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Friday Filters

OpenAI in Shambles
Microsoft and OpenAI are fighting, and it'll cost OpenAI billions. The Friday Filter #85.
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Jacob B
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The Unknown AI Compounder
An underlooked AI company. The Friday Filter #84
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Jacob B
Meta's Spending Spree
What the Zuck is he up to? More spending it seems. The Friday Filter #83
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Consider Avoiding Tesla
I won’t be buying Tesla stock anytime soon. Here's why. The Friday Filter #82.
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Jacob B
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Earth, Brought to You by Nvidia
Advanced AI chips are shaping your future. Humanity as a whole, rather. The Friday Filter #81.
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Jacob B
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Still Bullish On Google
Google I/O '25 strengthened my Google thesis. Plus, a big announcement. The Friday Filter #80.
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Weekly Brief #79
UnitedHealth is falling, should you buy?... Plus, Canadian Tire acquires Hudson’s Bay, Middle East invests $2.5 trillion in U.S, Uber launches…
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Weekly Brief #78
Is Google dead? Maybe, but probably not.
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Weekly Brief #77
Let's talk about Canada's AI leadership... Plus, Nvidia’s $500 billion U.S. investment plan, Palo Alto acquires Protect AI, Gemini to become Apple “AI…
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Jacob B
Weekly Brief #76
The market is wrong about these companies... Plus, Apple and Meta fined $800 million, Merck to-buy SpringWorks for $3.5 billion, Harvard sues the U.S…
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Jacob B
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Weekly Brief #75
Carney or Poilievre, who's better for Canada? ... Plus, BoC holds key interest rate, Figma files for American IPO, Google ruled an ad tech monopoly…
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Weekly Brief #74
Welcome to World War III (economically)... Plus, Prada acquires Versace for $1.4 billion, Klarna delays American IPO, Alphabet to spend $75 billion on…
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Jacob B
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