Bull Street
Daily Headlines, Evelio SilveraWhat moved, why it moved, and what to watch next. A bullish read on the markets, from someone in the arena.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 706 | Founded | 4 months ago | Last Issue | 13 days ago |
| Active | |||||
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bullst.substack.comLatest Issues
📈 Microsoft beats big, Azure hits $100B, shares up 7%
Good Morning.
Last night handed capital allocators a lot to process at once: Microsoft delivered the kind of quarter that reminds you why the franchise holds, Meta reminded you that even great businesses can burn cash faster than they e...
📈 Nvidia's $500B HBM Deal Locks In the AI Supply Chain
Good Morning.
The thread connecting this morning’s tape is scale: who controls the critical inputs, who owns the backlog, and who gets paid when the bottleneck is real.
Nvidia just answered the memory question with a $500 billion answ...
📈 Tesla's Free Cash Flow Goes Negative
Good Morning.
Earnings season delivered a clear theme last night: the cost of betting big on the future is showing up in the present.
Tesla’s free cash flow flipped negative as capex soared, IBM cut its full-year outlook, and Southwes...
📈 Buffett's $30B Google Bet
Good Morning.
The thread connecting this morning’s stories is conviction under pressure: Buffett quietly building a $30 billion Google position while everyone assumed it was Abel’s call, Warsh holding the line on inflation credibility e...
📈 Bull Street Event: The Game of Money — July 30th, 9am PT
by Oren Klaff, exclusive for Bull Street
Two weeks ago I wrote to you about continuation vehicles — how private equity firms “exit” deals by selling them to themselves. Which is not really an exit. It’s a magic trick with a $106 billion pr...
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Delivering the headlines that matter, the stories behind them, and the insights you need... every single day.
Building companies in energy & healthcare. Bullish on builders, tech, and America. Christian & Capitalist. Dad x3. \ud83c\uddfa\ud83c\uddf8 born, \ud83c\udde8\ud83c\uddfa made.
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