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Prosperiax Journal

The First Condition for a Crash Is Now in Place

Dec 22, 2025

A Structural Analysis of the Preconditions for Market Failure

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Building a Portfolio From First Principles

Dec 21, 2025

How Professionals Structure Long-Term Investment Portfolios

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Who Actually Wins the Space Trade

Dec 20, 2025

Which Public Companies Are Positioned to Endure — and Why Most Will Not

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Google and the Valuation Ambiguity

Dec 18, 2025

Scale, Cash Flow, and the Market’s Reluctance to Classify

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When a Platform Stops Scaling With Its Users

Dec 17, 2025

Design Tradeoffs, Execution Friction, and the Quiet Ceiling in Retail Trading

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Liquidity and the Illusion of Abundance

Dec 16, 2025

Why Money Supply Narratives Misread Where Risk Actually Resides

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A Case for Gold Amidst the Digital Age

Dec 15, 2025

Institutionalization, Trust Compression, and the Quiet Reordering of Hedge Assets

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Uber and the Road to Autonomy

Dec 13, 2025

How the platform fits into a multi-trillion-dollar shift in transportation

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Broadcom’s Earnings Weren’t the Problem

Dec 12, 2025

The sell-off says more about sentiment than fundamentals.

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The Race to Build Data Centers in Space

Dec 11, 2025

And the companies best positioned to own the next frontier of compute.

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SoFi and the Power of Being Overlooked

Dec 10, 2025

Exclusion isn’t a setback. It’s breathing room.

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Commodities Are Back

Dec 9, 2025

The market treated them like relics. Now they’re leading the cycle again.

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The AI Subsidy War Begins

Dec 8, 2025

Big Tech is about to erase AI pricing power.

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The $200 Billion Structural Confession: The Dollar’s Unassailable Moat

Dec 5, 2025

The Hidden Accumulation That Proves Geopolitical Ambition Cannot Defeat Commercial Necessity.

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The AI CapEx Supercycle: Phase II Repricing

Dec 4, 2025

Why the Maturation of an Industry Requires Trading Hype for Return on Investment.

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HIMS: The ∼76% Margin Moat

Dec 3, 2025

Why Vertical Integration and AI-Driven Specialization Have Re-Rated the Telehealth Business Model.

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The $TSLA Valuation Paradox: Ignore the Auto Margin

Dec 2, 2025

Why the 287x P/E is justified by the NPV of a future AI monopoly.

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Why Weak Hands Define Bitcoin’s Volatility

Dec 2, 2025

The derivative market ate itself on Sunday night only to reveal a deeper, more resilient layer of structural institutional conviction.

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The Only Company Nvidia, TSMC, and Intel Can’t Move Without

Dec 1, 2025

ASML’s tools don’t just make chips—they determine how fast AI can grow.

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When AI Runs on Borrowed Money

Nov 29, 2025

Growth is hitting the edges of what the physical world can actually supply.

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When AI Runs on Borrowed Money

Nov 28, 2025

The AI boom is accelerating, but the financing behind it is starting to buckle.

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Google Isn’t Just Chasing Nvidia, It’s Rewriting the Bill

Nov 25, 2025

The real shift isn’t about performance — it’s about who keeps the margins.

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Oracle’s AI Bet Turns Into a Market Stress Test

Nov 20, 2025

How one massive AI contract pushed Oracle from winner to warning sign.

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When AI’s Story Runs Ahead of the Earnings

Nov 18, 2025

Why the market’s AI expectations are rising faster than the results behind them.

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The Short Heard Around the Valley

Nov 10, 2025

Michael Burry vs. the AI Darlings

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