Macrowise Newsletter
Guillermo ValenciaInvesting in the Digital Renaissance
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 320 | Founded | 7 years ago | Last Issue | 9 days ago |
| Active | |||||
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macrowise.substack.comLatest Issues
From Zombie to Rockstar: What GE’s Resurrection Tells Us About Intel.
Markets don’t price what’s valuable. They price what’s scarce. And scarcity migrates — from software to chips to, now, the electron. Companies that sit where scarcity is heading get repriced violently; companies that sit where it used to be...
Compute Is Priced. Connection Isn’t.
Start with the number that should bother you.
Combined hyperscaler capital expenditure in 2026 runs past $600 billion. Alphabet alone raised guidance to $205 billion, posted negative free cash flow of nearly $6 billion in the quarter, and...
The Discovery Age Has Started
Three results in four months, and a bill nobody wants to pay.Two dates, four days apart.
On July 19, a problem open since 1939 fell. A machine found the answer. By the time Kevin Buzzard woke up in London, it had already been checked by an...
The DeepSeek Moment for Semiconductors
For busy people — five things this post claims:
- Huawei just proposed replacing Moore’s Law. Its “Tau Law” folds chips vertically instead of shrinking them — claiming TSMC-class density without a single ASML machine. The claim gets test...
The Peso Is Not a Colombian Story
The one-line version: The peso is a crowded foreign carry trade in one of the world’s thinnest markets, dressed as a local-fundamentals story. Watch the yen, not the budget.
In December 2025, one American fund bought six billion d...
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Authors
The writers behind this newsletter.
Co-founder Macrowise, global macro, passionate for technology.
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