Hyperscalers

Europas AI-paradox

Stockholm Report · Sep 20, 2026 · mentions

The Ghost in the Inbox

semi◦diffusion: an AI tale of two cities · Aug 16, 2026 · mentions

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

Steve Eisman · Aug 7, 2026 · mentions

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

Prof G Media · Aug 7, 2026 · mentions

Inside the $4.5B round nobody saw coming

Climate Insiders · Aug 4, 2026 · mentions

Why The Fiber Optics Thesis Isn't Over Yet

Macro Notes · Aug 4, 2026 · mentions

AI Debate Gets More Complicated: Microsoft Has a Win, Meta Stumbles| The Weekly Wrap

Steve Eisman · Jul 31, 2026 · mentions

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

Andrew Lu on global semis and techs · Jul 31, 2026 · mentions

Steve Eisman

22K subs · 2 linked

Andrew Lu on global semis and techs

17K subs · 1 linked

Climate Insiders

21K subs · 1 linked

Macro Notes

60K subs · 1 linked

Prof G Media

424K subs · 1 linked

semi◦diffusion: an AI tale of two cities

25K subs · 1 linked

Stockholm Report

10K subs · 1 linked