Macroeconomics, fundamental stock analysis and technical charts. These are the three foundations of the Pragmatic Investing Pyramid.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 550 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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If CoreWeave Is Lehman, Nebius Is JPMorgan
Enough Said
Thesis Summary
The AI Rally No One Is Ready For
Thesis Summary
The AI trade has had a rough few months.
Korea’s KOSPI, arguably the best proxy for the AI trade, is down nearly 30% from its all-time high and retesting the lows it made back in late July.
Yet, what I’d consider the be...
The Technical Breakdown Is Real; What Now?
9 Charts Tell The Whole Picture
Last week the Nasdaq-100 did something bulls hate to see.
AI Debt, Inflation And Midterms: How I'm Positioning
2 ETFs To Buy Today
TL;DR With the midterm elections less than three weeks away, three key themes are converging.
I Keep Buying More Nebius
Thesis Summary
In my last article on Nebius Group (NBIS), I set out a five-year case for $1,000 a share by 2031.
The model I laid out ultimately came down to one key equation: revenue-generating megawatts multiplied by annual contract...
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The writers behind this newsletter.
Hi, my name is James and I have been studying and writing about stock markets for the last ten years.
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