Fusion's Substack
Fusion CapitalOur Substack on investing
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 6 | Founded | a year ago | Last Issue | 10 months ago |
| Active | |||||
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fusioncapital.substack.comLatest Issues
The Autonomous Pivot: From Science Projects To Unit Economics
Introduction
Autonomous Vehicles (AVs) have long been the “next big thing” that is perpetually five years away. However, as we close out 2025, the narrative has shifted fundamentally. We are no longer in the phase of speculative R&D sc...
QE, QT, and the Trillion-Dollar Cushion: A Macro Lesson
Introduction
“So What?” Most people hear “Quantitative Tightening” and tune out. Let’s keep in mind that liquidity is the tide that can LIFT or drop the biggest boats.
- The Context: We just lived through the largest monetary experim...
Nebius Group: Valuation Model
Nebius Group (NASDAQ: NBIS) has exploded onto the scene of AI infrastructure, rapidly becoming a favourite of retail investors captivated by its staggering growth prospects and the promise of being the new AWS of the AI era. The company’s n...
The Neocloud Wars: Why CoreWeave is Betting on Debt, but Nebius is Building the "New AWS"
The recent McKinsey report, “The Evolution of Neoclouds,” paints a stark picture of the AI infrastructure market: the “bare metal” gold rush is ending. As the initial scarcity of GPUs subsides, the companies that simply rent out raw chips a...
The $400 Billion Mirage: Why Nvidia’s "Red Flags" Are Actually Scaling Receipts
We need to talk about the noise. Following Nvidia’s latest quarterly release, the market shaved off nearly $400 billion in value—a swing larger than the entire market cap of Costco or Bank of America.
The bearish headlines, like those from...
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Authors
The writers behind this newsletter.
Most people guess. Let’s understand | BSc Econ. Deep diving into macro trends to replace market noise with clarity | Not a financial advisor | Sharing knowledge
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