Archive - Market Sentiment

On Uber: The Market Has Robotaxis Backwards

Why autonomous vehicles won't be a winner-take-all market.

Aug 16 • Market Sentiment

Is the capex sustainable?

Building a model for datacenter economics

Aug 8 • Market Sentiment

MS Portfolio Update | August 2026

Risk is an arbitrary concept until you experience it.

Aug 1 • Market Sentiment

August 2026 Update

Aug 1 • Market Sentiment

July 2026

Your margin is my opportunity

Jul 18 • Market Sentiment

A subscriber's guide to Market Sentiment

Jul 10 • Market Sentiment

MS Portfolio Update | July 2026

The CapEx is worth it?

Jul 3 • Market Sentiment

June 2026

To lever or not to lever?

Jun 28 • Market Sentiment

Notes on Memory

Still think its cyclical?

Jun 25 • Market Sentiment

How to trade the world's largest IPO?

Jun 12 • Market Sentiment

One Year of Rebound Capital

Take a simple idea and take it seriously

Jun 9 • Rebound Capital and Market Sentiment

MS Portfolio Update | June 2026

The good old days

Jun 3 • Market Sentiment

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