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@jvisserlabs

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jvisserlabs

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Last fetched 2026-05-11 01:59
Priority P3

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Recent items

The 15 most-recently-ingested items from this source, newest first.

Title Type Fetched
@jvisserlabs: As semis go parabolic, the AI bubble talk is again rising on X. Everyone is dusting off their Kindl... article 2026-05-10
@jvisserlabs: It has been a shocking two months since Iran became the doom of X and AI driven EPS became the drive... article 2026-05-06
@jvisserlabs: Your Capex is My Opportunity. The old business cycle is being replaced by the AI capex cycle: semis... article 2026-05-03
@jvisserlabs: It’s that time of year again. Time for the 152nd running of the Kentucky Derby. I put together my f... article 2026-05-01
@jvisserlabs: This week's thematic piece was on Power Semis on the back of TXN and Intel last week as both talked ... article 2026-04-27
@jvisserlabs: The “physical world upgrade” is no longer a future story. It is happening now. I break down how: • ... · awaiting_transcription article 2026-04-26
@jvisserlabs: For those of you attending the II Public Funds Roundtable, I look forward to seeing you next week in... article 2026-04-23
@jvisserlabs: Last week I highlighted the correlation break between BTC and software led by the miners. During th... article 2026-04-22
@jvisserlabs: Stocks completed a record setting rally back to all-time highs. It was led again by semis and the ... · awaiting_transcription article 2026-04-19
@jvisserlabs: The compute shortage is rising rapidly. For those who really want to understand the structural natu... article 2026-04-15
@jvisserlabs: Special Intraweek update on Software for Subscribers today. Software began its descent at the same ... article 2026-04-14
@jvisserlabs: Great to be with Morgan this morning to talk about the AI compute shortage and Bitcoin upside as we ... article 2026-04-14
@jvisserlabs: Just like BTC broke away from Software last week, there are similar breaks happening in Bitcoin mine... article 2026-04-13
@jvisserlabs: Ceasefire may have calmed Oil fears. It did not calm the bigger disruption. Mythos changed the con... · awaiting_transcription article 2026-04-12
@jvisserlabs: For years, Tradfi investors have treated Bitcoin like just another risk asset tied to tech and liqui... article 2026-04-11