($FSX) 4Q ’24 Results
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authID ($AUID) 4Q ’24 Results
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How to Think About Exposure
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Uranium in Greenland
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Bumble Has a Problem
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Interesting Trading in $FSX
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authID ($AUID) Pre-Announces
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Tariffs, More Tariffs, Tariff Delays – Is it Time to Panic Yet?
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DeepSeek and the Need for Power Generation
Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more
