Weekly News

Weekly Recap 2 - January 18th

American Greenland, Bank earnings, Transmedics' conference, TSM earnings, Ads in ChatGPT, Meta's datacenter, UIPath vs Claude CoWork, Weekly planning

Jan 18 • The Few Bets That Matter

Weekly Recap 1 - January 11th

New position, Supreme court judgement on tariffs, Venezuela update, Amazon compute pricing, Transmedics flight data, New GLP-1 pill & Weekly planning.

Jan 11 • The Few Bets That Matter

Weekly Recap | December - W3

Portfolio Update, Inflation, Japan Carry Trade, Oracle Update, OpenAI Fund Raising, the SPEED Bill, Micron Earnings, Nebius Updates & More

Dec 21, 2025 • The Few Bets That Matter

Weekly Recap | December - W2

Potfolio Update, FED Rate Cuts, QE or Not QE, Nvidia's H200, Alibaba Cloud Demand, China Regulation, SpaceX IPO & More.

Dec 14, 2025 • The Few Bets That Matter

Weekly Recap | December - W1

Substrack & Content Changes, Weekly Watchlist, FED expectations, Numerous Bullish AI News, PayPal Update and Cyber Week Data, Netflix Acquires Warner…

Dec 7, 2025 • The Few Bets That Matter

Transmedics Conference & Position Review

Resume of the conference, review of my positions and convictions short & medium term.

Dec 4, 2025 • The Few Bets That Matter

Weekly Recap | November - W5

A quiet Thanksgiving week, Watchlist updated, Google TPUs & Oracle debt

Nov 30, 2025 • The Few Bets That Matter

Weekly Recap | November - W4

Watchlist Update, S&P Weakness, Why I Remain Bullish, Nebius' Tendem, Transmedics Insider Buying, Gemini 3, Amazon Bonds, Anthopric New Partnerships…

Nov 23, 2025 • The Few Bets That Matter

PayPal at Citi's Fintech Conference

The bear case is back, stronger than expected

Nov 20, 2025 • The Few Bets That Matter

Weekly Recap | November - W3

Watchlist update, Consummers weakness, Rate cut anxiety, Liquidity rotation, Portfolio Review, Alibaba super-app, Hims At-Home lab, AsterLabs…

Nov 16, 2025 • The Few Bets That Matter

Weekly Recap | November - W2

Watchlist Update, Government Shutdown, Market Price Action, Meta & Google Financing, AI Bubble v.28759423, Nebius New Datacenter & Token Factory, Weekly…

Nov 9, 2025 • The Few Bets That Matter

Weekly Recap | November - W1

If you guys are interested by a 15% reduction on all FiscalAI subscription plans, click the link below!

Nov 2, 2025 • The Few Bets That Matter

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts