Wonderful Automations
Wonderful at a Fair PriceIndependent value-investing research — clear analysis, honest verdicts, and a margin of safety.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 4 months ago | Last Issue | 4 days ago |
| Active | |||||
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wonderfulatafairprice.substack.comLatest Issues
SpaceX Stock: The Profit Came Early, and So Did the Bill
Space Exploration Technologies · NASDAQ: SPCX · $159.31 · October 21, 2026 All figures as at this date. Sources: SEC filings, company earnings materials, and market data.
In July I opened with a phrase from a JPMorgan research note. Its an...
AI Investing: A Powerful Theme, But Not Without Risk
Capital is pouring into data centres, semiconductors, cloud infrastructure, and software platforms as businesses race to build the foundations of the AI economy. The opportunity appears enormous, and many companies are positioning themselve...
Firmus: the $44bn Aussie AI bookbuild that told the truth
On Monday, October 5, Bloomberg reported that the order book for Firmus, a builder of data centers for artificial intelligence, had already drawn indications “well in excess of the offer size.” Demand was strong enough, the message went, th...
Microsoft’s AI Chip Revolution: Why the Tech Giant Is Reducing Its Reliance on Nvidia
Microsoft is taking a major step toward greater independence in artificial intelligence infrastructure. After years of relying heavily on Nvidia’s graphics processing units (GPUs), the technology giant is expanding its use of internally dev...
Inflation Pressures Are Building Beneath the Surface
At first glance, inflation may appear to be largely an energy story. Higher oil prices are expected to push headline CPI higher, lifting year-over-year inflation and reinforcing concerns that progress on price stability has stalled. But the...
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Independent value-investing research — clear analysis, honest verdicts, and a margin of safety.
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