Long-Term Investing
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Solar’s Boring, Defensible Turn: What the 66% Install Drop and the Cost-Model Pact Actually Mean
New solar installations fell 66% year-over-year in the first half, and eight polysilicon giants signed a pact to price at or above modeled cost. The…
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The Prudent Question Isn’t “What Wins” But “What Survives 2029”
Two linked cryostats at 15 millikelvin, 1,000 programmable qubits targeted by 2027, fault tolerance by 2029. For long-horizon investors, quantum computing is a compounding story,…
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The 8.86-Second Dash Is Not the Asset; the 2,500 Hours of Data Are
A humanoid robot ran 100 meters in 8.86 seconds, beating the human record. Over a long-horizon view, the sprint is the headline — and the…