michaelhillaert

Joined 1 month ago

Karma

39

Submissions

24

Member since

Sep 8

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Recent submissions

AI Capital Spending Is Booming. But What About Shareholder Returns? michaelhillaert1.substack.com

2 michaelhillaert 2 days ago 1 comments

Could AI Infrastructure Growth Last Longer Than Markets Expect? michaelhillaert1.substack.com

1 michaelhillaert 10 days ago 0 comments

Comment · 15 days ago

Imagine the reactions if it would not be Israeli 'settlers' also known as terrorists, but Syrians or Afghan people doing the attacks...

Comment · 15 days ago

To me, settlers is an euphemism for terrorists.

Israeli settlers attack European diplomats in the West Bank ft.com

72 michaelhillaert 15 days ago 14 comments

A thirty year durability ranking of 35 companies michaelhillaert1.substack.com

1 michaelhillaert 20 days ago 0 comments

I ranked 25 companies by 30-year durability and current valuation michaelhillaert1.substack.com

1 michaelhillaert 22 days ago 0 comments

Why Semiconductor Bottlenecks Move Rather Than Disappear michaelhillaert1.substack.com

1 michaelhillaert 26 days ago 0 comments

What Still Gets Paid If AI Changes the Interface? michaelhillaert1.substack.com

1 michaelhillaert 27 days ago 0 comments

Vietnam's economy grew 9.95% in Q3, fastest pace in 4 years asia.nikkei.com

2 michaelhillaert 29 days ago 0 comments

My Valuation Dislocations of September michaelhillaert1.substack.com

1 michaelhillaert 1 month ago 0 comments

Could Addis Ababa become a prosperous megacity without becoming car-dependent? substack.com

1 michaelhillaert 1 month ago 1 comments

A valuation-dislocation tracker for 34 public companies michaelhillaert.com

1 michaelhillaert 1 month ago 0 comments

The cheap new AI model taking aim at OpenAI and Anthropic ft.com

13 michaelhillaert 1 month ago 5 comments

Administrative friction: moving within the EU michaelhillaert1.substack.com

1 michaelhillaert 1 month ago 0 comments