Mr. Market

($) Nebius: An Investor's Diary

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($) 2025: Year of (Software) Picks and Shovels

API platforms, databases, and the neoclouds.

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Kevin Xu

Time to Let Ant IPO!

Or the IPO "wealth drain" will continue

Oct 23, 2024 •

Kevin Xu

Is China Investable Now?

Understanding David Tepper's "Everything, Everything" Strategy

Oct 2, 2024 •

Kevin Xu

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