Daily Rundown

Nov

12

⛵ Masayoshi Son Shockwave

Plus: TSMC’s Slowdown, A New Bull Run

Nov 12, 2025

5 min read

Nov

11

⛵ Buffett’s Last Letter

Plus: Meta’s $600B Dream, OpenAI Wants Credits

Nov 11, 2025

5 min read

Nov

10

⛵ Next Legacy Business

Plus: Rivian Lacks the Ambition, Peloton Breaks a Sweat Again

Nov 10, 2025

5 min read

Nov

07

⛵ Star Wars 2.0

Plus: Meta Spooks Investors, $1 Trillion Pay Package

Nov 7, 2025

5 min read

Nov

06

⛵ The $70B AI Crush

Plus: Google Surrenders to Epic, Pinterest Loses Billions

Nov 6, 2025

5 min read

Nov

05

⛵ Big Short

Plus: NBIM Says No to Musk, Animoca Returns to Nasdaq

Nov 5, 2025

5 min read

Nov

04

⛵ Starbucks Surrenders China

Plus: Musk’s Power Loop, The $40B Painkiller

Nov 4, 2025

5 min read

Nov

03

⛵ Netflix Eyes Warner Bros.

Plus: Cold Landing for Navan, Perplexity Learns to Pay

Nov 3, 2025

5 min read

Oct

31

⛵ $125B Survival Bill

Plus: America’s Lunar Race, YouTube Cuts Fat

Oct 31, 2025

5 min read

Oct

30

⛵ Nvidia Hits $5 Trillion

Plus: AI Focus vs. AI Chaos, Silicon Valley Wants ASML

Oct 30, 2025

5 min read