Subscribe
Sign in
Home
Podcast
Notes
Global Guru Premium
Global Guru Portfolio
Microcap Moonshots
The Bubble Blog
Mental Models
Archive
About
Latest
Top
Discussions
The $5 Trillion Question: Is Nvidia the Next Cisco—or the New Standard Oil of AI?
“History never repeats itself, but it does rhyme.”
14 hrs ago
1
Are You Missing the Next Nvidia?
Why TSMC, Cambricon, and SK Hynix Deserve a Second Look
Nov 6
3
This Silent Operator Is Powering the Global Energy Buildout
Forget the flashy tech plays and overhyped green startups.
Nov 5
1
The $500 Million Drone Disaster: When Defense Tech Doesn’t Deliver
Why Stark’s spectacular failure matters—and what smart investors should do next
Nov 5
6
The Hidden Gold Mine of AI: How Smart Money Is Playing the Infrastructure — Not the Icons
In 1849, thousands of prospectors swarmed California in search of gold.
Nov 3
3
October 2025
Is Saudi the Next Singapore? Why Early Bets Could 10x in a Decade
In 1965, Singapore was a mosquito-ridden backwater.
Oct 30
6
1
The Forgotten Metal That Could Define the Decade
China Just Capped Output — and Set Up the Next Great Commodity Moonshot
Oct 29
5
The Best-Performing Market of 2025 Isn’t the Nasdaq — It’s Korea
In 1989, the world believed Japan would overtake the United States.
Oct 28
10
Wall Street’s AI Obsession Is Hiding a $5 Trillion Global Rally
From South Korea’s 64% surge to Japan’s long-awaited breakout, international markets are stealing the spotlight — just as U.S. investors double down on…
Oct 27
5
While the herd is chasing the same overhyped AI names, one quiet Canadian energy stock is sitting on a nuclear-grade edge
Bonus Pick for Global Guru Subscribers
Oct 24
1
Ex-China Rare Earths: 5 Stocks That Could Go Vertical
How to Play the New Cold War Commodity Squeeze
Oct 22
16
The $3 Billion Airline You’ve Never Heard Of — And Why It’s Beating Delta and United at Their Own Game
A little-known airline in Latin America is crushing the competition with margins that put U.S.
Oct 22
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts