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The Great Polarization
A Structural Macro Outlook for 2026
Jan 2
•
Marcus
60
4
5
Collected reference material for ongoing study of equities, macro structure, and fund behavior.
Explore a curated archive of professional investment memos featuring trade ideas, market analysis, and research insights from top investors.
Nov 10, 2025
•
Marcus
14
4
1
The Great AI Circle
Nvidia, AMD, Microsoft, and OpenAI’s Self-Reinforcing Machine
Nov 9, 2025
•
Marcus
11
2
The Casino Economy
Why Millennials and Gen Z Are Gambling on Their Futures
Sep 20, 2025
•
Marcus
6
2
Figma (FIG)
The Case for Long-Term Value in Figma
Aug 5, 2025
•
Marcus
1
One Stop Systems (OSS)
OSS stock analysis: Net-cash defense AI play up 89% YoY. Why I sold after hitting target, plus full breakdown of financials & growth drivers.
Jul 28, 2025
•
Marcus
4
3
GSI Technology (GSIT)
Legacy memory to edge-AI compute with a defense catalyst
Feb 9, 2025
•
Marcus
1
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