Intel ($INTC) – 3Q ’26 Results
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Month: October 2026
More Light Water Reactors on the Way
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Here’s Why a Market Sell-Off Hits “Uncorrelated” Assets
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Silvia Inc. ($SVIA) Reduces Expense Structure Part 2
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5 Things to Know in Investing This Week – The Return on Growing Cap-X Issue
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Portfolio Update
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Las Vegas Sands ($LVS) – 3Q ’26 Results
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Silvia Inc. ($SVIA) Reduces Expense Structure
Last night, Silvia, Inc. distributed a press release indicating it had taken actions to save approximately $10MM per year. This morning, I spoke with CEO, Anthony Pompliano (Pomp), about the restructuring. About $3.6MM will come from compute savings. Rather than send all user requests to the expensive frontier models at companies like OpenAI and Anthropic, … Read more
I Missed This One
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5 Things to Know in Investing This Week – The CPI Swings the Market Issue
I’m in Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person conversations. If you’re based locally, or know someone in those locations you think it would be worthwhile for me to meet, feel free to reach out privately … Read more
