AI Cloud: The Heart of the AI Industry
Layer 3 of the AI industry: how AWS, Azure, and Google Cloud differ, why they build their own AI chips, and rising neoclouds like CoreWeave.
AI Models: The Brain Behind the AI Industry
Layer 4 of the AI industry: how ChatGPT’s real brain gets trained, why it costs so much, and how it differs from open-source models.
AI Applications: The Top of the AI Industry — ChatGPT, Claude, Gemini
Layer 5 of the AI industry: why apps like ChatGPT, Claude, and Gemini get called a “shell,” and how they split into assistants, vertical apps, and AI SaaS.
The 5 Layers of the AI Industry: What to Know Before You Invest
The 5 layers of the AI industry, before you invest: apps, AI models, cloud, chip manufacturing, materials — how NVIDIA, TSMC, and SK Hynix connect.
Call or Put? Learn the Basics of Options Investing
Why is buying an option safe but selling one risky? A clear, example-driven walkthrough of call and put payoffs, premiums, and liquidation risk.
Spot vs. Futures: The Basics of Expiration and Margin
What is a futures contract, really? From expiration and margin to the scary word “liquidation,” here is a beginner-friendly guide to futures basics.
Why Palantir’s FDEs and Ontology Are Reshaping the AI Era
AI · Engineering Palantir in the AI Era: FDE and Ontology Will Decide the Future Lately, you keep hearing the
JEPI: Less Risk, More Monthly Cash
JEPQ invests in top Nasdaq-100 tech stocks, selling call options for monthly income. Here’s the double-digit yield’s real cost: capped upside and tech concentration.
JEPQ: Turning Nasdaq-100 Volatility Into Monthly Cash
JEPQ invests in top Nasdaq-100 tech stocks while selling call options (covered calls) for monthly income. Behind its double-digit yield: capped upside and heavy tech concentration. Here’s JEPQ’s structure, explained simply and fairly.