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Genuine Impact - Because your money deserves better

Genuine Impact, Arya

We breakdown world news and complex finance topics for you to make smarter choices for your wallet.

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Substack
PricingFreemiumPublishesWeekly
Issues385Founded4 years agoLast Issue6 days ago
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Latest Issues

Bitcoin Was Supposed to Be the Risk Asset That Didn’t Need Wall Street. Now Wall Street Is the Problem.

Bitcoin is lagging equities just as ETF outflows accelerate and Strategy breaks “never sell” image—a reminder that becoming a mainstream Wall Street asset brings deeper demand, but also faster exits.

Bitcoin is lagging equities. Spot Bitco...

6 days ago
11
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Amazon’s Business Has Never Looked Stronger. The Cash Flow Tells a Different Story.

$181.5 billion in quarterly revenue. And free cash flow down 95%. The question is whether the market is being asked to pay today for cash flows that the AI infrastructure cycle keeps pushing further.

Amazon reported what, on the surface, l...

13 days ago
11
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Nvidia Just Reported the Greatest Quarter in Semiconductor History. The Stock Barely Moved.

$81.6 billion in revenue. $58.3 billion in net income. $91 billion guided for next quarter. And Nvidia closed down 1% after hours. What the market’s muted reaction tells us about AI investing.

On Wednesday evening, Nvidia reported the most...

19 days ago
16
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Gold Is Falling During a War. Here’s Why That’s Not a Paradox.

Gold hit an all-time high of $5,595 per ounce on 29 January 2026. Since then, it has lost roughly 19%, trading around $4,520 in early May. Over the same period, Brent crude has surged from $70 to $100 a barrel. The S&P 500 has climbed to a...

a month ago
15
1

Nvidia’s Moat Is Being Priced

Big Tech just committed $725 billion to AI infrastructure. Nvidia’s stock fell 9% anyway. The market isn’t questioning AI. It’s questioning who owns it.

There is a paradox sitting at the centre of AI investing right now, and it deserves mo...

a month ago
15
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Authors

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  • Genuine Impact

    We're passionate to learn and explain investing with beautiful and simple visualizations. Love charts, stock deep-dives, and investment philosophies.

  • Arya

    I am an experienced designer with a professional background that includes data analysis, consulting, and management roles in data governance and innovation consulting.\ud83d\ude80 I hold MSc Innovation Management and Entrepreneurship.

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