Browsing: Analysis
From the street, a building in Santa Monica doesn’t seem like much. It’s a low-key, beachfront location where you might…
Oklo’s headquarters are located in a section of an office park in Santa Clara. From the outside, it appears to…
Coinbase closed poorly on Friday. If you had been watching the ticker that afternoon, you would have seen the same…
Investor forums continue to circulate a clip from the Full Send podcast from 2022. Leaning back and sounding almost amused,…
This week, a junior analyst on a lower Manhattan trading floor most likely witnessed the 10-year Treasury yield tick past…
When a research note that no one quite anticipated appears on a trading floor, a certain kind of silence descends.…
The afternoon before Nvidia releases its earnings, a certain silence descends upon trading desks. You can almost feel a held…
Walking through downtown Oakland and discovering that the modest building next to Broadway is owned by a business that moves…
A memory-chip fabrication plant has a certain stillness that you only truly notice when you’re standing close to one. There…
For the majority of the last twenty years, SpaceX has been one of those businesses that almost no one could…