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Bad Day to Have a Prostate Exam: JAKK Is Back
Management finally put the bottom in writing — and the squeeze math is still sitting there, untouched.
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Building an Institutional-Grade Portfolio Tracker with AI
Jan 25
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Nick Nemeth
2,712
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Coherent: The Silent Giant Powering AI and Advanced Manufacturing
Aug 13, 2025
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Nick Nemeth
48
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My $3,000/Month AI Bill Led Me to the Best Deep Value in Tech
Feb 13
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Nick Nemeth
40
5
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The Great Re-Rating: Unapologetically Bullish on China for 2026
Jan 14
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Nick Nemeth
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Brian Coughlin
47
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I Missed Something on CRSR
You learn something every day. It's better when they're free lessons.
Feb 17
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Nick Nemeth
7
12
I Built a Free Finance Curriculum Because the Existing Options Are Either $200K or a Scam
An open-source education platform for investing and quantitative finance — from first principles to differential machine learning
Feb 16
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Nick Nemeth
112
14
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My $3,000/Month AI Bill Led Me to the Best Deep Value in Tech
Wall Street Thinks Corsair Is Dying. The Numbers Say Otherwise.
Feb 13
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Nick Nemeth
40
5
4
Scully Royalty (SRL) – The Inmates No Longer Run the Asylum
A hidden Canadian iron ore royalty worth multiples of the stock price, a governance dumpster fire, and the activist family office cleaning it all up.
Feb 12
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Nick Nemeth
24
3
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Michael Burry Restacked Part 1. Here's Part 2.
I Built a Bloomberg-Killer on a Raspberry Pi
Feb 8
•
Nick Nemeth
66
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The AI Infrastructure Stress Test
Two Days to Prove the Ramp Is Real
Feb 4
•
Nick Nemeth
20
1
The End of the Powell Put — And Why That Matters More Than People Think
A regime change in liquidity, crisis response, and risk premiums.
Jan 31
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Nick Nemeth
43
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Mispriced Assets
Research that translates equities, crypto, and macro into conviction-ready opportunities. Follow the unlevered Mispriced Assets portfolio.
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