Fabricated Knowledge Q2 2024 Quarterly Review
Here's everything that happened this quarter, and some thoughts and ideas. This is my quarterly piece, where I round up all of my favorite ideas...
APLD - 4Q Review
APLD released 4Q earnings last night. The stock performed well, +14%. The key highlight was the huge guidance. In this post I will run through how...
Smartkarma Originals
Crypto Mining Industry Series: Strong Start In 2023. Bitcoin Is Up ~40% YTD
We believe the crypto contagion is finally over, and a rally in Bitcoin may restore investor confidence after 12 months of a bear market
Smartkarma Originals
Crypto Mining Industry Series: Time To Focus On Efficient Crypto Miners
We remain bullish on Marathon Digital Holdings and upgrade Riot Blockchain and Cipher Mining to Overweight on favorable risk-reward post-recent...
No more insights