Elliot’s Musings
ElliotOpinions on companies and markets. Not investment advice.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Weekly | Issues | 63 |
| Subscribers | Read | alphaseeker84.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Can Mega Caps Turn Infrastructure Spend Into Profits
It feels like the AI hype cycle has finally hit its test phase, where demo reels and futuristic promises have to turn into something tangible: higher productivity, new revenue streams, and a steady flow of profit. Over the past quarters, th...
My Half-Baked, Probably Wrong Take on DeepSeek and Its Market Implications
I’m by no means an expert, but after doing some research and thinking through the implications, my take is this: Recent model architecture improvements primarily enhance efficiency and lower training/inference costs, a natural progression a...
Trading Portfolio Update: Shifting Gears for a Short-Term Rally
The pace of market moves has accelerated dramatically in recent years. What once took weeks or even months to unfold now plays out in a matter of days. This shift is driven by the sheer volume of capital sloshing around—whether from institu...
2025: Quality Small-Caps Emerge as the Prime Hunting Ground
### Setting the Stage: How 2024 Shapes 2025
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Authors
The writers behind this newsletter.
This is a personal blog and not investment advice
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