Patrick Gibson

PM Brief: De-Risking the AI Hardware Complex and the Telco Eviction Notice

The AI Disruption: Michael Burry’s $200M Palantir Trap Is Closing

The Monday Liquidity Brief: Starmer Out, the G7 Feud, and Front-Running the PCE Liquidity Scramblecapital

The $30 Billion Salesforce Flush: Pricing the Collapse of Per-Seat Licensing

The Monday Macro Re-Anchor: Warsh’s Debut, Hormuz Relief, and the Four-Day Execution Plan

The $1.75 Trillion Question: Inside the Engineered Price Floor for SPCX