Archive

🍋 Biggest Chip-Financing

Plus: UBS still doing Credit Suisse-related job cuts, Americans fall behind on credit card bills, and Jefferies sued for a water bond fraud.

Short Squeez

Private Equity

May 29, 2026

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7 min read

🍋 Harvard’s PE Hangover

Plus: Anthropic surpasses OpenAI valuation, Microsoft's AI chief is giving white-collar work 18 months, and Goldman is heading for record dealmaking.

Short Squeez

Investment Banking

May 28, 2026

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6 min read

🍋 JPMorgan’s $4.25M Food Platter

Plus: A mystery chip stock soared 70% from a single X post, a Google engineer bet on inside information via prediction markets and Robinhood is letting AI trade on your behalf.

Short Squeez

Private Equity

May 27, 2026

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6 min read

🍋 Micron Joins Trillion Dollar Club

Plus: Pope called for AI to be "disarmed" in a message detectors flagged as up to 46% AI-written, Wall Street's Claude habit is getting expensive, and Strait of Hormuz looks stuck for months.

Short Squeez

Investment Banking

May 26, 2026

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6 min read

🍋 Great to Be a Banker Again

Plus: Messi is a billionaire, short bets are at a decade high, and Zoom quietly made $1 billion on an Anthropic bet.

Short Squeez

Investing

May 22, 2026

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6 min read

🍋 Uncle Sam Becomes a Quantum VC

Plus: IRR is losing its appeal as investors focus on distributions, Dimon wants to hire more AI staff and fewer bankers, and JPM fighting over comic books locked in Mississippi.

Short Squeez

Investment Banking

May 21, 2026

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6 min read

🍋 Closing Deals in the DMs

Plus: OpenAI could file for IPO as soon as tomorrow, tech buyouts have nearly ground to a halt, and Bezos says bottom half of earners should pay zero in income taxes.

Short Squeez

Private Equity

May 20, 2026

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6 min read

🍋 PE Sports Rollups in Trouble

Plus: JPM exec Lorna Hajdini suing Chirayu Rana for defamation, Mamdani meets with Dimon and Solomon, and a hedge fund no one's heard of is about to make $10 billion.

Short Squeez

Economy

May 19, 2026

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6 min read

🍋 Elon Musk Lost

Plus: A $67 billion utility merger, BDCs pricing in Covid-level pain, and xAI stiffing its own employees on $420 tax reimbursements

Short Squeez

Insiders

May 18, 2026

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3 min read

Insiders:💰The Economics of Intelligence

Plus: Private equity at 50, self-made millionaires, and AI productivity paradox.

Short Squeez

Economy

May 18, 2026

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7 min read

🍋MBAs on Fire Sale

Plus: A new Fed Chair, the biggest IPO in history on the horizon, and the DOJ probing private credit valuations.

Short Squeez

Investing

May 15, 2026

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6 min read

🍋 Welcome to the AI IPO Era

Plus: Private credit sending mixed signals, PE portfolios are finally thawing, and DOJ dropped fraud charges right after a $10 billion pledge.

Short Squeez

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🍋 Biggest Chip-Financing

🍋 Harvard’s PE Hangover

🍋 JPMorgan’s $4.25M Food Platter

🍋 Micron Joins Trillion Dollar Club

🍋 Great to Be a Banker Again

🍋 Uncle Sam Becomes a Quantum VC

🍋 Closing Deals in the DMs

🍋 PE Sports Rollups in Trouble

🍋 Elon Musk Lost

Insiders:💰The Economics of Intelligence

🍋MBAs on Fire Sale

🍋 Welcome to the AI IPO Era

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