Archive
Date
Lessons From the Legends Pt. 5
Posted May 30, 2025

Lessons From the Legends Pt. 4
Posted May 29, 2025

Lessons From the Legends Pt. 3
Posted May 28, 2025

Lessons From the Legends Pt. 2
Posted May 27, 2025

Lessons From the Legends Pt. 1
Posted May 26, 2025

Unlocking the Super Eye
Posted May 23, 2025

The Nvidia of Quantum Computing
Posted May 22, 2025

Hijacking Biology's Hijackers
Posted May 21, 2025

The Tesla of the Skies
Posted May 20, 2025

Blockchain's Manhattan Project
Posted May 19, 2025

Bitcoin Under Siege
Posted May 16, 2025

iMind
Posted May 15, 2025

Elon's Arabian Nights
Posted May 14, 2025

Crypto Banking 2.0
Posted May 13, 2025

The New Golden Touch
Posted May 12, 2025

The Ghost in the Courtroom
Posted May 09, 2025

The Future Is Spongy
Posted May 08, 2025

Getting to Gigabit Starlink
Posted May 07, 2025

Davis Wilson:
Heads Up on AMZN
After I published my Perfect Portfolio, a sharp-eyed reader emailed me with a fair question: “Why no Amazon?”
I’m a fan of Amazon. I use it. And I’m extremely bullish on its cloud division, AWS, which is arguably one of the most important business units in the entire global economy. But there’s a reason Amazon didn’t make the cut…
It comes down to a blend of macro risk, valuation, and what I believe is one of the most misunderstood and undervalued assets in the world: Alphabet’s Waymo. I believe Waymo is one of the most undervalued assets in the world. I’ve ridden in a few now. It’s not a demo. It’s not a gimmick. It works.
If Waymo reaches scale and profitability, it could unlock hundreds of billions of dollars in value. It’s like Alphabet is hiding a future transportation company inside its balance sheet – and the market hasn’t priced it in.

Crypto's New Party Lines
Posted May 06, 2025

Crypto vs. Congress
Posted May 05, 2025

The End of the American Trucker
Posted May 02, 2025

Tesla Coup
Posted May 01, 2025
