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Lumida Ledger: Your cross-asset guiding light. Invest Beyond the Ordinary.
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Featured Posts
Jan 21, 2024
Demographics, AI Narrative, Consumer Delinquencies, Crypto
Justin Guilder, +1
Dec 03, 2023
Beyond 2023: AI Chip wars, Bank failures, Bull markets?
Ram Ahluwalia, +1
Dec 31, 2023
2023 Wrapped: Market Rally, Mag 7 Deep Dive, Bridgewater vs Goldman
Justin Guilder, +1
Latest Posts
Apr 28, 2024
Meta’s Plan to Disrupt Apple & Microsoft; Stripe on Crypto
Ram Ahluwalia, +1
Apr 21, 2024
Are We In A Simulation? Datacenter Demand, Macro, Market Outlook
Ram Ahluwalia
Apr 14, 2024
Buffett is Making Mistakes, Google’s new TPU Chip, Amazon CEO Letter
Ram Ahluwalia
Archive
Apr 28, 2024
Meta’s Plan to Disrupt Apple & Microsoft; Stripe on Crypto
Ram Ahluwalia, +1
Apr 21, 2024
Are We In A Simulation? Datacenter Demand, Macro, Market Outlook
Ram Ahluwalia
Apr 14, 2024
Buffett is Making Mistakes, Google’s new TPU Chip, Amazon CEO Letter
Ram Ahluwalia
Apr 07, 2024
ASML, AI Bubble?, Goldman Enters Crypto ETF market
Ram Ahluwalia
Mar 31, 2024
Microsoft plowing $100 Bn into Stargate with OpenAI
Ram Ahluwalia
Mar 24, 2024
AGI is Coming (Nvidia Conf); Fed Watch
Ram Ahluwalia
Mar 17, 2024
Sovereign AI, Memecoins, Mr. Market Update
Ram Ahluwalia
Mar 10, 2024
Investing as Surfing, Biden SOTU, Amazon goes nuclear
Ram Ahluwalia
Mar 03, 2024
AI Chip Wars, Ethereum ATHs Coming?, Parabolas are Back
Ram Ahluwalia
Feb 25, 2024
Nvidia Results; AI vs. Fake AI; Berkshire
Ram Ahluwalia
Feb 18, 2024
Hollywood Secrets, iPad Killer, Whale Watch & Crypto Miners
Ram Ahluwalia
Feb 11, 2024
Time for a Correction? A “split” equity market
Ram Ahluwalia, +1
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