Primer: Lambda Labs - 17 Sep 2026
Cloud GPU provider for training and fine-tuning AI models at scale
124 Views
Overview #21 India, Gold and the Slow Death of AI
A review of recent events/data impacting our investment themes and outlook. Revisiting India, our top 2 allocations and the ongoing US bear market
363 Views
Bears Press Hard: MOO Triples, GME Covers, MSFT Shorts Vanish
Short sellers made bold moves the week of August 31. MOO saw the most dramatic buildup - short interest tripled in seven days. At the other end,...
104 Views
Primer: Together AI - 31 Aug 2026
API and compute layer for developers to train and deploy open-source AI models
188 Views
Short Sellers Charge Into Industrials, Exit Tech
Short interest moved sharply across both directions this week. FERG and FTV led a burst of new bearish positioning in industrials, while CRWV and...
92 Views