Investment Takes

Is Jim Chanos Right About AI Earnings?

Chanos argues that the AI capex boom is amplifying reported earnings. He has a point, but it's not the whole story.

12 hrs ago • Sumit

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January 2026

What Microsoft’s Selloff Says About the Future of Software

Microsoft’s earnings were fine, yet the stock suffered its worst drop since COVID.

Jan 30 • Sumit

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Why Nvidia Is Cheaper Than the Market

Nvidia dominates AI. So why are investors suddenly unwilling to pay up?

Jan 22 • Sumit

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How AI Turned Memory Into A Bottleneck

Is this time different for memory stocks?

Jan 18 • Sumit

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Why I Wrote (Don’t) Invest Like a Pro

Modern investing advice is confusing. I wrote a book to help make sense of it all.

Jan 5 • Sumit

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December 2025

What’s Really Driving the Gold and Silver Boom

This precious metals rally feels familiar.

Dec 29, 2025 • Sumit

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April 2025

Trump vs the Bond Market

Treasury bonds just sent an important message this week.

Apr 12, 2025 • Sumit

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Bear Market Incoming? What Investors Should Do

If your head is spinning after the last few days in the market, that’s completely understandable.

Apr 9, 2025 • Sumit

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Is Trump Crashing the Economy on Purpose?

So here’s the latest galaxy-brain theory bouncing around Trump world:

Apr 4, 2025 • Sumit

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Trump's Tariff Plan is Insane

He’s taxing bananas, breaking trade deals, and chasing a fantasy from the 1800s.

Apr 4, 2025 • Sumit

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February 2025

Trump Keeps Lying About Trade Deficits

Trade deficits aren't a scam or subsidy.

Feb 4, 2025 • Sumit

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January 2025

DeepSeek: Chinese PsyOp or an Incredible AI Breakthrough?

There’s a wild conspiracy theory blowing up on X right now and it’s sparking major debates about geopolitics, business, and the future of AI.

Jan 27, 2025 • Sumit

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