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Is Now the Time to Invest in Nuclear?
In late 2024, Dogecoin's market cap topped the tradable uranium equity universe. The thesis has been right for years. The market bet on the wrong…
Apr 27
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The Wire is Not the Business
AI infrastructure is consensus. The names expressing it at the right price are not. Three sit at the intersection of physics-limited supply and…
Apr 17
1
THE NOISE ECONOMY
The automation debate is asking the wrong question. It's not who does the task. It's whether the task still needs doing.
Apr 12
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When Correlations Move to One
Why AI disruption may not arrive sector by sector, but as a correlated system shock.
Apr 5
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3
March 2026
The Channel Controllers
Stray Narratives, Issue 04 - AI has no new distribution layer. The channel controllers already own the door. And the bill is growing faster than the…
Mar 28
3
The Wrong Map
Stray Narratives, Issue 03
Mar 23
4
Adoption Asymmetry
When AI makes verifiable work cheaper, contested work expands. But the Adoption Asymmetry means revenue compresses before costs can adjust. The scissors…
Mar 10
3
The Sorting Machine
What happens when everything that can be verified is known equally by all? A framework for understanding AI's real economic impact.
Mar 4
1
February 2026
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Feb 27
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