This content is for members only. Visit the site and log in/register to read. The post New Research Position appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post $LVS Update appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post scPharma ($SCPH) Tender Update appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post Reader Question on Hedging appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Last week, Enrique Abeyta warned that OpenAI reminds him of Enron from the dot com boom/bust. This week, Nvidia announced a $100B “investment” into OpenAI which will then be used to buy Nvidia chips. This is the exact kind of accounting shenanigans that Enrique warned about. He’ll be guest hosting the video version of The ... Read more The post Weekly Points – September 26th, 2025 – 5 Things to Know in Investing This Week – The What if There’s an AI Spending Problem Issue appear...| Deep Knowledge Investing
We’re nearing another Shutdown Theater event where people pretend the government “shutting down” will result in disaster and both “sides” engaging in brinkmanship gaming. Prediction markets indicate that it’s likely we get a shutdown at midnight tonight. The stock market has shrugged and indicated it doesn’t care. Fiat economists are threatening that each day the ... Read more The post It’s Not a Market Event appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post Portfolio Update appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
This content is for members only. Visit the site and log in/register to read. The post Stock Moving appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
Last year, there was a lot of reasonable speculation that Cisco $CSCO from a quarter-century ago was analogous to Nvidia $NVDA now. The thinking was that Cisco was selling the hardware that new internet companies needed. (That was analogous to selling the picks and shovels to gold miners more than 100 years earlier.) When the ... Read more The post What if OpenAI is Like Enron and Nvidia is Like Cisco appeared first on Deep Knowledge Investing.| Deep Knowledge Investing
I’m getting more questions about authID ($AUID). Given that the stock is now trading below $2.50, I understand the reason. We’re all frustrated and concerned. I talk to many large long-term shareholders in the authID community and those feelings are even more amplified there. As always, we’ll go through the details: There’s no new news. ... Read more| Deep Knowledge Investing
Thanks to Ben and Roy for the great questions. I invite the rest of you to let me know your thoughts| Deep Knowledge Investing
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Today, the NASDAQ was down 6% while the yield on the 10-year Treasury closed at under 4.1%. We told you they’ll kill stocks to save bonds[2] and that’s exactly what we’re seeing.| Deep Knowledge Investing
We are in full Ponzi scheme mode as we now print dollars to pay the interest on dollars we printed last year. On-balance sheet debt is now over $37 trillion| Deep Knowledge Investing
D and I are in agreement that anything that might happen regarding Greenland will be peaceful and considered in the best interests of Greenland, Denmark, and the US.| Deep Knowledge Investing