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9 Prompts That Find Every Dead Deal Hiding in Your Pipeline

Aug 24, 2026

Credo's ROIC Just Went From 14 Percent to 86 Percent. Three Customers Still Explain 88 Percent of Revenue.

Here's a number that should stop you mid-scroll: Credo Technology's return on invested capital sat a...

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EQIX: 24x for the Same AI Theme That's Paying 78x Elsewhere

Everyone chasing the AI theme already found Palo Alto Networks. The stock hit an all-time high last ...

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Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Gavin Baker Just Bet $370 Million on a Two-Year-Old Chip Company. I Ran My Own Numbers.

Astera Labs...

ai infrastructure alab astera labs gavin baker investing show READ MORE
Credo Means "I Believe." Should You?

Credo Means "I Believe." Should You?

Gavin Baker just bought it. His own filings say: not yet, not ...

ai infrastructure crdo credo technology gavin baker investing show READ MORE

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Selected Articles

SUNB: Pat Dorsey Put 11% of His Fund Into This Company. Is It a Buy?

SpaceX Is Now a Stock. Here's What the First Ten Weeks Actually Tol...

Compass Is Buying Its Way to a Real Estate Monopoly. The Profit Has...
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