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Memory Bottleneck
We're still at the beginning
Mar 17
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53
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Green paper is not evergreen. Gold is.
Feb 23, 2025
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63
1
20
Tail Risk Hedging
Aug 6, 2025
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63
4
6
The problem with averages
Nov 7, 2023
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71
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The Next 4 AI Bottlenecks
Optics, memory, and transformers (not the one you are thinking)
Apr 10
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23
2
MS Portfolio Update | April 2026
Hedging the crisis
Apr 2
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30
Buy the dip
Keep Accumulating
Mar 31
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85
8
6
Deep Dive: Texas Pacific Land Corp ($TPL)
Right place, right time
Mar 8
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Rebound Capital
30
MS Portfolio Update | March 2026
Energy, Optics & Advanced Packaging
Mar 2
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29
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1
MS Portfolio
March 2026 Update
Mar 2
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Deep Dive: SK Hynix
Capitalizing on AI-manufactured scarcity
Feb 8
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31
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we have the data
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moontower: a stoner dad explains options trading to his kids
Kris Abdelmessih
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