# performance update (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover performance update. Page: Feed: --- ## [Everybody's Supplier. Nobody Knows.](https://guardianresearch.substack.com/p/everybodys-supplier-nobody-knows) _2026-08-18 · Guardian Research · Guardian Research_ A small-cap US defense manufacturer just lost a fifth of its value on a charge that cost the company nothing. Almost nobody owns it. I do. ## [Fear of AI Bubble Could Pop The Bubble](https://interconnect.substack.com/p/fear-of-ai-bubble-could-pop-the-bubble) _2026-08-05 · Kevin Xu · Interconnected_ I have been paying attention to the nationwide AI data center moratoriums for more than a hot minute. ## [My Portfolio Is Up 75% YTD While the Momentum Trade Died. Here Are All 22 Positions.](https://guardianresearch.substack.com/p/my-portfolio-is-up-75-ytd-while-the) _2026-07-29 · Guardian Research · Guardian Research_ A full portfolio performance update and position-by-position breakdown. +75.39% YTD against the S&P's +9.00%. +154% over one year. ## [Kimi’s Tightrope: Openness and Revenue at Once, but New US Ban Risks](https://interconnect.substack.com/p/kimis-tightrope-openness-and-revenue) _2026-07-27 · Kevin Xu · Interconnected_ Adopting a new license, with revenue comes regulability ## [the jumpiness problem](https://www.tradingresearchub.com/p/the-jumpiness-problem) _2026-07-27 · Trading Research Hub_ i cut trading costs by 52%. it wasn't worth it. here's what i learned anyway. ## [H1 2026 Performance Update: Getting Worse Before Getting Better](https://interconnect.substack.com/p/h1-2026-performance-update-getting) _2026-07-24 · Kevin Xu · Interconnected_ Welcome to the first half 2026 performance update letter of Interconnected Capital. ## [The People's Car, Priced Like Scrap](https://underhood.substack.com/p/the-peoples-car-priced-like-scrap) _2026-07-21 · Siyu LI · Under The Hood_ inside its 60%+ discount to a hidden empire of crown jewels ## [The $13 Silver Developer That Doesn't Need Silver to Rise (And Doubles If It Does)](https://guardianresearch.substack.com/p/the-13-silver-developer-that-doesnt) _2026-07-18 · Guardian Research · Guardian Research_ Last month a silver company IPO’d on the NYSE, and it has already round-tripped back to its IPO price while silver corrected 20% off its June high. ## [Stuck, Battling, or Winning: A Portfolio Autopsy](https://underhood.substack.com/p/stuck-battling-or-working-a-portfolio) _2026-07-02 · Siyu LI · Under The Hood_ A tour of 14 core holdings behind the pitches ## [I am ending this paid newsletter](https://www.tradingresearchub.com/p/i-am-ending-this-paid-newsletter) _2026-06-27 · pedma · Trading Research Hub_ Why I'm shutting down subscriptions, issuing refunds BUT not stopping the writing. ## [Open this .onion address (Sponsored)](https://crawlproof.com/a/tcwzxz8mIMjn) _2026-06-27 · **Sponsored**_ Access 7btj5kisrpopxjkhmcugbiygfk2xd6op3ta7whfrmxxrldyrlh5b5zad.onion using a Tor browser. ## [The Great American Tech “Crackdown” Is Looking Like China’s](https://interconnect.substack.com/p/the-great-american-tech-crackdown) _2026-06-26 · Kevin Xu · Interconnected_ If I had asked you to guess which country’s tech company has to ask its government for an approved list of customers before releasing a new product, you likely would have guessed China or maybe Russia. ## [Banning Open Source AI Would Be A Mistake](https://interconnect.substack.com/p/banning-open-source-ai-would-be-a) _2026-06-19 · Kevin Xu · Interconnected_ This post was originally an op-ed co-authored with Nathan Lambert of the excellent Interconnects newsletter for a general, non-technical audience. ## [Why Do (Some) Chinese AI Labs Distill?](https://interconnect.substack.com/p/why-do-some-chinese-ai-labs-distill) _2026-06-16 · Kevin Xu · Interconnected_ And why the Mythos/Fable drama doesn’t matter here ## [($) Berkshire Hathaway: AI Tourist or Energy Veteran?](https://interconnect.substack.com/p/berkshire-hathaway-ai-tourist-or) _2026-06-05 · Kevin Xu · Interconnected_ This post is for our premium members only. ## [Three 10-Baggers Wall Street Hasn't Priced Yet](https://guardianresearch.substack.com/p/three-10-baggers-wall-street-hasnt) _2026-05-31 · Guardian Research · Guardian Research_ Plus my two biggest positions that I think do a nice 5x ## [Right Decision, Wrong Week](https://www.tradingresearchub.com/p/right-decision-wrong-week) _2026-05-26 · pedma · Trading Research Hub_ Process over outcome, the gambler's fallacy in reverse, and the peace of mind I hadn't had in 18 months ## [Pattern Recognition in Turnarounds](https://underhood.substack.com/p/pattern-recognition-in-turnarounds) _2026-05-22 · Siyu LI · Under The Hood_ Deutsche Bank(2021), Citi(2022) and Fiserv(2026) ## [my highest conviction position](https://guardianresearch.substack.com/p/my-highest-conviction-position) _2026-05-21 · Guardian Research · Guardian Research_ A breakdown of my single highest conviction long, plus a 13F most people read wrong and a compounder I think doubles from here. ## [I Sold Hyperliquid](https://www.tradingresearchub.com/p/i-sold-hyperliquid) _2026-05-20 · pedma · Trading Research Hub_ Why I cut a 60% position to 10% after 17 months ## [Five Setups and a Hedge](https://guardianresearch.substack.com/p/five-setups-and-a-hedge) _2026-05-16 · Guardian Research · Guardian Research_ One I'm loading up on. Two I'm scaling into. A timber name that pays me to wait for the rest. And one to watch. ## [Real SIMs for AI Agents (Sponsored)](https://crawlproof.com/a/6I25UtgcP47L) _2026-05-16 · **Sponsored**_ Pass 2FA and verifications with real carrier numbers via our API. ## [Watching the Super Bowl of US-China Nerds](https://interconnect.substack.com/p/watching-the-super-bowl-of-us-china) _2026-05-15 · Kevin Xu · Interconnected_ The first quarter is in the books with a long game ahead. ## [+67% YTD & The Chat](https://guardianresearch.substack.com/p/67-ytd-and-the-chat) _2026-05-15 · Guardian Research · Guardian Research_ You’re missing the alpha ## [One Net or Fifteen](https://www.tradingresearchub.com/p/one-net-or-fifteen) _2026-05-15 · pedma · Trading Research Hub_ Multi-signal continuous trend on crypto, signal selection by IC, and the construction-risk hedge nobody quantifies. ## [Biotech Winter, Not Ice Age: The Bull Case for Alexandria at a Fire Sale](https://underhood.substack.com/p/alexandria-the-1992-dream-team-of) _2026-05-13 · Siyu LI · Under The Hood_ irreplaceable assets trade at 40% of "replacement cost" ## [ChinAI Mood: April 26 - May 4, 2026](https://interconnect.substack.com/p/chinai-mood-april-26-may-4-2026) _2026-05-12 · Kevin Xu · Interconnected_ AGI is the friends you make along the way ## [5x From Here: $ANGX](https://guardianresearch.substack.com/p/5x-from-here-angx) _2026-05-12 · Guardian Research · Guardian Research_ The non-woke Netflix at 1.6x ARR while Spotify trades at 6.5x. A director just bought $1mm in the open market. ## [Situationally Aware](https://guardianresearch.substack.com/p/situationally-aware) _2026-05-09 · Guardian Research · Guardian Research_ Three roads. Two of them end badly. ## [Two Potential Two Baggers. My Two Largest Positions.](https://guardianresearch.substack.com/p/two-potential-two-baggers-my-two) _2026-05-07 · Guardian Research · Guardian Research_ the chat saw these first. and two price targets. ## [Dirty Crypto Carry Part 3: The Money's in the Middle](https://www.tradingresearchub.com/p/dirty-crypto-carry-part-3-the-moneys) _2026-04-28 · pedma · Trading Research Hub_ Forward returns over equity curves, and what funding really tells you about price. ## [Throw Baby Out with "FinTech" Bathwater](https://underhood.substack.com/p/throw-the-baby-out-with-fintech-bathwater) _2026-04-23 · Siyu LI · Under The Hood_ Quality assets, Dominating Player, Strong Moat at a Depressed Valuation ## [Refer a Friend, Earn Rewards (Sponsored)](https://crawlproof.com/a/dU0oxWoU4NFN) _2026-04-23 · **Sponsored**_ Earn rewards when a friend signs up for the Graphite Business Card ## [Same Model, Four Exchanges, Four Different Stories](https://www.tradingresearchub.com/p/same-model-four-exchanges-four-different) _2026-04-19 · pedma · Trading Research Hub_ What I found when I ran the same crypto momentum system on Binance, Kraken, Hyperliquid and Extended ## [Q1 2026 Performance Update: Roughing It in the AI Age](https://interconnect.substack.com/p/q1-2026-performance-update-roughing) _2026-04-17 · Kevin Xu · Interconnected_ Quick programming note: I’ll be going to China next week for a jampacked trip across four cities to visit many leading AI labs and companies there. ## [Why Is the WTIOIL Contract on Hyperliquid Paying -400% Funding?](https://www.tradingresearchub.com/p/why-is-the-wtioil-contract-on-hyperliquid) _2026-04-09 · pedma · Trading Research Hub_ A quick explainer on contract rolls, backwardation, and why a simple arb doesn't actually work ## [Dirty Crypto Carry — Part 2](https://www.tradingresearchub.com/p/dirty-crypto-carry-part-2) _2026-04-05 · pedma · Trading Research Hub_ What the data says about funding persistence, fat tails, and why chasing the juiciest rates is not easy ## [Dirty Crypto Carry — Part 1](https://www.tradingresearchub.com/p/dirty-crypto-carry-part-1) _2026-04-02 · pedma · Trading Research Hub_ Testing a funding rate carry strategy on Hyperliquid perps ## [Burford: Reassessing after YPF Reversal (at $4.10)](https://underhood.substack.com/p/burford-reassess-at-410-after-ypf) _2026-03-31 · Siyu LI · Under The Hood_ 45% plunge, 1.7Bn assets write-off, 3 viable paths forward, and more ## [Like it at $5, Love it at $4](https://underhood.substack.com/p/like-it-at-5-love-it-at-4) _2026-03-25 · Siyu LI · Under The Hood_ From Aris, Golar, Valaris to B2G ## [Reddit: One-of-a-kind Powerhouse Supercharged by Google](https://underhood.substack.com/p/reddit-one-of-a-kind-powerhouse-supercharged) _2026-02-25 · Siyu LI · Under The Hood_ 45% off ATH, bull / bear breakdown, and 5Y base case at 15% IRR ## [The Lone mid-tier Laggard in Gold's Epic Run](https://underhood.substack.com/p/the-lone-mid-tier-laggard-in-golds) _2026-01-25 · Siyu LI · Under The Hood_ Under the Hood delves deeply into companies, bypassing news headlines to focus on what truly matters. It is designed for curious investors who enjoy exploring new ideas and industries, delving deeper, and making decisions. ## [From a Solid 2025 to an Exciting 2026](https://underhood.substack.com/p/from-a-solid-2025-to-an-exciting) _2026-01-11 · Siyu LI · Under The Hood_ thank you, results, signal-to-noise