AI's Free Cash Flow Shrinks, Meta Struggles, & Space X disappoints

Comparing top 5 hyperscalers after Amazon reports AWS sales/profits to accelerate

Andrew Lu on global semis and techs · Hyperscalers · Free cash flow

Aluminium on the frontline of America’s energy war

The Oregon Group · Geopolitical risk · market volatility

Looks Like a Hot Mess. Might Not Be.

Beyond the Noise · Geopolitical risk · market volatility

What I’m Watching So You Don’t Have To

The Message of the Markets · Geopolitical risk · Oil price

Why The Fiber Optics Thesis Isn't Over Yet

Macro Notes · Hyperscalers

The Ghost in the Inbox

semi◦diffusion: an AI tale of two cities · Hyperscalers

Europas AI-paradox

Stockholm Report · Hyperscalers

Aswath Damodaran: Big Tech Has No Idea How AI Pays Off

Prof G Media · Hyperscalers