Archive - Emerging Tech Investments

CoreWeave Earnings and Debt Gamble

AI datacenter bellwether stock has some debt issues.

May 16 •

Michael Spencer

Palantir is a MAGA Stock

The worst meme stock of them all. 🐻

May 12 •

Michael Spencer

March 2025

CoreWeave finally goes IPO

CRWV ticker on March 28th

Mar 28 •

Michael Spencer

February 2025

Alibaba Cloud was always the Key

DeepSeek and Qwen models can push China's AI ecosystem higher and moving faster with Open-source innovation at the application layer.

Feb 21 •

Michael Spencer

DeepSeek and Apple Lifts Alibaba's Stock

What's going on with the Chinese stock market?

Feb 13 •

Michael Spencer

November 2024

The Paradox of Super Micro

A few AI meme stocks are turning back to reality. I thought Intel was in a bad situation, compared to Super Micro.

Nov 6, 2024 •

Michael Spencer

October 2024

China's Stock Surge has Shades of 2015

Massive unreal rally in Chinese equities in late 2024.

Oct 2, 2024 •

Michael Spencer

September 2024

Intel in an Age of American Exceptionalism

A case study of the failure of American protectionism.

Sep 17, 2024 •

Michael Spencer

May 2024

February 2024

Tracking AI and Crypto Stocks

Feb 20, 2024 •

Michael Spencer

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