Elliot’s Musings
ElliotOne mans opinion and not investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 137 | Founded | 3 years ago | Last Issue | 7 days ago |
| Active | |||||
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alphaseeker84.substack.comLatest Issues
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...
Morgan Stanley’s AI Guidebook & What If the Frontier Slows Down?
Morgan Stanley expects the AI investment boom to enter a more profitable phase. Its September 7 report, The Morgan Stanley AI Guidebook: Navigating the Age of Inference, brings together seven research teams across eight debates, from capita...
Weekly Market Review — Week of 2026-09-07 to 2026-09-11
The Week in Review
The week opened with the market closed. Labor Day shuttered US trading on Monday, leaving three days of accumulated news pressing against a shut door — and the news was not gentle. The prior Friday’s payroll print h...
GS Communacopia
On Monday afternoon at Goldman’s Communacopia conference, Hock Tan described the economics of the artificial intelligence industry with more precision than a vendor selling into it usually attempts. The global cost of generating and serving...
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This is a personal blog and not investment advice
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