# oren (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover oren. Page: Feed: --- ## [What you Need to Know for August 21](https://bullst.substack.com/p/what-you-need-to-know-for-august-21a) _2026-08-21 · High Yield Harry · Bull Street_ Bessent loses the plot. Are the LA Dodgers in trouble? ## [What you Need to Know for August 19th](https://bullst.substack.com/p/what-you-need-to-know-for-august-326) _2026-08-19 · High Yield Harry · Bull Street_ OpenAI's shocking 2Q Numbers. Houston we have a rates problem. ## [The Week Ahead - August 16th](https://bullst.substack.com/p/the-week-ahead-august-16th) _2026-08-17 · High Yield Harry · Bull Street_ Jane Street's Big L. Stripe is closing in on OpenRouter. ## [What you Need to Know for August 14th](https://bullst.substack.com/p/what-you-need-to-know-for-august-e2c) _2026-08-14 · High Yield Harry · Bull Street_ A new stock market high. Plus, the biggest software LBO ever? ## [What you Need to Know for August 12th](https://bullst.substack.com/p/what-you-need-to-know-for-august-f86) _2026-08-12 · High Yield Harry · Bull Street_ On Cloud's Cloudy Future. Plus, it's Inflation Day. ## [What You Need to Know for August 9th](https://bullst.substack.com/p/what-you-need-to-know-for-august) _2026-08-10 · High Yield Harry · Bull Street_ An Important Update from The Bull Street Team ## [📈 Microsoft beats big, Azure hits $100B, shares up 7%](https://bullst.substack.com/p/microsoft-beats-big-azure-hits-100b) _2026-07-30 · Evelio Silvera · Bull Street_ Microsoft's blowout quarter anchors a wild night for mega-cap earnings, with the Fed's hawkish three-way dissent rattling bonds and Meta's cash crunch reminding us that AI capex has a price. ## [📈 Nvidia's $500B HBM Deal Locks In the AI Supply Chain](https://bullst.substack.com/p/nvidias-500b-hbm-deal-locks-in-the) _2026-07-27 · Evelio Silvera · Bull Street_ Nvidia secures a half-trillion-dollar memory pact with SK Hynix while defense backlogs hit records, tariff lawyers file suit, and the biggest earnings week of the summer is about to land. ## [📈 Tesla's Free Cash Flow Goes Negative](https://bullst.substack.com/p/teslas-free-cash-flow-goes-negative) _2026-07-23 · Evelio Silvera · Bull Street_ Tesla's margin collapse and negative free cash flow headline a busy earnings night, while TSMC pays the price for American chips and the 30-year Treasury flashes a 19-year warning. ## [📈 Buffett's $30B Google Bet](https://bullst.substack.com/p/buffetts-30b-google-bet) _2026-07-20 · Evelio Silvera · Bull Street_ The Oracle breaks his silence, Warsh tightens his lips, and the auto-credit cracks spread. ## [Open directory of blogs (Sponsored)](https://crawlproof.com/a/ZgEQSiJLbJHw) _2026-07-20 · **Sponsored**_ Drop URLs or OPML — get per-blog pages plus machine-readable JSON, OPML, text ## [📈 $26.5 Billion, One Trading Day](https://bullst.substack.com/p/265-billion-one-trading-day) _2026-07-13 · Evelio Silvera · Bull Street_ SK Hynix's debut anchors a green week for the S&P, Nasdaq, and Dow, while Salesforce and AstraZeneca show where the hype outran the execution. ## [📈 Hike or Cut? Warsh Won't Say.](https://bullst.substack.com/p/hike-or-cut-warsh-wont-say) _2026-07-09 · Evelio Silvera · Bull Street_ A Fed split down the middle, Apple hands Broadcom $30 billion, Blue Origin opens its doors to outside money, and your seat at Oren Klaff's Game of Money. ## [The grid just told its biggest customers to power themselves. Nobody is reading it right.](https://bullst.substack.com/p/the-grid-just-told-its-biggest-customers) _2026-07-08 · Evelio Silvera · Bull Street_ Emergency orders, a 20-year demand record, and why bring-your-own-power is the next American buildout. ## [📈 The AI trade isn't the chips. It's the power.](https://bullst.substack.com/p/the-ai-trade-isnt-the-chips-its-the) _2026-07-06 · Evelio Silvera · Bull Street_ Why Texas utilities with signed contracts may be the cleanest AI bet on the board, plus a Tesla quarter that isn't the blowout it looks like. ## [📈 Meta just gave the market the one thing it was missing](https://bullst.substack.com/p/meta-just-gave-the-market-the-one) _2026-07-02 · Evelio Silvera · Bull Street_ The AI spending story finally has a revenue story. Chip stocks cracked, ADP came in soft, and Oren Klaff on the four seats in every deal. ## [The Private Equity trick investors always miss - until it’s too late](https://bullst.substack.com/p/the-private-equity-trick-investors) _2026-07-02 · Bull Street_ Every deal has four seats at the table. One of them wins no matter what. Here's how to stop being the one the trick gets pulled on. ## [📈 The Memory Crisis Just Hit Apple](https://bullst.substack.com/p/the-memory-crisis-just-hit-apple) _2026-06-29 · Evelio Silvera · Bull Street_ Its worst day in a year, Micron's record margins, and who really wins when the scarce thing gets scarcer. ## [GE Vernova's Gas Turbines Are Sold Out Through 2029: AI Is Why](https://bullst.substack.com/p/ge-vernovas-gas-turbines-are-sold) _2026-06-29 · Evelio Silvera · Bull Street_ Hyperscalers are queuing up for turbines that now cost 300% more than three years ago ## [ON Semi Buys Synaptics for $7 Billion in Physical AI Push](https://bullst.substack.com/p/on-semi-buys-synaptics-for-7-billion) _2026-06-25 · Evelio Silvera · Bull Street_ The all-stock deal is ON Semi's largest ever and targets a $243 billion addressable market by 2030 ## [📈 Micron's $1 Trillion Quarter](https://bullst.substack.com/p/microns-1-trillion-quarter) _2026-06-25 · Evelio Silvera · Bull Street_ Revenue quadruples as the AI memory crunch mints a new chip giant, the banks unleash capital after the stress test, and Oren Klaff exposes private equity's favorite magic trick. ## [Watch Chovy Code Live (Sponsored)](https://crawlproof.com/a/tFDDEXMFRwbw) _2026-06-25 · **Sponsored**_ Join live coding streams with real-time collaborative screen sharing, open source and free. ## [Private Equity Has Magic Tricks to Make Money in Every Bad Situation](https://bullst.substack.com/p/private-equity-has-magic-tricks-to) _2026-06-25 · Bull Street_ With more than 30,000 companies stuck in the exit pipeline, private equity invented a way to sell a company to itself, call it an exit, and reset the clock. ## [Micron Blows Past Every Estimate: Revenue Quadruples as Memory Crunch Deepens](https://bullst.substack.com/p/micron-blows-past-every-estimate) _2026-06-25 · Evelio Silvera · Bull Street_ A global AI-driven shortage is turning Micron into a trillion-dollar toll booth on the data center buildout ## [What’s Next for Oren Codes (and Why I’m Stepping Away)](https://orencodes.io/whats-next-for-oren-codes-and-why-im-stepping-away/) _2025-10-28 · Oren Cohen · Oren Codes_ Hey everyone, When I started Oren Codes , I had big plans. I wanted to build something that helped people learn backend engineering the way I wish someone had taught me — step by step, with real-world clarity. But if I’m honest, I never quite got this project ## [Anatomy of a Python If Statement](https://orencodes.io/anatomy-of-a-python-conditional/) _2025-08-30 · Oren Cohen · Oren Codes_ From saving throws to advantage rolls, learn how Python’s if, elif, and else conditionals let your code make decisions. ## [Was My Computer Science Degree Worth It? My Honest Journey as a Backend Engineer](https://orencodes.io/was-my-computer-science-degree-worth-it-my-honest-journey-as-a-backend-engineer/) _2025-08-29 · Oren Cohen · Oren Codes_ An honest look at my Computer Science degree — the failures, the lessons, and whether it’s worth it for aspiring backend engineers in 2025. ## [Anatomy of a Python Loop](https://orencodes.io/anatomy-of-a-python-loop/) _2025-08-27 · Oren Cohen · Oren Codes_ Learn Python loops the fun way by rolling dice, casting fireballs, and finally understanding what continue really does. ## [Anatomy of a Python Function](https://orencodes.io/anatomy-of-a-python-function/) _2025-08-19 · Oren Cohen · Oren Codes_ A straightforward, nerdy explanation of how to use functions in Python. You'll learn how to write a function and its importance for cleaner code. ## [How to Deploy FastAPI with Docker and K3s](https://orencodes.io/how-to-deploy-fastapi-with-docker-and-k3s/) _2025-08-11 · Oren Cohen · Oren Codes_ From local dev to live: How to deploy FastAPI with Docker and K3s on Kubernetes ## [Your Developer Superpower Starts With a Private Git Repo](https://orencodes.io/your-developer-superpower-starts-with-a-private-git-repo/) _2025-07-29 · Oren Cohen · Oren Codes_ Every developer needs a private Git repository to save code snippets, reusable modules, and lessons learned for future projects. ## [How to Deploy a Theme From GitHub to Your Ghost Blog (With Secrets)](https://orencodes.io/how-to-deploy-a-theme-from-github-to-your-ghost-blog-with-secrets/) _2025-07-18 · Oren Cohen · Oren Codes_ Learn how to automate Ghost theme deployment using GitHub Actions, secrets, and custom workflows — no more manual zipping or uploads. ## [Every Channel. One Login. (Sponsored)](https://crawlproof.com/a/aYkgMKaC6unJ) _2025-07-18 · **Sponsored**_ 17,000+ live channels, movies and sports on any device. Free trial, no IP lock. ## [Mastering Math in Python: From Basics to Built-In Functions](https://orencodes.io/mastering-math-in-python-from-basics-to-built-in-functions/) _2025-07-11 · Oren Cohen · Oren Codes_ Learn how to do math in Python using basic operators, built-in functions, and the math module. Perfect for beginners and leveling up your code. ## [How to Run a Python File in The Terminal?](https://orencodes.io/how-to-run-a-python-file-in-the-terminal/) _2025-07-06 · Oren Cohen · Oren Codes_ In this article, I share with you the simple way to run Python scripts in the terminal, as well as the more complex method. ## [How to Prepare for Code Reviews (Like a Pro)](https://orencodes.io/how-to-prepare-for-code-reviews-like-a-pro/) _2025-07-06 · Oren Cohen · Oren Codes_ Avoid awkward PRs. Boost your confidence. Make life easier for your reviewers and yourself. ## [Why You Should Write Code Outside Your Day Job](https://orencodes.io/why-you-should-write-code-outside-your-day-job/) _2025-07-06 · Oren Cohen · Oren Codes_ Learn faster, build smarter, and unlock new career paths: AI is your partner in coding beyond the 9–5. ## [How to Install Python on Mac?](https://orencodes.io/how-to-install-python-on-mac/) _2025-07-06 · Oren Cohen · Oren Codes_ I'll share a few ways to install Python on a Mac. Not everyone is satisfied with installing from the official site. ## [Why I’m Writing 100 Python Articles (Even If No One Reads Them)](https://orencodes.io/why-im-writing-100-python-articles-even-if-no-one-reads-them/) _2025-07-05 · Oren Cohen · Oren Codes_ What I wish I had when I started learning Python — and why I’m building it for you now.