The Results Have Contradictions
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Company Research
Mailbag and Portfolio Update
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Portfolio Update – March ‘26
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Portfolio Update
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Post Hoc Analysis
As before, anything I write regarding the situation in Iran is based on what I believe to be true right now. None of us know how accurate any individual report is. Every party involved has an incentive to shape opinions regardless of what’s really happening on the ground. Again, I’ve seen videos claiming to show … Read more
Iran and the Portfolio
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Iran
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Intel ($INTC) – Two Interesting Notes from a Research Call
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5 Things to Know in Investing This Week – The Another AI Cap-X Issue
It was a big week for the tech industry. Nvidia and Meta signed a deal for GPUs and CPUs that caused (valid) concerns about Intel and AMD. Google is making a bid for a share of the AI chip business with its TPUs. And if the future trend for compute goes from training to inference, … Read more
The Strait of Hormuz
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