Opinion

FDEs were why I invested in Palantir in 2022 (and sold it all in 2024)

Why the hell is PLTR at $420bn market cap? Does their engineering culture have anything to do with it?

Dec 4, 2025

eBay - Short the User Experience, Long the Stock?

eBay is posting record quarters while systematically destroying user engagement. The platform is dying from the inside while looking healthy on a spreadsheet. Here's the long-dated short thesis.

Nov 14, 2025

Crashing an AI Promo Event

What to ask before buying into an AI agent platform

Nov 9, 2025