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Tech.

4 posts in this topic.

Feb 22, 2026

The Tariff Fallout, Meta's Court Case, and Claude's Continued Rampage

From the Supreme Court's landmark tariff ruling to Claude's latest disruption, we break down a very newsworthy week in the markets.

Market Thoughts 13 Min Read Read Post →
Feb 17, 2026

AI Fears Bleed into Finance

AI narratives hit the financial sector, while Meta and Ring push surveillance boundaries. Plus, a look at Unity's earnings and Discord's IPO prep.

Market Thoughts 4 Min Read Read Post →
Feb 8, 2026

The SaaS-pocalypse & AI Cognitive Dissonance

An analysis of the paradoxical market reaction to AI infrastructure spending and the shifting SaaS landscape.

Market Thoughts 10 min Read Post →
Feb 2, 2026

Figma in the AI Era

A deep dive into Figma, the impact of generative AI, and where I think it's going.

Deep Dive 10 Min Read Read Post →