Archive

Rate Cut Worries, GPU Risks, AI Spending

Vijay Jadhav

Nov 9, 2025

•

14 min read

Michael Burry Shorts AI

Vijay Jadhav

The Fed Cuts Rate and Freezes Balance Sheet

Nov 2, 2025

•

17 min read

The Fed Cuts Rate and Freezes Balance Sheet

Vijay Jadhav

Oct 26, 2025

•

15 min read

Cooler CPI Cements The Rate Cuts

Vijay Jadhav

Oct 19, 2025

•

14 min read

Alibaba Says AI Spending Paying Off

Vijay Jadhav

Oct 12, 2025

•

12 min read

Circular Spending In AI

Vijay Jadhav

OpenAI - World's Most Valued Private Company

Oct 5, 2025

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11 min read

OpenAI - World's Most Valued Private Company

Vijay Jadhav

Sep 28, 2025

•

12 min read

Resilient Growth, Tamed Inflation

Vijay Jadhav

Sep 21, 2025

•

8 min read

Risk Management Cut

Vijay Jadhav

Sep 14, 2025

•

11 min read

Oracle's Surprise Drop The Mike Moment

Vijay Jadhav

Sep 7, 2025

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11 min read

GPU vs. ASIC

Vijay Jadhav

Aug 31, 2025

•

14 min read

Small Caps Lead Q2 Earnings Surge

Vijay Jadhav

1 2 3 4 5 6 7...11

Rate Cut Worries, GPU Risks, AI Spending

Michael Burry Shorts AI

The Fed Cuts Rate and Freezes Balance Sheet

Cooler CPI Cements The Rate Cuts

Alibaba Says AI Spending Paying Off

Circular Spending In AI

OpenAI - World's Most Valued Private Company

Resilient Growth, Tamed Inflation

Risk Management Cut

Oracle's Surprise Drop The Mike Moment

GPU vs. ASIC

Small Caps Lead Q2 Earnings Surge

Primal Thesis

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