Elliot’s Musings
ElliotOne mans opinion and not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 140 | Founded | 3 years ago | Last Issue | 10 days ago |
| Active | |||||
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alphaseeker84.substack.comLatest Issues
Weekly Market Update — Week Ending October 2, 2026
The week tested whether weak data still buys relief in long-term yields, and the answer was no. Soft confidence, soft core inflation, a patient Fed vice chair and a 29k payroll took October hike odds from about 70% to below 20%. The 10-year...
Muse Runs Through FSLY but What Are The Bytes Worth
was up about 10% yesterday, adding roughly $540M of market value, because an account on X ran 738 tests on Meta’s Muse agent and found its browser traffic leaving through Fastly’s network. The test is probably right. Every time Muse had to...
Muse Is a Memory Story, The Market Traded It as a CPU Story
Intel is up about 12% today, Arm 17%, AMD 10%, Meta itself almost 11%. Micron is up 2.6% and Sandisk is down. That combination is the whole argument, because if you believe today’s story, that every Muse user gets a dedicated computer in Me...
Weekly Market Review — Week of 2026-09-14 to 2026-09-18
The Week in Review
The week began with a philosophy essay and ended with a rate regime. On Saturday the 12th, Dario Amodei published “We Must Pace the Frontier” — roughly 3,800 words arguing that frontier labs should deliberately slow...
Follow the Connection: Copper and Optics
NVIDIA ties 72 GPUs into a single scale-up domain with a spine of about 5,000 copper cables. It is also developing switches that move optical engines next to the switching chip. Both decisions address the same problem: keeping expensive pro...
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The writers behind this newsletter.
This is a personal blog and not investment advice
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