reaction function, do not graduate SCHWwarsh-jackson-hole-keynote-2026-08-31
stock-market·5 refs·2026-08-31
Biotech Hangout: Episode 194 - August 28, 2026podcasters.spotify.com
stock-market·3 refs·2026-08-31
Eli Lilly checkpoints: Q3, Foundayo, BLA, Bridgelly-q3-foundayo-bla-bridge
stock-market·4 refs·2026-08-31
Howmet next checkpoints into Q3howmet-q3-checkpoints
stock-market·4 refs·2026-08-31
M6 Mac mini / M5 Ultra Studio is a local-AI hardware datapoint, not an AAPL re-rateapple-m6-local-ai
stock-marketartificial-intelligence·4 refs·2026-08-31
Most Neoclouds Suck At Securitynewsletter.semianalysis.com
stock-market·3 refs·2026-08-31
Odd Lots: Richmond Fed’s Tom Barkin on the Surprisingly Resilient Real Economyomny.fm
stock-market·5 refs·2026-08-31
The Compound and Friends: The Four Horsemen of the AI Apocalypse with Ed Zitronpdst.fm
stock-market·5 refs·2026-08-31
All-In: Nvidia historic quarter, SaaS comeback, Bessent vs Druck, debt, cancer vaccineyoutube.com
stock-marketartificial-intelligence·11 refs·2026-08-28
Autoresearch: Warsh Jackson Hole keynote is still ahead (10 a.m. ET) — PCE 3.7%, funds rate 3.50–3.75%, do not graduate SCHWwarsh-jackson-hole-morning-preview-2026-08-28
stock-market·2 refs·2026-08-28
El Niño 2026 NOAA CPC 13 Augel-nino-2026-noaa-cpc-13-aug
stock-market·7 refs·2026-08-28
Forward Guidance: Druck Calls Out Bessent & Will Jackson Hole Derail The Debasement Trade? | Weekly Rounduptraffic.megaphone.fm
stock-market·6 refs·2026-08-28
How the Strategic Petroleum Reserve Worksconstruction-physics.com
stock-market·3 refs·2026-08-28
Intel foundry: next 18A/14A outside-order checkpointsintel-foundry-18a-14a-checkpoints
stock-market·4 refs·2026-08-28
Macro Voices: MacroVoices #547 Daniel Lacalle: The Future of Reserve Currencymacrovoices.podbean.com
stock-market·3 refs·2026-08-28
Moonshots: Sam Altman: Singularity Slow-Down, Emad Runs 18 Grokbots, Waymo Slashes Hardware 83% | EP #283traffic.megaphone.fm
artificial-intelligence·5 refs·2026-08-28
Trucking: rate and capacity prints into the Oct 28 WERN calltrucking-prints-into-oct-28-wern
stock-market·5 refs·2026-08-28
Valuation marks: INTC, TSM (Aug 27 close)stockanalysis.com
stock-market·3 refs·2026-08-28
VLSI Symposium 2026 official program — 73 new papers/sessionsvlsisymposium.org
stock-market·3 refs·2026-08-28
WST/STVN Q2 FY2026 GLP-1 hardwarewst-stvn-q2-fy2026-glp1-hardware
stock-market·6 refs·2026-08-28
All-In Podcast: Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physicsallinchamathjason.libsyn.com
science·6 refs·2026-08-27
Best agent harnesses for programming (2026)best-agent-harnesses-for-programming
artificial-intelligence·19 refs·2026-08-27
Conflict macros sleeve — VLO/PSX/MP last prices, Nov 10 REE date, Hormuz gate, banking pincerconflict-macros-vlo-psx-mp-hormuz-pincer-aug27
stock-market·8 refs·2026-08-27
Eaton Q2 2026 printeaton-q2-2026-print
stock-market·2 refs·2026-08-27
El Niño 2026-27: three unopened questions (P&C, HDD, softs)elnino-2026-three-questions-pc-hdd-softs
stock-market·5 refs·2026-08-27
Gage judgment on SNDR and WERN (12–18 months)gage-judgment-sndr-wern-2026-08-27
stock-market·3 refs·2026-08-27
NVIDIA CORP (NVDA) 10-Q filed 2026-08-26sec.gov
stock-market·7 refs·2026-08-27
Nvidia Q2 FY2027 print: $96.2B revenue, Rubin in production, $279B supply commitments — hardware demand, not a CUDA-moat adjudicationnvidianews.nvidia.com
stock-market·8 refs·2026-08-27
Significant AI developments, last 30 dayssignificant-ai-developments-last-30-days
artificial-intelligence·15 refs·2026-08-27
TMO Q2 2026 mix vs BIOSECURE / WuXi (Aug 2026)tmo-biosecure-q2-mix-aug
stock-market·4 refs·2026-08-27
Valuation marks: CEG, PWR, CCJ, ETNvaluation-marks-ceg-pwr-ccj-etn-2026-08-26
stock-market·5 refs·2026-08-27
Valuation marks: SNDR, WERN (Aug 27 close) plus SNDR Q2 printvaluation-marks-sndr-wern-2026-08-27
stock-market·5 refs·2026-08-27
VLSI Symposium 2026 official program — 153 new papers/sessionsvlsisymposium.org
stock-market·5 refs·2026-08-27
xAI data-center build tempo vs peers, and AI campus capacity (2026)xai-dc-build-tempo-and-ai-campus-capacity
stock-market·13 refs·2026-08-27
Autoresearch: SK Hynix Q2 2026 as a test of big-tech HBM fab financingsk-hynix-q2-direct-supply-financing
stock-market·6 refs·2026-08-26
Autoresearch: SpaceX lockup calendar and Q2 2026 printspacex-lockup-calendar-q2-print
stock-market·3 refs·2026-08-26
Autoresearch: SpaceX post-IPO index inclusion cadence vs the 5/10/15-day claimspacex-post-ipo-index-inclusion-cadence
stock-market·3 refs·2026-08-26
BIOSECURE clock: WuXi AppTec 1260H preliminary injunction (Aug 7) delays the 60-day path
stock-market·3 refs·2026-08-26
Columbia Energy Exchange: Editor's Pick: Rajiv Shah on Delivering Universal Abundant Energy Accesscolumbiaenergyexchange.libsyn.com
stock-market·2 refs·2026-08-26
Dwarkesh Podcast: Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028dwarkesh.com
stock-market·6 refs·2026-08-26
FERC ER26-3380: still no order five days after comment close
stock-market·2 refs·2026-08-26
Intel 18A yield: no new primary since VLSI/10-Q; KeyBanc ~85% still modeled
stock-market·2 refs·2026-08-26
OpenAI Jalapeño: Better Than Nvidia Blackwellnewsletter.semianalysis.com
stock-market·9 refs·2026-08-26
The Compound and Friends: Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flightpdst.fm
stock-market·4 refs·2026-08-26
VLSI Symposium 2026 official program — 233 new papers/sessionsvlsisymposium.org
stock-market·3 refs·2026-08-26
All-In Podcast: Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & Chinaallinchamathjason.libsyn.com
stock-market·4 refs·2026-08-25
Autoresearch: China June 15 mining production controls, post-effective primarieschina-june-15-mining-production-controls-post-effective
stock-market·4 refs·2026-08-25
Autoresearch: FERC ER26-3380 — still no order after Friday comment closeferc-er26-3380-still-no-order
stock-market·2 refs·2026-08-25
Autoresearch: Section 232 July 1 Commerce data-center report gatesection-232-july1-commerce-data-center-report-gate
stock-market·3 refs·2026-08-25
Autoresearch: Warsh Jackson Hole Friday + real-yield (not inflation) decomposition of the long endwarsh-jackson-hole-real-yield-decomposition
stock-market·4 refs·2026-08-25
Autoresearch: Werner Q3 RPM guide 10–13% + Leathers: supply-led recovery still earlywerner-q3-rpm-guide-supply-led-freight
stock-market·3 refs·2026-08-25
BlackRock, Inc. (BLK) 10-Q filed 2026-08-06sec.gov
stock-market·1 refs·2026-08-25
CF Industries Holdings, Inc. (CF) 10-Q filed 2026-08-06sec.gov
stock-market·1 refs·2026-08-25
Constellation Energy Corp (CEG) 10-Q filed 2026-08-06sec.gov
stock-market·1 refs·2026-08-25
Hot Chips 2026 official program — 63 new papers/sessionshotchips.org
stock-market·1 refs·2026-08-25
IEDM 2026 official program — 3 new papers/sessionsieee-iedm.org
stock-market·1 refs·2026-08-25
INTEL CORP (INTC) 10-Q filed 2026-07-24sec.gov
stock-market·2 refs·2026-08-25
Invest Like the Best: Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]colossus.com
stock-market·5 refs·2026-08-25
LINDE PLC (LIN) 10-Q filed 2026-07-31sec.gov
stock-market·1 refs·2026-08-25
MICRON TECHNOLOGY INC (MU) 10-Q filed 2026-06-25sec.gov
stock-market·1 refs·2026-08-25
MP Materials Corp. / DE (MP) 10-Q filed 2026-08-07sec.gov
stock-market·1 refs·2026-08-25
ServiceNow, Inc. (NOW) 10-Q filed 2026-07-23sec.gov
stock-market·1 refs·2026-08-25
The Compound and Friends: Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colaspdst.fm
stock-market·4 refs·2026-08-25
VLSI Symposium 2026 official program — 313 new papers/sessionsvlsisymposium.org
stock-market·1 refs·2026-08-25
AgentX - InferenceXv3: Does CUDA Moat Hold up in Agentic Inferencing?newsletter.semianalysis.com
stock-market·5 refs·2026-08-24
All-In Podcast: Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Upallinchamathjason.libsyn.com
stock-market·7 refs·2026-08-24
Are Open Models Catching Up?newsletter.semianalysis.com
stock-market·4 refs·2026-08-24
Autoresearch: BIOSECURE CDMO realized pricing still unresolved (seventh day)biosecure-cdmo-realized-pricing-still-unresolved-aug24
stock-market·2 refs·2026-08-24
Autoresearch: Samsung foundry Q2 as a third alternative to Intel/TSMCsamsung-foundry-q2-third-alternative
stock-market·5 refs·2026-08-24
Autoresearch: Shapiro PA EO 2026-05 makes GRID binding; FERC ER26-3380 comments closed, no ordershapiro-pa-eo-2026-05-pjm-siting-gate
stock-market·5 refs·2026-08-24
Autoresearch: Tesla as a public company — Q2 2026 print, valuation, energy, robotaxi P&Ltesla-public-company-q2-2026
stock-market·2 refs·2026-08-24
Autoresearch: Tesla FSD / robotaxi July–August 2026 tapetesla-fsd-robotaxi-jul-aug-2026
autonomous-driving·8 refs·2026-08-24
Capital Allocators: Best of Storytelling: Donald Millertedseides.libsyn.com
career·3 refs·2026-08-24
Capital Allocators: Best of Storytelling: Matthew Dickstedseides.libsyn.com
career·3 refs·2026-08-24
Moonshots: OpenAI Pauses Frontier Training, Elon's 100X Prediction Lands, Robot Beats Usain Bolt with Emad Mostaque | EP#282traffic.megaphone.fm
stock-market·1 refs·2026-08-24
The Compound and Friends: How to Play the Money Game with Michael Santolipdst.fm
stock-market·6 refs·2026-08-24
Session: Cursor + Paper + Grok App Builder workflow (Ion Wake, 2026-08-23)share.onorca.dev
artificial-intelligence·14 refs·2026-08-23
Academic research: effective shoulder exercises for strength, mobility, and desk/posture issueseffective-shoulder-exercises-strength-mobility-desk-posture
shoulder-exercises·10 refs·2026-08-22
Academic research: independent avatar generation benchmarksindependent-academic-benchmarks-for-avatar-generation-models
ai-video-generation·11 refs·2026-08-21
Academic research: user-owned interest graphs vs platform recsuser-owned-interest-graphs-vs-platform-recs
interest-graph-recs·15 refs·2026-08-21
Autoresearch: best architecture for a rec-system web app on a user-defined interest graphbest-architecture-for-a-rec-system-web-app-on-a-user-defined-interest-graph
interest-graph-recs·14 refs·2026-08-21
Autoresearch: best frontend visualization librariesbest-frontend-visualization-libraries
frontend-visualization-libraries·19 refs·2026-08-21
Autoresearch: Florida Gators football recruitingflorida-gators-football-recruiting
gators-football-recruiting·18 refs·2026-08-21
Autoresearch: Intel 18A VLSI / yield follow-up vs TSMCintel-18a-vlsi-yield-followup
stock-market·8 refs·2026-08-21
Autoresearch: Treasury doubles long-end buybacks to ≥$4B — primary confirmation + dated calendartreasury-long-end-buyback-double-primary
stock-market·4 refs·2026-08-21
Autoresearch: user-owned interest graph for healthier YouTube recsuser-owned-interest-graph-for-healthier-youtube-recs
interest-graph-recs·12 refs·2026-08-21
Deere & Company (DE) Q3 FY2026 earnings callstockanalysis.com
stock-market·5 refs·2026-08-21
Forward Guidance: Treasury-Led Financial Repression Is Ushering In A Debasement Regime | Weekly Rounduptraffic.megaphone.fm
stock-market·7 refs·2026-08-21
Macro Voices: MacroVoices #546 Darius Dale: Darius Dale for POTUS 2028macrovoices.podbean.com
stock-market·8 refs·2026-08-21
Walmart Inc. (WMT) Q2 FY2027 earnings callstockanalysis.com
stock-market·8 refs·2026-08-21
Autoresearch: TJX Q2 FY27 — Marmaxx +1% vs HomeGoods +7%; WMT print still pendingtjx-q2-fy27-marmaxx-slowdown-consumer-bifurcation
stock-market·4 refs·2026-08-20
Autoresearch: Warsh Fed on hold through 2026 — hike pricing looks aggressive; Jackson Hole 08-29 is not a signal eventwarsh-hold-through-2026-brokerage-nii
stock-market·4 refs·2026-08-20
Odd Lots: Nick Bostrom on What Happens if AI Solves All of Our Problemsomny.fm
artificial-intelligence·12 refs·2026-08-20
Autoresearch: BIOSECURE CDMO contradiction still unresolved — no new realized fill-finish printbiosecure-cdmo-realized-pricing-still-unresolved
stock-market·2 refs·2026-08-19
Autoresearch: Cass July 2026 truckload linehaul +8.6% y/y as independent print of the driver-supply chaincass-july-2026-truckload-linehaul-driver-supply
stock-market·4 refs·2026-08-19
Autoresearch: PJM FERC ER26-3380 comment deadline still 2026-08-21 — no new orderpjm-ferc-er26-3380-comment-deadline
stock-market·1 refs·2026-08-19
Cerebras Systems (CBRS) Q2 FY2026 earnings calltradingkey.com
stock-market·5 refs·2026-08-19
Cerebras's Next Generation CS-4: Fast Just Got Fasternewsletter.semianalysis.com
stock-market·3 refs·2026-08-19
Columbia Energy Exchange: Matthew Yglesias on Abundance and the Politics of Energycolumbiaenergyexchange.libsyn.com
stock-market·0 refs·2026-08-19
Moonshots: China’s Endgame: ASI Timelines, US-China Relations, and the $1.7T AI Bubble With Alvin Graylin | #281traffic.megaphone.fm
stock-market·1 refs·2026-08-19
The Compound and Friends: Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madnesspdst.fm
stock-market·4 refs·2026-08-19
Academic research: sub-quadratic model viability vs traditional transformerssub-quadratic-model-viability-vs-traditional-transformers
artificial-intelligence·5 refs·2026-08-18
All-In Podcast: Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safetyallinchamathjason.libsyn.com
politics·7 refs·2026-08-18
Autoresearch: best AI video generation tools (performance and cost, 2026-08-18)best-ai-video-generation-tools
ai-video-generation·14 refs·2026-08-18
Autoresearch: Circana July — needs-not-promos consumer; WMT/TGT prints are the 72-hour testcircana-july-2026-needs-not-promos-wmt-tgt
stock-market·2 refs·2026-08-18
Autoresearch: effective all-day bot loopseffective-all-day-bot-loops
artificial-intelligence·12 refs·2026-08-18
Autoresearch: private-credit defaults at 5-year highs at ARES/BX/OWL/GBDC while institutional fundraising sets a recordprivate-credit-q2-2026-defaults-vs-fundraising
stock-market·3 refs·2026-08-18
Autoresearch: Werner vs Schneider Q2 contract-renewal gap is segment mix, not a market contradictionwern-sndr-contract-renewal-segment-mix
stock-market·5 refs·2026-08-18
Invest Like the Best: Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]colossus.com
stock-market·7 refs·2026-08-18
$12B of US ratepayers' money wasted on a modeling mistake and PJM wants to do it againnewsletter.semianalysis.com
stock-market·3 refs·2026-08-17
Autoresearch: 2026 AI inference / AI revenue run-rate — Jain $70-80B vs Baker $200B+2026-ai-inference-revenue-jain-vs-baker
stock-market·10 refs·2026-08-17
Autoresearch: Class-8 net orders vs truckload contract rates 2026 — driver-driven or equipment-driven?class-8-orders-vs-truckload-rates-driver-vs-equipment
stock-market·6 refs·2026-08-17
Autoresearch: Do GPO contracts turn the sterile-injectable shortage into allocation rather than price?gpo-contracts-drug-shortage-allocation-vs-price
stock-market·5 refs·2026-08-17
Autoresearch: does CoWoS 4× show up in BESI hybrid-bonding backlog?besi-hybrid-bonding-backlog
stock-market·8 refs·2026-08-17
Autoresearch: does negative grid headroom accrue to Bloom and GE Vernova BTM?btm-self-gen-bloom-gev
stock-market·10 refs·2026-08-17
Autoresearch: Does PJM's capacity-model correction threaten the nuclear capacity-price premium?pjm-capacity-price-modeling-correction-risk
stock-market·2 refs·2026-08-17
Autoresearch: does TSMC CoWoS overflow accrue to Amkor?amkor-cowos-overflow
stock-market·8 refs·2026-08-17
Autoresearch: if AI-capex derates, which private-credit book is most exposed?ai-capex-private-credit-contagion
stock-market·5 refs·2026-08-17
Autoresearch: is 2026 CSP / hyperscaler AI CapEx a one-year spike or a multi-year floor?2026-csp-capex-spike-or-sustained
stock-market·5 refs·2026-08-17
Capital Allocators: Best of Pre-Mortem Analysis: Gary Kleintedseides.libsyn.com
psychologystock-market·6 refs·2026-08-17
How Will the 21st Century ROAD to Housing Act Affect Housing Supply? Part IIconstruction-physics.com
stock-market·2 refs·2026-08-17
Schneider National (SNDR) Q2 FY2026 earnings callfool.com
stock-market·6 refs·2026-08-17
Werner Enterprises (WERN) Q2 FY2026 earnings callinvesting.com
stock-market·10 refs·2026-08-17
Acquired: Disney: The Renaissance and the Empireacquired.fm
stock-market·1 refs·2026-08-15
All-In Podcast: Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comebackallinchamathjason.libsyn.com
stock-marketartificial-intelligence·4 refs·2026-08-15
All-In Podcast: Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AIallinchamathjason.libsyn.com
stock-marketartificial-intelligence·8 refs·2026-08-15
All-In Podcast: Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democratsallinchamathjason.libsyn.com
stock-marketpolitics·4 refs·2026-08-15
All-In Podcast: Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Shipsallinchamathjason.libsyn.com
stock-market·6 refs·2026-08-15
Biotech Hangout: Episode 192 - August 7, 2026podcasters.spotify.com
stock-market·2 refs·2026-08-15
Biotech Hangout: Episode 193 - August 14, 2026podcasters.spotify.com
stock-market·1 refs·2026-08-15
Capital Allocators: Best of Interviewing: Ted Seidestedseides.libsyn.com
stock-market·1 refs·2026-08-15
Dwarkesh Podcast: 8 Predictions for the Era of Continual Learningdwarkesh.com
stock-marketartificial-intelligence·5 refs·2026-08-15
Dwarkesh Podcast: Ryan Greenblatt – What happens once AI can automate AI research?dwarkesh.com
stock-marketartificial-intelligence·7 refs·2026-08-15
Forward Guidance: The Growth Strategy Trapping The Fed | Darius Daletraffic.megaphone.fm
stock-market·5 refs·2026-08-15
Forward Guidance: Washington Is Suppressing Volatility To Keep The AI Boom Alive | Weekly Rounduptraffic.megaphone.fm
stock-market·6 refs·2026-08-15
Invest Like the Best: Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]colossus.com
stock-market·1 refs·2026-08-15
Macro Voices: MacroVoices #544 Viktor Shvets: How Markets Survive Disruptionmacrovoices.podbean.com
stock-marketpolitics·6 refs·2026-08-15
Macro Voices: MacroVoices #545 Michael Howell: Warsh vs. The Marketsmacrovoices.podbean.com
stock-market·4 refs·2026-08-15
Moonshots: 200GW Hiding in Grid, Sodium Batteries 10x Cheaper, Wave-Powered Datacenters w/ Ramez Naam | EP #280traffic.megaphone.fm
stock-marketartificial-intelligencetechnology-adoption-s-curves·6 refs·2026-08-15
Moonshots: Bernie Demands the Labs Stop, Wall Street Turns GPUs Into Bonds, Grok 4.7 Takes #1 with Emad Mostaque | EP #279traffic.megaphone.fm
stock-marketartificial-intelligence·8 refs·2026-08-15
Moonshots: Google’s Jeff Dean Exits, SpaceX Hits $100B in Rev & OpenAI’s Astra Solves Decade-Old Math Problems with Emad Mostaque | EP #277traffic.megaphone.fm
stock-marketartificial-intelligence·1 refs·2026-08-15
Moonshots: Sergey Brin Retakes Gemini, 4 Labs Lose Containment, Compute Trades at NYSE w/ Kush Bavaria | EP #278traffic.megaphone.fm
stock-marketartificial-intelligence·2 refs·2026-08-15
The Compound and Friends: Is IMAX a Screaming Buy? With Rich Gelfondpdst.fm
stock-market·3 refs·2026-08-15
The Compound and Friends: It's a bull market and nobody drinks anymore.pdst.fm
stock-market·1 refs·2026-08-15
The Compound and Friends: The Man Who Called the Roaring 2020s with Ed Yardenipdst.fm
stock-market·8 refs·2026-08-15
The Compound and Friends: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expediapdst.fm
stock-market·1 refs·2026-08-15
Autoresearch: is USGC coking capacity the binding ceiling on the Venezuelan heavy-sour chain?usgc-coking-capacity-binding-ceiling-or-not
stock-market·2 refs·2026-08-14
Autoresearch: post-Montgomery freight-broker liability insurance repricingpost-montgomery-broker-liability-insurance-repricing
stock-market·3 refs·2026-08-14
Autoresearch: private label's shift from price-driven to quality-driven — a cyclical trade becoming a structural oneprivate-label-structural-shift-quality-not-price
stock-market·5 refs·2026-08-14
Autoresearch: sole-source concentration in generic sterile injectables → who holds the scarce capacitysole-source-generic-injectable-shortage-to-contrast-media-capacity
stock-market·2 refs·2026-08-14
C.H. Robinson Worldwide (CHRW) Q2 FY2026 earnings callinvesting.com
stock-market·7 refs·2026-08-14
Capital Allocators: Best of Decision-Making: Annie Duke (2018)tedseides.libsyn.com
stock-marketpsychology·6 refs·2026-08-14
Capital Allocators: Best of Decision-Making: Annie Duke (2022)tedseides.libsyn.com
stock-marketpsychology·7 refs·2026-08-14
Forward Guidance: The Portfolio Built To Survive Every Crash | Jared Dilliantraffic.megaphone.fm
stock-market·4 refs·2026-08-14
Moonshots: Michael Kratsios on the New Golden Age of American Science | EP #276traffic.megaphone.fm
stock-marketartificial-intelligencepolitics·20 refs·2026-08-14
The Compound and Friends: Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Callpdst.fm
stock-market·9 refs·2026-08-14
Autoresearch: net heavy-sour availability on the USGC — does the Venezuelan return net out against Mexico's Maya collapse?net-heavy-sour-availability-usgc-venezuela-vs-maya
stock-market·1 refs·2026-08-13
Autoresearch: US truckload capacity — structural regulatory exit vs cyclical tightening, plus the Montgomery broker-liability rulingtruckload-capacity-structural-exit-and-broker-liability
stock-market·10 refs·2026-08-13
Autoresearch: US tungsten scrap export reservation (effective 2026-08-27) and the Western primary-tungsten bottleneckus-tungsten-scrap-export-reservation-to-western-primary-producer
stock-market·2 refs·2026-08-13
Columbia Energy Exchange: Luisa Palacios on Rebuilding Venezuela's Oil Industry After the Quakescolumbiaenergyexchange.libsyn.com
stock-market·2 refs·2026-08-13
Odd Lots: Trucking Is Booming Again, And Drivers Aren't Happy About Itomny.fm
stock-market·5 refs·2026-08-13
ATI Inc (ATI) Q2 FY2026 earnings callinvesting.com
stock-market·6 refs·2026-08-12
Autoresearch: Howmet Q2 2026 margin decomposition — is the gain price, mix, or leverage?howmet-q2-margin-decomposition-price-mix-leverage
stock-market·3 refs·2026-08-12
Autoresearch: macro buckets 2026-08-12 — consumer trade-down (#10) and freight capacity ex-AI (#11)macro-buckets-consumer-tradedown-freight-capacity-2026-08-12
stock-market·6 refs·2026-08-12
Autoresearch: Venezuelan heavy-sour return → USGC complex-refiner differential capturevenezuelan-heavy-sour-usgc-refiner-capture
stock-market·5 refs·2026-08-12
BWX Technologies (BWXT) Q2 FY2026 earnings callinvesting.com
stock-market·7 refs·2026-08-12
Capital Allocators: WTT: The Anatomy of a Blow-Uptedseides.libsyn.com
stock-market·2 refs·2026-08-12
Kimi K3, The Manos, The Mythos, The Legendosnewsletter.semianalysis.com
stock-market·3 refs·2026-08-12
Autoresearch: do aero castings, IGT blades and munitions compete for the same qualified melt/forging capacity? (ATI / CRS kill test)shared-melt-forging-capacity-ati-crs-kill-test
stock-market·7 refs·2026-08-11
Autoresearch: macro bucket scan — healthcare/demographics (#8) and financials/rate-regime (#9)macro-buckets-healthcare-financials-2026-08-11
stock-market·4 refs·2026-08-11
Endangered Speciousnewsletter.doomberg.com
stock-market·4 refs·2026-08-11
Howmet Aerospace (HWM) Q2 FY2026 earnings callinvesting.com
stock-market·10 refs·2026-08-11
SpaceX 10GW in 2027 - Why It's Real, Will Drive $300B ARR for SpaceX, and Why Microsoft Will Be the Largest Offtakernewsletter.semianalysis.com
stock-market·7 refs·2026-08-11
Autoresearch: Does a state data-center siting gate destroy load or relocate it?datacenter-siting-gate-load-relocation
stock-market·7 refs·2026-08-10
Autoresearch: Macro bucket scan — aerospace precision-casting shortage (industrials ex-AI) + GLP-1 fill-finish bottleneck (healthcare)macro-bucket-scan-aerospace-castings-glp1-fill-finish-2026-08-10
stock-market·8 refs·2026-08-10
Reading List 08/08/2026construction-physics.com
stock-market·5 refs·2026-08-10
Ultra-High Interactivity on NVIDIA GPUs? - TileRT InferenceXnewsletter.semianalysis.com
stock-market·2 refs·2026-08-10
Autoresearch: How long does a New York GEIS actually take? — pricing the EO 62 tailny-geis-duration-base-rate-eo-62-tail
stock-market·3 refs·2026-08-07
Autoresearch: NAIC private-letter-rating scrutiny → the PE-insurer capital flywheel (financials, thin vertical)naic-private-letter-rating-scrutiny-to-pe-insurer-flywheel
stock-market·3 refs·2026-08-07
Autoresearch: SpaceX lockup expiry vs space-peer decoupling — what the 08-05/08-06 tape did to the three SPCX chainsspacex-lockup-expiry-vs-space-peer-decoupling
stock-market·2 refs·2026-08-07
CF Industries (CF) Q2 FY2026 earnings callstockanalysis.com
stock-market·5 refs·2026-08-07
Constellation Energy (CEG) Q2 FY2026 earnings callstockanalysis.com
stock-market·6 refs·2026-08-07
Gemini is Cooked but GCP is Cookingnewsletter.semianalysis.com
stock-market·2 refs·2026-08-07
MP Materials (MP) Q2 FY2026 earnings callstockanalysis.com
stock-market·6 refs·2026-08-07
What Will the 21st Century ROAD to Housing Act Do for Housing Supply?construction-physics.com
stock-market·2 refs·2026-08-07
Autoresearch: China's tungsten export controls → APT +200% → who actually captures it (Almonty vs Kennametal)tungsten-export-controls-to-non-chinese-primary-producer
stock-market·5 refs·2026-08-06
Autoresearch: Medicare GLP-1 Bridge (July 2026) — real eligible population, the KwikPen-only formulary, and where the constraint actually bindsmedicare-glp1-bridge-uptake-and-pen-fill-finish-constraint
stock-market·3 refs·2026-08-06
Autoresearch: NY Executive Order 62 — the first US statewide hyperscale data-center moratorium, and what it falsifiesny-eo-62-hyperscale-datacenter-moratorium
stock-market·6 refs·2026-08-06
Autoresearch: what actually drove the ARM +17% / INTC +11% rip (Aug 4–5 2026) — stale-catalyst re-rating, not a new chainarm-intc-aug-2026-rip-flow-not-catalyst
stock-market·5 refs·2026-08-06
Eli Lilly (LLY) Q2 FY2026 earnings callstockanalysis.com
stock-market·9 refs·2026-08-06
Columbia Energy Exchange: Javier Blas on Lessons from Closing Hormuz (So Far)columbiaenergyexchange.libsyn.com
stock-market·5 refs·2026-08-05
Freight recovery 2026: truckload spot-rate surge vs intermodal lag, and the diesel-crack overlayfreightwaves.com
stock-market·4 refs·2026-08-05
Arm Holdings (ARM) Q1 FY2027 earnings callinvesting.com
stock-market·5 refs·2026-08-04
Biotech Hangout: Episode 191 - July 31, 2026podcasters.spotify.com
stock-market·4 refs·2026-08-04
Dwarkesh Podcast: Why smarter AI models could drive up compute prices 10xdwarkesh.com
stock-market·4 refs·2026-08-04
Forward Guidance: The AI Unwind And Warsh's Long-End Gamble | Weekly Rounduptraffic.megaphone.fm
stock-market·3 refs·2026-08-04
Invest Like the Best: Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]traffic.megaphone.fm
stock-market·4 refs·2026-08-04
All-In Podcast: Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Storesallinchamathjason.libsyn.com
stock-market·9 refs·2026-08-03
Cameco (CCJ) Q2 FY2026 earnings callinvesting.com
stock-market·7 refs·2026-08-03
Chevron (CVX) Q2 FY2026 earnings callinvesting.com
stock-market·7 refs·2026-08-03
ExxonMobil (XOM) Q2 FY2026 earnings callinvesting.com
stock-market·5 refs·2026-08-03
Linde (LIN) Q2 FY2026 earnings callinvesting.com
stock-market·6 refs·2026-08-03
The Compound and Friends: Why Demand for Compute Is About to Explode With Alex Kantrowitzpdst.fm
stock-market·8 refs·2026-08-03
Autoresearch: 'the bond market, not the Fed, disciplines inflation' — higher-for-longer beneficiaries (financials)bond-market-disciplines-inflation-higher-for-longer-financials
stock-market·4 refs·2026-07-31
Autoresearch: AMZN & AAPL Q2 2026 earnings reaction — does the FCF-discrimination rule extend?amzn-aapl-q2-2026-capex-reaction-roi-discriminator
stock-market·5 refs·2026-07-31
Macro Voices: MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?macrovoices.podbean.com
stock-market·3 refs·2026-07-31
Quanta Services (PWR) Q2 FY2026 earnings callinvesting.com
stock-market·4 refs·2026-07-31
Why Is Everyone Trying to Build a Solid-State Battery?construction-physics.com
stock-market·2 refs·2026-07-31
All-In Podcast: The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobsallinchamathjason.libsyn.com
stock-market·4 refs·2026-07-30
Autoresearch: megacap Q2 2026 earnings reaction — does 'punish the capex raise' generalize?megacap-q2-2026-capex-reaction
stock-market·4 refs·2026-07-30
Capital Allocators: Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)tedseides.libsyn.com
stock-market·1 refs·2026-07-30
Moonshots: Dario vs Jensen on Open Weights, OpenAI & Anthropic in DC, Xi Exports AI to Global South | EP #275traffic.megaphone.fm
stock-market·3 refs·2026-07-30
Procter & Gamble (PG) Q4 FY2026 earnings callinvesting.com
stock-market·5 refs·2026-07-30
The Wild Wild West Of LEGO Datacentersnewsletter.semianalysis.com
stock-market·3 refs·2026-07-30
Autoresearch: EXE Q2 2026 — Appalachian gas price floor, data-center vs LNG attributionexe-q2-2026-appalachian-gas-price-floor-dc-vs-lng
stock-market·3 refs·2026-07-29
Autoresearch: Megacap Q2 2026 capex raises and the AI-ROI repricingmegacap-q2-2026-capex-raises-ai-roi-repricing
stock-market·4 refs·2026-07-29
Autoresearch: thin-vertical scan — Medicare GLP-1 Bridge → injectable supply; financials rate-regime notethin-vertical-scan-glp1-bridge-financials-2026-07-29
stock-market·3 refs·2026-07-29
Columbia Energy Exchange: Senator Alan Armstrong on Building American Energy Infrastructurecolumbiaenergyexchange.libsyn.com
stock-market·5 refs·2026-07-29
The Compound and Friends: AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Dealpdst.fm
stock-market·5 refs·2026-07-29
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·6 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·11 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·7 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·5 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·6 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
Capital Allocators: Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)tedseides.libsyn.com
stock-market·2 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·13 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·19 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·13 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·10 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·5 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·20 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·3 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·8 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·7 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·14 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·16 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·13 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·3 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
Invest Like the Best: Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]colossus.com
careerartificial-intelligence·5 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·8 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
Forward Guidance: Blockworks Acquires Messaritraffic.megaphone.fm
stock-market·1 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·6 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·6 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·7 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·3 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·4 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·12 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·9 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
Dwarkesh Podcast: David Reich – Why the Bronze Age was an inflection point in human evolutiondwarkesh.com
sciencehistory·7 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·22 refs·2026-05-07
Odd Lots: How an American City Can Become a Manufacturing Hubomny.fm
stock-market·1 refs·2026-05-07
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
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·9 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
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