Mispriced Assets (on Substack)
Region: US
Wednesday 04 November 2026 18:26:31 GMT
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sam :
great day for GRPN Nation
2026-11-04 19:15:14
5
Bahnmibandito :
I’m not a capitalist but I’m old enough to remember when capitalism more or less “worked” as in it produced good outcomes for people. I’m far more interested in what produces good outcomes for *people* than ideology. If open sourcing everything and decentralizing production means is the path forward to good outcomes, then good riddance to the old way of doing things
2026-11-04 18:36:20
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DopeIsJay :
You made a great point a while back about the elasticity of token prices. I’ll add that while current prices of chips & memory will ultimately lead to demand destruction also the amount of supply that’ll come as a result will also compress the margins of these chip makers. Ultimately semiconductors will suffer once these long term contracts expire.
2026-11-04 20:01:13
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user2069196121994 :
If based on AI everyone can make chips that will be great!!!
2026-11-05 01:06:46
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fm77088 :
It was very eloquent.
2026-11-04 19:13:02
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WallStreetPlumber :
[Tears of joy] I posted what I believe is my best piece yet . I agreed with myself that it the best and myself agreed . Bunch of noise no sense
2026-11-04 20:01:55
0
Kent :
Nick I think your analysis is generally very prescient, but I do think you overstate the appetite for “socialism” in the Democratic Party. Even someone like Zohran on the left flank of the party has hardly articulated socialist goals beyond pretty bog-standard European style social programs.
2026-11-04 18:40:02
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Chris Chiriboga :
What’s the time scale of this?
2026-11-04 18:51:19
0
Victoria :
Did you use your platform twice to help get Trump elected? …..
2026-11-04 23:40:06
1
008 :
They really never did what they are supposed to do
2026-11-04 21:06:25
1
Aids :
Something that everyone will understand. Zietgeist 😾 👎
2026-11-04 20:52:00
1
My_Dinner_With_Draino_ :
Josiah Warren wasnt wrong only early
2026-11-04 19:18:44
1
PapayaPhil :
Or it could just be Dems turn to take some money from the DC and AI 😂
2026-11-04 18:34:26
1
MO :
👀👀👀
2026-11-04 20:34:18
0
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