Newsletter for the Asianometry channel. Studies on Asia - Financials, semiconductors, history, demography, development and other stuff. A letter every week Thursday, 1 am Taipei time
AI infrastructure research across photonics, memory, interconnects, power, and packaging. Engineering depth translated for professionals and investors.
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
Daily coverage of Everything that is moving Tech stocks: Institutional grade commentary overlaid on top of easy to digest summaries of the latest Wall Street Research, News, Earnings and Data. Written by a 17-year Tech Hedge Fund Veteran.
Engineering-Driven Investment Analysis
**Opinions are authors own, do not reflect past/present/future employers, are based on publicly available information, and are #NotFinancialAdvice.**
Cassandra Unchained is now Dr. Michael Burry’s sole focus as he gives you a front row seat to his analytical efforts and projections for stocks, markets, and bubbles, often with an eye to history and its remarkably timeless patterns.