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The Daily Dollar

Abhaya Anil, Arya

I follow the money so you don't have to: weekly breakdowns of insider buying, sector rotation, and what it means for your portfolio.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues161Founded2 years agoLast Issue14 days ago
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Latest Issues

SpaceX Sold 70% of Its Bitcoin. Why is Everyone Celebrating?

I want to tell you about a mistake I almost made in print.

When the first leaks about SpaceX’s Bitcoin holdings hit my feed, I had the post half-written in my head. Famous founder. Largest IPO in history. A pile of Bitcoin on the balance s...

14 days ago
2

I've Never Seen Central Banks This Scared of Their Own Currency (And Nobody's Talking About It)

The Quiet Coup Against the Dollar No One on CNBC Will Say Out Loud.

Let me tell you what I did last Tuesday.

I sat down with about six months of IMF reserve data, central bank purchase filings, trade settlement reports, and US Treasury fl...

18 days ago
5
1

The $500M Backlog Nobody Is Talking About: Harmonic (HLIT) and the Case for a Pure-Play Broadband Re-Rating

TLDR: Harmonic has quietly transformed itself from a legacy video hardware vendor into the dominant software platform of the DOCSIS 4.0 upgrade cycle. With a $582M backlog, raised guidance, and a pending divestiture that completes the piv...

a month ago
1

The "Physical AI" Super-Cycle: What Smart Money is Buying While Retail Buys Chips

The LLM wars are over. The next chapter of AI is about steel, copper, liquid cooling, and nuclear power. Here is precisely how to trade it.

There is a question circulating in every serious macro conversation right now: the AI spending cycl...

a month ago
6
Paid

The Shopify Paradox

Shopify is no longer a bet on online storefronts. It is becoming a tollbooth on digital commerce itself.

That distinction matters because the market still values Shopify like a premium SaaS platform rather than what it increasingly resembl...

a month ago
5

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Authors

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  • Abhaya Anil

    Founder of The Daily Dollar | 5+ years in Swing Trading | Writing about crypto, stocks, and making money online.

  • Arya

    Quantitative trader focused on the intersection of AI-infrastructure equities and the precious metals market. By combining Computer Science methodologies with macro-economic analysis, I provide deep-dives into where "Smart Money" is positioning.

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