What I Talk About When I Talk About Money

No advice. Just the story.

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I spent a lifetime editing time into scenes. Now, I watch the charts breathe. This is a logbook of things found in the silence between the numbers.

Category: The Darkroom

  • The Future of AI Infrastructure: IREN’s Unique Position

    Explore the 2026 investment outlook for IREN (Iris Energy) as it navigates the “Great Power Scarcity” and a radical shift in U.S. grid regulations. With a landmark $9.7 billion Microsoft contract and a massive 3GW grid-connected pipeline, IREN is transitioning from a Bitcoin miner to a premier AI Cloud Service Provider. This report breaks down…

  • Energy: The True Currency of the AI Era

    Explore the critical intersection of AI growth and global energy demand. This report analyzes why electricity is becoming the world’s most valuable currency and how infrastructure bottlenecks are defining the 2026 investment landscape.

  • 2026 Strategic Investment Outlook: Navigating the AI Maturity Transition

    As we move into 2026, the Artificial Intelligence landscape is shifting from speculative hype to a rigorous demand for ROI. This comprehensive report explores why AI is entering the “Trough of Disillusionment” and what this means for the retail investor. We break down the critical factors defining this year: the escalating political battle over AI…

  • Bitmine’s Bold Investment Strategy: A Deep Dive

    Is Bitmine Immersion Technologies (BMNR) the next MicroStrategy, or something entirely new? This comprehensive investment thesis breaks down Bitmine’s aggressive transformation into a top-tier Ethereum Digital Asset Treasury. Explore the strategic logic behind the 100x share expansion, the launch of the MAVAN staking engine—generating over $1M in daily operational revenue—and the groundbreaking $200M investment in…

  • Exploring the Rise of $HIMS: A New Era in Personalized Health

    Is Hims & Hers ($HIMS) a ‘fake mustache’ generic store or the future of personalized medicine? We dissect the company’s brutal 2025 battle with Novo Nordisk and the FDA, and analyze its daring ‘Trojan Horse’ pivot into manufacturing and blood diagnostics. Read the full analysis on why the ‘Netflix of Health’ thesis is gaining ground…

  • The Rise of Data Centers: Rockefeller’s Oil and Today’s Electricity Crisis

    In the glow of Rockefeller Center, a new mystery unfolds. The ‘oil’ of the 21st century isn’t black gold—it’s invisible, humming through copper veins. We trace the ghost of John D. Rockefeller to modern AI data centers, revealing why the smart money is fleeing chips for nuclear power and grid infrastructure.

  • Powering the Future: Insights from IREN’s Energy Strategy

    Behind the ‘Building Without Windows’ lies a massive energy crisis. See how IREN is positioned to feed Google’s voracious 1,000x demand for AI compute power.

  • Understanding Tech Giants: Nvidia, Google, and Meta

    Thursday, December 4, 2025. Is the “AI Bubble” real, or has the giant simply become domestic? In this logbook entry, I deconstruct the “Arms Dealer” investing strategy, analyzing why Nvidia ($NVDA) has stopped scaring the market and why Google ($GOOGL) remains the most undervalued library in the desert. We also explore the capital spending risks…

  • Decoding the Fed’s Language: Money Printing Returns

    The men in suits are whispering in code again. They talk of ‘reserves’ and ‘plumbing,’ but the truth is simpler: the Great Machine in the basement has been turned back on. The era of scarcity is ending, not with a bang, but with the quiet hum of rising water. Here is how I plan to…

  • Market Insights: Machines, Gains, and Bitcoin Stability

    The Quiet Return of the Machines The sun has gone down, and the numbers are finally locked in their cages for the night. Yesterday, the market felt heavy, like walking through wet sand. But today was different. It wasn’t a celebration, exactly. There were no fireworks. It was simply a “Turnaround Tuesday”—a day where the…