NutStuff
Professional market insight & stock ideas
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 82 | Founded | 2 years ago | Last Issue | 2 days ago |
| Active | |||||
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commonsensestocks01.substack.comLatest Issues
AI got a brain. Now it needs a wallet.
Everyone’s arguing about which large language model wins. I think that’s the wrong question, or at least the wrong question for your portfolio. The interesting question is what happens once these systems stop being chatbots and start being...
Six Seconds Before Midnight
Last night I watched the eclipse, and it did what eclipses always do: it made me think about time in a way markets rarely let you.
Squeeze Earth’s 4.5 billion years into a single 24-hour day. Humans arrive about six seconds before midnight...
Stop trying to be so clever
There are charts I keep coming back to. Coca-Cola, Monster Beverage, Airbnb, Viasat, Apple, Nvidia, Lam Research, Crocs, Hims and Eli Lilly. Put those ten names in a room and ask what connects them and you will struggle. Fizzy brown water,...
Who owns the rails AI has to travel on
Cloudflare just gave AI agents an identity and a wallet. That's the bit investors should be paying attention to, not the model race.
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Starmer's Exit Won't Fix Britain's Real Crisis: Why Markets Still Care About SpaceX Over Westminster
Westminster is obsessing over Keir Starmer's exit. Bond markets aren't. Here's why Britain's £23.3bn monthly borrowing tells the real story—plus the SpaceX float unlock schedule that could reshape tech investing in 2026-27
Think Smarter. L...
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The writers behind this newsletter.
Fake news is everywhere—but for investors, only one thing matters: So what? I keep it simple: question, think, laugh, and profit. No fluff, no ads—just sharp insights, stock ideas, and real takeaways. Cut through the noise. Stay ahead!
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