top of page
Search


Nvidia vs Cisco Is $NVDA Repeating the Dot-Com Bubble Trap?
Is Nvidia repeating Cisco’s fatal mistake from the dot-com bubble? In this deep dive into Nvidia’s financial breakdown, we uncover the hidden risks behind the $NVDA stock surge, including massive customer concentration, circular revenue through vendor financing, and striking balance sheet similarities to Cisco Systems in the year 2000.
Jonathan molendijk
Sep 2410 min read


Russia's $100,000,000,000 Bet on Crypto
Did Russia just adopt a Bitcoin standard—or build a digital fortress?On August 4th, Vladimir Putin signed Federal Law No. 282-FZ into law, legalizing cryptocurrency for international trade while capping domestic citizens at 300,000 Rubles (~$3,700) per year. At the exact same time, Russia triggered a mandatory rollout of its Central Bank Digital Currency (CBDC): The Digital Ruble.
Jonathan molendijk
Sep 38 min read


The Stock Market Just Popped
What if the trillion-dollar AI boom isn't being backed by big tech profits, but by your life insurance, pension, and 401(k)? In this video, we uncover how Wall Street and Silicon Valley have engineered a complex financial mechanism to offload massive AI infrastructure debt onto everyday retirement accounts—bypassing post-2008 safety regulations.
Jonathan molendijk
Aug 289 min read
bottom of page
