Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 315 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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marketsentiment.coLatest Issues
The next great AI trade is everything that isn’t AI
Grab a cup of coffee for this one. It’s one of our most in-depth reports (and it’s free!).
Successful investing comes down to finding a trend early and knowing when the thesis has become consensus. It’s the second part that trips up so man...
Notes on Open Source
No paywall on this one. Share with a friend :)
Markets have sold off twice on the same story. Both times, the trigger was a low-cost open-source model matching frontier models on benchmarks.
The first was DeepSeek R1 in Janu...
MS Portfolio Update | Sep 2026
Looking beyond semis
NASDAQ gained ~4% in August, driven by MAG7 up ~7% and software (IGV) up ~16%, while semis (SOXX) were flat after recovering from a leverage unwind in July that caused a ~21% drop in semis.
On Uber: The Market Has Robotaxis Backwards
Why autonomous vehicles won't be a winner-take-all market.
Uber is a remarkable company.
Is the capex sustainable?
No paywall on this one. Share it with a friend :)
The elephant in the room in every AI discussion is whether hyperscaler capex is sustainable. The bulls are happy as the numbers keep getting revised higher every quarter.
On the other end,...
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Deep research into the bottlenecks of the AI world.
All great companies stumble | Deep research on beaten-down stocks
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