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Stock Invader Substack

Stock Invader

Dumbing down Finance, Stocks, Crypto, Monetary Systems & Macro, searching for the unconventional alpha.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues132Foundeda year agoLast Issue17 days ago
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Latest Issues

IREN Limited: Neocloud Survivor?

IREN Limited:

The Last Neocloud Standing?

I feel a bit guilty after promoting IREN. Especially since most of us knew about the risks and figured that, despite everything, IREN still looked better than the rest, but the market didn’t...

17 days ago
9

The Neocloud Bloodbath...

The Compute Economy:

An Accelerationist Nightmare…

I didn’t really feel like commenting on this as everyone has already covered the bases of it. But yeah, the Neoclouds just got another brutal beating after what’s already been a pret...

20 days ago
11

Strategy (MSTR): The Eternal Cycle

Strategy:

When The Bitcoin Machine Awakens

When Bitcoin reached the heights of around $125,000, very few honestly believed we would ever dip below $60,000 again. And my dumbass bought near the top! So you can imagine my disappointment...

22 days ago
9

The Intelligence Endgame?

AI Boom or Bust?:

The Two Fates of Intelligence

The big AI labs are now looking to go public with what could only be described as questionable balance sheets. OpenAI also decided to add some spice to the pot by fumbling up the annualiz...

a month ago
10

Bitmine: Closing the Final Gap of Globalization

Bitmine:

The Call-Option on Digital Finance

I don’t want people getting the wrong ideas here… I’m not some dubious TradFi renegade! I’m just confused, about everything. Especially so after the much anticipated Clarity Act fell through....

a month ago
8

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  • Stock Invader

    Trying to be useful. Mapping the future of AI Infrastructure, Crypto & Pharma. Frequently wrong, sometimes early.🛰🧙‍♂️🔮

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