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Philoinvestor
Personal blog · philoinvestor.comeconomicsbusiness
Philoinvestor is a personal blog at philoinvestor.com about economics and business. Since 2022, 3 different Hacker News readers have linked it 13 times. It is still writing: the last post was on 2026-10-28, and you can follow it by feed.
Too few sampled comments (1) to say how often HN recommends it.?
Why HN links it
The only comment is a note that this submission duplicates another post on the site, titled "Biden's techno-imperial cycle". The comments say nothing about the writing itself.
Summarised by Claude from a sample of 1 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Investing in the Age of Fragility
What Hacker News says?
I first invested in AAPL late 2013, but I wouldn't touch the stock here. I expand on my thoughts in this piece: https://www.philoinvestor.com/p/downside-at-apple-a-10x-in-1... They are increasingly relying on having full control of their ecosystem to maintain their "monopoly", and with all the risks brewing in the horizon - its price is pretty high. People extrapolate the present too much into the future, but much o…
Comment linking /p/downside-at-apple-a-10x-in-10-years
on “Apple announces ability to download apps directly from websites in EU”Submitted Downside at NVIDIA (and the Nasdaq at large) as a story · 56 points
HN discussionI wrote a few post on Apple's brewing problems, outlined within: https://www.philoinvestor.com/p/downside-at-apple-a-10x-in-1...
Comment linking /p/downside-at-apple-a-10x-in-10-years
on “Apple hit with over 1.8B euro EU antitrust fine in Spotify case”Submitted Dump Your Crypto 2.0 as a story · 3 points
HN discussionThis piece went viral a few weeks ago: https://www.philoinvestor.com/p/downside-at-nvidia-and-the-n...
Comment linking /p/downside-at-nvidia-and-the-nasdaq
on “Microsoft strikes deal with Mistral in push beyond OpenAI”Submitted What kind of investor are you? as a story · 3 points
HN discussionHow many GPUs are being delivered today and for how long will they be used / what's their life? Who is funding the purchase of those GPUs? If VC money then what happens if the startups don't make money? Are users using AI-apps because they are free and dump them soon? Isn't their competition in semiconductors? Won't we have chips-as-a-commodity soon? LLMs-as-a-commodity? Is Big Tech spending all this money to create…
Comment linking /p/downside-at-nvidia-and-the-nasdaq
on “Microsoft strikes deal with Mistral in push beyond OpenAI”Submitted Microsoft economics are changing under the hood as a story · 2 points
HN discussionI am the writer of the article. I do consider the dynamics of the businesses involved - when I Write about a single company I consider it very deeply, when I write about a basket of stocks, I adjust my message to provide for that. I have written tons about differentiating between business models, and have spoken about that on my recent podcast interview with Value Hive. To get to the punch, Open AI being valued at $…
Comment linking /p/duolingo-platformizing-learning
on “Downside at NVIDIA (and the Nasdaq at large)”Submitted Dollar Maximalism as a story · 1 points
HN discussionI discuss NVIDIA's valuation here, and the A.I. ecosystem at large. https://www.philoinvestor.com/p/downside-at-nvidia-and-the-n...
Comment linking /p/downside-at-nvidia-and-the-nasdaq
on “Nvidia is now worth as much as the whole Chinese stock market”Submitted Microsoft tinkers with its capex depreciation accounting as a story · 1 points
HN discussionThis seems to be the same as blog post https://www.philoinvestor.com/p/bidens-techno-imperial-cycle
Comment linking /p/bidens-techno-imperial-cycle
on a deleted thread