Weekly Review · Featured essay
Why did one AI stock fall 5% and another fall 76% — in the same week?
The market just started telling them apart. It will not un-tell them.
Independent studio · Games & intelligence
Independent games.
Ongoing analysis of technology, markets, and industry.
MULTI-ASSET · EARLY-WARNING
AI RADAR
Crypto · Gold · Oil · AI stocks
scanned as one system
scanned as one system
LAUNCH DETECTION · NOMINAL
AI Radar · Early-warning system
AI Radar
Missile-defense math, applied to markets. Crypto, gold, oil, and AI stocks — one early-warning radar.
Bulletin · The daily desk
Today’s
Bulletin
A compact view of technology, markets, and industry.
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Review archive ↗Why one AI stock fell 5% and another 76% ↗
The market just started telling them apart. It will not un-tell them.
Did AI Actually Cause Inflation? ↗
Goldman says AI barely moved prices — 45 basis points. But it inflated the entire digital economy instead.
AI Is Building Its Own Sun ↗
A nuclear reactor just powered an Nvidia chip in a Utah coal town.
The Longest Duration ↗
A rate hike and a $1.2 trillion AI valuation in the same week.
Fear Moves Faster Than Data ↗
What happens when the market is afraid of the wrong thing?
Computation Hates Heat. ↗
What happens when the industry runs out of cold places?
The Quiet Land That Powers AI ↗
Where does the computing actually get made?