Nick Randall

The Market Has Already Crashed

How the majority of the S&P 500 is in a bear market, stocks to look at, and what might happen from here.

Oct 3 • Nick Randall

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The Big Long: Oracle

Why this opportunity exists & the improving economics for datacenters

Oct 1 • Nick Randall

September 2026

Why is My Stock Down?

Stocks as ‘Bundles of Bets’ and How to Stack the Odds in Your Favor

Sep 24 • Nick Randall

Meta Update: Muse, Watermelon, and ‘Tokenminimizing’

The Early Innings of Meta’s AI Turnaround

Sep 16 • Nick Randall

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Small Edges that Can Change Your Financial Future

Small edges that can save (or make) you thousands (or even millions) of dollars over the course of your life.

Sep 11 • Nick Randall

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2

Robinhood: What to do when you like the stock, but not the price

Robinhood, and stories versus valuations

Sep 8 • Nick Randall

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Financial Lessons From Games 01: Escape from Tarkov

A few thousand hours later..

Sep 4 • Nick Randall

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How Much Should You Bet?

Position Sizing and Risk: Bet Small, or Really Big

Sep 1 • Nick Randall

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4

August 2026

Using AI To Think Again

The premonitions of a sci-fi novel, and their applications for us today.

Aug 27 • Nick Randall

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July 2026

Hyperscalers vs. Semiconductors. Where Do We Go From Here?

7/8/2026

Jul 8 • Nick Randall

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June 2026

SpaceX IPO: Retails Role as Exit Liquidity

6/11/2026

Jun 12 • Nick Randall

1

May 2026

Using Options Data as a Retail Investor

Useful math to power your investing decisions.

May 26 • Nick Randall

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