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The Hyperscalers’ Earnings Mirage Could Vanish Just As Quickly As Their Buybacks Did Cairns

The Hyperscalers’ Earnings Mirage Could Vanish Just As Quickly As Their Buybacks Did

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Jesse Felder
Jesse FelderNovember 4, 2026
Echoes Of The DotCom Bust Chart Books

Echoes Of The DotCom Bust

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Jesse Felder
Jesse FelderNovember 2, 2026
Memories Of Bubbles Gone By Give Investors Agita Blog Posts

Memories Of Bubbles Gone By Give Investors Agita

Below are some of the most interesting things I came across this week. Click here…
Jesse Felder
Jesse FelderOctober 31, 2026
Cracks In The Facade Market Comments

Cracks In The Facade

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Jesse Felder
Jesse FelderOctober 30, 2026
‘Meet The New Boss/Same As The Old Boss’ Cairns

‘Meet The New Boss/Same As The Old Boss’

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Jesse Felder
Jesse FelderOctober 28, 2026
Bottom Fishing In The Software Sector, Part Tres Trade ideas

Bottom Fishing In The Software Sector, Part Tres

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Jesse Felder
Jesse FelderOctober 27, 2026
There’s Gonna Be A Slowdown Cairns

There’s Gonna Be A Slowdown

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Jesse Felder
Jesse FelderOctober 26, 2026
‘Move Slow And Make Things’ Blog Posts

‘Move Slow And Make Things’

Below are some of the most interesting things I came across this week. Click here…
Jesse Felder
Jesse FelderOctober 24, 2026
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