Cards to reuse

The DeepStack Call and who is on each side, as images.

One Call card per Part, as a page for an iframe and as a 1200 × 630 image, and one sides card per Part with a sides page: the share of voices on each side, the side the Call takes, the conviction and the next dated test. Each image is a static SVG under 50 KB that changes when the Call or the sides page does; link the card to the page it comes from. Analysis and opinion, not investment advice.

  1. Part 11

    Oct 8, 2026 · 35 voices on 3 sides

    The Backlog Is Not the Quarter

  2. Part 10

    Oct 7, 2026 · 12 voices on 2 sides

    The Bubble Is in the Denominator

  3. Part 09

    Oct 3, 2026 · 12 voices on 2 sides

    Habit Was the Moat. Agents Are Draining It.

  4. Part 08

    Sep 29, 2026 · 11 voices on 2 sides

    AI Lenders Are Financing the End of Scarcity

  5. Part 07

    Sep 27, 2026 · 21 voices on 3 sides

    The Fed Hiked. The Long End Still Climbed.

  6. Part 06

    Sep 19, 2026 · 13 voices on 2 sides

    Power Doesn’t Depreciate. Its Premium Moves.

  7. Part 05

    Sep 11, 2026 · 8 voices on 2 sides

    OpenAI and Anthropic Are Not the Same Business

  8. Part 04

    Sep 4, 2026 · 11 voices on 2 sides

    AI Spending Has Met Its First Real Bill

  9. Part 03

    Aug 15, 2026 · 7 voices on 2 sides

    The Machines Will Work. The Debt Might Not.

  10. Part 02

    Aug 13, 2026 · 6 voices on 2 sides

    SpaceX Is Funding an AI Bet Before the Proof

  11. Part 01

    Aug 10, 2026 · 4 voices on 2 sides

    Nvidia’s Demand Is Real. Its Financing Is Fragile.