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Tesla 2023 Q1: The Big Miss
Overlooking the emerging EV enterprise business market.
May 9, 2023
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Emil Badilescu-Buga
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Tesla 2023 Q1: The Big Miss
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April 2023
Twitter's Blue Lawlessness
Trust: The most salient point that Yuval Noah Harari made in "Sapiens: A Brief History of Humankind" is that trust is the glue that holds societies…
Apr 23, 2023
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Emil Badilescu-Buga
1
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Twitter's Blue Lawlessness
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Education of Things: It's Happening (Part 1)
Habemus AI How do you know we have real AI this time: serious people are asking for a freeze in the AI development “before it’s too late”. If the first…
Apr 21, 2023
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Emil Badilescu-Buga
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Education of Things: It's Happening (Part 1)
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January 2023
2022: A Watershed Moment for AI
First it was the Deep Blue
Jan 9, 2023
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Emil Badilescu-Buga
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2022: A Watershed Moment for AI
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October 2022
BrainChip's SNAP Snag
I am a big fan of BrainChip and its neuromorphic computing model, yet the last quarterly report forces me to listen to the devil’s advocate.
Oct 31, 2022
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Emil Badilescu-Buga
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BrainChip's SNAP Snag
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Investor's Patience Being Tested Like It's 1973
Shaking the piggy bank. Invest in innovation vs reduce headcount.
Oct 28, 2022
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Emil Badilescu-Buga
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Investor's Patience Being Tested Like It's 1973
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September 2022
Extreme Markets Never Live Long
The case of the strong rally within the next 3 months
Sep 28, 2022
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Emil Badilescu-Buga
1
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Extreme Markets Never Live Long
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Interest Rates, The Queen, The Dark Empire and the Rise of the Eastern Alliance
2022 is like 1989. Why are the interest rates rising?
Sep 24, 2022
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Emil Badilescu-Buga
2
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Interest Rates, The Queen, The Dark Empire and the Rise of the Eastern Alliance
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3+1 Baby Black Swans for the end of 2022
Preparing for the unknown
Sep 2, 2022
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Emil Badilescu-Buga
2
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3+1 Baby Black Swans for the end of 2022
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July 2022
The Delusion of Decentralisation at Scale
The Delusion of Decentralisation at Scale (long read) Geopolitical Watch (China’s response to NATO strategy. Are France and Germany the weak link of EU…
Jul 18, 2022
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Emil Badilescu-Buga
1
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The Delusion of Decentralisation at Scale
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The World Is Rewiring at Warp Speed
Oil distribution in a structural change, oil prices could drop. Accelerated Fed transmission. Inflation cooling. Market rally. New EU emerging…
Jul 5, 2022
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Emil Badilescu-Buga
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The World Is Rewiring at Warp Speed
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June 2022
Lithium Mining (r)Evolution, From Deflation to Inflation, Geopolitical Watch, Credit Suisse Does it Again
Lithium Mining (r)Evolution
Jun 30, 2022
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Emil Badilescu-Buga
1
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Lithium Mining (r)Evolution, From Deflation to Inflation, Geopolitical Watch, Credit Suisse Does it Again
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