Contrarian research on AI infrastructure bottlenecks, and high-quality compounders the market has stopped watching.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 189 | Founded | 2 years ago | Last Issue | 3 days ago |
| Active | |||||
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dariusdark.substack.comLatest Issues
Anthropic Says AI Can Pay For Itself. Can It?
Anthropic recently handed the AI trade the number it has been waiting for. The company told prospective investors that Q3 revenue reached $16.8 billion and that it generated positive free cash flow.
If those figures hold up, this changes t...
Google’s Nuclear Deal Makes the Case for CEG.
Google has put a 20-year customer behind Constellation's planned uprates. DOE has offered Vistra a conditional financing route.
For the nuclear bulls, this was a very good week. Google agreed to a 20-year deal that supports 890 MW of addit...
McDonald’s Needs More
McDonald’s US sales rose in Q2 while guest counts fell.
In Q2 2026, McDonald’s US comparable sales grew 0.8% on customers spending more per visit and favourable product mix, while comparable guest counts declined. Each visit was worth more...
Don't Call Rollins Cheap Yet
Orkin's parent is roughly 54% below its 52-week high, but the business has lost momentum too. Here is the price I would want to pay.
When ants cross the kitchen counter, the first thing you want is simple: somebody to answer the phone, a t...
The Fed hiked, the Nasdaq made new highs, remember 1999?
On 16 September, the Federal Reserve raised rates by a quarter point, taking its target range to 3.75–4%. Five days later, the Nasdaq closed at a record high.
That sent me back to 1999. The Fed raised rates three times that year and the Na...
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Authors
The writers behind this newsletter.
Founder of Darius Dark Investing. Focused on asymmetric risk, deep value, and high-quality compounders. Outperforming the S&P 500 through fundamental research. Featured on Finviz.
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