5 Things to Know in Investing This Week – The All-Nvidia all the Time Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
$NVDA
Semiconductor Research Calls
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
Foundry Incentives
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Shutdown Ends Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
New Position
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Earnings Had to be Perfect Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – October 31st, 2025 – The Scary Powell Comment Issue
This content is for premium members only.
Join Now
Join Now
Already a member? Log in here
5 Things to Know in Investing This Week – The Decoupling Issue
The US figures out that our foreign policy is subject to CCP approval and works out a deal with Australia to develop rare earth mining and refining assets. China responds by ceasing soybean purchases from the US. All of this is creating discomfort in multiple places, but how dependent do you want to be on … Read more
Weekly Points – October 10th, 2025 – 5 Things to Know in Investing This Week – The Gold! Issue
$AMD offers stock and chips to OpenAI in an effort to break $NVDA’s near-monopoly status. DKI wonders where we’re going to get the electricity supply to power all those chips. Gold crosses $4k on the way to a new all-time high. Or as we like to put it: Gold is staying stable while the dollar … Read more
Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue
Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The … Read more
