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The Smartest Man in AI Lost $35 Billion in 30 Days

Aug 5, 2026

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6 min read

The Smartest Man in AI Lost $35 Billion in 30 Days

He was right about the thesis. The leverage didn't care.

Dio Pouerie, +1

SpaceX opens its books tonight. $1.4 trillion meets its first report card.

Aug 4, 2026

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6 min read

SpaceX opens its books tonight. $1.4 trillion meets its first report card.

Elon Musk kept SpaceX private for 22 years so rockets could explode. Tonight, Wall Street finds out what that cost.

Dio Pouerie, +1

The man who said no to $118 billion just bet $400 billion on the opposite play.

Aug 3, 2026

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6 min read

The man who said no to $118 billion just bet $400 billion on the opposite play.

AstraZeneca rejected being swallowed. Now it's trying to become the biggest pharma company on earth.

Dio Pouerie, +1

Bond market just told the Fed: talk is cheap.

Jul 31, 2026

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7 min read

Bond market just told the Fed: talk is cheap.

The 30-year Treasury just hit its highest yield since 2007. Kevin Warsh said all the right things. The market didn't believe it.

Dio Pouerie, +1

Jul 30, 2026

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7 min read

The Two AI Bills America Just Paid

Microsoft and Meta both bet big on AI. One came up a winner. The other got crushed. The difference has nothing to do with the size of the check.

Dio Pouerie, +1

The company that refused to play the AI spending game just became worth $5 trillion

Jul 29, 2026

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6 min read

The company that refused to play the AI spending game just became worth $5 trillion

Apple spent less on AI than anyone. The market just made it the most valuable company on earth.

Dio Pouerie, +1

One IPO in China just crashed South Korea's stock market

Jul 28, 2026

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6 min read

One IPO in China just crashed South Korea's stock market

CXMT surged 466% on its Shanghai debut. The next morning, Seoul triggered a circuit breaker. This is the story of a stock market that went all-in on one bet.

Dio Pouerie, +1

The Supreme Court killed the tariffs. The tariffs didn't notice.

Jul 27, 2026

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5 min read

The Supreme Court killed the tariffs. The tariffs didn't notice.

Three statutes in five months, zero days without a tariff, and a toy company caught in the middle.

Dio Pouerie, +1

Tesla's Best Quarter Was Also Its Worst?

Jul 24, 2026

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6 min read

Tesla's Best Quarter Was Also Its Worst?

Record revenue. Record deliveries. Negative free cash flow. And a factory floor that tells you everything the balance sheet won't.

Dio Pouerie, +1

Stop Skimming.Start Understanding.

The Smartest Man in AI Lost $35 Billion in 30 Days

SpaceX opens its books tonight. $1.4 trillion meets its first report card.

The man who said no to $118 billion just bet $400 billion on the opposite play.

Bond market just told the Fed: talk is cheap.

The Two AI Bills America Just Paid

The company that refused to play the AI spending game just became worth $5 trillion

One IPO in China just crashed South Korea's stock market

The Supreme Court killed the tariffs. The tariffs didn't notice.

Tesla's Best Quarter Was Also Its Worst?

Stop Skimming.
Start Understanding.