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Nilesh Jasani
·
August 15, 2025
Go Figure: A Field Guide to Market Oddities
A breezy yet pointed tour of market oddities, where identical facts spawn wildly different valuations, forecasts, and narratives.
Nilesh Jasani
·
August 11, 2025
Hallucinations: History, Hype, and Hard Truths
GPT-5 ups the accuracy stakes; managing hallucinations remains a team sport
Nilesh Jasani
·
July 11, 2025
U.S. Analysts’ Temerity vs. Korea/Taiwan’s Timidity
When earnings double and forecasts barely budge: how analysts’ instincts diverge across the Pacific in the age of AI.
Nilesh Jasani
·
June 30, 2025
Keeping Up with Tech When Words Begin to Fail
A discussion on utilities and trappings of terms with no meanings and laws with fancy names projecting where the world is headed
Nilesh Jasani
·
June 22, 2025
Of Memory and Monopolies: The Market’s Unrecognized Winds of Change
A mega-cap mentionable alongside NVIDIA: triple-digit growth, AI-critical tech, and trading at a mid single-digit P/E (no typo)
Nilesh Jasani
·
March 5, 2025
Dear Sergey, for AGI, All Google Needs is to Come as One
With nearly 60 AI projects tripping over each other, Google’s AGI dream needs less 60-hour grind and more glue
Nilesh Jasani
·
December 8, 2024
When a Society Finds Its Heroes: Taiwan's Tech Ascendancy
In a region of contrasts, Taiwan’s entrepreneurial spirit and pricing power are reshaping its role - a factor crucial in the high-base affected 2025
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Our Latest Articles
Nilesh Jasani
·
April 2, 2026
Lessons from NVIDIA's US$2bn Sprinklers
Nvidia's strategic investments act as a private industrial policy, quietly onshoring critical tech while leaving regulators and rivals scrambling.
Nilesh Jasani
·
March 27, 2026
TurboQuant: Worse Than Old Wine in a New Bottle
The real change around the TurboQuant brouhaha is financial community attention, not unexpected tech development
Nilesh Jasani
·
March 26, 2026
Old Habits Die Hard
An idle afternoon's chitter-chatter on six reflexes that have outlived their usefulness.
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