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#225: The non-obvious trade on AI
When it comes to Artificial Intelligence, we often think of the obvious winners like Nvidia, Microsoft (OpenAI), Alphabet (Google), etc.
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Ape of Omaha
1
#234: Mega Meme Like No Other
In this email: What exactly is Dogecoin? What are the fundamentals Correlations: New presidency, Dogecoin, Bitcoin, Nasdaq…?
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Ape of Omaha
#233: Preciously Rising
In this email: How have gold prices moved this year so far? What’s driving the rally? Looking 6~12 months ahead...
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Ape of Omaha
1
#232: Open vs Closed AI
In this email: What is open source vs closed source AI? The good and bad of open source. The good and bad of closed source.
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Ape of Omaha
#231: Decrypting the Layers
In this email: Sony recently launched the Minato testnet, an Ethereum Layer 2 blockchain Why do blockchains have layers? Layer 1 vs Layer 2: What…
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Ape of Omaha
#230: Walzing into the Spotlight
In this email: What you need to know about Tim Walz, Kamala Harris’s running mate | Changing polls | How Walz could make or break the election
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Ape of the Emerald City
#229: Beating the market with an ETF
In this email:
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Ape of Omaha
#228: Biden Should Be Replaced: Why and By Whom
In this email: Fallout from Biden’s abysmal performance in the Presidential Debate Should he be replaced by another candidate? Potential Replacements…
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Ape of the Emerald City
#227: A +530% Base Case
In this email:
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Ape of Omaha
#226: When is Bad Publicity Bad?
Alexander Wang, women’s luxury fashion brand, has launched a controversial marketing strategy
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Ape of the Emerald City
1
#224: This Generation's Vietnam
U.S.
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Ape of Omaha
#223: Shiller's POV on US Stocks
Robert J.
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Ape of Omaha
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