My Thoughts on Current Events
13 Jan 2026 2 minute read 0 comments Perfectionist25
New beginnings always bring hope. However, the increased optimism of cryptocurrency investors in the first week of the new year was weakened by the unease created by geopolitical developments affecting all markets. The optimistic atmosphere in the ma...
11 Jan 2026 2 minute read 0 comments Perfectionist25
For centuries, alchemists sought to transform base metals into gold; today, we are transforming data and digital codes into value—the future of finance. To understand this great transformation of modern times, it's worth remembering the cumbersome bu...
10 Jan 2026 4 minute read 0 comments Perfectionist25
The world is trying to power everything with electricity simultaneously. AI data centers, industrial and manufacturing facilities, the rapidly increasing heating and cooling needs in developing countries… all are coming online at the same time. On th...
9 Jan 2026 4 minute read 0 comments Perfectionist25
OKLO may be priced like a nuclear company today, but what it's actually building is AI-enabled infrastructure for the energy age. While the market is still preoccupied with short-term questions like whether Aurora reactors will be licensed and whethe...
8 Jan 2026 3 minute read 1 comment Perfectionist25
We are witnessing a new "liberation(!) by the US" moment in history. It seems another of the great evils has been neutralized. Venezuelan President Nicholas Maduro, taken from his bed in a flawless operation by American military and intelligence forc...
7 Jan 2026 3 minute read 0 comments Perfectionist25
I wrote that 2026 would be like a steroid-fueled 2025, and that's how we would start the year. Frankly, I didn't expect it to happen so quickly, but in the very first week of the year, Trump did it again and, in a selective operation, snatched a coun...
4 Jan 2026 3 minute read 0 comments Perfectionist25
$CLPT | ClearPoint Neuro is not just on my radar, it's a position I consciously hold in my portfolio. The reason is clear: the company offers a real solution to a problem in neurosurgery that no one has been able to fundamentally address for a long t...
3 Jan 2026 4 minute read 0 comments Perfectionist25
Plug Power is positioned as a leader in green hydrogen production, storage, distribution, and fuel cell technologies. The company operates in areas such as electrolyzers, material handling (customers like Amazon and Walmart for forklifts), stationary...
2 Jan 2026 3 minute read 0 comments Perfectionist25
Viking Therapeutics' current position is noteworthy for its strategic value, a rarity in the biotechnology sector. Obesity is no longer an experimental field; it has become a strategically critical and highly competitive battleground where major phar...
1 Jan 2026 3 minute read 0 comments Perfectionist25
As the calendar draws to a close in 2025, the Dragon of the East is re-entering the game; but this time the table is crowded, and the moves are asynchronous. Donald Trump's return, updating himself into a second version, marked the beginning of a mor...
