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The 2026 Plebdex
Welcome, fellow plebs and members of the 99%. Happy New Year! 2025 has ended, and 2026 is here. Here we recap the Plebdex’s 2025 performance and reveal our investments and thesis for 2026. 2025 Market Recap 2025 was certainly a rollercoaster ride. The overarching theme of 2025 was “Tenuous Resilience.”… Read ⇢
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Stonk Saturday: Google (GOOGL) — The Empire Strikes Back
We apologize for the delay in publishing this week’s Stonk Saturday. Consider it a Sunday special. We hope that folks had a nice Thanksgiving holiday with friends and family. If you’ve been bagholding Google for the last 18 months, I owe you a drink. Seriously. We watched NVIDIA buy a… Read ⇢
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The Sunday Pleb
Welcome to this week’s edition of The Sunday Pleb, where we make sense of the week in the rearview and what’s ahead in five minutes or less. We are a little over a month away from the beginning of 2026. The Week in Review (11/17/25) Markets at a Glance Volatility returned to… Read ⇢
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Watchlist Wednesday: Bitcoin Just Killed the 4-Year Cycle. Welcome to the Grown-Up Bull Market
Let’s rip the Band-Aid off fast: if the 26% dip has you fetal-positioned under your desk, you’re not investing. You’re doing emotional CrossFit. And you’re failing. Bitcoin has always been a mechanical bull soaked in tequila. That’s not changing. What’s changing is everyone pretending the ride is still controlled by… Read ⇢
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The Sunday Pleb
Welcome to The Sunday Pleb. We make sense of the Week in the rearview and what’s ahead in five minutes or less. The 43-day U.S. Government shutdown has ended, and we now enter one of the final, consequential weeks for 3rd-quarter earnings. The Week in Review (11/10/25) Markets at a… Read ⇢
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Stonk Saturday: CoreWeave (CRWV)
If you want to know where we are in the AI infrastructure cycle and in the data center buildout, look no further than CoreWeave. This week, CoreWeave delivered its Q3 earnings report, and in it, we gained valuable insight. CoreWeave (CRWV) has quietly become one of the most important barometers… Read ⇢
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The Sunday Pleb
Welcome to The Sunday Pleb. Markets move fast, and some weeks are noisier than others. We make sense of the Week in the rearview and what’s ahead in five minutes or less. A few important callouts on changes before we continue: Thanks for reading that quick update. Let’s recap the… Read ⇢
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Stonk Saturday: NVIDIA (NVDA) — The Week the AI Trade Blinked
For months, the market treated artificial intelligence as a straight line — every data center built, every chip sold, another confirmation of endless growth. This week, that illusion’s attraction cracked. NVIDIA, the undisputed symbol of the AI boom, briefly touched a $5.1 trillion market cap on Monday’s intraday high of… Read ⇢
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Privatize Profits, Nationalize Risk: OpenAI’s $1 Trillion Ask
Though OpenAI has walked back its statements, its comments amplify how detached AI leaders are from reality. OpenAI wants U.S. taxpayers to guarantee over $1T in loans (ref). The company’s CFO even laughed off the idea of an IPO; the century-old mechanism for raising capital without public backstops (ref). A… Read ⇢
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