Wonderful Automations
Independent value-investing research — clear analysis, honest verdicts, and a margin of safety.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 2 months ago | Last Issue | 6 days ago |
| Active | |||||
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wonderfulatafairprice.substack.comLatest Issues
AI Accelerated Computing
The one-line view
NVIDIA grew revenue 85% year on year and its shares rose 22%, while Micron rose 725% and AMD 186%. That gap is the sector’s real story: the bottleneck has moved from designing accelerators to feeding them with memory, fou...
How to use Claude Ultracode: What It Actually Does
This guide is designed to help you understand and choose the right Claude Code mode, command, or workflow for the task you're working on. Rather than reading the document from beginning to end, use it as a reference: find the command or sit...
The Week in Markets #4 — 5 August: Records on a Hormuz deal that hasn’t happened yet
Wall Street printed all-time highs this week — the Dow above 54,000, the S&P 500’s first record in two months - on falling oil, an unsigned Strait of Hormuz deal, and a wall of AI earnings. The catch: the Fed just cast its most hawkish vote...
The Best AI Thesis on Wall Street Just Got Margin-Called
On July 24, Leopold Aschenbrenner wrote to his investors that the sell-off tearing through AI stocks had opened one of the best buying windows since early 2025. The Financial Times, which saw the letter, reported that he invited clients to...
The Annuity Inside the Cycle
In 2025 PACCAR earned net income for the 87th consecutive year. The streak runs through the Depression, the Second World War, every post-war recession, the oil shocks of the 1970s, the 2008 financial crisis, the pandemic, and the freight do...
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Independent value-investing research — clear analysis, honest verdicts, and a margin of safety.
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