Publications
9
Research
Long-form research on the machinery of markets and businesses. Every publication is cryptographically filed the moment it goes up — hash-chained and externally anchored — so the record of what was said, and when, can always be independently verified.
| Date | Tickers | Sector | Type | Title | Filing |
|---|---|---|---|---|---|
| 13 Sep 2026 | CRM DDOG MCO MDB MSCI MSFT NFLX NOW NVDA PLTR SAP SNOW SPGI SPOT TEAM UBER | AI Software | THESIS | The models commoditise. The corpus does not. | ea185f9dcd07… |
| 3 Sep 2026 | AMZN BX CRWV GOOGL IREN META MSFT NBIS NVDA ORCL | AI Infrastructure | INDEX PRINT | COMPUTE-RV — GPU residual value index — print 2026-09-03 REPORT DATA | 660a889a3729… |
| 13 Aug 2026 | — | Macro | RESEARCH NOTE | The ANTIKYTHERA Index — The AUS Quadrant Playbook | 238757e9aad3… |
| 12 Aug 2026 | — | Macro | RESEARCH NOTE | The ANTIKYTHERA Index — Predictive Capability Study II | 1f12e248c5a2… |
| 12 Aug 2026 | — | Macro | RESEARCH NOTE | The ANTIKYTHERA Index — Predictive Capability Study † | 495861ddfd8b… |
| 12 Aug 2026 | AMZN CRWV GOOGL META MSFT NVDA ORCL TSM | AI Infrastructure | THESIS | The Useful Life of a Boom | edddee2fa971… |
| 11 Aug 2026 | AMZN BX CRWV GOOGL IREN META MSFT NBIS NVDA ORCL | AI Infrastructure | INDEX PRINT | COMPUTE-RV — GPU residual value index — print 2026-08-11 REPORT DOMINO DATA | ee12f45573eb… |
| 11 Aug 2026 | NVDA | AI Infrastructure | INDEX PRINT | COMPUYTE-RV — GPU residual value index — print 2026-08-11 † | 57316fe97c98… |
| 8 Aug 2026 | — | Meta | DESK NOTE | Why we file everything | c30deafc490e… |
† filed in error — the record is retained for chain integrity; no document is served.
Disclaimer
General information only. Everything published on this website — research, ledger entries, data, commentary and any other content — is general information and expression of fact or opinion only. It has been prepared without taking into account any person's objectives, financial situation or needs, and is not tailored to any individual's personal circumstances.
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Use of AI. Artificial intelligence is used throughout this website in the production of research, analysis and other content. All such content remains an expression of facts and opinions, not advice.
Sources and interests. Information sources are provided where appropriate. Readers should assume that the analyst holds, or has a financial interest in, any position or security mentioned on this site.