Hyperscaler Hangover
NEWPosted February 12, 2026
By Chris Campbell
The hyperscaler trade was Phase One. Phase Two builds the “should’ve listened” yachts.
Super Bowl Spycam
Posted February 11, 2026
By Chris Campbell
Collecting everything used to win by default. Now using less, better, wins.
The Case Against Doom
Posted February 10, 2026
By Chris Campbell
The risk of rejecting decay-as-destiny is limited, while the upside remains tremendous.
There Will Be No Jobs
Posted February 09, 2026
By Chris Campbell
The job is cracking. Let’s follow the money.
Why I’m Getting on a Plane
Posted February 06, 2026
By Chris Campbell
Maybe Moore’s Law isn’t dead after all. Maybe it just stopped being obvious. And maybe that’s about to change.
How I’m Playing Crypto Right Now
Posted February 05, 2026
By Chris Campbell
Avoid leverage, average patiently, and own assets that work.
If xAI Is the Brain, SpaceX Is the Skull
Posted February 04, 2026
By Chris Campbell
The question isn’t whether things are moving. It’s whether your portfolio is cleared for departure.
A Truly Stupid Stock
Posted February 03, 2026
By Chris Campbell
Give it up for Palantir.
Trump. Musk. Nvidia.
Posted February 02, 2026
By Chris Campbell
Trump. Musk. Nvidia. These three centers of gravity are pulling toward the same point—and Paradigm is going ALL IN before the rest of the world notices.
Crypto Gets Warshed!
Posted January 30, 2026
By Chris Campbell
Warsh’s opinions aren’t background noise. Annoying as that may be, we actually have to listen. And inconveniently, they’re saying something useful.
