Connecting the Dots: Aggregate Fintwit Intelligence, Options Flow, Technical Analysis, Fed Macro
| Platform |  | Pricing | Freemium | Publishes | Weekly |
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Why Memory is Going to Keep Winning
Hi all, just want to send a quick post to string together previous Substack posts as the narratives are playing out
TINA has been happening and it couldn’t be more obvious than this month—the market is heavily concentrated into AI and...
The AI Boom Is Becoming a Credit Cycle
The risk is that the financing structure becomes more fragile as the buildout scales.
Recap ✅ I talked HERE on Aug 30th:
Intelligence Explosion Is Coming
GPT-6 Astra might be the catalyst where investors realize the future economic impact of an intelligence explosion
Recap GPT-6 Astra may be the moment investors begin to price in the economic reality of an intelligence explosion—this means...
Growth Must Outrun the Cost of Capital
AI will give that strong growth and now everything else has a new hurdle rate
Recap ✅ Below is from my Aug 23, 2026 Substack post: The Next Narrative: Cost of Capital vs Growth and Valuations—this article was made available to everyone and...
The Next Narrative: Cost of Capital vs Growth and Valuations
Next Narrative: Cost of Capital against Valuations
30-year Treasury yield approaching 5% in next 4-8 weeks poses critical risk to S&P 500, with historical pattern showing 10-year yield spikes near 5% preceded market declines in Sept 2023...
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Authors
The writers behind this newsletter.
Not financial advice. Best of Fintwit (trading) + Macro Thoughts (investing). Student of markets and analyst. B.S. Applied Economics & Management, Cornell University
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