Deep research into the bottlenecks of the AI world.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 302 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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marketsentiment.coLatest Issues
MS Portfolio Update | June 2026
The good old days
In the series finale of The Office, Andy Bernard hits us with this devastating quote: “I wish there was a way to know you're in the good old days before you've actually left them.”
Bonds might spoil the party
Priced for Perfection
One of the less fun aspects of my job is to continuously monitor risks to our portfolio. While it’s definitely more interesting to dig into new names and themes when your portfolio is up 57% YTD, you also have to cons...
The Definitive Guide to Investing in Agentic AI
Building an Agentic Stack
The more I speak with investors, the clearer it becomes that there are only two schools of thought on where the current market rally is headed.
Notes on Compute
We are publishing this without a paywall.
It’s impossible to miss what’s happening in the AI compute market now. While QQQ is up 13% YTD, AMD is up 96%, Arm Holdings is up 117%, and Intel, a company that most investors wrote off, is up 206...
MS Portfolio Update | May 2026
CPUs are the new GPUs
It’s been quite a run-up from the March lows for the market. While we timed the buy-the-dip perfectly (we are now fully allocated), the rebound was much stronger than anticipated. Even with oil prices trading at doubl...
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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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