edsgado

[edsgado @edsgado]

Markets are currently trying to price an energy shock, an AI investment boom, massive IPO demand, geopolitical instability, and a shifting interest rate regime all at the same time

[edsgado @edsgado]

Is Nvidia’s moat actually CUDA, or is CUDA just a temporary tax on an “immature” compute market?

[edsgado @edsgado]

With what’s happening in Iran and the Gulf, are we looking at a future inflection point for BRICS and its de-dollarization push, or will it highlight just how difficult it is to displace the dollar based settlement system at scale?

[edsgado @edsgado]

Make the last month of the decade your best one yet!!