Deep-dive Economics
@DeepdiveEcon
Most people guess. Let’s understand | BSc Econ. Deep diving into macro trends to replace market noise with clarity | Not a financial advisor | Sharing knowledge
Just published a new article on Substack going over the valuation of Nebius $NBIS Nebius is quite a challenging company to value, but we did our best to bring a numbers-based analysis. Spoiler: even with conservative assumptions, we SHOULD be quite bullish…
$ASTS: 🚨AST SPACEMOBILE UPSIDE CATALYST SEASON A review of what has been and what is to come 🚀 🚀 Upcoming Catalysts: ☑️BB7 Delivery to Florida and Launch on Blue Origin New Glenn or SpaceX Falcon 9 ☑️BB8 - BB10 Delivery to Florida and Launch on Falcon 9 ☑️BB11 - BB13…
As excited as we all are for $ASTS , having 45-60 satellites launched by end of 2026 sounds incredibly hard to execute. Merry Christmas
BlueBird 7 has left the factory and is headed to space! Next stop: Cape Canaveral, Florida🚀🚀🚀🚀🚀🚀🚀 Identical to BlueBird 6, BlueBird 7 will also be the largest commercial communications satellite ever launched into low Earth orbit. This marks another milestone as we…
I can bet on all my shares in $NBIS that Arkady & co will not share anything. Otherwise just good news :) Happy Friday!
🚨JUST IN $NBIS The US Energy Dept has announced their list of 24 companies for the “AI Genesis collaboration agreements” Accenture, $NVDA & $MSFT are on the list so we have a good shot at indirectly profiting ✅ With recent law passed to accelerate the approvals & several Data…
We’ve been promised self-driving cars for a decade. So, where are they? 🧐 I’m writing an article breaking down the roadblocks facing the AV industry. I want to answer your questions, not just the industry talking points. We also want to compare the business models $UBER vs…
🚗 I’m currently deep in the weeds writing my next deep dive on the state of Autonomous Vehicles. From Level 5 ambitions to the regulatory reality check I’m covering it all, as I want to get you all accustomed. The piece drops soon, but before I finish the draft: What is your…
This is absolutely insane: Inflation in the US just unexpectedly posted one of the largest monthly declines since 2023. While a +10 basis point increase in inflation was expected, it actually FELL by -40 basis points. This puts Core CPI inflation in the US at its lowest level…
This is not surprising in the slightest. Numbers always matter.
$GOOGL DeepMind CEO Demis Hassabis Says some AI startups “basically haven’t even got going yet” but are raising at “tens of billions” valuations, calling parts of the space “bubbles” and warning of an “overreaction to the underreaction” ahead.
🚨BREAKING 🚨 BILL TO HELP ADVANCE AI DATA CENTER BUILDOUT CLEARS PROCEDURAL HURDLE IN HOUSE 🔥🔥🔥🔥🔥 Source: CNBC
Exclusive: OpenAI Hires an Executive from Google to Lead M&A Maybe we'll find out sooner than later how $OPENAI will pay the 1.5T. I can't wait to see which exec from $GOOG will join Sam. Remember Google's M&A include at lease - Youtube - Android - Fitbit - Looker - And the…
Loaded up on $NBIS $IREN $NFLX $ASTS. Now I'll enjoy a glass of red wine. Not financial advice, but it may be a life advice. Enjoy your evening with your loved ones. Christmas is knocking.
Portfolios are bleeding and $TSLA is currently 4% up. Let's understand why -> Robotaxi. And ofc good management and marketing from CEO at least. As a worker in the industry, this ecosystem will be at least HUGE. And there will be winners. Keep an eye on other players $GOOG…
Clearly in the business world everyone wants better margins. I'm more than confident in $NVDA's engineers. History taught us that not every business trying to scale horizontally managed to make it clean. Let's see how it goes, because $NVDA's history proved the other way :)
$NVDA is acquiring SchedMD, the team behind the Slurm workload manager that runs more than half of the world’s top supercomputers. Nvidia wants to own the scheduling layer that optimizes massive AI training jobs across its clusters which pulls enterprise AI even deeper into its…
Load up and chill. $NBIS $META $GOOGL $NFLX
market just feels exhausted tbh no major headlines but once again seeing a rotation from tech to financials/healthcare $AVGO and $ORCL continue down and pulling all the datacenter plays with them the crazy thing is, the S&P is within 1% of all time highs so you can’t even be…
Thanks for the shoutout! 🙌 This is just the start—I've got more planned for the near future. Feedback is always appreciated as I keep writing. $NBIS
After underperforming the S&P500 for years, he’s finally found his success. (Should also thank Christian Bale 😉)
Michael Burry now has over 156k+ subscribers on his Substack that he started not even a month ago. He has a monthly sub ($39/month) and a free tier version. Let's assume he has just a 10% conversion rate, which I think is fair for someone of his notoriety. That's…
BREAKING: Fed Chair Powell says the Fed's purchases of US Treasuries may remain elevated for a "few months." The Fed will begin purchasing $40 billion worth of Treasuries over the next 30 days. Purchases come just 12 days after Quantitative Tightening ended.
$UBER has a $20 billion share repurchase program. The company clearly thinks its stock is undervalued. I just know Dara is going to be buying back at these levels. Waymo is great. But this is just noise ... Uber will be more than fine.
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