SF Trip: March 2026 - Part 2: Peptides
trigger warning
Martin’s Newsletter
Investing, science and technology.
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SF Trip: March 2026 - Part 1: Agents
20/20 bubble vision
Photonic Computing: The Final AI Hardware Frontier (long QCLS)
I’ve spent the last few months studying photonic (optical) computing.
Quantum Computing: 2075?
I think we're in for a long wait.
Short Quantum Computing - Several 90%+ downside stocks with clear catalysts - Part 1
RGTI, IONQ, QBTS, QUBT
Why Cassava's ($SAVA) simufilam does not work
Check out my report and website
Coding is for closers
with apologies to anyone creative
AI Company List (1300 companies), Top 50 companies by valuation and my preferences - July 2023
An interim report - still a WIP
Neets.ai demo - AI Musk vs. Zuck pre-fight
watch the two CEOs rumble on Twitch/YouTube
How the media lies about me: Bloomberg & Politico
Why is media trust at absolute zero levels? Actions like this.